Wiregrass Investment Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$120.6M
Q ending 2026-03-31
Prior quarter
$119.6M
Q ending 2025-12-31
Change
+0.8% QoQ
Positions
96
reported holdings

Largest positions

All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$7.6M30K
Nvidia CorporationNVDAShares$7.3M42K
Unitedhealth Group IncUNHShares$6.6M25K
Broadcom IncAVGOShares$4.8M15K
Microsoft CorpMSFTShares$4.7M13K
Alphabet IncGOOGLShares$4.7M16K
Amazon Com IncAMZNShares$4.0M19K
Jpmorgan Chase & CoJPMShares$3.9M13K
Spdr Series TrustSPYGShares$2.7M27K
Chevron CorporationCVXShares$2.5M12K
Mastercard IncorporatedMAShares$2.2M4K
Truist Finl CorpTFCShares$2.0M43K
Spdr Series TrustSPYVShares$1.9M33K
Meta Platforms IncMETAShares$1.8M3K
Flowers Foods IncFLOShares$1.8M218K
Tesla IncTSLAShares$1.7M5K
Johnson & JohnsonJNJShares$1.7M7K
Home Depot IncHDShares$1.7M5K
Cummins IncCMIShares$1.6M3K
Ge AerospaceGEShares$1.6M5K
Morgan StanleyMSShares$1.5M9K
Salesforce IncCRMShares$1.4M8K
Costco Wholesale CorporationCOSTShares$1.3M1K
Public Svc Enterprise GroupPEGShares$1.3M16K
Principal Financial Group InPFGShares$1.3M14K
Iron Mtn Inc DelIRMShares$1.3M13K
Fastenal CoFASTShares$1.3M27K
Mcdonalds CorpMCDShares$1.2M4K
3M CoMMMShares$1.2M8K
Lyondellbasell Industries NvShares$1.1M14K
Altria Group IncMOShares$1.1M17K
Spdr Series TrustSPTIShares$1.1M39K
Abbvie IncABBVShares$1.1M5K
Healthpeak Properties IncDOCShares$1.1M66K
Oneok Inc NewOKEShares$1.1M12K
Southern CoSOShares$1.1M11K
Eli Lilly & CoLLYShares$1.1M1K
Ge Vernova IncGEVShares$1.0M1K
Taiwan Semiconductor ManufacTSMShares$995K3K
Ishares TrEFAShares$967K10K
Oracle CorpORCLShares$961K7K
Alphabet IncGOOGShares$936K3K
Micron Technology IncMUShares$932K3K
Walmart IncWMTShares$914K7K
Spdr Series TrustSPMBShares$894K40K
Vanguard Index FdsVOEShares$891K5K
Agnc Invt CorpAGNCShares$891K89K
Vanguard Index FdsVOShares$872K3K
Vanguard Intl Equity Index FVWOShares$861K16K
Spdr Series TrustSPSMShares$839K17K
Corning IncGLWShares$834K6K
Spdr Index Shs FdsSPDWShares$800K18K
Pfizer IncPFEShares$759K27K
International Business MachsIBMShares$754K3K
Palantir Technologies IncPLTRShares$712K5K
Cardinal Health IncCAHShares$695K3K
Intuitive Surgical IncISRGShares$683K1K
Monolithic Pwr Sys IncMPWRShares$683K624
Berkshire Hathaway Inc DelBRK/BShares$679K1K
Philip Morris Intl IncPMShares$677K4K
Omnicom Group IncOMCShares$624K8K
Spdr Series TrustSPIBShares$609K18K
Caterpillar IncCATShares$592K836
International Paper CoIPShares$555K16K
Vanguard Scottsdale FdsVCSHShares$555K7K
J P Morgan Exchange Traded FJPSTShares$547K11K
Vanguard Index FdsVBShares$529K2K
Perrigo Co PlcShares$515K48K
Vanguard Bd Index FdsBSVShares$510K7K
Ishares TrIJTShares$501K3K
Blue Owl Capital IncOWLShares$497K54K
Emerson Elec CoEMRShares$488K4K
Ishares TrIGSBShares$484K9K
Spdr Index Shs FdsSPEMShares$464K10K
Target CorpTGTShares$458K4K
Ishares TrIBDSShares$448K19K
Ishares TrIBDUShares$442K19K
Ishares TrIBDTShares$431K17K
Pnc Finl Svcs Group IncPNCShares$385K2K
Ishares TrIBDRShares$381K16K
Merck & Co IncMRKShares$364K3K
Amgen IncAMGNShares$343K975
Cisco Sys IncCSCOShares$332K4K
Prologis Inc.PLDShares$327K2K
Spdr Series TrustSPYDShares$278K6K
Spdr Series TrustSLYGShares$277K3K
Lockheed Martin CorpLMTShares$277K459
Ishares TrDIVBShares$274K5K
At&T IncTShares$274K9K
Medtronic PlcShares$269K3K
Nxp Semiconductors N VShares$244K1K
Galaxy Digital Inc.GLXYShares$240K13K
Ishares TrTIPShares$232K2K
Mara Holdings IncMARAShares$82K10K
Xtant Med Hldgs IncXTNTShares$57K103K
Defi Technologies IncDEFTShares$33K60K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.