WIREGRASS INVESTMENT MANAGEMENT LLC

CIK

2109460

Location

THOMASVILLE, GA

Portfolio Value

Micro $6,287,582

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

6 positions · $6,287,582 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FLO	Flowers Foods Inc Consumer Defensive	Added	217,643	+31,489	$1,773,790	−12.4%	28.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,328	+59	$1,323,259	+20.9%	21.05%
MO	Altria Group, Inc. Consumer Defensive	Reduced	17,291	-3,114	$1,141,033	−3.0%	18.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,358	-978	$914,452	−1.5%	14.54%
PM	Philip Morris International Inc. Consumer Defensive	NEW	4,097	NEW	$677,397	NEW	10.77%
TGT	Target Corp Consumer Defensive	Reduced	3,776	-138	$457,651	+19.6%	7.28%