Wiregrass Investment Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Wiregrass Investment Management LLC reported 96 stock positions worth $120.6 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Unitedhealth (UNH, 5.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 8, added to 53 and reduced 21. The biggest buy was a new position in SS SPDR P S&P 500 Growth ETF (SPYG) and the biggest sale Unitedhealth (UNH, shares −0%).

Most Recent 13F
Q2 2026
Location
THOMASVILLE, GA
CIK
0002109460
Portfolio Value
$120.6M (Q1 2026)
SEC Filing
0001951757-26-000851 ↗ filed May 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $119.6M Q4 2025 Q1 2026: $120.6M $120.6M Q1 2026 Q2 2026: $146.8M Q2 2026

Holdings 96 stocks · $120.6M
AAPL Apple Inc. 6.31% 30,016 $7.6M Add +6.4%
NVDA Nvidia Corp. 6.03% 41,730 $7.3M Add +1.2%
UNH Unitedhealth Group Inc. 5.51% 24,563 $6.6M Reduce -0.0%
AVGO Broadcom Inc. 3.95% 15,415 $4.8M Reduce -3.3%
MSFT Microsoft Corp. 3.91% 12,748 $4.7M Add +13.2%
GOOGL Alphabet Inc. Class A 3.86% 16,184 $4.7M Add +2.9%
AMZN Amazon.com Inc. 3.33% 19,302 $4.0M Add +4.9%
JPM JPMorgan Chase & Co. 3.20% 13,137 $3.9M Add +0.5%
SPYG SS SPDR P S&P 500 Growth ETF 2.22% 27,413 $2.7M New
CVX Chevron Corp. 2.08% 12,132 $2.5M Add +2.6%
MA Mastercard Inc. Class A 1.84% 4,450 $2.2M Add +49.8%
TFC Truist Financial Corp. 1.64% 42,979 $2.0M Add +3.6%
SPYV SS SPDR P S&P 500 Value ETF 1.56% 33,296 $1.9M Add +7.7%
META Meta Platforms Inc. Class A 1.50% 3,159 $1.8M Add +7.6%
FLO Flowers Foods Inc. 1.47% 217,643 $1.8M Add +16.9%
TSLA Tesla Inc. 1.45% 4,707 $1.7M Add +13.1%
JNJ Johnson & Johnson 1.44% 7,108 $1.7M Add +3.3%
HD Home Depot Inc. 1.42% 5,221 $1.7M Add +5.3%
CMI Cummins Inc. 1.34% 2,994 $1.6M Reduce -34.7%
GE General Electric filed as GE AEROSPACE 1.29% 5,480 $1.6M Add +68.2%
MS Morgan Stanley 1.27% 9,308 $1.5M Add +4.2%
CRM Salesforce Inc. 1.19% 7,682 $1.4M Add +68.7%
COST Costco Wholesale Corp. 1.10% 1,328 $1.3M Add +4.7%
PEG Public Service Enterprise GP 1.09% 16,295 $1.3M Add +4.5%
PFG Principal Financial Group 1.08% 14,450 $1.3M Add +6.9%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.08% 12,728 $1.3M Add +3.6%
FAST Fastenal Co. 1.05% 27,327 $1.3M Add +7.5%
MCD McDonald's Corp. 1.01% 3,936 $1.2M Add +5.2%
MMM 3M Co. 0.96% 8,012 $1.2M Add +5.5%
LYB Lyondellbasell Indu Class A 0.95% 14,229 $1.1M Reduce -56.9%
MO Altria Group Inc. 0.95% 17,291 $1.1M Reduce -15.3%
SPTI SS SPDR P Int Term TSY ETF 0.93% 39,198 $1.1M Add +12.2%
ABBV Abbvie Inc. 0.92% 5,094 $1.1M Add +73.6%
DOC Healthpeak Properties Inc. 0.90% 66,305 $1.1M Add +4.7%
OKE Oneok Inc. 0.89% 11,914 $1.1M Add +4.8%
SO The Southern Co. 0.88% 10,977 $1.1M Add +4.0%
LLY Eli Lilly & Co. 0.88% 1,151 $1.1M Reduce -30.2%
GEV GE Vernova Inc. 0.85% 1,175 $1.0M Add +3.3%
TSM Taiwan Semiconductor-SP ADR 0.82% 2,944 $995K Reduce -26.8%
EFA iShares MSCI Eafe ETF 0.80% 9,954 $967K No change
ORCL Oracle Corp. 0.80% 6,529 $961K Add +8.5%
GOOG Alphabet Inc. Class C 0.78% 3,263 $936K Reduce -8.0%
MU Micron Technology Inc. 0.77% 2,759 $932K Reduce -1.9%
WMT Walmart Inc. 0.76% 7,358 $914K Reduce -11.7%
SPMB SS SPDR P Mort Back Bond ETF 0.74% 39,907 $894K Add +13.0%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.74% 4,835 $891K No change
AGNC AGNC Investment Corp. 0.74% 88,794 $891K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.72% 3,036 $872K No change
VWO Vanguard Ftse Emerging Marke 0.71% 15,934 $861K No change
