StockDriftsStockDriftsTop 50 Wiregrass Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.2% | 31.4K | $9.1M | +4.70%(+1.41K) | $263.43(+16.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.05% | 44.4K | $8.9M | +6.39%(+2.67K) | $186.24(+18.37%) | 2026-06-30 | |
| FLO | FLOWERS FOODS INC | 5.21% | 968.6K | $7.7M | +345.05%(+750.97K) | $8.92(-19.69%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.09% | 15.9K | $6.0M | +2.96%(+457) | $344.67(+21.96%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.01% | 16.5K | $5.9M | +1.85%(+300) | $279.35(+25.81%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.36% | 13.2K | $4.9M | +3.59%(+458) | $487.77(+3.07%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.19% | 19.7K | $4.7M | +1.92%(+370) | $224.83(+22.29%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.47% | 30.4K | $3.6M | +11.04%(+3.03K) | $102.73(+19.52%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.23% | 2.8K | $3.3M | +2.54%(+70) | $239.03(+260.64%) | 2026-06-30 | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 1.82% | 24.7K | $2.7M | +71.06%(+10.27K) | $90.87(+24.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.26% |
Wiregrass Investment Management LLC reports $146.75M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.2%), NVDA (6.0%) and FLO (5.2%). The top 20 holdings account for 53.22% of reported assets. Its disclosed equity book has returned +7.12% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wiregrass Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109460). View Wiregrass Investment Management LLC’s 13F filings on SEC