Wiregrass Investment Management LLC
113 holdingsFiling period: 2026-06-30Current AUM: $147.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 31.4K | $9.1M | $11.0M | 7.42% | +1.4K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 44.4K | $8.9M | $9.5M | 6.41% | +2.7K | 2026-06-30 |
| 3 | FLO | Flowers Foods Inc | 968.6K | $7.7M | $6.0M | 4.05% | +751.0K | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 15.9K | $6.0M | $5.5M | 3.70% | +457 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 16.5K | $5.9M | $4.7M | 3.16% | +300 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 13.2K | $4.9M | $7.0M | 4.73% | +458 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 19.7K | $4.7M | $4.8M | 3.24% | +370 | 2026-06-30 |
| 8 | SPYG | Spdr Series Trust | 30.4K | $3.6M | $3.6M | 2.46% | +3.0K | 2026-06-30 |
| 9 | MU | Micron Technology Inc | 2.8K | $3.3M | $2.6M | 1.79% | +70 | 2026-06-30 |
| 10 | PFG | Principal Financial Group in | 24.7K | $2.7M | $2.8M | 1.90% | +10.3K | 2026-06-30 |
| 11 | MA | Mastercard Incorporated | 4.6K | $2.4M | $2.9M | 1.99% | +170 | 2026-06-30 |
| 12 | TSLA | Tesla Inc | 5.6K | $2.4M | $2.3M | 1.53% | +919 | 2026-06-30 |
| 13 | FAST | Fastenal Co | 45.8K | $2.2M | $2.4M | 1.63% | +18.5K | 2026-06-30 |
| 14 | CMI | Cummins Inc | 3.0K | $2.2M | $1.6M | 1.06% | +22 | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 8.5K | $2.1M | $2.3M | 1.58% | +1.4K | 2026-06-30 |
| 16 | SPYV | Spdr Series Trust | 34.5K | $2.1M | $2.2M | 1.51% | +1.2K | 2026-06-30 |
| 17 | CVX | Chevron Corporation | 12.4K | $2.0M | $2.9M | 1.94% | +241 | 2026-06-30 |
| 18 | BABA | Alibaba Group Hldg Ltd | 21.0K | $2.0M | $2.1M | 1.42% | -- | 2026-06-30 |
| 19 | MS | Morgan Stanley | 9.5K | $2.0M | $1.8M | 1.22% | +218 | 2026-06-30 |
| 20 | TFC | Truist Finl Corp | 39.9K | $2.0M | $2.0M | 1.33% | -3,089 | 2026-06-30 |
| 21 | META | Meta Platforms Inc | 3.3K | $1.9M | $2.1M | 1.40% | +163 | 2026-06-30 |
| 22 | HD | Home Depot Inc | 5.0K | $1.8M | $1.6M | 1.11% | -247 | 2026-06-30 |
| 23 | TSM | Taiwan Semiconductor Manufac | 3.7K | $1.7M | $1.6M | 1.07% | +707 | 2026-06-30 |
| 24 | JPM | JPMorgan Chase & Co | 5.0K | $1.7M | $1.7M | 1.17% | -8,087 | 2026-06-30 |
| 25 | SPTI | Spdr Series Trust | 57.4K | $1.6M | $1.6M | 1.07% | +18.2K | 2026-06-30 |
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