WIREGRASS INVESTMENT MANAGEMENT LLC

CIK

2109460

Location

THOMASVILLE, GA

Portfolio Value

Small $100,925,535

Diversification

Diversified

Filing Date

Global Rank

#5,346 / 8,232 ▲ 212

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+7.5%

Period ended 2 months ago

Filed May 13, 2026 · 32d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.1%

SPY

+9.1%

Annualised alpha

+7.5%

Max drawdown

−8.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

69 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.3 pts

Top 5

30.7%

−2.4 pts

Top 10

47.9%

−2.5 pts

HHI

320

Diversified−26

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$32,264,327	14
Healthcare	14.1%	$14,236,955	12
Financial Services	12.7%	$12,812,691	11
Consumer Cyclical	9.2%	$9,265,177	5
Industrials	7.9%	$7,981,099	8
Communication Services	7.3%	$7,359,173	4
Consumer Defensive	6.2%	$6,287,582	6
Real Estate	3.6%	$3,606,647	4
Energy	3.6%	$3,587,016	2
Utilities	2.4%	$2,378,580	2
Basic Materials	1.1%	$1,146,288	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FLO	Flowers Foods Inc	+31,489	217,643	$1,773,790
OWL	Blue Owl Capital Inc.	+4,649	54,387	$496,553
CRM	Salesforce, Inc.	+3,129	7,682	$1,433,998
DOC	Healthpeak Properties, Inc.	+2,974	66,305	$1,089,391
OMC	Omnicom Group Inc.	+2,543	8,291	$624,395
GE	General Electric Co	+2,221	5,480	$1,555,059
ABBV	AbbVie Inc.	+2,159	5,094	$1,107,894
GLXY	Galaxy Digital Inc.	+2,000	13,000	$239,850
FAST	Fastenal Co	+1,905	27,327	$1,267,972
AAPL	Apple Inc.	+1,798	30,016	$7,617,760
PFE	Pfizer Inc	+1,546	27,037	$759,198
MSFT	Microsoft Corp	+1,490	12,748	$4,718,927
TFC	Truist Financial Corp	+1,481	42,979	$1,975,744
MA	Mastercard Inc	+1,479	4,450	$2,223,487
PFG	Principal Financial Group Inc	+930	14,450	$1,302,089
AMZN	Amazon Com Inc	+903	19,302	$4,020,027
PEG	Public Service Enterprise Group Inc	+700	16,295	$1,319,080
GLW	Corning Inc /Ny	+683	6,130	$833,496
TSLA	Tesla, Inc.	+546	4,707	$1,749,827
OKE	Oneok Inc /New/	+542	11,914	$1,076,906
PLTR	Palantir Technologies Inc.	+523	4,867	$711,944
ORCL	Oracle Corp	+509	6,529	$960,481
NVDA	Nvidia Corp	+479	41,730	$7,277,712
GOOGL	Alphabet Inc.	+460	16,184	$4,653,871
IRM	Iron Mountain Inc	+444	12,728	$1,300,037
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−36,634	9,436	$273,549
LYB	LyondellBasell Industries N.V.	−18,795	14,229	$1,146,288
MO	Altria Group, Inc.	−3,114	17,291	$1,141,033
CMI	Cummins Inc	−1,594	2,994	$1,610,831
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,079	2,944	$994,924
WMT	Walmart Inc.	−978	7,358	$914,452
AVGO	Broadcom Inc.	−527	15,415	$4,771,096
LLY	ELI LILLY & Co	−497	1,151	$1,058,655
EMR	Emerson Electric Co	−312	3,727	$488,311
PNC	Pnc Financial Services Group, Inc.	−286	1,850	$384,966
PLD	Prologis, Inc.	−262	2,471	$326,616
MDT	Medtronic plc	−237	3,102	$268,788
MRK	Merck & Co., Inc.	−180	3,028	$364,238
TGT	Target Corp	−138	3,776	$457,651
NXPI	NXP Semiconductors N.V.	−128	1,238	$243,712
MU	Micron Technology Inc	−53	2,759	$932,100
AMGN	Amgen Inc	−25	975	$343,053
BRK-B	Berkshire Hathaway Inc	−8	1,417	$679,026
UNH	Unitedhealth Group Inc	−8	24,563	$6,646,502
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AGNC	AGNC Investment Corp.	88,794	$890,603
PM	Philip Morris International Inc.	4,097	$677,397
IP	International Paper Co /New/	15,544	$554,920
PRGO	PERRIGO Co plc	47,978	$515,283
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	5,164	$484,176
INSM	INSMED Inc	2,500	$435,100
QQQ	Invesco Qqq Trust, Series 1	498	$305,926
QCOM	Qualcomm Inc/De	1,618	$276,758
BABA	Alibaba Group Holding Ltd	1,831	$268,387
V	Visa Inc.	668	$234,274
SPY	Spdr S&P 500 ETF Trust	300	$204,576
GBTC	Grayscale Bitcoin Trust ETF	2,961	$202,413
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 positions · $100,925,535 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	30,016	+1,798	$7,617,760	−0.7%	7.55%
