WIREGRASS INVESTMENT MANAGEMENT LLC

Est. AUM

$120.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$7.6M	30016	6.31%	SOLE
2	NVIDIA CORPORATION	COM	$7.3M	41730	6.03%	SOLE
3	UNITEDHEALTH GROUP INC	COM	$6.6M	24563	5.51%	SOLE
4	BROADCOM INC	COM	$4.8M	15415	3.95%	SOLE
5	MICROSOFT CORP	COM	$4.7M	12748	3.91%	SOLE
6	ALPHABET INC	CAP STK CL A	$4.7M	16184	3.86%	SOLE
7	AMAZON COM INC	COM	$4.0M	19302	3.33%	SOLE
8	JPMORGAN CHASE & CO	COM	$3.9M	13137	3.20%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	27413	2.22%	SOLE
10	CHEVRON CORPORATION	COM	$2.5M	12132	2.08%	SOLE
11	MASTERCARD INCORPORATED	CL A	$2.2M	4450	1.84%	SOLE
12	TRUIST FINL CORP	COM	$2.0M	42979	1.64%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	33296	1.56%	SOLE
14	META PLATFORMS INC	CL A	$1.8M	3159	1.50%	SOLE
15	FLOWERS FOODS INC	COM	$1.8M	217643	1.47%	SOLE
16	TESLA INC	COM	$1.8M	4707	1.45%	SOLE
17	JOHNSON & JOHNSON	COM	$1.7M	7108	1.44%	SOLE
18	HOME DEPOT INC	COM	$1.7M	5221	1.42%	SOLE
19	CUMMINS INC	COM	$1.6M	2994	1.34%	SOLE
20	GE AEROSPACE	COM NEW	$1.6M	5480	1.29%	SOLE
21	MORGAN STANLEY	COM NEW	$1.5M	9308	1.27%	SOLE
22	SALESFORCE INC	COM	$1.4M	7682	1.19%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1328	1.10%	SOLE
24	PUBLIC SVC ENTERPRISE GROUP	COM	$1.3M	16295	1.09%	SOLE
25	PRINCIPAL FINANCIAL GROUP IN	COM	$1.3M	14450	1.08%	SOLE
26	IRON MTN INC DEL	COM	$1.3M	12728	1.08%	SOLE
27	FASTENAL CO	COM	$1.3M	27327	1.05%	SOLE
28	MCDONALDS CORP	COM	$1.2M	3936	1.01%	SOLE
29	3M CO	COM	$1.2M	8012	0.96%	SOLE
30	LYONDELLBASELL INDUSTRIES NV	SHS - A -	$1.1M	14229	0.95%	SOLE
31	ALTRIA GROUP INC	COM	$1.1M	17291	0.95%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	39198	0.93%	SOLE
33	ABBVIE INC	COM	$1.1M	5094	0.92%	SOLE
34	HEALTHPEAK PROPERTIES INC	COM	$1.1M	66305	0.90%	SOLE
35	ONEOK INC NEW	COM	$1.1M	11914	0.89%	SOLE
36	SOUTHERN CO	COM	$1.1M	10977	0.88%	SOLE
37	ELI LILLY & CO	COM	$1.1M	1151	0.88%	SOLE
38	GE VERNOVA INC	COM	$1.0M	1175	0.85%	SOLE
39	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$995K	2944	0.82%	SOLE
40	ISHARES TR	MSCI EAFE ETF	$967K	9954	0.80%	SOLE
41	ORACLE CORP	COM	$961K	6529	0.80%	SOLE
42	ALPHABET INC	CAP STK CL C	$936K	3263	0.78%	SOLE
43	MICRON TECHNOLOGY INC	COM	$932K	2759	0.77%	SOLE
44	WALMART INC	COM	$914K	7358	0.76%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$894K	39907	0.74%	SOLE
46	AGNC INVT CORP	COM	$891K	88794	0.74%	SOLE
47	VANGUARD INDEX FDS	MCAP VL IDXVIP	$891K	4835	0.74%	SOLE
48	VANGUARD INDEX FDS	MID CAP ETF	$872K	3036	0.72%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$861K	15934	0.71%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$839K	17372	0.70%	SOLE

1–50 of 96

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.