Wiregrass Investment Management
THOMASVILLE, GAfiles as WIREGRASS INVESTMENT MANAGEMENT LLC
$147m in 113 US stocks at the end of 30 June 2026. The top 10 are 38.6% of the money. It changed about 16.4% of the portfolio this quarter.
Value
$147m
Stocks
113
Top 10 share
38.6%
Turnover
16.4%
What changed this quarter
New
Bought for the first time this quarter.
- Alibaba Group HldgBABA1.4% of the fund
- QualcommQCOM0.9% of the fund
- Lam ResearchLRCX0.7% of the fund
- Western DigitalWDC0.5% of the fund
- Ishares TRUSMV0.3% of the fund
- Spdr Series TrustSLYV0.3% of the fund
- IsharesDVYE0.3% of the fund
- Goldman Sachs ETF TRGPIX0.3% of the fund
- First TR Exchange-Traded FDFGD0.3% of the fund
- Advanced Micro DevicesAMD0.2% of the fund
- SandiskSNDK0.2% of the fund
- BlackstoneBX0.2% of the fund
- AstrazenecaAZN0.2% of the fund
- VisaV0.2% of the fund
- Comfort Systems USAFIX0.2% of the fund
- Wisdomtree TRIQDG0.2% of the fund
- Bunge Global SABG0.2% of the fund
- Vertiv HoldingsVRT0.2% of the fund
- Trulieve CannabisTRLV0.1% of the fund
- Price T Rowe GroupTROW0.1% of the fund
- Granite Ridge ResourcesGRNT<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL6.2% of the fund+5%
- NvidiaNVDA6.1% of the fund+6%
- Flowers FoodsFLO5.2% of the fund+345%
- BroadcomAVGO4.1% of the fund+3%
- MicrosoftMSFT3.4% of the fund+4%
- Spdr Series TrustSPYG2.5% of the fund+11%
- Micron TechnologyMU2.2% of the fund+3%
- Principal Financial GroupPFG1.8% of the fund+71%
- MastercardMA1.6% of the fund+4%
- TeslaTSLA1.6% of the fund+20%
- FastenalFAST1.5% of the fund+68%
- Johnson & JohnsonJNJ1.5% of the fund+19%
- Spdr Series TrustSPYV1.4% of the fund+4%
- Morgan StanleyMS1.4% of the fund+2%
- Meta PlatformsMETA1.3% of the fund+5%
- Taiwan Semiconductor ManufacturingTSM1.2% of the fund+24%
- Spdr Series TrustSPTI1.1% of the fund+46%
- GE VernovaGEV1.0% of the fund+7%
- Eli LillyLLY1.0% of the fund+4%
- AbbVieABBV0.9% of the fund+4%
- 3MMMM0.9% of the fund+2%
- Altria GroupMO0.9% of the fund+3%
- Costco WholesaleCOST0.9% of the fund+3%
- Spdr Series TrustSPSM0.8% of the fund+23%
- McDonald'sMCD0.7% of the fund+3%
Cut
Sold some of their stake.
- Truist FinancialTFC1.4% of the fund-7%
- Home DepotHD1.2% of the fund-5%
- JPMorgan ChaseJPM1.1% of the fund-62%
- UnitedHealth GroupUNH0.8% of the fund-88%
- SalesforceCRM0.8% of the fund-7%
- Vanguard Index FDSVO0.7% of the fund-2%
- Vanguard Index FDSVOE0.6% of the fund-2%
- Vanguard Intl Equity Index FVWO0.6% of the fund-2%
- International Business MachinesIBM0.6% of the fund-4%
- Spdr Series TrustSPMB0.5% of the fund-12%
- General ElectricGE0.5% of the fund-67%
- CaterpillarCAT0.4% of the fund-26%
- Emerson ElectricEMR0.3% of the fund-12%
- Blue Owl CapitalOWL0.3% of the fund-6%
- CorningGLW0.3% of the fund-72%
- MerckMRK0.2% of the fund-15%
- NXP SemiconductorsNXPI0.2% of the fund-16%
Sold out
Sold their entire stake.