SPSM SS SPDR P S&P 600 Small Cap 0.70% 17,372 $839K Add +6.5%
GLW Corning Inc. 0.69% 6,130 $834K Add +12.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.66% 17,527 $800K Reduce -1.4%
PFE Pfizer Inc. 0.63% 27,037 $759K Add +6.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.63% 3,111 $754K Add +7.0%
PLTR Palantir Technologies Inc. Class A 0.59% 4,867 $712K Add +12.0%
CAH Cardinal Health Inc. 0.58% 3,289 $695K Add +4.0%
ISRG Intuitive Surgical Inc. 0.57% 1,482 $683K Add +5.3%
MPWR Monolithic Power Systems Inc. 0.57% 624 $683K Add +3.0%
BRK.B Berkshire Hathaway Inc. Class B 0.56% 1,417 $679K Reduce -0.6%
PM Philip Morris International 0.56% 4,097 $677K New
OMC Omnicom Group 0.52% 8,291 $624K Add +44.2%
SPIB SS SPDR P Int C Corp. ETF 0.50% 18,159 $609K Add +13.9%
CAT Caterpillar Inc. 0.49% 836 $592K Add +9.9%
IP International Paper Co. 0.46% 15,544 $555K New
VCSH Vanguard S/T Corp. Bond ETF 0.46% 7,000 $555K No change
JPST JPMorgan Ultra-Short Income 0.45% 10,800 $547K No change
VB Vanguard Most SM-Cap ETF-Usd 0.44% 2,018 $529K No change
PRGO Perrigo Co. PLC 0.43% 47,978 $515K New
BSV Vanguard Short-Term Bond ETF 0.42% 6,500 $510K No change
IJT iShares S&P Small-Cap 600 GR 0.42% 3,464 $501K No change
OWL Blue Owl Capital Inc. 0.41% 54,387 $497K Add +9.3%
EMR Emerson Electric Co. 0.40% 3,727 $488K Reduce -7.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.40% 9,200 $484K No change
SPEM State Street SP PTF Em ETF 0.38% 9,898 $464K Add +1.1%
TGT Target Corp. 0.38% 3,776 $458K Reduce -3.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.37% 18,500 $448K Add +23.3%
IBDU iShares Ibonds Dec 2029 Term 0.37% 19,000 $442K Add +90.0%
IBDT iShares Ibonds Dec 2028 ETF 0.36% 17,000 $431K Add +30.8%
PNC PNC Financial Services Group 0.32% 1,850 $385K Reduce -13.4%
IBDR iShares Ibonds Dec 2026 Term 0.32% 15,700 $381K No change
MRK Merck & Co. Inc. 0.30% 3,028 $364K Reduce -5.6%
AMGN Amgen Inc. 0.28% 975 $343K Reduce -2.5%
CSCO Cisco Systems Inc. 0.28% 4,277 $332K Add +0.0%
PLD Prologis Inc. 0.27% 2,471 $327K Reduce -9.6%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.23% 6,102 $278K New
SLYG SS SPDR S&P 600 SC GR ETF 0.23% 2,872 $277K Add +10.0%
LMT Lockheed Martin Corp. 0.23% 459 $277K No change
DIVB iShares Core Dividend ETF 0.23% 5,074 $274K Add +32.1%
T AT&T Inc. 0.23% 9,436 $274K Reduce -79.5%
MDT Medtronic PLC 0.22% 3,102 $269K Reduce -7.1%
NXPI NXP Semiconductors NV 0.20% 1,238 $244K Reduce -9.4%
GLXY Galaxy Digital Inc. Class A 0.20% 13,000 $240K Add +18.2%
TIP iShares Tips Bond ETF 0.19% 2,100 $232K No change
MARA Mara Holdings Inc. 0.07% 10,000 $82K No change
XTNT Xtant Medical Holdings Inc. 0.05% 103,000 $57K No change
DEFT Defi Technologies Inc. 0.03% 60,000 $33K No change

Portfolio Sells Q4 2025 → Q1 2026
UNH Unitedhealth Group Inc. Reduce -0.0% 5.51% −1.27
T AT&T Inc. Reduce -79.5% 0.23% −0.73
AVGO Broadcom Inc. Reduce -3.3% 3.95% −0.66
CMI Cummins Inc. Reduce -34.7% 1.34% −0.62
LLY Eli Lilly & Co. Reduce -30.2% 0.88% −0.60
NFLX Netflix Inc. Sold out 0.00% −0.40
INSM Insmed Inc. Sold out 0.00% −0.36
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.26
LYB Lyondellbasell Indu Class A Reduce -56.9% 0.95% −0.25
QCOM Qualcomm Inc. Sold out 0.00% −0.23
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.22
TSM Taiwan Semiconductor-SP ADR Reduce -26.8% 0.82% −0.20
V Visa Inc. Class A Sold out 0.00% −0.20
