Funds › Wiregrass Investment Management LLC
Wiregrass Investment Management LLC
13F for Q3 2026, filed Nov 5, 2026. 108 positions worth $143.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Wiregrass Investment Management LLC in the latest 13F quarter?
Using 13F.ai, how has Wiregrass Investment Management LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Wiregrass Investment Management LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 31,279 | $10.4M | 7.3% | -0.5% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 42,205 | $9.6M | 6.7% | -4.9% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 13,164 | $6.8M | 4.7% | -0.3% | 13F ↗ |
| 4 | GOOGL Alphabet Inc. Class A | 16,564 | $5.7M | 4.0% | +0.5% | 13F ↗ |
| 5 | FLO Flowers Foods, Inc. | 1.02M | $5.7M | 4.0% | +5.7% | 13F ↗ |
| 6 | AVGO Broadcom Inc. | 15,412 | $5.4M | 3.8% | -2.9% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 19,440 | $4.8M | 3.4% | -1.2% | 13F ↗ |
| 8 | Spdr Series Trust St Str P500GRW | 33,904 | $4.2M | 2.9% | +11.4% | 13F ↗ |
| 9 | MU Micron Technology, Inc. | 2,660 | $2.8M | 2.0% | -6.0% | 13F ↗ |
| 10 | CVX Chevron Corporation | 12,307 | $2.5M | 1.7% | -0.5% | 13F ↗ |
| 11 | META Meta Platforms, Inc. | 3,216 | $2.3M | 1.6% | -3.2% | 13F ↗ |
| 12 | JNJ Johnson & Johnson | 8,649 | $2.3M | 1.6% | +2.1% | 13F ↗ |
| 13 | PFG Principal Financial Group Inc | 20,404 | $2.3M | 1.6% | -17.5% | 13F ↗ |
| 14 | Spdr Series Trust St Str P500VAL | 34,194 | $2.1M | 1.5% | -1.0% | 13F ↗ |
| 15 | AMAT Applied Materials, Inc. | 3,697 | $1.9M | 1.3% | New | 13F ↗ |
| 16 | TFC Truist Financial Corporation | 40,162 | $1.9M | 1.3% | +0.7% | 13F ↗ |
| 17 | MS Morgan Stanley | 9,597 | $1.8M | 1.3% | +0.7% | 13F ↗ |
| 18 | Spdr Series Trust St Inter Etf | 66,042 | $1.8M | 1.3% | +15.1% | 13F ↗ |
| 19 | ARES Ares Management Corporation | 15,343 | $1.8M | 1.2% | New | 13F ↗ |
| 20 | FAST Fastenal Company | 35,758 | $1.8M | 1.2% | -21.9% | 13F ↗ |
| 21 | MO Altria Group, Inc. | 25,909 | $1.7M | 1.2% | +45.8% | 13F ↗ |
| 22 | TSLA Tesla, Inc. | 4,894 | $1.7M | 1.2% | -13.0% | 13F ↗ |
| 23 | GE GE Aerospace | 5,446 | $1.7M | 1.2% | +203% | 13F ↗ |
| 24 | CRM Salesforce, Inc. | 7,124 | $1.6M | 1.1% | -0.3% | 13F ↗ |
| 25 | CMI Cummins Inc. · Equities | 3,040 | $1.6M | 1.1% | +0.8% | 13F ↗ |
| 26 | HD Home Depot, Inc. | 5,014 | $1.4M | 1.0% | +0.8% | 13F ↗ |
| 27 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 3,126 | $1.4M | 1.0% | -14.4% | 13F ↗ |
| 28 | IRM Iron Mountain Incorporated | 12,795 | $1.4M | 1.0% | +0.3% | 13F ↗ |
| 29 | ABBV AbbVie Inc. | 5,380 | $1.4M | 1.0% | +1.5% | 13F ↗ |
| 30 | LLY Eli Lilly and Company | 1,202 | $1.4M | 1.0% | +0.4% | 13F ↗ |
| 31 | MMM 3M Company | 8,263 | $1.4M | 0.9% | +0.7% | 13F ↗ |
| 32 | DOC Healthpeak Properties, Inc. | 67,043 | $1.3M | 0.9% | +0.5% | 13F ↗ |
| 33 | Spdr Series Trust St Str SP600 Sml | 24,045 | $1.3M | 0.9% | +12.7% | 13F ↗ |
| 34 | COST Costco Wholesale Corporation | 1,376 | $1.3M | 0.9% | +0.9% | 13F ↗ |
| 35 | GEV GE Vernova Inc. | 1,244 | $1.2M | 0.8% | -1.2% | 13F ↗ |
