Wiregrass Investment Management LLC holds a diversified book of 113 reported positions worth $146.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Alibaba Group Holding-SP ADR and trimmed Truist Financial Corp. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2026 would be +12% (+21.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Wiregrass Investment Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wiregrass Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 10 / 80 | $641.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Prospect Hill Management, LLC | 10 / 80 | $245.7M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $176.4M |
| Ketron Financial | 22 / 80 | $280.9M |
| Hoey Investments, Inc | 50 / 80 | $667.4M |
| Howard Hughes Medical Institute | 17 / 80 | $381.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Wiregrass Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $9.1M | 31.4K | 6.2% | ▲+4.7% Added · +1K sh | |
| 2 | Nvidia Corporation COM | $8.9M | 44.4K | 6.1% | ▲+6.4% Added · +3K sh | |
| 3 | Flowers Foods Inc COM | $7.7M | 968.6K | 5.2% | ▲+345% Added · +751K sh | |
| 4 | Broadcom Inc COM | $6.0M | 15.9K | 4.1% | ▲+3.0% Added · +457 sh | |
| 5 | Alphabet Inc CAP STK CL A | $5.9M | 16.5K | 4.0% | ▲+1.9% Added · +300 sh | |
| 6 | Microsoft Corp COM | $4.9M | 13.2K | 3.4% | ▲+3.6% Added · +458 sh | |
| 7 | Amazon Com Inc COM | $4.7M | 19.7K | 3.2% | ▲+1.9% Added · +370 sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $3.6M | 30.4K | 2.5% | ▲+11% Added · +3K sh | |
| 9 | Micron Technology Inc COM | $3.3M | 2.8K | 2.2% | ▲+2.5% Added · +70 sh | |
| 10 | Principal Financial Group In COM | $2.7M | 24.7K | 1.8% | ▲+71% Added · +10K sh | |
| 11 | Mastercard Incorporated CL A | $2.4M | 4.6K | 1.6% | ▲+3.8% Added · +170 sh | |
| 12 | Tesla Inc COM | $2.4M | 5.6K | 1.6% | ▲+20% Added · +919 sh | |
| 13 | Fastenal Co COM | $2.2M | 45.8K | 1.5% | ▲+68% Added · +18K sh | |
| 14 | Cummins Inc COM | $2.2M | 3.0K | 1.5% | ▲+0.7% Added · +22 sh | |
| 15 | Johnson & Johnson COM | $2.2M | 8.5K | 1.5% | ▲+19% Added · +1K sh | |
| 16 | SPDR Series Trust ST STR P500VAL | $2.1M | 34.5K | 1.4% | ▲+3.7% Added · +1K sh | |
| 17 | Chevron Corporation COM | $2.1M | 12.4K | 1.4% | ▲+2.0% Added · +241 sh | |
| 18 | Alibaba Group Hldg Ltd SPONSORED ADS | $2.0M | 21.0K | 1.4% | ▲New New position | |
| 19 | Morgan Stanley COM NEW | $2.0M | 9.5K | 1.4% | ▲+2.3% Added · +218 sh | |
| 20 | Truist Finl Corp COM | $2.0M | 39.9K | 1.4% | ▼−7.2% Reduced · −3K sh | |
| 21 | Meta Platforms Inc CL A | $1.9M | 3.3K | 1.3% | ▲+5.2% Added · +163 sh | |
| 22 | Home Depot Inc COM | $1.8M | 5.0K | 1.2% | ▼−4.7% Reduced · −247 sh | |
| 23 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.7M | 3.7K | 1.2% | ▲+24% Added · +707 sh | |
| 24 | JPMorgan Chase & Co COM | $1.7M | 5.0K | 1.1% | ▼−62% Reduced · −8K sh | |
| 25 | SPDR Series Trust ST INTER ETF | $1.6M | 57.4K | 1.1% | ▲+46% Added · +18K sh | |
| 26 | Iron MTN Inc Del COM | $1.6M | 12.8K | 1.1% | ▲+0.3% Added · +32 sh | |
| 27 | Ge Vernova Inc COM | $1.5M | 1.3K | 1.0% | ▲+7.1% Added · +84 sh | |
| 28 | Eli Lilly & Co COM | $1.4M | 1.2K | 1.0% | ▲+4.0% Added · +46 sh | |
| 29 | Healthpeak Properties Inc COM | $1.4M | 66.7K | 1.0% | ▲+0.6% Added · +377 sh | |
| 30 | Qualcomm Inc COM | $1.4M | 7.3K | 0.9% | ▲New New position | |
| 31 | Public SVC Enterprise Group COM | $1.3M | 16.6K | 0.9% | ▲+1.8% Added · +290 sh | |
| 32 | Abbvie Inc COM | $1.3M | 5.3K | 0.9% | ▲+4.1% Added · +208 sh | |
| 33 | 3M Co COM | $1.3M | 8.2K | 0.9% | ▲+2.4% Added · +190 sh | |
| 34 | Altria Group Inc COM | $1.3M | 17.8K | 0.9% | ▲+2.8% Added · +483 sh | |
| 35 | Costco Wholesale Corporation COM | $1.3M | 1.4K | 0.9% | ▲+2.7% Added · +36 sh | |
| 36 | SPDR Series Trust ST STR SP600 SML | $1.2M | 21.3K | 0.8% | ▲+23% Added · +4K sh | |
| 37 | Unitedhealth Group Inc COM | $1.2M | 2.9K | 0.8% | ▼−88% Reduced · −22K sh | |
| 38 | Alphabet Inc CAP STK CL C | $1.2M | 3.3K | 0.8% | ▲~0% Added · +1 sh | |
| 39 | Salesforce Inc COM | $1.1M | 7.1K | 0.8% | ▼−7.0% Reduced · −535 sh | |
| 40 | McDonalds Corp COM | $1.1M | 4.1K | 0.7% | ▲+3.4% Added · +132 sh | |
| 41 | Southern Co COM | $1.1M | 11.2K | 0.7% | ▲+2.1% Added · +232 sh | |
| 42 | Oneok Inc New COM | $1.1M | 12.2K | 0.7% | ▲+2.2% Added · +258 sh | |
| 43 | Lam Research Corp COM NEW | $1.0M | 2.4K | 0.7% | ▲New New position | |
| 44 | Ishares TR MSCI EAFE ETF | $1.0M | 9.8K | 0.7% | ▼−2.0% Reduced · −198 sh | |
| 45 | Agnc Invt Corp COM | $1.0M | 91.9K | 0.7% | ▲+3.5% Added · +3K sh | |
| 46 | Oracle Corp COM | $976K | 6.7K | 0.7% | ▲+2.0% Added · +128 sh | |
| 47 | Vanguard Index FDS MID CAP ETF | $958K | 11.9K | 0.7% | ▲+292% Added · +9K sh | |
| 48 | Vanguard Index FDS MCAP VL IDXVIP | $936K | 4.7K | 0.6% | ▼−2.1% Reduced · −100 sh | |
| 49 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $931K | 15.6K | 0.6% | ▼−2.1% Reduced · −331 sh | |
| 50 | SPDR Series Trust ST INTER BD ETF | $931K | 27.8K | 0.6% | ▲+53% Added · +10K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109460/holdings"
Use Arkolith to show WIREGRASS INVESTMENT MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.