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.17
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −0.17
GOOG Alphabet Inc. Class C Reduce -8.0% 0.78% −0.15
PNC PNC Financial Services Group Reduce -13.4% 0.32% −0.05
NXPI NXP Semiconductors NV Reduce -9.4% 0.20% −0.05
MDT Medtronic PLC Reduce -7.1% 0.22% −0.05
EMR Emerson Electric Co. Reduce -7.7% 0.40% −0.04
MO Altria Group Inc. Reduce -15.3% 0.95% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 0.56% −0.04
PLD Prologis Inc. Reduce -9.6% 0.27% −0.02
WMT Walmart Inc. Reduce -11.7% 0.76% −0.02
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.4% 0.66% +0.00
AMGN Amgen Inc. Reduce -2.5% 0.28% +0.01
MRK Merck & Co. Inc. Reduce -5.6% 0.30% +0.02
TGT Target Corp. Reduce -3.5% 0.38% +0.06
MU Micron Technology Inc. Reduce -1.9% 0.77% +0.10

Portfolio Buys Q4 2025 → Q1 2026
SPYG SS SPDR P S&P 500 Growth ETF New 2.22% +2.22
AGNC AGNC Investment Corp. New 0.74% +0.74
CVX Chevron Corp. Add +2.6% 2.08% +0.57
PM Philip Morris International New 0.56% +0.56
IP International Paper Co. New 0.46% +0.46
GE General Electric Add +68.2% 1.29% +0.45
PRGO Perrigo Co. PLC New 0.43% +0.43
MA Mastercard Inc. Class A Add +49.8% 1.84% +0.43
ABBV Abbvie Inc. Add +73.6% 0.92% +0.36
GLW Corning Inc. Add +12.5% 0.69% +0.29
JNJ Johnson & Johnson Add +3.3% 1.44% +0.25
SPYD SS SPDR P S&P 500 Hi Div ETF New 0.23% +0.23
GEV GE Vernova Inc. Add +3.3% 0.85% +0.23
IRM Iron Mountain Inc. Add +3.6% 1.08% +0.23
FAST Fastenal Co. Add +7.5% 1.05% +0.20
OKE Oneok Inc. Add +4.8% 0.89% +0.19
COST Costco Wholesale Corp. Add +4.7% 1.10% +0.18
CRM Salesforce Inc. Add +68.7% 1.19% +0.18
IBDU iShares Ibonds Dec 2029 Term Add +90.0% 0.37% +0.17
OMC Omnicom Group Add +44.2% 0.52% +0.13
CAT Caterpillar Inc. Add +9.9% 0.49% +0.13
SO The Southern Co. Add +4.0% 0.88% +0.11
MPWR Monolithic Power Systems Inc. Add +3.0% 0.57% +0.11
PFE Pfizer Inc. Add +6.1% 0.63% +0.10
SPYV SS SPDR P S&P 500 Value ETF Add +7.7% 1.56% +0.09
SPTI SS SPDR P Int Term TSY ETF Add +12.2% 0.93% +0.09
PFG Principal Financial Group Add +6.9% 1.08% +0.08
IBDT iShares Ibonds Dec 2028 ETF Add +30.8% 0.36% +0.08
SPMB SS SPDR P Mort Back Bond ETF Add +13.0% 0.74% +0.08
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +23.3% 0.37% +0.07
MCD McDonald's Corp. Add +5.2% 1.01% +0.06
SPSM SS SPDR P S&P 600 Small Cap Add +6.5% 0.70% +0.06
DIVB iShares Core Dividend ETF Add +32.1% 0.23% +0.06
SPIB SS SPDR P Int C Corp. ETF Add +13.9% 0.50% +0.05
DOC Healthpeak Properties Inc. Add +4.7% 0.90% +0.05
PEG Public Service Enterprise GP Add +4.5% 1.09% +0.05
CAH Cardinal Health Inc. Add +4.0% 0.58% +0.03
SLYG SS SPDR S&P 600 SC GR ETF Add +10.0% 0.23% +0.02
SPEM State Street SP PTF Em ETF Add +1.1% 0.38% +0.00
CSCO Cisco Systems Inc. Add +0.0% 0.28% −0.00
HD Home Depot Inc. Add +5.3% 1.42% −0.00
GLXY Galaxy Digital Inc. Class A Add +18.2% 0.20% −0.01
MMM 3M Co. Add +5.5% 0.96% −0.05
PLTR Palantir Technologies Inc. Class A Add +12.0% 0.59% −0.06
MS Morgan Stanley Add +4.2% 1.27% −0.06
TFC Truist Financial Corp. Add +3.6% 1.64% −0.07
IBM Intl Business Machines Corp. Add +7.0% 0.63% −0.09
AAPL Apple Inc. Add +6.4% 6.31% −0.10
ISRG Intuitive Surgical Inc. Add +5.3% 0.57% −0.10
TSLA Tesla Inc. Add +13.1% 1.45% −0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 113$146.8MAAPL, NVDA, FLO, AVGO, GOOGL
Q1 2026 96$120.6MAAPL, NVDA, UNH, AVGO, MSFT
Q4 2025 98$119.6MUNH, NVDA, AAPL, AVGO, MSFT