Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $9.09M | 6.2% |
| Nvidia CorporationCOM | COM | $8.88M | 6.1% |
| Flowers Foods Inc.COM | COM | $7.65M | 5.2% |
| Broadcom Inc.COM | COM | $6M | 4.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $5.89M | 4.0% |
| Microsoft Corp.COM | COM | $4.93M | 3.4% |
| Amazon Com Inc.COM | COM | $4.69M | 3.2% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $3.62M | 2.5% |
| Micron Technology Inc.COM | COM | $3.27M | 2.2% |
| Principal Financial Group INCOM | COM | $2.66M | 1.8% |
| Mastercard IncorporatedCL A | CL A | $2.37M | 1.6% |
| Tesla Inc.COM | COM | $2.37M | 1.6% |
| Fastenal COCOM | COM | $2.2M | 1.5% |
| Cummins Inc.COM | COM | $2.15M | 1.5% |
| Johnson & JohnsonCOM | COM | $2.15M | 1.5% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $2.1M | 1.4% |
| Chevron CorporationCOM | COM | $2.05M | 1.4% |
| Alibaba Group Hldg LtdSPONSORED ADS | SPONSORED ADS | $2.02M | 1.4% |
| Morgan StanleyCOM NEW | COM NEW | $1.99M | 1.4% |
| Truist Finl Corp.COM | COM | $1.99M | 1.4% |
| Meta Platforms Inc.CL A | CL A | $1.87M | 1.3% |
| Home Depot Inc.COM | COM | $1.75M | 1.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.74M | 1.2% |
| JPMORGAN Chase & COCOM | COM | $1.65M | 1.1% |
| SPDR Series TrustST INTER ETF | ST INTER ETF | $1.63M | 1.1% |
| Iron Mtn Inc. DelCOM | COM | $1.61M | 1.1% |
| GE Vernova Inc.COM | COM | $1.48M | 1.0% |
| Eli Lilly & COCOM | COM | $1.44M | 1.0% |
| Healthpeak Properties Inc.COM | COM | $1.43M | 1.0% |
| Qualcomm Inc.COM | COM | $1.35M | 0.9% |
| Public Svc Enterprise GroupCOM | COM | $1.35M | 0.9% |
| Abbvie Inc.COM | COM | $1.33M | 0.9% |
| 3m COCOM | COM | $1.33M | 0.9% |
| Altria Group Inc.COM | COM | $1.28M | 0.9% |
| Costco Wholesale CorporationCOM | COM | $1.28M | 0.9% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $1.23M | 0.8% |
| Unitedhealth Group Inc.COM | COM | $1.19M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.15M | 0.8% |
| Salesforce Inc.COM | COM | $1.12M | 0.8% |
| Mcdonalds Corp.COM | COM | $1.1M | 0.7% |
| Southern COCOM | COM | $1.07M | 0.7% |
| Oneok Inc. NewCOM | COM | $1.06M | 0.7% |
| Lam Research Corp.COM NEW | COM NEW | $1.02M | 0.7% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $1.01M | 0.7% |
| Agnc Invt Corp.COM | COM | $1M | 0.7% |
| Oracle Corp.COM | COM | $976K | 0.7% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $958K | 0.7% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $936K | 0.6% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $931K | 0.6% |
| SPDR Series TrustST INTER BD ETF | ST INTER BD ETF | $931K | 0.6% |
Apple Inc.COM$9.09M
- Class
- COM
- Share
- 6.2%
Nvidia CorporationCOM$8.88M
- Class
- COM
- Share
- 6.1%
Flowers Foods Inc.COM$7.65M
- Class
- COM
- Share
- 5.2%
Broadcom Inc.COM$6M
- Class
- COM
- Share
- 4.1%
Alphabet Inc.CAP STK CL A$5.89M
- Class
- CAP STK CL A
- Share
- 4.0%
Microsoft Corp.COM$4.93M
- Class
- COM
- Share
- 3.4%
Amazon Com Inc.COM$4.69M
- Class
- COM
- Share
- 3.2%
SPDR Series TrustST STR P500GRW$3.62M
- Class
- ST STR P500GRW
- Share
- 2.5%
Micron Technology Inc.COM$3.27M
- Class
- COM
- Share
- 2.2%
Principal Financial Group INCOM$2.66M
- Class
- COM
- Share
- 1.8%
Mastercard IncorporatedCL A$2.37M
- Class
- CL A
- Share
- 1.6%
Tesla Inc.COM$2.37M
- Class
- COM
- Share
- 1.6%
Fastenal COCOM$2.2M
- Class
- COM
- Share
