WIREGRASS INVESTMENT MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Thomasville, GA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$120,637
Net value change ($000)
+1,006 (0.8%)
New positions
6
Sold out positions
8
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYG 2,684 NEW
AGNC 891 NEW
CVX 709 39.4%
PM 677 NEW
IP 555 NEW
GE 551 54.9%
MA 527 31.1%
PRGO 515 NEW
ABBV 437 65.1%
GLW 357 74.8%
Top Reduces (Value $000, Stocks/ETFs)
UNH -1,465 -18.1%
T -870 -76.0%
AVGO -746 -13.5%
CMI -731 -31.2%
MSFT -725 -13.3%
LLY -713 -40.3%
NFLX -484 -100.0%
INSM -435 -100.0%
NVDA -415 -5.4%
JPM -346 -8.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type