WIREGRASS INVESTMENT MANAGEMENT LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 50.8%; sector active share 10.9% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.5% | $43,318,826 |
| Unclassified | 16.8% | $24,659,880 |
| Financial Services | 9.7% | $14,203,420 |
| Consumer Cyclical | 8.5% | $12,508,502 |
| Consumer Defensive | 8.2% | $12,059,863 |
| Industrials | 6.7% | $9,873,651 |
| Communication Services | 6.7% | $9,839,279 |
| Healthcare | 6.5% | $9,576,667 |
| Real Estate | 3.0% | $4,380,422 |
| Energy | 2.1% | $3,153,788 |
| Utilities | 1.6% | $2,418,851 |
| Basic Materials | 0.5% | $758,475 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FLO | Flowers Foods Inc | +750,970 | 968,613 | $7,652,042 | |
| XTNT | Xtant Medical Holdings, Inc. | +47,000 | 150,000 | $63,000 | |
| DEFT | Defi Technologies, Inc. | +40,000 | 100,000 | $51,400 | |
| FAST | Fastenal Co | +18,470 | 45,797 | $2,199,629 | |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF | +18,179 | 57,377 | $1,628,933 | |
| — | +10,917 | 17,019 | $811,976 | ||
| PFG | Principal Financial Group Inc | +10,268 | 24,718 | $2,664,106 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | +9,664 | 27,823 | $930,957 | |
| VO | VANGUARD MID-CAP INDEX FUND | +8,858 | 11,894 | $958,299 | |
| DIVB | BlackRock, Inc. | +6,288 | 11,362 | $699,899 | |
| T | At&T Inc. | +4,885 | 14,321 | $296,444 | |
| — | +3,972 | 21,344 | $1,230,908 | ||
| AGNC | AGNC Investment Corp. | +3,116 | 91,910 | $1,001,819 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +3,026 | 30,439 | $3,621,936 | |
| NVDA | Nvidia Corp | +2,667 | 44,397 | $8,883,395 | |
| PRGO | PERRIGO Co plc | +2,395 | 50,373 | $523,375 | |
| AAPL | Apple Inc. | +1,411 | 31,427 | $9,093,716 | |
| JNJ | Johnson & Johnson | +1,361 | 8,469 | $2,150,871 | |
| SLYG | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | +1,265 | 4,137 | $492,840 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | +1,232 | 34,528 | $2,098,957 | |
| GLXY | Galaxy Digital Inc. | +1,000 | 14,000 | $382,760 | |
| TSLA | Tesla, Inc. | +919 | 5,626 | $2,366,295 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +707 | 3,651 | $1,743,608 | |
| MO | Altria Group, Inc. | +483 | 17,774 | $1,278,839 | |
| MSFT | Microsoft Corp | +458 | 13,206 | $4,926,102 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | −21,698 | 2,865 | $1,190,779 | |
| JPM | Jpmorgan Chase & Co | −8,087 | 5,050 | $1,653,016 | |
| SPMB | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF | −4,691 | 35,216 | $785,668 | |
| GLW | Corning Inc | −4,413 | 1,717 | $438,573 | |
| GE | General Electric Co | −3,681 | 1,799 | $672,340 | |
| OWL | Blue Owl Capital Inc. | −3,355 | 51,032 | $446,530 | |
| TFC | Truist Financial Corp | −3,089 | 39,890 | $1,987,319 | |
| CRM | Salesforce, Inc. | −535 | 7,147 | $1,119,649 | |
| MRK | Merck & Co., Inc. | −469 | 2,559 | $328,831 | |
| EMR | Emerson Electric Co | −432 | 3,295 | $471,679 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −331 | 15,603 | $931,343 | |
| IP | International Paper Co | −290 | 15,254 | $581,177 | |
| PFE | Pfizer Inc | −278 | 26,759 | $644,356 | |
| HD | Home Depot, Inc. | −247 | 4,974 | $1,754,230 | |
| CAT | Caterpillar Inc | −221 | 615 | $654,913 | |
| NXPI | NXP Semiconductors N.V. | −201 | 1,037 | $291,428 | |
| EFA | iShares MSCI EAFE ETF | −198 | 9,756 | $1,013,453 | |
| IBM | International Business Machines Corp | −110 | 3,001 | $843,911 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | −100 | 4,735 | $935,636 | |
| CSCO | Cisco Systems, Inc. | −78 | 4,199 | $493,214 | |
| IJT | iShares S&P Small-Cap 600 Growth ETF | −69 | 3,395 | $606,347 | |
| JPST | JPMorgan Ultra-Short Income ETF | −30 | 10,770 | $544,638 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 21,031 | $2,018,555 | |
| QCOM | Qualcomm Inc | 7,329 | $1,354,325 | |
| LRCX | Lam Research Corp | 2,361 | $1,023,092 | |
| WDC | Western Digital Corp | 1,158 | $739,637 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | 5,195 | $501,109 | |
| SLYV | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | 4,511 | $492,195 | |
| DVYE | iShares Trust | 13,874 | $447,159 | |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | 7,993 | $444,171 | |
| FGD | First Trust Dow Jones Global Select Dividend Index Fund | 13,225 | $423,067 | |
| AMD | Advanced Micro Devices Inc | 616 | $357,840 | |
| SNDK | Sandisk Corp | 126 | $286,489 | |
| BX | Blackstone Inc. | 2,249 | $264,639 | |
| AZN | Astrazeneca PLC | 1,394 | $264,330 | |
