Wiregrass Investment Management LLC
Net buyer this quarter
$147M
82
+$3.49M
37.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $9.09M | 6.20% | 0.00% | +4.7% | Q4 2025 |
 NVDA | $8.88M | 6.05% | 0.00% | +6.4% | Q4 2025 |
 FLO | $7.65M | 5.21% | 0.46% | +345.1% | Q4 2025 |
 AVGO | $6M | 4.09% | 0.00% | +3.0% | Q4 2025 |
 GOOGL | $5.89M | 4.01% | 0.00% | +1.9% | Q4 2025 |
 MSFT | $4.93M | 3.36% | 0.00% | +3.6% | Q4 2025 |
 AMZN | $4.69M | 3.19% | 0.00% | +1.9% | Q4 2025 |
 MU | $3.27M | 2.23% | 0.00% | +2.5% | Q4 2025 |
 PFG | $2.66M | 1.82% | 0.01% | +71.1% | Q4 2025 |
 MA | $2.37M | 1.62% | 0.00% | +3.8% | Q4 2025 |
 TSLA | $2.37M | 1.61% | 0.00% | +19.5% | Q4 2025 |
 FAST | $2.2M | 1.50% | 0.00% | +67.6% | Q4 2025 |
 CMI | $2.15M | 1.47% | 0.00% | +0.7% | Q4 2025 |
 JNJ | $2.15M | 1.47% | 0.00% | +19.2% | Q4 2025 |
 CVX | $2.05M | 1.40% | 0.00% | +2.0% | Q4 2025 |
 BABA | $2.02M | 1.38% | 0.00% | Not reported | Q4 2025 |
 MS | $1.99M | 1.36% | 0.00% | +2.3% | Q4 2025 |
 TFC | $1.99M | 1.35% | 0.00% | -7.2% | Q4 2025 |
 META | $1.87M | 1.27% | Not reported | +5.2% | Q4 2025 |
 HD | $1.75M | 1.20% | 0.00% | -4.7% | Q4 2025 |
 TSM | $1.74M | 1.19% | 0.00% | +24.0% | Q4 2025 |
 JPM | $1.65M | 1.13% | 0.00% | -61.6% | Q4 2025 |
 IRM | $1.61M | 1.10% | 0.00% | +0.3% | Q4 2025 |
 GEV | $1.48M | 1.01% | 0.00% | +7.2% | Q4 2025 |
 LLY | $1.44M | 0.98% | 0.00% | +4.0% | Q4 2025 |
 DOC | $1.43M | 0.97% | 0.01% | +0.6% | Q4 2025 |
 QCOM | $1.35M | 0.92% | 0.00% | Not reported | Q4 2025 |
 PEG | $1.35M | 0.92% | 0.00% | +1.8% | Q4 2025 |
 ABBV | $1.33M | 0.91% | 0.00% | +4.1% | Q4 2025 |
 MMM | $1.33M | 0.90% | 0.00% | +2.4% | Q4 2025 |
 MO | $1.28M | 0.87% | 0.00% | +2.8% | Q4 2025 |
 COST | $1.28M | 0.87% | 0.00% | +2.7% | Q4 2025 |
 UNH | $1.19M | 0.81% | 0.00% | -88.3% | Q4 2025 |
| GOOG | $1.15M | 0.79% | Not reported | 0.0% | Q4 2025 |
 CRM | $1.12M | 0.76% | 0.00% | -7.0% | Q4 2025 |
 MCD | $1.1M | 0.75% | 0.00% | +3.4% | Q4 2025 |
 SO | $1.07M | 0.73% | 0.00% | +2.1% | Q4 2025 |
 OKE | $1.06M | 0.72% | 0.00% | +2.2% | Q4 2025 |
 LRCX | $1.02M | 0.70% | 0.00% | New | Q2 2026 |
 AGNC | $1M | 0.68% | 0.01% | +3.5% | Q1 2026 |
 ORCL | $976K | 0.66% | 0.00% | +2.0% | Q4 2025 |
 MPWR | $880K | 0.60% | 0.00% | +2.1% | Q4 2025 |
 IBM | $844K | 0.58% | 0.00% | -3.5% | Q4 2025 |
 WMT | $837K | 0.57% | 0.00% | +0.4% | Q4 2025 |
 CAH | $810K | 0.55% | 0.00% | +3.7% | Q4 2025 |
 PM | $776K | 0.53% | 0.00% | +4.6% | Q1 2026 |
 BRK.B | $763K | 0.52% | Not reported | +7.6% | Q4 2025 |
 LYB | $758K | 0.52% | 0.00% | +1.2% | Q4 2025 |
 WDC | $740K | 0.50% | 0.00% | New | Q2 2026 |
 GE | $672K | 0.46% | 0.00% | -67.2% | Q4 2025 |
| Q1 2026 | |||||
| AAPL | $7.62M | 6.31% | 0.00% | +6.4% | Q4 2025 |
| NVDA | $7.28M | 6.03% | 0.00% | +1.2% | Q4 2025 |
| UNH | $6.65M | 5.51% | 0.00% | 0.0% | Q4 2025 |
| AVGO | $4.77M | 3.95% | 0.00% | -3.3% | Q4 2025 |
| MSFT | $4.72M | 3.91% | 0.00% | +13.2% | Q4 2025 |
| GOOGL | $4.65M | 3.86% | 0.00% | +2.9% | Q4 2025 |
| AMZN | $4.02M | 3.33% | 0.00% | +4.9% | Q4 2025 |
| JPM | $3.86M | 3.20% | 0.00% | +0.5% | Q4 2025 |
| CVX | $2.51M | 2.08% | 0.00% | +2.7% | Q4 2025 |
| MA | $2.22M | 1.84% | 0.00% | +49.8% | Q4 2025 |
| TFC | $1.98M | 1.64% | 0.00% | +3.6% | Q4 2025 |
| META | $1.81M | 1.50% | Not reported | +7.6% | Q4 2025 |
| FLO | $1.77M | 1.47% | 0.10% | +16.9% | Q4 2025 |
| TSLA | $1.75M | 1.45% | 0.00% | +13.1% | Q4 2025 |
| JNJ | $1.74M | 1.44% | 0.00% | +3.3% | Q4 2025 |
| HD | $1.72M | 1.42% | 0.00% | +5.3% | Q4 2025 |
| CMI | $1.61M | 1.34% | 0.00% | -34.7% | Q4 2025 |
| GE | $1.56M | 1.29% | 0.00% | +68.2% | Q4 2025 |
| MS | $1.53M | 1.27% | 0.00% | +4.2% | Q4 2025 |
| CRM | $1.43M | 1.19% | 0.00% | +68.7% | Q4 2025 |
| COST | $1.32M | 1.10% | 0.00% | +4.7% | Q4 2025 |
| PEG | $1.32M | 1.09% | 0.00% | +4.5% | Q4 2025 |
| PFG | $1.3M | 1.08% | 0.01% | +6.9% | Q4 2025 |
| IRM | $1.3M | 1.08% | 0.00% | +3.6% | Q4 2025 |
| FAST | $1.27M | 1.05% | 0.00% | +7.5% | Q4 2025 |
| MCD | $1.22M | 1.01% | 0.00% | +5.2% | Q4 2025 |
| MMM | $1.16M | 0.96% | 0.00% | +5.5% | Q4 2025 |
| LYB | $1.15M | 0.95% | 0.00% | -56.9% | Q4 2025 |
| MO | $1.14M | 0.95% | 0.00% | -15.3% | Q4 2025 |
| ABBV | $1.11M | 0.92% | 0.00% | +73.6% | Q4 2025 |
| DOC | $1.09M | 0.90% | 0.01% | +4.7% | Q4 2025 |
| OKE | $1.08M | 0.89% | 0.00% | +4.8% | Q4 2025 |
| SO | $1.06M | 0.88% | 0.00% | +4.0% | Q4 2025 |
| LLY | $1.06M | 0.88% | 0.00% | -30.2% | Q4 2025 |
| GEV | $1.03M | 0.85% | 0.00% | +3.3% | Q4 2025 |
| TSM | $995K | 0.82% | 0.00% | -26.8% | Q4 2025 |
| ORCL | $961K | 0.80% | 0.00% | +8.5% | Q4 2025 |
| GOOG | $936K | 0.78% | Not reported | -8.0% | Q4 2025 |
| MU | $932K | 0.77% | 0.00% | -1.9% | Q4 2025 |
| WMT | $914K | 0.76% | 0.00% | -11.7% | Q4 2025 |
| AGNC | $891K | 0.74% | 0.01% | New | Q1 2026 |
 GLW | $834K | 0.69% | 0.00% | +12.5% | Q4 2025 |
 PFE | $759K | 0.63% | 0.00% | +6.1% | Q4 2025 |
| IBM | $754K | 0.63% | 0.00% | +7.0% | Q4 2025 |
 PLTR | $712K | 0.59% | 0.00% | +12.0% | Q4 2025 |
| CAH | $695K | 0.58% | 0.00% | +4.0% | Q4 2025 |
 ISRG | $683K | 0.57% | 0.00% | +5.3% | Q4 2025 |
| MPWR | $683K | 0.57% | 0.00% | +3.0% | Q4 2025 |