- TargetTGT-100%
- AmgenAMGN-100%
- MedtronicMDT-100%
- MARA HoldingsMARA-100%
Holdings
- Spdr Series TrustSPYG
- Share
- 2.5%
- Value
- $4m
- Shares
- 30,439
+11%
- Spdr Series TrustSPYV
- Share
- 1.4%
- Value
- $2m
- Shares
- 34,528
+4%
- Alibaba Group HldgBABA
- Share
- 1.4%
- Value
- $2m
- Shares
- 21,031
New
- Spdr Series TrustSPTI
- Share
- 1.1%
- Value
- $2m
- Shares
- 57,377
+46%
- Spdr Series TrustSPSM
- Share
- 0.8%
- Value
- $1m
- Shares
- 21,344
+23%
- Ishares TREFA
- Share
- 0.7%
- Value
- $1m
- Shares
- 9,756
Held
- Vanguard Index FDSVO
- Share
- 0.7%
- Value
- $958,300
- Shares
- 11,894
-2%
- Vanguard Index FDSVOE
- Share
- 0.6%
- Value
- $935,636
- Shares
- 4,735
-2%
- Vanguard Intl Equity Index FVWO
- Share
- 0.6%
- Value
- $931,343
- Shares
- 15,603
-2%
- Spdr Series TrustSPIB
- Share
- 0.6%
- Value
- $930,942
- Shares
- 27,823
+53%
- Spdr Index SHS FDSSPDW
- Share
- 0.6%
- Value
- $900,989
- Shares
- 17,880
+2%
- Spdr Series TrustSPYD
- Share
- 0.6%
- Value
- $811,970
- Shares
- 17,019
+179%
- Spdr Series TrustSPMB
- Share
- 0.5%
- Value
- $785,679
- Shares
- 35,216
-12%
- Ishares TRDIVB
- Share
- 0.5%
- Value
- $699,885
- Shares
- 11,362
+124%
- Vanguard Index FDSVB
- Share
- 0.4%
- Value
- $615,147
- Shares
- 2,029
Held
- Ishares TRIJT
- Share
- 0.4%
- Value
- $606,347
- Shares
- 3,395
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.4%
- Value
- $553,210
- Shares
- 7,000
Held
- J P Morgan Exchange Traded FJPST
- Share
- 0.4%
- Value
- $544,639
- Shares
- 10,770
Held
- Spdr Index SHS FDSSPEM
- Share
- 0.4%
- Value
- $526,356
- Shares
- 10,165
+3%
- Vanguard BD Index FDSBSV
- Share
- 0.3%
- Value
- $506,415
- Shares
- 6,500
Held
- Ishares TRUSMV
- Share
- 0.3%
- Value
- $501,152
- Shares
- 5,195
New
- Spdr Series TrustSLYG
- Share
- 0.3%
- Value
- $492,870
- Shares
- 4,137
+44%
- Spdr Series TrustSLYV
- Share
- 0.3%
- Value
- $492,167
- Shares
- 4,511
New
- Ishares TRIGSB
- Share
- 0.3%
- Value
- $482,172
- Shares
- 9,200
Held
- Ishares TRIBDS
- Share
- 0.3%
- Value
- $448,070
- Shares
- 18,500
Held
- IsharesDVYE
- Share
- 0.3%
- Value
- $447,159
- Shares
- 13,874
New
- Goldman Sachs ETF TRGPIX
- Share
- 0.3%
- Value
- $444,163
- Shares
- 7,993
New
- Ishares TRIBDU
- Share
- 0.3%
- Value
- $440,040
- Shares
- 19,000
Held
- Ishares TRIBDT
- Share
- 0.3%
- Value
- $429,250
- Shares
- 17,000
Held
- First TR Exchange-Traded FDFGD
- Share
- 0.3%
- Value
- $423,055
- Shares
- 13,225
New
- Ishares TRIBDR
- Share
- 0.3%
- Value
- $380,411
- Shares
- 15,700
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 6.2% | $9m | 31,427 | +5% |
| NvidiaNVDA | 6.1% | $9m | 44,397 | +6% |
| Flowers FoodsFLO | 5.2% | $8m | 968,613 | +345% |
| BroadcomAVGO | 4.1% | $6m | 15,872 | +3% |