| V | Visa Inc. | 755 | $259,032 | |
| FIX | Comfort Systems USA Inc | 130 | $257,653 | |
| IQDG | WisdomTree International Quality Dividend Growth Fund | 5,770 | $248,571 | |
| BG | Bunge Global SA | 2,255 | $240,676 | |
| VRT | Vertiv Holdings Co | 700 | $234,374 | |
| TRLV | Trulieve Cannabis Corp. | 21,092 | $207,334 | |
| TROW | Price T Rowe Group Inc | 1,793 | $203,846 | |
| GRNT | Granite Ridge Resources, Inc. | 10,115 | $44,607 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 31,427 | $9,093,716 | 6.20% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 44,397 | $8,883,395 | 6.05% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
Added | 968,613 | $7,652,042 | 5.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 15,872 | $5,995,648 | 4.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 16,484 | $5,890,887 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,206 | $4,926,102 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 19,672 | $4,688,624 | 3.19% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 30,439 | $3,621,936 | 2.47% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,829 | $3,265,486 | 2.23% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Added | 24,718 | $2,664,106 | 1.82% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 4,620 | $2,372,832 | 1.62% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,626 | $2,366,295 | 1.61% | |
| FAST |
Fastenal Co
Industrials
|
Added | 45,797 | $2,199,629 | 1.50% | |
| CMI |
Cummins Inc
Industrials
|
Added | 3,016 | $2,151,041 | 1.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,469 | $2,150,871 | 1.47% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Added | 34,528 | $2,098,957 | 1.43% | |
| CVX |
Chevron Corp
Energy
|
Added | 12,373 | $2,050,948 | 1.40% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
NEW | 21,031 | $2,018,555 | 1.38% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 9,526 | $1,991,315 | 1.36% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 39,890 | $1,987,319 | 1.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,322 | $1,871,249 | 1.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,974 | $1,754,230 | 1.20% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,651 | $1,743,608 | 1.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,050 | $1,653,016 | 1.13% | |
| SPTI |
State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF
|
Added | 57,377 | $1,628,933 | 1.11% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 12,760 | $1,611,715 | 1.10% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,259 | $1,479,148 | 1.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,197 | $1,435,717 | 0.98% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Added | 66,682 | $1,426,994 | 0.97% | |
| QCOM |
Qualcomm Inc
Technology
|
NEW | 7,329 | $1,354,325 | 0.92% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Added | 16,585 | $1,346,038 | 0.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,302 | $1,334,195 | 0.91% | |
| MMM |
3M Co
Industrials
|
Added | 8,202 | $1,327,985 | 0.90% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 17,774 | $1,278,839 | 0.87% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 1,364 | $1,275,981 | 0.87% | |
|
|
Added | 21,344 | $1,230,908 | 0.84% | ||
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 2,865 | $1,190,779 | 0.81% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 3,264 | $1,153,269 | 0.79% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 7,147 | $1,119,649 | 0.76% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,068 | $1,099,621 | 0.75% | |
| SO |
Southern Co
Utilities
|
Added | 11,209 | $1,072,813 | 0.73% | |
| OKE |
Oneok Inc
Energy
|
Added | 12,172 | $1,058,233 | 0.72% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 2,361 | $1,023,092 | 0.70% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 9,756 | $1,013,453 | 0.69% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Added | 91,910 | $1,001,819 | 0.68% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,657 | $975,583 | 0.66% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 11,894 | $958,299 | 0.65% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Reduced | 4,735 | $935,636 | 0.64% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 15,603 | $931,343 | 0.63% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Added | 27,823 | $930,957 | 0.63% |
Showing the top 50 of 113 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.