Holders — by stockHoldings — by fund
WIREGRASS INVESTMENT MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109460
$146.8M
disclosed book value
113
positions
6.2%
largest position share
Positions, as of 2026-06-30
top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 31,427 | $9.1M | 6.2% |
| 2 | NVDANVIDIA CORPORATION | 44,397 | $8.9M | 6.1% |
| 3 | FLOFLOWERS FOODS INC | 968,613 | $7.7M | 5.2% |
| 4 | AVGOBROADCOM INC | 15,872 | $6.0M | 4.1% |
| 5 | GOOGLALPHABET INC | 16,484 | $5.9M | 4% |
| 6 | MSFTMICROSOFT CORP | 13,206 | $4.9M | 3.4% |
| 7 | AMZNAMAZON COM INC | 19,672 | $4.7M | 3.2% |
| 8 | SPYGSPDR SERIES TRUST | 30,439 | $3.6M | 2.5% |
| 9 | MUMICRON TECHNOLOGY INC | 2,829 | $3.3M | 2.2% |
| 10 | PFGPRINCIPAL FINANCIAL GROUP IN | 24,718 | $2.7M | 1.8% |
| 11 | MAMASTERCARD INCORPORATED | 4,620 | $2.4M | 1.6% |
| 12 | TSLATESLA INC | 5,626 | $2.4M | 1.6% |
| 13 | FASTFASTENAL CO | 45,797 | $2.2M | 1.5% |
| 14 | CMICUMMINS INC | 3,016 | $2.2M | 1.5% |
| 15 | JNJJOHNSON & JOHNSON | 8,469 | $2.2M | 1.5% |
| 16 | SPYVSPDR SERIES TRUST | 34,528 | $2.1M | 1.4% |
| 17 | CVXCHEVRON CORPORATION | 12,373 | $2.1M | 1.4% |
| 18 | BABAALIBABA GROUP HLDG LTD | 21,031 | $2.0M | 1.4% |
| 19 | MSMORGAN STANLEY | 9,526 | $2.0M | 1.4% |
| 20 | TFCTRUIST FINL CORP | 39,890 | $2.0M | 1.4% |
| 21 | METAMETA PLATFORMS INC | 3,322 | $1.9M | 1.3% |
| 22 | HDHOME DEPOT INC | 4,974 | $1.8M | 1.2% |
| 23 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,651 | $1.7M | 1.2% |
| 24 | JPMJPMORGAN CHASE & CO | 5,050 | $1.7M | 1.1% |
| 25 | SPTISPDR SERIES TRUST | 57,377 | $1.6M | 1.1% |
| 26 | IRMIRON MTN INC DEL | 12,760 | $1.6M | 1.1% |
| 27 | GEVGE VERNOVA INC | 1,259 | $1.5M | 1% |
| 28 | LLYELI LILLY & CO | 1,197 | $1.4M | 1% |
| 29 | DOCHEALTHPEAK PROPERTIES INC | 66,682 | $1.4M | 1% |
| 30 | QCOMQUALCOMM INC | 7,329 | $1.4M | 0.9% |
| 31 | PEGPUBLIC SVC ENTERPRISE GROUP | 16,585 | $1.3M | 0.9% |
| 32 | ABBVABBVIE INC | 5,302 | $1.3M | 0.9% |
| 33 | MMM3M CO | 8,202 | $1.3M | 0.9% |
| 34 | MOALTRIA GROUP INC | 17,774 | $1.3M | 0.9% |
| 35 | COSTCOSTCO WHOLESALE CORPORATION | 1,364 | $1.3M | 0.9% |
| 36 | SPSMSPDR SERIES TRUST | 21,344 | $1.2M | 0.8% |
| 37 | UNHUNITEDHEALTH GROUP INC | 2,865 | $1.2M | 0.8% |
| 38 | GOOGALPHABET INC | 3,264 | $1.2M | 0.8% |
| 39 | CRMSALESFORCE INC | 7,147 | $1.1M | 0.8% |
| 40 | MCDMCDONALDS CORP | 4,068 | $1.1M | 0.7% |
| 41 | SOSOUTHERN CO | 11,209 | $1.1M | 0.7% |
| 42 | OKEONEOK INC NEW | 12,172 | $1.1M | 0.7% |
| 43 | LRCXLAM RESEARCH CORP | 2,361 | $1.0M | 0.7% |
| 44 | EFAISHARES TR | 9,756 | $1.0M | 0.7% |
| 45 | AGNCAGNC INVT CORP | 91,910 | $1.0M | 0.7% |
| 46 | ORCLORACLE CORP | 6,657 | $975,507 | 0.7% |
| 47 | VOVANGUARD INDEX FDS | 11,894 | $958,300 | 0.7% |
| 48 | VOEVANGUARD INDEX FDS | 4,735 | $935,636 | 0.6% |
| 49 | VWOVANGUARD INTL EQUITY INDEX F | 15,603 | $931,343 | 0.6% |
| 50 | SPIBSPDR SERIES TRUST | 27,823 | $930,942 | 0.6% |