NVDA	Nvidia Corp Technology	Added	41,730	+479	$7,277,712	−5.4%	7.21%
UNH	Unitedhealth Group Inc Healthcare	Reduced	24,563	-8	$6,646,502	−18.1%	6.59%
AVGO	Broadcom Inc. Technology	Reduced	15,415	-527	$4,771,096	−13.5%	4.73%
MSFT	Microsoft Corp Technology	Added	12,748	+1,490	$4,718,927	−13.3%	4.68%
GOOGL	Alphabet Inc. Communication Services	Added	16,184	+460	$4,653,871	−5.4%	4.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,302	+903	$4,020,027	−5.3%	3.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,137	+69	$3,864,379	−8.2%	3.83%
CVX	Chevron Corp Energy	Added	12,132	+313	$2,510,110	+39.3%	2.49%
MA	Mastercard Inc Financial Services	Added	4,450	+1,479	$2,223,487	+31.1%	2.20%
TFC	Truist Financial Corp Financial Services	Added	42,979	+1,481	$1,975,744	−3.3%	1.96%
META	Meta Platforms, Inc. Communication Services	Added	3,159	+222	$1,807,358	−6.8%	1.79%
FLO	Flowers Foods Inc Consumer Defensive	Added	217,643	+31,489	$1,773,790	−12.4%	1.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,707	+546	$1,749,827	−6.5%	1.73%
JNJ	Johnson & Johnson Healthcare	Added	7,108	+225	$1,737,479	+22.0%	1.72%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,221	+261	$1,717,134	+0.6%	1.70%
CMI	Cummins Inc Industrials	Reduced	2,994	-1,594	$1,610,831	−31.2%	1.60%
GE	General Electric Co Industrials	Added	5,480	+2,221	$1,555,059	+54.9%	1.54%
MS	Morgan Stanley Financial Services	Added	9,308	+375	$1,531,817	−3.4%	1.52%
CRM	Salesforce, Inc. Technology	Added	7,682	+3,129	$1,433,998	+18.9%	1.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,328	+59	$1,323,259	+20.9%	1.31%
PEG	Public Service Enterprise Group Inc Utilities	Added	16,295	+700	$1,319,080	+5.3%	1.31%
PFG	Principal Financial Group Inc Financial Services	Added	14,450	+930	$1,302,089	+9.2%	1.29%
IRM	Iron Mountain Inc Real Estate	Added	12,728	+444	$1,300,037	+27.6%	1.29%
FAST	Fastenal Co Industrials	Added	27,327	+1,905	$1,267,972	+24.3%	1.26%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,936	+195	$1,223,269	+7.0%	1.21%
MMM	3M Co Industrials	Added	8,012	+417	$1,163,582	−4.3%	1.15%
LYB	LyondellBasell Industries N.V. Basic Materials	Reduced	14,229	-18,795	$1,146,288	−19.8%	1.14%
MO	Altria Group, Inc. Consumer Defensive	Reduced	17,291	-3,114	$1,141,033	−3.0%	1.13%
ABBV	AbbVie Inc. Healthcare	Added	5,094	+2,159	$1,107,894	+65.2%	1.10%
DOC	Healthpeak Properties, Inc. Real Estate	Added	66,305	+2,974	$1,089,391	+7.0%	1.08%
OKE	Oneok Inc /New/ Energy	Added	11,914	+542	$1,076,906	+28.8%	1.07%
SO	Southern Co Utilities	Added	10,977	+423	$1,059,500	+15.1%	1.05%
LLY	ELI LILLY & Co Healthcare	Reduced	1,151	-497	$1,058,655	−40.2%	1.05%
GEV	GE Vernova Inc. Industrials	Added	1,175	+38	$1,025,657	+38.0%	1.02%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,944	-1,079	$994,924	−18.6%	0.99%
ORCL	Oracle Corp Technology	Added	6,529	+509	$960,481	−18.1%	0.95%
MU	Micron Technology Inc Technology	Reduced	2,759	-53	$932,100	+16.1%	0.92%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,358	-978	$914,452	−1.5%	0.91%
AGNC	AGNC Investment Corp. Real Estate	NEW	88,794	NEW	$890,603	NEW	0.88%
GLW	Corning Inc /Ny Technology	Added	6,130	+683	$833,496	+74.8%	0.83%
PFE	Pfizer Inc Healthcare	Added	27,037	+1,546	$759,198	+19.6%	0.75%
IBM	International Business Machines Corp Technology	Added	3,111	+204	$754,075	−12.4%	0.75%
PLTR	Palantir Technologies Inc. Technology	Added	4,867	+523	$711,944	−7.8%	0.71%
CAH	Cardinal Health Inc Healthcare	Added	3,289	+125	$694,998	+6.9%	0.69%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,482	+75	$683,187	−14.3%	0.68%
MPWR	Monolithic Power Systems Inc Technology	Added	624	+18	$682,250	+24.2%	0.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,417	-8	$679,026	−5.2%	0.67%
PM	Philip Morris International Inc. Consumer Defensive	NEW	4,097	NEW	$677,397	NEW	0.67%
OMC	Omnicom Group Inc. Communication Services	Added	8,291	+2,543	$624,395	+34.5%	0.62%