| AlphabetGOOGL | 4.0% | $6m | 16,484 | Held |
| MicrosoftMSFT | 3.4% | $5m | 13,206 | +4% |
| Amazon.comAMZN | 3.2% | $5m | 19,672 | Held |
| Spdr Series TrustSPYG | 2.5% | $4m | 30,439 | +11% |
| Micron TechnologyMU | 2.2% | $3m | 2,829 | +3% |
| Principal Financial GroupPFG | 1.8% | $3m | 24,718 | +71% |
| MastercardMA | 1.6% | $2m | 4,620 | +4% |
| TeslaTSLA | 1.6% | $2m | 5,626 | +20% |
| FastenalFAST | 1.5% | $2m | 45,797 | +68% |
| CumminsCMI | 1.5% | $2m | 3,016 | Held |
| Johnson & JohnsonJNJ | 1.5% | $2m | 8,469 | +19% |
| Spdr Series TrustSPYV | 1.4% | $2m | 34,528 | +4% |
| ChevronCVX | 1.4% | $2m | 12,373 | Held |
| Alibaba Group HldgBABA | 1.4% | $2m | 21,031 | New |
| Morgan StanleyMS | 1.4% | $2m | 9,526 | +2% |
| Truist FinancialTFC | 1.4% | $2m | 39,890 | -7% |
| Meta PlatformsMETA | 1.3% | $2m | 3,322 | +5% |
| Home DepotHD | 1.2% | $2m | 4,974 | -5% |
| Taiwan Semiconductor ManufacturingTSM | 1.2% | $2m | 3,651 | +24% |
| JPMorgan ChaseJPM | 1.1% | $2m | 5,050 | -62% |
| Spdr Series TrustSPTI | 1.1% | $2m | 57,377 | +46% |
| Iron MountainIRM | 1.1% | $2m | 12,760 | Held |
| GE VernovaGEV | 1.0% | $1m | 1,259 | +7% |
| Eli LillyLLY | 1.0% | $1m | 1,197 | +4% |
| Healthpeak PropertiesDOC | 1.0% | $1m | 66,682 | Held |
| QualcommQCOM | 0.9% | $1m | 7,329 | New |
| Public Service Enterprise GroupPEG | 0.9% | $1m | 16,585 | Held |
| AbbVieABBV | 0.9% | $1m | 5,302 | +4% |
| 3MMMM | 0.9% | $1m | 8,202 | +2% |
| Altria GroupMO | 0.9% | $1m | 17,774 | +3% |
| Costco WholesaleCOST | 0.9% | $1m | 1,364 | +3% |
| Spdr Series TrustSPSM | 0.8% | $1m | 21,344 | +23% |
| UnitedHealth GroupUNH | 0.8% | $1m | 2,865 | -88% |
| AlphabetGOOG | 0.8% | $1m | 3,264 | Held |
| SalesforceCRM | 0.8% | $1m | 7,147 | -7% |
| McDonald'sMCD | 0.7% | $1m | 4,068 | +3% |
| Southern CompanySO | 0.7% | $1m | 11,209 | +2% |
| OneokOKE | 0.7% | $1m | 12,172 | +2% |
| Lam ResearchLRCX | 0.7% | $1m | 2,361 | New |
| Ishares TREFA | 0.7% | $1m | 9,756 | Held |
| AGNC InvestmentAGNC | 0.7% | $1m | 91,910 | +4% |
| OracleORCL | 0.7% | $975,507 | 6,657 | Held |
| Vanguard Index FDSVO | 0.7% | $958,300 | 11,894 | -2% |
| Vanguard Index FDSVOE | 0.6% | $935,636 | 4,735 | -2% |
| Vanguard Intl Equity Index FVWO | 0.6% | $931,343 | 15,603 | -2% |
| Spdr Series TrustSPIB | 0.6% | $930,942 | 27,823 | +53% |
| Spdr Index SHS FDSSPDW | 0.6% | $900,989 | 17,880 | +2% |
| Monolithic Power SystemsMPWR | 0.6% | $880,171 | 637 | +2% |
| International Business MachinesIBM | 0.6% | $843,976 | 3,001 | -4% |
| WalmartWMT | 0.6% | $836,770 | 7,388 | Held |
| Spdr Series TrustSPYD | 0.6% | $811,970 | 17,019 | +179% |
| Cardinal HealthCAH | 0.6% | $810,398 | 3,411 | +4% |
| Spdr Series TrustSPMB | 0.5% | $785,679 | 35,216 | -12% |
| Philip Morris InternationalPM | 0.5% | $775,555 | 4,287 | +5% |
