Wiregrass Investment Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Wiregrass Investment Management LLC reported 113 stock positions worth $146.8 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Flowers Foods (FLO, 5.2%). Compared with Q1 2026, it opened 21 new positions, sold out of 4, added to 61 and reduced 23. The biggest buy was Flowers Foods (FLO, shares +345%) and the biggest sale Unitedhealth (UNH, shares −88%).

Most Recent 13F
Q2 2026
Location
THOMASVILLE, GA
CIK
0002109460
Portfolio Value
$146.8M (Q2 2026)
SEC Filing
0001951757-26-001177 ↗ filed Aug 7, 2026

Holdings Value

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

Holdings 113 stocks · $146.8M
AAPL Apple Inc. 6.20% 31,427 $9.1M Add +4.7%
NVDA Nvidia Corp. 6.05% 44,397 $8.9M Add +6.4%
FLO Flowers Foods Inc. 5.21% 968,613 $7.7M Add +345.1%
AVGO Broadcom Inc. 4.09% 15,872 $6.0M Add +3.0%
GOOGL Alphabet Inc. Class A 4.01% 16,484 $5.9M Add +1.9%
MSFT Microsoft Corp. 3.36% 13,206 $4.9M Add +3.6%
AMZN Amazon.com Inc. 3.19% 19,672 $4.7M Add +1.9%
SPYG SS SPDR P S&P 500 Growth ETF 2.47% 30,439 $3.6M Add +11.0%
MU Micron Technology Inc. 2.23% 2,829 $3.3M Add +2.5%
PFG Principal Financial Group 1.82% 24,718 $2.7M Add +71.1%
MA Mastercard Inc. Class A 1.62% 4,620 $2.4M Add +3.8%
TSLA Tesla Inc. 1.61% 5,626 $2.4M Add +19.5%
FAST Fastenal Co. 1.50% 45,797 $2.2M Add +67.6%
CMI Cummins Inc. 1.47% 3,016 $2.2M Add +0.7%
JNJ Johnson & Johnson 1.47% 8,469 $2.2M Add +19.1%
SPYV SS SPDR P S&P 500 Value ETF 1.43% 34,528 $2.1M Add +3.7%
CVX Chevron Corp. 1.40% 12,373 $2.1M Add +2.0%
BABA Alibaba Group Holding-SP ADR 1.38% 21,031 $2.0M New
MS Morgan Stanley 1.36% 9,526 $2.0M Add +2.3%
TFC Truist Financial Corp. 1.35% 39,890 $2.0M Reduce -7.2%
META Meta Platforms Inc. Class A 1.27% 3,322 $1.9M Add +5.2%
HD Home Depot Inc. 1.20% 4,974 $1.8M Reduce -4.7%
TSM Taiwan Semiconductor-SP ADR 1.19% 3,651 $1.7M Add +24.0%
JPM JPMorgan Chase & Co. 1.13% 5,050 $1.7M Reduce -61.6%
SPTI SS SPDR P Int Term TSY ETF 1.11% 57,377 $1.6M Add +46.4%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.10% 12,760 $1.6M Add +0.3%
GEV GE Vernova Inc. 1.01% 1,259 $1.5M Add +7.2%
LLY Eli Lilly & Co. 0.98% 1,197 $1.4M Add +4.0%
DOC Healthpeak Properties Inc. 0.97% 66,682 $1.4M Add +0.6%
QCOM Qualcomm Inc. 0.92% 7,329 $1.4M New
PEG Public Service Enterprise GP 0.92% 16,585 $1.3M Add +1.8%
ABBV Abbvie Inc. 0.91% 5,302 $1.3M Add +4.1%
MMM 3M Co. 0.90% 8,202 $1.3M Add +2.4%
MO Altria Group Inc. 0.87% 17,774 $1.3M Add +2.8%
COST Costco Wholesale Corp. 0.87% 1,364 $1.3M Add +2.7%
SPSM SS SPDR P S&P 600 Small Cap 0.84% 21,344 $1.2M Add +22.9%
UNH Unitedhealth Group Inc. 0.81% 2,865 $1.2M Reduce -88.3%
GOOG Alphabet Inc. Class C 0.79% 3,264 $1.2M Add +0.0%
CRM Salesforce Inc. 0.76% 7,147 $1.1M Reduce -7.0%
MCD McDonald's Corp. 0.75% 4,068 $1.1M Add +3.4%
SO The Southern Co. 0.73% 11,209 $1.1M Add +2.1%
OKE Oneok Inc. 0.72% 12,172 $1.1M Add +2.2%
LRCX Lam Research Corp. 0.70% 2,361 $1.0M New
EFA iShares MSCI Eafe ETF 0.69% 9,756 $1.0M Reduce -2.0%
AGNC AGNC Investment Corp. 0.68% 91,910 $1.0M Add +3.5%
ORCL Oracle Corp. 0.66% 6,657 $976K Add +2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.65% 11,894 $958K Reduce -2.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.64% 4,735 $936K Reduce -2.1%
VWO Vanguard Ftse Emerging Marke 0.63% 15,603 $931K Reduce -2.1%
SPIB SS SPDR P Int C Corp. ETF 0.63% 27,823 $931K Add +53.2%
SPDW Ste STR SPDR PT DW Eu ETF 0.61% 17,880 $901K Add +2.0%