| BRK.B | $679K | 0.56% | Not reported | -0.6% | Q4 2025 |
| PM | $677K | 0.56% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| UNH | $8.11M | 6.78% | 0.00% | New | Q4 2025 |
| NVDA | $7.69M | 6.43% | 0.00% | New | Q4 2025 |
| AAPL | $7.67M | 6.41% | 0.00% | New | Q4 2025 |
| AVGO | $5.52M | 4.61% | 0.00% | New | Q4 2025 |
| MSFT | $5.44M | 4.55% | 0.00% | New | Q4 2025 |
| GOOGL | $4.92M | 4.11% | 0.00% | New | Q4 2025 |
| AMZN | $4.25M | 3.55% | 0.00% | New | Q4 2025 |
| JPM | $4.21M | 3.52% | 0.00% | New | Q4 2025 |
| CMI | $2.34M | 1.96% | 0.00% | New | Q4 2025 |
| TFC | $2.04M | 1.71% | 0.00% | New | Q4 2025 |
| FLO | $2.03M | 1.69% | 0.09% | New | Q4 2025 |
| META | $1.94M | 1.62% | Not reported | New | Q4 2025 |
| TSLA | $1.87M | 1.56% | 0.00% | New | Q4 2025 |
| CVX | $1.8M | 1.51% | 0.00% | New | Q4 2025 |
| LLY | $1.77M | 1.48% | 0.00% | New | Q4 2025 |
| HD | $1.71M | 1.43% | 0.00% | New | Q4 2025 |
| MA | $1.7M | 1.42% | 0.00% | New | Q4 2025 |
| MS | $1.59M | 1.33% | 0.00% | New | Q4 2025 |
| LYB | $1.43M | 1.20% | 0.01% | New | Q4 2025 |
| JNJ | $1.42M | 1.19% | 0.00% | New | Q4 2025 |
| PEG | $1.25M | 1.05% | 0.00% | New | Q4 2025 |
| TSM | $1.22M | 1.02% | 0.00% | New | Q4 2025 |
| MMM | $1.22M | 1.02% | 0.00% | New | Q4 2025 |
| CRM | $1.21M | 1.01% | 0.00% | New | Q4 2025 |
| PFG | $1.19M | 1.00% | 0.01% | New | Q4 2025 |
| MO | $1.18M | 0.98% | 0.00% | New | Q4 2025 |
| ORCL | $1.17M | 0.98% | 0.00% | New | Q4 2025 |
 T | $1.14M | 0.96% | 0.00% | New | Q4 2025 |
| MCD | $1.14M | 0.96% | 0.00% | New | Q4 2025 |
| GOOG | $1.11M | 0.93% | Not reported | New | Q4 2025 |
| COST | $1.09M | 0.91% | 0.00% | New | Q4 2025 |
| FAST | $1.02M | 0.85% | 0.00% | New | Q4 2025 |
| IRM | $1.02M | 0.85% | 0.00% | New | Q4 2025 |
| DOC | $1.02M | 0.85% | 0.01% | New | Q4 2025 |
| GE | $1M | 0.84% | 0.00% | New | Q4 2025 |
| WMT | $929K | 0.78% | 0.00% | New | Q4 2025 |
| SO | $920K | 0.77% | 0.00% | New | Q4 2025 |
| IBM | $861K | 0.72% | 0.00% | New | Q4 2025 |
| OKE | $836K | 0.70% | 0.00% | New | Q4 2025 |
| MU | $803K | 0.67% | 0.00% | New | Q4 2025 |
| ISRG | $797K | 0.67% | 0.00% | New | Q4 2025 |
| PLTR | $772K | 0.65% | 0.00% | New | Q4 2025 |
| GEV | $743K | 0.62% | 0.00% | New | Q4 2025 |
 OWL | $743K | 0.62% | 0.72% | New | Q4 2025 |
| BRK.B | $716K | 0.60% | Not reported | New | Q4 2025 |
| ABBV | $671K | 0.56% | 0.00% | New | Q4 2025 |
| CAH | $650K | 0.54% | 0.00% | New | Q4 2025 |
| PFE | $635K | 0.53% | 0.00% | New | Q4 2025 |
| MPWR | $549K | 0.46% | 0.00% | New | Q4 2025 |
 EMR | $536K | 0.45% | 0.00% | New | Q4 2025 |