Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $9.1M | 6.2% | +4.7% |
| NVDANvidia Corporation | $8.9M | 6.1% | +6.4% |
| FLOFlowers Foods Inc | $7.7M | 5.2% | +345.0% |
| AVGOBroadcom Inc | $6.0M | 4.1% | +3.0% |
| GOOGLAlphabet Inc | $5.9M | 4.0% | +1.9% |
| MSFTMicrosoft Corp | $4.9M | 3.4% | +3.6% |
| AMZNAmazon Com Inc | $4.7M | 3.2% | +1.9% |
| SPYGSpdr Series Trust | $3.6M | 2.5% | +11.0% |
| MUMicron Technology Inc | $3.3M | 2.2% | +2.5% |
| PFGPrincipal Financial Group In | $2.7M | 1.8% | +71.1% |
| MAMastercard Incorporated | $2.4M | 1.6% | +3.8% |
| TSLATesla Inc | $2.4M | 1.6% | +19.5% |
| FASTFastenal Co | $2.2M | 1.5% | +67.6% |
| CMICummins Inc | $2.2M | 1.5% | |
| JNJJohnson & Johnson | $2.2M | 1.5% | +19.1% |
| SPYVSpdr Series Trust | $2.1M | 1.4% | +3.7% |
| CVXChevron Corporation | $2.1M | 1.4% | +2.0% |
| BABAAlibaba Group Hldg Ltd | $2.0M | 1.4% | New |
| MSMorgan Stanley | $2.0M | 1.4% | +2.3% |
| TFCTruist Finl Corp | $2.0M | 1.4% | −7.2% |
| METAMeta Platforms Inc | $1.9M | 1.3% | +5.2% |
| HDHome Depot Inc | $1.8M | 1.2% | −4.7% |
| TSMTaiwan Semiconductor Manufac | $1.7M | 1.2% | +24.0% |
| JPMJpmorgan Chase & Co | $1.7M | 1.1% | −61.6% |
| SPTISpdr Series Trust | $1.6M | 1.1% | +46.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $1.5M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $1.7M |
| IRMIron Mtn Inc Del | December 31, 2025 | +52.3% | $1.6M |
| CMICummins Inc | December 31, 2025 | +39.7% | $2.2M |
| DOCHealthpeak Properties Inc | December 31, 2025 | +33.1% | $1.4M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $1.2M |
| MOAltria Group Inc | December 31, 2025 | +24.8% | $1.3M |
| SPSMSpdr Series Trust | December 31, 2025 | +23.1% | $1.2M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $2.2M |
| PFGPrincipal Financial Group In | December 31, 2025 | +22.2% | $2.7M |
Sold off last quarter
- TGTTarget Corp was $458K
- AMGNAmgen Inc was $343K
- Medtronic PLCCUSIP G5960L103 was $269K
- MARAMara Holdings Inc was $82K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wiregrass Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109460&type=13F-HR&dateb=&owner=include&count=40CIK 2109460
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109460/000195175726001177/Filed August 7, 2026 · accession 0001951757-26-001177