MPWR Monolithic Power Systems Inc. 0.60% 637 $880K Add +2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.58% 3,001 $844K Reduce -3.5%
WMT Walmart Inc. 0.57% 7,388 $837K Add +0.4%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.55% 17,019 $812K Add +178.9%
CAH Cardinal Health Inc. 0.55% 3,411 $810K Add +3.7%
SPMB SS SPDR P Mort Back Bond ETF 0.54% 35,216 $786K Reduce -11.8%
PM Philip Morris International 0.53% 4,287 $776K Add +4.6%
BRK.B Berkshire Hathaway Inc. Class B 0.52% 1,525 $763K Add +7.6%
LYB Lyondellbasell Indu Class A 0.52% 14,406 $758K Add +1.2%
WDC Western Digital Corp. 0.50% 1,158 $740K New
DIVB iShares Core Dividend ETF 0.48% 11,362 $700K Add +123.9%
GE General Electric filed as GE AEROSPACE 0.46% 1,799 $672K Reduce -67.2%
CAT Caterpillar Inc. 0.45% 615 $655K Reduce -26.4%
PFE Pfizer Inc. 0.44% 26,759 $644K Reduce -1.0%
OMC Omnicom Group 0.43% 8,615 $627K Add +3.9%
ISRG Intuitive Surgical Inc. 0.42% 1,568 $624K Add +5.8%
VB Vanguard Most SM-Cap ETF-Usd 0.42% 2,029 $615K Add +0.6%
PLTR Palantir Technologies Inc. Class A 0.41% 5,199 $607K Add +6.8%
IJT iShares S&P Small-Cap 600 GR 0.41% 3,395 $606K Reduce -2.0%
IP International Paper Co. 0.40% 15,254 $581K Reduce -1.9%
VCSH Vanguard S/T Corp. Bond ETF 0.38% 7,000 $553K No change
JPST JPMorgan Ultra-Short Income 0.37% 10,770 $545K Reduce -0.3%
SPEM State Street SP PTF Em ETF 0.36% 10,165 $526K Add +2.7%
PRGO Perrigo Co. PLC 0.36% 50,373 $523K Add +5.0%
BSV Vanguard Short-Term Bond ETF 0.35% 6,500 $506K No change
USMV iShares MSCI USA Min Vol Fac 0.34% 5,195 $501K New
CSCO Cisco Systems Inc. 0.34% 4,199 $493K Reduce -1.8%
SLYG SS SPDR S&P 600 SC GR ETF 0.34% 4,137 $493K Add +44.0%
SLYV SS SPDR S&P 600 SC Val ETF 0.34% 4,511 $492K New
IGSB iShares 1-5Y Inv Grade Corp. 0.33% 9,200 $482K No change
EMR Emerson Electric Co. 0.32% 3,295 $472K Reduce -11.6%
PNC PNC Financial Services Group 0.32% 1,883 $464K Add +1.8%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.31% 18,500 $448K No change
DVYE iShares Emerging Markets Div 0.30% 13,874 $447K New
OWL Blue Owl Capital Inc. 0.30% 51,032 $447K Reduce -6.2%
GPIX GLDM SA S&P 500 PR in ETF-US 0.30% 7,993 $444K New
IBDU iShares Ibonds Dec 2029 Term 0.30% 19,000 $440K No change
GLW Corning Inc. 0.30% 1,717 $439K Reduce -72.0%
IBDT iShares Ibonds Dec 2028 ETF 0.29% 17,000 $429K No change
LMT Lockheed Martin Corp. 0.29% 834 $425K Add +81.7%
FGD First Trust DJ GL Sel DVD 0.29% 13,225 $423K New
GLXY Galaxy Digital Inc. Class A 0.26% 14,000 $383K Add +7.7%
IBDR iShares Ibonds Dec 2026 Term 0.26% 15,700 $380K No change
AMD Advanced Micro Devices 0.24% 616 $358K New
PLD Prologis Inc. 0.23% 2,509 $340K Add +1.5%
MRK Merck & Co. Inc. 0.22% 2,559 $329K Reduce -15.5%
T AT&T Inc. 0.20% 14,321 $296K Add +51.8%
NXPI NXP Semiconductors NV 0.20% 1,037 $291K Reduce -16.2%
SNDK Sandisk Corp. 0.20% 126 $286K New
BX Blackstone Inc. 0.18% 2,249 $265K New
AZN Astrazeneca PLC 0.18% 1,394 $264K New
V Visa Inc. Class A 0.18% 755 $259K New
FIX Comfort Systems USA Inc. 0.18% 130 $258K New
IQDG Wisdomtree Intl QLTY DVD GRW 0.17% 5,770 $249K New
BG Bunge Global SA 0.16% 2,255 $241K New
VRT Vertiv Holdings Co. Class A 0.16% 700 $234K New
TIP iShares Tips Bond ETF 0.16% 2,100 $230K No change
TRLV Trulieve Cannabis Corp. 0.14% 21,092 $207K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.14% 1,793 $204K New
XTNT Xtant Medical Holdings Inc. 0.04% 150,000 $63K Add +45.6%
DEFT Defi Technologies Inc. 0.04% 100,000 $51K Add +66.7%
GRNT Granite Ridge Resources Inc. 0.03% 10,115 $45K New