| Berkshire HathawayBRK-B | 0.5% | $763,097 | 1,525 | +8% |
| LyondellBasell IndustriesLYB | 0.5% | $758,495 | 14,406 | Held |
| Western DigitalWDC | 0.5% | $739,627 | 1,158 | New |
| Ishares TRDIVB | 0.5% | $699,885 | 11,362 | +124% |
| General ElectricGE | 0.5% | $672,373 | 1,799 | -67% |
| CaterpillarCAT | 0.4% | $655,183 | 615 | -26% |
| PfizerPFE | 0.4% | $644,351 | 26,759 | Held |
| Omnicom GroupOMC | 0.4% | $627,398 | 8,615 | +4% |
| Intuitive SurgicalISRG | 0.4% | $623,552 | 1,568 | +6% |
| Vanguard Index FDSVB | 0.4% | $615,147 | 2,029 | Held |
| Palantir TechnologiesPLTR | 0.4% | $606,561 | 5,199 | +7% |
| Ishares TRIJT | 0.4% | $606,347 | 3,395 | Held |
| International PaperIP | 0.4% | $581,194 | 15,254 | Held |
| Vanguard Scottsdale FDSVCSH | 0.4% | $553,210 | 7,000 | Held |
| J P Morgan Exchange Traded FJPST | 0.4% | $544,639 | 10,770 | Held |
| Spdr Index SHS FDSSPEM | 0.4% | $526,356 | 10,165 | +3% |
| PerrigoPRGO | 0.4% | $523,377 | 50,373 | +5% |
| Vanguard BD Index FDSBSV | 0.3% | $506,415 | 6,500 | Held |
| Ishares TRUSMV | 0.3% | $501,152 | 5,195 | New |
| Cisco SystemsCSCO | 0.3% | $493,177 | 4,199 | Held |
| Spdr Series TrustSLYG | 0.3% | $492,870 | 4,137 | +44% |
| Spdr Series TrustSLYV | 0.3% | $492,167 | 4,511 | New |
| Ishares TRIGSB | 0.3% | $482,172 | 9,200 | Held |
| Emerson ElectricEMR | 0.3% | $471,610 | 3,295 | -12% |
| PNC Financial Services GroupPNC | 0.3% | $463,682 | 1,883 | Held |
| Ishares TRIBDS | 0.3% | $448,070 | 18,500 | Held |
| IsharesDVYE | 0.3% | $447,159 | 13,874 | New |
| Blue Owl CapitalOWL | 0.3% | $446,536 | 51,032 | -6% |
| Goldman Sachs ETF TRGPIX | 0.3% | $444,163 | 7,993 | New |
| Ishares TRIBDU | 0.3% | $440,040 | 19,000 | Held |
| CorningGLW | 0.3% | $438,547 | 1,717 | -72% |
| Ishares TRIBDT | 0.3% | $429,250 | 17,000 | Held |
| Lockheed MartinLMT | 0.3% | $425,063 | 834 | +82% |
| First TR Exchange-Traded FDFGD | 0.3% | $423,055 | 13,225 | New |
| Galaxy DigitalGLXY | 0.3% | $382,760 | 14,000 | +8% |
| Ishares TRIBDR | 0.3% | $380,411 | 15,700 | Held |
| Advanced Micro DevicesAMD | 0.2% | $357,842 | 616 | New |
| PrologisPLD | 0.2% | $339,946 | 2,509 | Held |
| MerckMRK | 0.2% | $328,837 | 2,559 | -15% |
| AT&TT | 0.2% | $296,445 | 14,321 | +52% |
| NXP SemiconductorsNXPI | 0.2% | $291,490 | 1,037 | -16% |
| SandiskSNDK | 0.2% | $286,490 | 126 | New |
Showing the largest 100 of 113.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 22.7% since 31 December 2025.
Where the money is
Technology29.5%
Financial services9.9%
Everyday goods8.2%
Retail & consumer6.8%
Industrials6.7%
Media & telecom6.7%
Health care6.5%
Real estate2.3%
Energy2.1%
Utilities1.6%
Materials0.9%
Other18.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.