- 1.5%
Cummins Inc.COM$2.15M
- Class
- COM
- Share
- 1.5%
Johnson & JohnsonCOM$2.15M
- Class
- COM
- Share
- 1.5%
SPDR Series TrustST STR P500VAL$2.1M
- Class
- ST STR P500VAL
- Share
- 1.4%
Chevron CorporationCOM$2.05M
- Class
- COM
- Share
- 1.4%
Alibaba Group Hldg LtdSPONSORED ADS$2.02M
- Class
- SPONSORED ADS
- Share
- 1.4%
Morgan StanleyCOM NEW$1.99M
- Class
- COM NEW
- Share
- 1.4%
Truist Finl Corp.COM$1.99M
- Class
- COM
- Share
- 1.4%
Meta Platforms Inc.CL A$1.87M
- Class
- CL A
- Share
- 1.3%
Home Depot Inc.COM$1.75M
- Class
- COM
- Share
- 1.2%
Taiwan Semiconductor ManufacSPONSORED ADS$1.74M
- Class
- SPONSORED ADS
- Share
- 1.2%
JPMORGAN Chase & COCOM$1.65M
- Class
- COM
- Share
- 1.1%
SPDR Series TrustST INTER ETF$1.63M
- Class
- ST INTER ETF
- Share
- 1.1%
Iron Mtn Inc. DelCOM$1.61M
- Class
- COM
- Share
- 1.1%
GE Vernova Inc.COM$1.48M
- Class
- COM
- Share
- 1.0%
Eli Lilly & COCOM$1.44M
- Class
- COM
- Share
- 1.0%
Healthpeak Properties Inc.COM$1.43M
- Class
- COM
- Share
- 1.0%
Qualcomm Inc.COM$1.35M
- Class
- COM
- Share
- 0.9%
Public Svc Enterprise GroupCOM$1.35M
- Class
- COM
- Share
- 0.9%
Abbvie Inc.COM$1.33M
- Class
- COM
- Share
- 0.9%
3m COCOM$1.33M
- Class
- COM
- Share
- 0.9%
Altria Group Inc.COM$1.28M
- Class
- COM
- Share
- 0.9%
Costco Wholesale CorporationCOM$1.28M
- Class
- COM
- Share
- 0.9%
SPDR Series TrustST STR SP600 SML$1.23M
- Class
- ST STR SP600 SML
- Share
- 0.8%
Unitedhealth Group Inc.COM$1.19M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$1.15M
- Class
- CAP STK CL C
- Share
- 0.8%
Salesforce Inc.COM$1.12M
- Class
- COM
- Share
- 0.8%
Mcdonalds Corp.COM$1.1M
- Class
- COM
- Share
- 0.7%
Southern COCOM$1.07M
- Class
- COM
- Share
- 0.7%
Oneok Inc. NewCOM$1.06M
- Class
- COM
- Share
- 0.7%
Lam Research Corp.COM NEW$1.02M
- Class
- COM NEW
- Share
- 0.7%
iShares TRMSCI EAFE ETF$1.01M
- Class
- MSCI EAFE ETF
- Share
- 0.7%
Agnc Invt Corp.COM$1M
- Class
- COM
- Share
- 0.7%
Oracle Corp.COM$976K
- Class
- COM
- Share
- 0.7%
Vanguard Index FdsMID CAP ETF$958K
- Class
- MID CAP ETF
- Share
- 0.7%
Vanguard Index FdsMCAP VL IDXVIP$936K
- Class
- MCAP VL IDXVIP
- Share
- 0.6%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$931K
- Class
- FTSE EMR MKT ETF
- Share
- 0.6%
SPDR Series TrustST INTER BD ETF$931K
- Class
- ST INTER BD ETF
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 113 positions by value, with holdings of the same security combined. The 113 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2109460
- File number
- 028-26362
- Options
- 0 call, 0 put
- In the 25 largest
- 59.1%
- Prior quarter
- $121M at 31 March 2026
- Positions opened
- 21
- Positions closed
- 4
Common questions
What are Wiregrass Investment Management’s 13F holdings worth?
$147 million across 113 positions for the quarter ended 30 June 2026.
What is Wiregrass Investment Management’s largest 13F holding?
APPLE INC (COM) was the largest position at $9.09 million, or 6.2% of reported 13F value, as of 30 June 2026.
How concentrated is Wiregrass Investment Management’s 13F portfolio?
The ten largest positions accounted for 38.6% of reported value and the twenty-five largest for 59.1%, across 113 positions as of 30 June 2026.
Does Form 13F show everything Wiregrass Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Wiregrass Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.