Portfolio Sells Q1 2026 → Q2 2026
UNH Unitedhealth Group Inc. Reduce -88.3% 0.81% −4.70
JPM JPMorgan Chase & Co. Reduce -61.6% 1.13% −2.08
GE General Electric Reduce -67.2% 0.46% −0.83
CRM Salesforce Inc. Reduce -7.0% 0.76% −0.43
GLW Corning Inc. Reduce -72.0% 0.30% −0.39
TGT Target Corp. Sold out 0.00% −0.38
AMGN Amgen Inc. Sold out 0.00% −0.28
TFC Truist Financial Corp. Reduce -7.2% 1.35% −0.28
HD Home Depot Inc. Reduce -4.7% 1.20% −0.23
MDT Medtronic PLC Sold out 0.00% −0.22
SPMB SS SPDR P Mort Back Bond ETF Reduce -11.8% 0.54% −0.21
PFE Pfizer Inc. Reduce -1.0% 0.44% −0.19
EFA iShares MSCI Eafe ETF Reduce -2.0% 0.69% −0.11
OWL Blue Owl Capital Inc. Reduce -6.2% 0.30% −0.11
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -2.1% 0.64% −0.10
EMR Emerson Electric Co. Reduce -11.6% 0.32% −0.08
JPST JPMorgan Ultra-Short Income Reduce -0.3% 0.37% −0.08
VWO Vanguard Ftse Emerging Marke Reduce -2.1% 0.63% −0.08
MRK Merck & Co. Inc. Reduce -15.5% 0.22% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.1% 0.65% −0.07
MARA Mara Holdings Inc. Sold out 0.00% −0.07
IP International Paper Co. Reduce -1.9% 0.40% −0.06
IBM Intl Business Machines Corp. Reduce -3.5% 0.58% −0.05
CAT Caterpillar Inc. Reduce -26.4% 0.45% −0.04
NXPI NXP Semiconductors NV Reduce -16.2% 0.20% −0.00
IJT iShares S&P Small-Cap 600 GR Reduce -2.0% 0.41% −0.00
CSCO Cisco Systems Inc. Reduce -1.8% 0.34% +0.06