| 36 | PEG Public Service Enterprise Group Incorporated | 16,711 | $1.1M | 0.8% | +0.8% | 13F ↗ |
| 37 | GOOG Alphabet Inc. Class C | 3,264 | $1.1M | 0.8% | Unchanged | 13F ↗ |
| 38 | Spdr Series Trust St Inter Bd Etf | 33,299 | $1.1M | 0.7% | +19.7% | 13F ↗ |
| 39 | LRCX Lam Research Corporation | 3,270 | $1.1M | 0.7% | +38.5% | 13F ↗ |
| 40 | UNH UnitedHealth Group Incorporated | 2,876 | $1.1M | 0.7% | +0.4% | 13F ↗ |
| 41 | OKE ONEOK, Inc. | 12,198 | $1.0M | 0.7% | New | 13F ↗ |
| 42 | Spdr Series Trust St Str SP500DIV | 22,801 | $1.0M | 0.7% | +34.0% | 13F ↗ |
| 43 | iShares Tr Msci Eafe Etf | 9,756 | $1.0M | 0.7% | Unchanged | 13F ↗ |
| 44 | iShares Tr Core Divid Etf | 14,741 | $950.9K | 0.7% | +29.7% | 13F ↗ |
| 45 | MCD McDonald's Corporation | 4,105 | $948.1K | 0.7% | +0.9% | 13F ↗ |
| 46 | Vanguard Index Fds Mrngstr Mid Cap | 11,894 | $932.7K | 0.6% | Unchanged | 13F ↗ |
| 47 | Vanguard Index Fds Mrngstr Md Cp Va | 4,735 | $925.8K | 0.6% | Unchanged | 13F ↗ |
| 48 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 15,603 | $925.4K | 0.6% | Unchanged | 13F ↗ |
| 49 | ORCL Oracle Corporation | 6,684 | $917.7K | 0.6% | +0.4% | 13F ↗ |
| 50 | PLTR Palantir Technologies Inc. | 4,830 | $903.4K | 0.6% | -7.1% | 13F ↗ |
Changes since Q2 2026
4 new, 59 added to, 28 trimmed, 9 exited, 17 unchanged. By estimated dollars.
New positions (4)
Added to (59)
| GE GE Aerospace | 5,446 | +203% | $1.1M |
| MO Altria Group, Inc. | 25,909 | +45.8% | $547.8K |
| Spdr Series Trust St Str P500GRW | 33,904 | +11.4% | $426.5K |
| FLO Flowers Foods, Inc. | 1.02M | +5.7% | $308.6K |
| LRCX Lam Research Corporation | 3,270 | +38.5% | $298.6K |
| Spdr Series Trust St Str SP500DIV | 22,801 | +34.0% | $262.3K |
| Spdr Series Trust St Inter Etf | 66,042 | +15.1% | $236.4K |
| iShares Tr Core Divid Etf | 14,741 | +29.7% | $218.0K |
| Spdr Series Trust St Inter Bd Etf | 33,299 | +19.7% | $176.8K |
| WDC Western Digital Corporation | 1,523 | +31.5% | $165.9K |
Trimmed (28)
| MA Mastercard Incorporated | 568 | -87.7% | -$2.2M |
| QCOM QUALCOMM Incorporated | 1,649 | -77.5% | -$1.0M |
| JPM JPMorgan Chase & Co. | 2,149 | -57.4% | -$959.8K |
| NVDA NVIDIA Corporation | 42,205 | -4.9% | -$500.6K |
| FAST Fastenal Company | 35,758 | -21.9% | -$497.2K |
| PFG Principal Financial Group Inc | 20,404 | -17.5% | -$483.0K |
| TSLA Tesla, Inc. | 4,894 | -13.0% | -$259.7K |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 3,126 | -14.4% | -$239.5K |
| MU Micron Technology, Inc. | 2,660 | -6.0% | -$180.0K |
| AVGO Broadcom Inc. | 15,412 | -2.9% | -$161.5K |
Exited (9)
| BABA Alibaba Group Holding Limited · ADR | 21,031 | Exited | -$2.0M |
| Oneok Inc | 12,172 | Exited | -$1.1M |
| PRGO Perrigo Company plc | 50,373 | Exited | -$523.4K |
| GLW Corning Incorporated | 1,717 | Exited | -$438.5K |
| SNDK Sandisk Corporation | 126 | Exited | -$286.5K |
| FIX Comfort Systems USA, Inc. | 130 | Exited | -$257.7K |
| VRT Vertiv Holdings Co | 700 | Exited | -$234.4K |
| Trulieve Cannabis Corp Sub Vtg Shs *A* | 21,092 | Exited | -$207.3K |
| TROW T. Rowe Price Group, Inc. | 1,793 | Exited | -$203.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer