WIREGRASS INVESTMENT MANAGEMENT LLC
Long book
$120.6M
Q1 2026
Positions
96
Top-10 weight
40%
concentration
Last quarter
+15.4%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsWIREGRASS INVESTMENT MANAGEMENT LLC is a diversified fundamental manager, running a $120.6M US long book across 96 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, NVIDIA CORP, UNITEDHEALTH GROUP INC, BROADCOM INC, MICROSOFT CORP.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-3.3%
Q1 2026
+15.4%
Sector allocation
Technology 39%
Financials 18%
Consumer discretionary 12%
Industrials 8%
Healthcare 8%
Consumer staples 4%
Utilities 4%
Services media 3%
Long book by quarter
What does WIREGRASS INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 30.0K | $7.6M | 6.3% | +6.4% |
| NVDA NVIDIA CORP | Technology | 41.7K | $7.3M | 6.0% | +1.2% |
| UNH UNITEDHEALTH GROUP INC | Financials | 24.6K | $6.6M | 5.5% | 0.0% |
| AVGO BROADCOM INC | Technology | 15.4K | $4.8M | 4.0% | -3.3% |
| MSFT MICROSOFT CORP | Technology | 12.7K | $4.7M | 3.9% | +13.2% |
| GOOGL ALPHABET INC-CL A | Technology | 16.2K | $4.7M | 3.9% | +2.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 19.3K | $4.0M | 3.3% | +4.9% |
| JPM JPMORGAN CHASE & CO | Financials | 13.1K | $3.9M | 3.2% | +0.5% |
| CVX CHEVRON CORP | Energy | 12.1K | $2.5M | 2.1% | +2.6% |
| MA MASTERCARD INC - A | Services media | 4.5K | $2.2M | 1.8% | +49.8% |
| TFC TRUIST FINANCIAL CORP | Financials | 43.0K | $2.0M | 1.6% | +3.6% |
| META META PLATFORMS INC-CLASS A | Technology | 3.2K | $1.8M | 1.5% | +7.6% |
| FLO FLOWERS FOODS INC | Consumer staples | 217.6K | $1.8M | 1.5% | +16.9% |
| TSLA TESLA INC | Industrials | 4.7K | $1.7M | 1.5% | +13.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 7.1K | $1.7M | 1.4% | +3.3% |
| HD HOME DEPOT INC | Consumer discretionary | 5.2K | $1.7M | 1.4% | +5.3% |
| CMI CUMMINS INC | Industrials | 3.0K | $1.6M | 1.3% | -34.7% |
| GE GENERAL ELECTRIC | Industrials | 5.5K | $1.6M | 1.3% | +68.1% |
| MS MORGAN STANLEY | Financials | 9.3K | $1.5M | 1.3% | +4.2% |
| CRM SALESFORCE INC | Technology | 7.7K | $1.4M | 1.2% | +68.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.3K | $1.3M | 1.1% | +4.6% |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 16.3K | $1.3M | 1.1% | +4.5% |
| PFG PRINCIPAL FINANCIAL GROUP | Financials | 14.4K | $1.3M | 1.1% | +6.9% |
| FAST FASTENAL CO | Consumer discretionary | 27.3K | $1.3M | 1.1% | +7.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 3.9K | $1.2M | 1.0% | +5.2% |
| MMM 3M CO | Healthcare | 8.0K | $1.2M | 1.0% | +5.5% |
| LYB LYONDELLBASELL INDU-CL A | Other | 14.2K | $1.1M | 1.0% | -56.9% |
| MO ALTRIA GROUP INC | Consumer staples | 17.3K | $1.1M | 0.9% | -15.3% |
| ABBV ABBVIE INC | Healthcare | 5.1K | $1.1M | 0.9% | +73.6% |
| OKE ONEOK INC | Utilities | 11.9K | $1.1M | 0.9% | +4.8% |
| SO SOUTHERN CO/THE | Utilities | 11.0K | $1.1M | 0.9% | +4.0% |
| LLY ELI LILLY & CO | Healthcare | 1.2K | $1.1M | 0.9% | -30.2% |
| GEV GE VERNOVA INC | Industrials | 1.2K | $1.0M | 0.9% | +3.3% |
| ORCL ORACLE CORP | Technology | 6.5K | $961K | 0.8% | +8.5% |
| GOOG ALPHABET INC-CL C | Technology | 3.3K | $936K | 0.8% | -8.0% |
| MU MICRON TECHNOLOGY INC | Technology | 2.8K | $932K | 0.8% | -1.9% |
| WMT WALMART INC | Consumer discretionary | 7.4K | $914K | 0.8% | -11.7% |
| GLW CORNING INC | Industrials | 6.1K | $834K | 0.7% | +12.5% |
| PFE PFIZER INC | Healthcare | 27.0K | $759K | 0.6% | +6.1% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 3.1K | $754K | 0.6% | +7.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 4.9K | $712K | 0.6% | +12.0% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 3.3K | $695K | 0.6% | +4.0% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.5K | $683K | 0.6% | +5.3% |
| MPWR MONOLITHIC POWER SYSTEMS INC | Technology | 624 | $683K | 0.6% | +3.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.4K | $679K | 0.6% | -0.6% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 4.1K | $677K | 0.6% | New |
| OMC OMNICOM GROUP | Services media | 8.3K | $624K | 0.5% | +44.2% |
| CAT CATERPILLAR INC | Industrials | 836 | $592K | 0.5% | +9.9% |
| IP INTERNATIONAL PAPER CO | Other | 15.5K | $555K | 0.5% | New |
| PRGO PERRIGO CO PLC | Healthcare | 48.0K | $515K | 0.4% | New |
13F filing history
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