Portfolio Buys Q1 2026 → Q2 2026
FLO Flowers Foods Inc. Add +345.1% 5.21% +3.74
MU Micron Technology Inc. Add +2.5% 2.23% +1.45
BABA Alibaba Group Holding-SP ADR New 1.38% +1.38
QCOM Qualcomm Inc. New 0.92% +0.92
PFG Principal Financial Group Add +71.1% 1.82% +0.74
LRCX Lam Research Corp. New 0.70% +0.70
WDC Western Digital Corp. New 0.50% +0.50
FAST Fastenal Co. Add +67.6% 1.50% +0.45
TSM Taiwan Semiconductor-SP ADR Add +24.0% 1.19% +0.36
USMV iShares MSCI USA Min Vol Fac New 0.34% +0.34
SLYV SS SPDR S&P 600 SC Val ETF New 0.34% +0.34
SPYD SS SPDR P S&P 500 Hi Div ETF Add +178.9% 0.55% +0.32
DVYE iShares Emerging Markets Div New 0.30% +0.30
GPIX GLDM SA S&P 500 PR in ETF-US New 0.30% +0.30
FGD First Trust DJ GL Sel DVD New 0.29% +0.29
DIVB iShares Core Dividend ETF Add +123.9% 0.48% +0.25
AMD Advanced Micro Devices New 0.24% +0.24
SPYG SS SPDR P S&P 500 Growth ETF Add +11.0% 2.47% +0.24
SNDK Sandisk Corp. New 0.20% +0.20
BX Blackstone Inc. New 0.18% +0.18
AZN Astrazeneca PLC New 0.18% +0.18
SPTI SS SPDR P Int Term TSY ETF Add +46.4% 1.11% +0.18
V Visa Inc. Class A New 0.18% +0.18
FIX Comfort Systems USA Inc. New 0.18% +0.18
IQDG Wisdomtree Intl QLTY DVD GRW New 0.17% +0.17
BG Bunge Global SA New 0.16% +0.16
TSLA Tesla Inc. Add +19.5% 1.61% +0.16
VRT Vertiv Holdings Co. Class A New 0.16% +0.16
GEV GE Vernova Inc. Add +7.2% 1.01% +0.16
GOOGL Alphabet Inc. Class A Add +1.9% 4.01% +0.16
SPSM SS SPDR P S&P 600 Small Cap Add +22.9% 0.84% +0.14
TRLV Trulieve Cannabis Corp. New 0.14% +0.14
TROW T Rowe Price Group Inc. New 0.14% +0.14
AVGO Broadcom Inc. Add +3.0% 4.09% +0.13
CMI Cummins Inc. Add +0.7% 1.47% +0.13
SPIB SS SPDR P Int C Corp. ETF Add +53.2% 0.63% +0.13
SLYG SS SPDR S&P 600 SC GR ETF Add +44.0% 0.34% +0.11
LLY Eli Lilly & Co. Add +4.0% 0.98% +0.10
MS Morgan Stanley Add +2.3% 1.36% +0.09
DOC Healthpeak Properties Inc. Add +0.6% 0.97% +0.07
GLXY Galaxy Digital Inc. Class A Add +7.7% 0.26% +0.06
LMT Lockheed Martin Corp. Add +81.7% 0.29% +0.06
MPWR Monolithic Power Systems Inc. Add +2.1% 0.60% +0.03
GRNT Granite Ridge Resources Inc. New 0.03% +0.03
JNJ Johnson & Johnson Add +19.1% 1.47% +0.03
IRM Iron Mountain Inc. Add +0.3% 1.10% +0.02
NVDA Nvidia Corp. Add +6.4% 6.05% +0.02
GOOG Alphabet Inc. Class C Add +0.0% 0.79% +0.01
DEFT Defi Technologies Inc. Add +66.7% 0.04% +0.01
PNC PNC Financial Services Group Add +1.8% 0.32% −0.00

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