Institutions / Wiregrass Investment Management LLC
Wiregrass Investment Management LLC
CIK 2109460 · Institution · as of Jun 30, 2026
Portfolio value
$146.75M
Positions
113
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$146.75M+22.7%Positions
113+15.3%Top holdings
Jun 30, 2026View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $9.09M | 6.2% |
| NVIDIA Corp | $8.88M | 6.1% |
| Flowers Foods Inc | $7.65M | 5.2% |
| Broadcom Inc. | $6.00M | 4.1% |
| Alphabet Inc. | $5.89M | 4.0% |
| Microsoft Corp | $4.93M | 3.4% |
| Amazon.com Inc | $4.69M | 3.2% |
| SPDR Series Trust | $3.62M | 2.5% |
| Micron Technology Inc | $3.27M | 2.2% |
| Principal Financial Group Inc | $2.66M | 1.8% |
| Mastercard Inc | $2.37M | 1.6% |
| Tesla Inc | $2.37M | 1.6% |
| Fastenal Co | $2.20M | 1.5% |
| Cummins Inc | $2.15M | 1.5% |
| Johnson & Johnson | $2.15M | 1.5% |
| SPDR Series Trust | $2.10M | 1.4% |
| Chevron Corp | $2.05M | 1.4% |
| Alibaba Group Holding LtdBABA | $2.02M | 1.4% |
| Morgan Stanley | $1.99M | 1.4% |
| Truist Financial Corp | $1.99M | 1.4% |
| Meta Platforms Inc | $1.87M | 1.3% |
| Home Depot, Inc. | $1.75M | 1.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.74M | 1.2% |
| JPMORGAN CHASE & CO | $1.65M | 1.1% |
| SPDR Series Trust | $1.63M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Unitedhealth Group Inc | $-9.02M | -22K -88.34% | 2,865 0.81% of portfolio | medium |
| Q2 2026 as of | Add | Flowers Foods Inc | $6.18M | +782K +420.33% | 968,613 5.21% of portfolio | medium |
| Q2 2026 as of | New | 78464A409 | $3.62M | +30K | 30,439 2.47% of portfolio | low |
| Q2 2026 as of | Trim | JPMORGAN CHASE & CO | $-2.62M | -8K -61.36% | 5,050 1.13% of portfolio | low |
| Q2 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $1.84M | +19K +1048.61% | 21,031 1.38% of portfolio | low |
| Q2 2026 as of | Add | Principal Financial Group Inc | $1.21M | +11K +82.83% | 24,718 1.82% of portfolio | low |
| Q2 2026 as of | Trim | Cummins Inc | $-1.12M | -2K -34.26% | 3,016 1.47% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE | $1.06M | +6K +352.97% | 7,329 0.92% of portfolio | low |
| Q2 2026 as of | New | Lam Research Corp | $1.02M | +2K | 2,361 0.70% of portfolio | low |
| Q2 2026 as of | New | AGNC Investment Corp. | $1.00M | +92K | 91,910 0.68% of portfolio | low |