WIREGRASS INVESTMENT MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Thomasville, GA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$146,752
Net value change ($000)
+26,115 (21.6%)
New positions
21
Sold out positions
4
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FLO 5,878 331.3%
MU 2,334 250.4%
BABA 2,019 NEW
NVDA 1,605 22.1%
AAPL 1,476 19.4%
PFG 1,362 104.6%
QCOM 1,354 NEW
GOOGL 1,237 26.6%
AVGO 1,224 25.7%
LRCX 1,023 NEW
Top Reduces (Value $000, Stocks/ETFs)
UNH -5,455 -82.1%
JPM -2,212 -57.2%
GE -883 -56.8%
CVX -459 -18.3%
TGT -458 -100.0%
GLW -395 -47.4%
LYB -388 -33.9%
AMGN -343 -100.0%
CRM -314 -21.9%
MDT -269 -100.0%
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