Q2 2026 13F · SEC CIK 2109460

Wiregrass Investment Management LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $146.8M
Reported positions: 113
Holdings vs S&P 500, 3 yrs: —
Assets under management: $159.7M

Wiregrass Investment Management LLC is a wealth manager that reported 113 positions worth $146.8M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Apple Inc (AAPL, 6.2%), Nvidia Corporation Com (NVDA, 6.1%), Flowers Foods Inc (FLO, 5.2%).

Wiregrass Investment Management LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wiregrass Investment Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.2%	6.3%	31,427	+4.7%	$9.1M
NVDANvidia Corporation Com	6.1%	6.0%	44,397	+6.4%	$8.9M
FLOFlowers Foods Inc	5.2%	1.5%	968,613	+345.0%	$7.7M
AVGOBroadcom Inc	4.1%	4.0%	15,872	+3.0%	$6.0M
GOOGLAlphabet Inc	4.0%	3.9%	16,484	+1.9%	$5.9M
MSFTMicrosoft Corp	3.4%	3.9%	13,206	+3.6%	$4.9M
AMZNAmazon Com Inc Com	3.2%	3.3%	19,672	+1.9%	$4.7M
SPYGSpdr Series Trust	2.5%	2.2%	30,439	+11.0%	$3.6M
MUMicron Technology Inc	2.2%	0.8%	2,829	+2.5%	$3.3M
PFGPrincipal Financial Group in	1.8%	1.1%	24,718	+71.1%	$2.7M
MAMastercard Inc.	1.6%	1.8%	4,620	+3.8%	$2.4M
TSLATesla Inc Com	1.6%	1.4%	5,626	+19.5%	$2.4M
FASTFastenal Co	1.5%	1.1%	45,797	+67.6%	$2.2M
CMICummins Inc	1.5%	1.3%	3,016	+0.7%	$2.2M
JNJJohnson & Johnson	1.5%	1.4%	8,469	+19.1%	$2.2M
SPYVSpdr Series Trust	1.4%	1.6%	34,528	+3.7%	$2.1M
CVXChevron Corp New	1.4%	2.1%	12,373	+2.0%	$2.1M
BABAAlibaba Group Hldg Ltd	1.4%	—	21,031	—	$2.0M
MSMorgan Stanley Com New	1.4%	1.3%	9,526	+2.3%	$2.0M
TFCTruist Financial Ord Shs	1.4%	1.6%	39,890	-7.2%	$2.0M
METAMeta Platforms Inc Class A	1.3%	1.5%	3,322	+5.2%	$1.9M
HDHome Depot Inc Com	1.2%	1.4%	4,974	-4.7%	$1.8M
TSMTaiwan Semiconductor Manufac	1.2%	0.8%	3,651	+24.0%	$1.7M
JPMJpmorgan Chase & Co	1.1%	3.2%	5,050	-61.6%	$1.7M
SPTIState Street ETF/USA	1.1%	0.9%	57,377	+46.4%	$1.6M
IRMIron Mountain Inc	1.1%	1.1%	12,760	+0.3%	$1.6M
GEVGe Vernova Inc	1.0%	0.8%	1,259	+7.1%	$1.5M
LLYLilly Eli & Co	1.0%	0.9%	1,197	+4.0%	$1.4M
PEAKHealthpeak Properties Inc	1.0%	0.9%	66,682	+0.6%	$1.4M
QCOMQualcomm Inc	0.9%	—	7,329	—	$1.4M
PEGPublic Service Enterprise Group Inc	0.9%	1.1%	16,585	+1.8%	$1.3M
ABBVAbbvie Inc	0.9%	0.9%	5,302	+4.1%	$1.3M
MMM3m Co Com	0.9%	1.0%	8,202	+2.4%	$1.3M
MOAltria Group Inc	0.9%	0.9%	17,774	+2.8%	$1.3M
COSTCostco Whsl Corp New	0.9%	1.1%	1,364	+2.7%	$1.3M
SPSMSpdr Series Trust	0.8%	0.7%	21,344	+22.9%	$1.2M
UNHUnitedhealth Group Inc Com	0.8%	5.5%	2,865	-88.3%	$1.2M
GOOGAlphabet Inc	0.8%	0.8%	3,264	+0.0%	$1.2M
CRMSalesforce Inc Com	0.8%	1.2%	7,147	-7.0%	$1.1M
MCDMcdonalds Corp Com	0.7%	1.0%	4,068	+3.4%	$1.1M
SOSouthern Co.	0.7%	0.9%	11,209	+2.1%	$1.1M
OKEOneok Inc	0.7%	0.9%	12,172	+2.2%	$1.1M
LRCXLam Research Corp	0.7%	—	2,361	—	$1.0M
EFAiShs MSCI EAFE	0.7%	0.8%	9,756	-2.0%	$1.0M
AGNCAgnc Investment Corp	0.7%	0.7%	91,910	+3.5%	$1.0M
ORCLOracle Corp	0.7%	0.8%	6,657	+2.0%	$976K
VOVanguard Index Fds	0.7%	0.7%	11,894	+291.8%	$958K
VOEVanguard Index Fds	0.6%	0.7%	4,735	-2.1%	$936K
VWOVanguard Intl Equity Index F	0.6%	0.7%	15,603	-2.1%	$931K
SPIBSpdr Series Trust	0.6%	—	27,823	—	$931K

What Wiregrass Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$146.8M	113
Q1 2026	$120.6M	96
Q4 2025	$119.6M	98

Questions about Wiregrass Investment Management LLC's portfolio

What stocks does Wiregrass Investment Management LLC own?

Wiregrass Investment Management LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 113 positions worth $146.8M. The largest are Apple Inc (AAPL) at 6.2%, Nvidia Corporation Com (NVDA) at 6.1%, Flowers Foods Inc (FLO) at 5.2%, Broadcom Inc (AVGO) at 4.1% and Alphabet Inc (GOOGL) at 4.0%.

What did Wiregrass Investment Management LLC buy last quarter?

In Q2 2026, Wiregrass Investment Management LLC added Flowers Foods Inc (FLO) (+345.0% shares), Vanguard Index Fds (VO) (+291.8% shares) and Principal Financial Group in (PFG) (+71.1% shares), compared with its Q1 2026 filing.

What did Wiregrass Investment Management LLC sell last quarter?

In Q2 2026, Wiregrass Investment Management LLC cut from its top 50 Ge Aerospace (GE), cut from its top 50 LyondellBasell Industries NV (LYB), cut from its top 50 Walmart Inc (WMT), cut from its top 50 SPDR Portfolio Mortgage Backed (SPMB), Unitedhealth Group Inc Com (UNH) (-88.3% shares), Jpmorgan Chase & Co (JPM) (-61.6% shares) and Truist Financial Ord Shs (TFC) (-7.2% shares), compared with its Q1 2026 filing.

When is Wiregrass Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wiregrass Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wiregrass Investment Management LLC manage?

Wiregrass Investment Management LLC reported $159.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $146.8M.