| 51 | SPDWSPDR INDEX SHS FDS | 17,880 | $900,989 | 0.6% |
| 52 | MPWRMONOLITHIC PWR SYS INC | 637 | $880,171 | 0.6% |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 3,001 | $843,976 | 0.6% |
| 54 | WMTWALMART INC | 7,388 | $836,770 | 0.6% |
| 55 | SPYDSPDR SERIES TRUST | 17,019 | $811,970 | 0.6% |
| 56 | CAHCARDINAL HEALTH INC | 3,411 | $810,398 | 0.6% |
| 57 | SPMBSPDR SERIES TRUST | 35,216 | $785,679 | 0.5% |
| 58 | PMPHILIP MORRIS INTL INC | 4,287 | $775,555 | 0.5% |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,525 | $763,097 | 0.5% |
| 60 | LYBLYONDELLBASELL INDUSTRIES NV | 14,406 | $758,495 | 0.5% |
| 61 | WDCWESTERN DIGITAL CORP | 1,158 | $739,627 | 0.5% |
| 62 | DIVBISHARES TR | 11,362 | $699,885 | 0.5% |
| 63 | GEGE AEROSPACE | 1,799 | $672,373 | 0.5% |
| 64 | CATCATERPILLAR INC | 615 | $655,183 | 0.4% |
| 65 | PFEPFIZER INC | 26,759 | $644,351 | 0.4% |
| 66 | OMCOMNICOM GROUP INC | 8,615 | $627,398 | 0.4% |
| 67 | ISRGINTUITIVE SURGICAL INC | 1,568 | $623,552 | 0.4% |
| 68 | VBVANGUARD INDEX FDS | 2,029 | $615,147 | 0.4% |
| 69 | PLTRPALANTIR TECHNOLOGIES INC | 5,199 | $606,561 | 0.4% |
| 70 | IJTISHARES TR | 3,395 | $606,347 | 0.4% |
| 71 | IPINTERNATIONAL PAPER CO | 15,254 | $581,194 | 0.4% |
| 72 | VCSHVANGUARD SCOTTSDALE FDS | 7,000 | $553,210 | 0.4% |
| 73 | JPSTJ P MORGAN EXCHANGE TRADED F | 10,770 | $544,639 | 0.4% |
| 74 | SPEMSPDR INDEX SHS FDS | 10,165 | $526,356 | 0.4% |
| 75 | PRGOPERRIGO CO PLC | 50,373 | $523,377 | 0.4% |
| 76 | BSVVANGUARD BD INDEX FDS | 6,500 | $506,415 | 0.3% |
| 77 | USMVISHARES TR | 5,195 | $501,152 | 0.3% |
| 78 | CSCOCISCO SYS INC | 4,199 | $493,177 | 0.3% |
| 79 | SLYGSPDR SERIES TRUST | 4,137 | $492,870 | 0.3% |
| 80 | SLYVSPDR SERIES TRUST | 4,511 | $492,167 | 0.3% |
| 81 | IGSBISHARES TR | 9,200 | $482,172 | 0.3% |
| 82 | EMREMERSON ELEC CO | 3,295 | $471,610 | 0.3% |
| 83 | PNCPNC FINL SVCS GROUP INC | 1,883 | $463,682 | 0.3% |
| 84 | IBDSISHARES TR | 18,500 | $448,070 | 0.3% |
| 85 | DVYEISHARES INC | 13,874 | $447,159 | 0.3% |
| 86 | OWLBLUE OWL CAPITAL INC | 51,032 | $446,536 | 0.3% |
| 87 | GPIXGOLDMAN SACHS ETF TR | 7,993 | $444,163 | 0.3% |
| 88 | IBDUISHARES TR | 19,000 | $440,040 | 0.3% |
| 89 | GLWCORNING INC | 1,717 | $438,547 | 0.3% |
| 90 | IBDTISHARES TR | 17,000 | $429,250 | 0.3% |
| 91 | LMTLOCKHEED MARTIN CORP | 834 | $425,063 | 0.3% |
| 92 | FGDFIRST TR EXCHANGE-TRADED FD | 13,225 | $423,055 | 0.3% |
| 93 | GLXYGALAXY DIGITAL INC. | 14,000 | $382,760 | 0.3% |
| 94 | IBDRISHARES TR | 15,700 | $380,411 | 0.3% |
| 95 | AMDADVANCED MICRO DEVICES INC | 616 | $357,842 | 0.2% |
| 96 | PLDPROLOGIS INC. | 2,509 | $339,946 | 0.2% |
| 97 | MRKMERCK & CO INC | 2,559 | $328,837 | 0.2% |
| 98 | TAT&T INC | 14,321 | $296,445 | 0.2% |
| 99 | NXPINXP SEMICONDUCTORS N V | 1,037 | $291,490 | 0.2% |
| 100 | SNDKSANDISK CORP | 126 | $286,490 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.