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Wiregrass Investment Management LLC

All holdings · as of Jun 30, 2026

113 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$9.09M31,4276.2%
NVIDIA Corp—$8.88M44,3976.1%
FLOWERS FOODS INC—$7.65M968,6135.2%
Broadcom Inc.—$6.00M15,8724.1%
Alphabet Inc.—$5.89M16,4844.0%
MICROSOFT CORP—$4.93M13,2063.4%
Amazon.com Inc—$4.69M19,6723.2%
SPDR SERIES TRUST—$3.62M30,4392.5%
MICRON TECHNOLOGY INC—$3.27M2,8292.2%
Principal Financial Group Inc—$2.66M24,7181.8%
Mastercard Inc—$2.37M4,6201.6%
Tesla Inc—$2.37M5,6261.6%
Fastenal Co—$2.20M45,7971.5%
CUMMINS INC—$2.15M3,0161.5%
JOHNSON & JOHNSON—$2.15M8,4691.5%
SPDR SERIES TRUST—$2.10M34,5281.4%
CHEVRON CORP—$2.05M12,3731.4%
Alibaba Group Holding LtdBABAADR$2.02M21,0311.4%
Morgan Stanley—$1.99M9,5261.4%
TRUIST FINANCIAL CORP—$1.99M39,8901.4%
Meta Platforms Inc—$1.87M3,3221.3%
HOME DEPOT, INC.—$1.75M4,9741.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.74M3,6511.2%
JPMORGAN CHASE & CO—$1.65M5,0501.1%
SPDR SERIES TRUST—$1.63M57,3771.1%
Iron Mountain Inc—$1.61M12,7601.1%
GE Vernova Inc.—$1.48M1,2591.0%
ELI LILLY & Co—$1.44M1,1971.0%
HEALTHPEAK PROPERTIES, INC.—$1.43M66,6821.0%
QUALCOMM INC/DE—$1.35M7,3290.9%
PUBLIC SERVICE ENTERPRISE GROUP INC—$1.35M16,5850.9%
AbbVie Inc.—$1.33M5,3020.9%
3M CO—$1.33M8,2020.9%
ALTRIA GROUP, INC.—$1.28M17,7740.9%
COSTCO WHOLESALE CORP /NEW—$1.28M1,3640.9%
SPDR SERIES TRUST—$1.23M21,3440.8%
UNITEDHEALTH GROUP INC—$1.19M2,8650.8%
Alphabet Inc.—$1.15M3,2640.8%
Salesforce Inc—$1.12M7,1470.8%
MCDONALD'S CORP—$1.10M4,0680.7%
SOUTHERN CO—$1.07M11,2090.7%
ONEOK Inc—$1.06M12,1720.7%
LAM RESEARCH CORP—$1.02M2,3610.7%
ISHARES TR—$1.01M9,7560.7%
AGNC Investment Corp.—$1.00M91,9100.7%
ORACLE CORP—$975.5K6,6570.7%
VANGUARD INDEX FDS—$958.3K11,8940.7%
VANGUARD INDEX FDS—$935.6K4,7350.6%
VANGUARD INTL EQUITY INDEX F—$931.3K15,6030.6%
SPDR SERIES TRUST—$930.9K27,8230.6%
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