WIREGRASS INVESTMENT MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 2109460 · latest 13F-HR filed 2026-08-07

WIREGRASS INVESTMENT MANAGEMENT LLC manages $146.8M in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.20%), NVDA (6.05%), FLO (5.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 4, added to 53, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
317 KERN STREET
THOMASVILLE, GA 31792
Phone
(229) 226-0111
Filing Manager
WIREGRASS INVESTMENT MANAGEMENT LLC
THOMASVILLE, GA
Signatory
Fred (Benjamin) Jones
Chief Compliance Officer
Loading holdings…
AUM

$146.8M

Long-equity book

Holdings

113

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+21 / −4 / ↑53 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FLOWERS FOODS INC$5.9M +331.4%
  • MICRON TECHNOLOGY INC$2.3M +250.4%
  • NVIDIA CORPORATION$1.6M +22.1%
  • APPLE INC$1.5M +19.4%
  • PRINCIPAL FINANCIAL GROUP IN$1.4M +104.6%
Show all 53 →

Top Trims

  • UNITEDHEALTH GROUP INC-$5.5M -82.1%
  • JPMORGAN CHASE & CO-$2.2M -57.2%
  • GE AEROSPACE-$882.8K -56.8%
  • CHEVRON CORPORATION-$459.2K -18.3%
  • CORNING INC-$395.0K -47.4%
Show all 15 →

New Positions

  • ALIBABA GROUP HLDG LTD$2.0M
  • QUALCOMM INC$1.4M
  • LAM RESEARCH CORP$1.0M
  • WESTERN DIGITAL CORP$739.6K
  • ISHARES TR$501.2K
Show all 21 →

Exited Positions

  • TARGET CORP$457.7K
  • AMGEN INC$343.2K
  • MEDTRONIC PLC$268.8K
  • MARA HOLDINGS INC$81.6K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $9.1M 6.20% 31,427 SH
2 NVIDIA CORPORATION NVDA 67066G104 $8.9M 6.05% 44,397 SH
3 FLOWERS FOODS INC FLO 343498101 $7.7M 5.21% 968,613 SH
4 BROADCOM INC AVGO 11135F101 $6.0M 4.09% 15,872 SH
5 ALPHABET INC GOOGL 02079K305 $5.9M 4.01% 16,484 SH
6 MICROSOFT CORP MSFT 594918104 $4.9M 3.36% 13,206 SH
7 AMAZON COM INC AMZN 023135106 $4.7M 3.19% 19,672 SH
8 SPDR SERIES TRUST SPYG 78464A409 $3.6M 2.47% 30,439 SH
9 MICRON TECHNOLOGY INC MU 595112103 $3.3M 2.23% 2,829 SH
10 PRINCIPAL FINANCIAL GROUP IN PFG 74251V102 $2.7M 1.82% 24,718 SH
11 MASTERCARD INCORPORATED MA 57636Q104 $2.4M 1.62% 4,620 SH
12 TESLA INC TSLA 88160R101 $2.4M 1.61% 5,626 SH
13 FASTENAL CO FAST 311900104 $2.2M 1.50% 45,797 SH
14 CUMMINS INC CMI 231021106 $2.2M 1.47% 3,016 SH
15 JOHNSON & JOHNSON JNJ 478160104 $2.2M 1.47% 8,469 SH
16 SPDR SERIES TRUST SPYV 78464A508 $2.1M 1.43% 34,528 SH
17 CHEVRON CORPORATION CVX 166764100 $2.1M 1.40% 12,373 SH
18 ALIBABA GROUP HLDG LTD BABA 01609W102 $2.0M 1.38% 21,031 SH
19 MORGAN STANLEY MS 617446448 $2.0M 1.36% 9,526 SH
20 TRUIST FINL CORP TFC 89832Q109 $2.0M 1.35% 39,890 SH
21 META PLATFORMS INC META 30303M102 $1.9M 1.27% 3,322 SH
22 HOME DEPOT INC HD 437076102 $1.8M 1.20% 4,974 SH
23 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.7M 1.19% 3,651 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $1.7M 1.13% 5,050 SH
25 SPDR SERIES TRUST SPTI 78464A672 $1.6M 1.11% 57,377 SH
26 IRON MTN INC DEL IRM 46284V101 $1.6M 1.10% 12,760 SH
27 GE VERNOVA INC GEV 36828A101 $1.5M 1.01% 1,259 SH
28 ELI LILLY & CO LLY 532457108 $1.4M 0.98% 1,197 SH
29 HEALTHPEAK PROPERTIES INC DOC 42250P103 $1.4M 0.97% 66,682 SH
30 QUALCOMM INC QCOM 747525103 $1.4M 0.92% 7,329 SH
31 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $1.3M 0.92% 16,585 SH
32 ABBVIE INC ABBV 00287Y109 $1.3M 0.91% 5,302 SH
33 3M CO MMM 88579Y101 $1.3M 0.90% 8,202 SH
34 ALTRIA GROUP INC MO 02209S103 $1.3M 0.87% 17,774 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.3M 0.87% 1,364 SH
36 SPDR SERIES TRUST SPSM 78468R853 $1.2M 0.84% 21,344 SH
37 UNITEDHEALTH GROUP INC UNH 91324P102 $1.2M 0.81% 2,865 SH
38 ALPHABET INC GOOG 02079K107 $1.2M 0.79% 3,264 SH
39 SALESFORCE INC CRM 79466L302 $1.1M 0.76% 7,147 SH
40 MCDONALDS CORP MCD 580135101 $1.1M 0.75% 4,068 SH
41 SOUTHERN CO SO 842587107 $1.1M 0.73% 11,209 SH
42 ONEOK INC NEW OKE 682680103 $1.1M 0.72% 12,172 SH
43 LAM RESEARCH CORP LRCX 512807306 $1.0M 0.70% 2,361 SH
44 ISHARES TR EFA 464287465 $1.0M 0.69% 9,756 SH
45 AGNC INVT CORP AGNC 00123Q104 $1.0M 0.68% 91,910 SH
46 ORACLE CORP ORCL 68389X105 $975.5K 0.66% 6,657 SH
47 VANGUARD INDEX FDS VO 922908629 $958.3K 0.65% 11,894 SH
48 VANGUARD INDEX FDS VOE 922908512 $935.6K 0.64% 4,735 SH
49 VANGUARD INTL EQUITY INDEX F VWO 922042858 $931.3K 0.63% 15,603 SH
50 SPDR SERIES TRUST SPIB 78464A375 $930.9K 0.63% 27,823 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $146.8M 113 0001951757-26-001177
2026-03-31 2026-05-13 $120.6M 96 0001951757-26-000851
2025-12-31 2026-02-13 $119.6M 98 0001951757-26-000456