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CIK: 0002109460
Total reported value
$146.8M
$146.8M
96 檔
21.1%
During the Q1 2026 filing period, Wiregrass Investment Management LLC (CIK: 0002109460) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $146.8M across 96 reported positions.
In Q1 2026, Wiregrass Investment Management LLC displayed an active expansion posture, initiating 6 new positions and adding to 53 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.31% | -0.11% | +6.37% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.03% | +0.02% | +1.16% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.51% | -4.70% | -0.03% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.95% | +0.14% | -3.31% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -0.55% | +13.23% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.86% | +0.15% | +2.93% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | -0.14% | +4.91% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.20% | -2.07% | +0.53% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.22% | +0.25% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.08% | -0.68% | +2.65% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.84% | -0.22% | +49.78% | |
| 12 | TFC | Truist Financial CORP | Stock-Financials | 1.64% | -0.29% | +3.57% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.56% | -0.13% | +7.69% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.23% | +7.56% | |
| 15 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.47% | +3.74% | +16.92% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.45% | +0.16% | +13.12% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | +0.03% | +3.27% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | -0.22% | +5.26% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.34% | +0.13% | -34.74% | |
| 20 | GE | General Electric | Stock-Industrials | 1.29% | -0.83% | +68.15% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.27% | +0.09% | +4.20% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.19% | -0.43% | +68.72% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.23% | +4.65% | |
| 24 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.09% | -0.17% | +4.49% | |
| 25 | PFG | Principal Financial Group | Stock-Financials | 1.08% | +0.74% | +6.88% | |
| 26 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.08% | +0.02% | +3.61% | |
| 27 | FAST | Fastenal Co | Stock-Industrials | 1.05% | +0.45% | +7.49% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.26% | +5.21% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.96% | -0.06% | +5.49% | |
| 30 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.95% | -0.43% | -56.91% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.95% | -0.08% | -15.26% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.93% | +0.18% | +12.16% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | -0.01% | +73.56% | |
| 34 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.90% | +0.07% | +4.70% | |
| 35 | OKE | Oneok Inc | Stock-Energy | 0.89% | -0.17% | +4.77% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.88% | -0.15% | +4.01% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.10% | -30.16% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.85% | +0.16% | +3.34% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.82% | +0.37% | -26.82% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | -0.11% | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.14% | +8.46% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.01% | -7.95% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.77% | +1.46% | -1.88% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.19% | -11.73% | |
| 45 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.74% | -0.20% | +12.98% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.74% | -0.10% | — | |
| 47 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.74% | -0.06% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | -0.07% | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.08% | — | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.70% | +0.14% | +6.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +2.65% | Add |
| 2 | GE | General Electric | +0.5% | +68.15% | Add |
| 3 | MA | Mastercard Inc - A | +0.4% | +49.78% | Add |
| 4 | ABBV | Abbvie Inc | +0.4% | +73.56% | Add |
| 5 | GLW | Corning Inc | +0.3% | +12.54% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | +3.27% | Add |
| 7 | GEV | GE Vernova Inc | +0.2% | +3.34% | Add |
| 8 | IRM | Iron Mountain Inc | +0.2% | +3.61% | Add |
| 9 | FAST | Fastenal Co | +0.2% | +7.49% | Add |
| 10 | OKE | Oneok Inc | +0.2% | +4.77% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | +4.65% | Add |
| 12 | CRM | Salesforce Inc | +0.2% | +68.72% | Add |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +90.00% | Add |
| 14 | OMC | Omnicom Group | +0.1% | +44.24% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +9.86% | Add |
| 16 | SO | Southern Co/the | +0.1% | +4.01% | Add |
| 17 | MPWR | Monolithic Power Systems Inc | +0.1% | +2.97% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | -1.88% | Trim |
| 19 | PFE | Pfizer Inc | +0.1% | +6.06% | Add |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +7.69% | Add |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +12.16% | Add |
| 22 | PFG | Principal Financial Group | +0.1% | +6.88% | Add |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +12.98% | Add |
| 24 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +30.77% | Add |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +23.33% | Add |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +6.51% | Add |
| 27 | TGT | Target CORP | +0.1% | -3.53% | Trim |
| 28 | DIVB | Ishares Core Dividend ETF | +0.1% | +32.10% | Add |
| 29 | MCD | Mcdonald's CORP | +0.1% | +5.21% | Add |
| 30 | DOC | Healthpeak Properties Inc | +0.1% | +4.70% | Add |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +13.86% | Add |
| 32 | PEG | Public Service Enterprise Gp | 0% | +4.49% | Add |
| 33 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 34 | CAH | Cardinal Health Inc | 0% | +3.95% | Add |
| 35 | VOE | Vanguard Mid-cap Value ETF | 0% | — | Unchanged |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +10.04% | Add |
| 37 | MRK | Merck & Co. Inc. | 0% | -5.61% | Trim |
| 38 | AMGN | Amgen Inc | 0% | -2.50% | Trim |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Unchanged |
| 40 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | -1.39% | Trim |
| 42 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 43 | SPEM | State Street Sp Ptf Em ETF | — | +1.11% | Add |
| 44 | CSCO | Cisco Systems Inc | — | +0.02% | Add |
| 45 | TIP | Ishares Tips Bond ETF | — | — | Unchanged |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | — | — | Unchanged |
| 47 | DEFT | Defi Technologies Inc | 0% | — | Unchanged |
| 48 | HD | Home Depot Inc | 0% | +5.26% | Add |
| 49 | MARA | Mara Holdings Inc | 0% | — | Unchanged |
| 50 | GLXY | Galaxy Digital Inc-a | 0% | +18.18% | Add |
According to official SEC Form 13F filings, Wiregrass Investment Management LLC reported a total U.S. public equity portfolio value of $146.8M across 96 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, UNH) accounted for 21.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYG
市值: $2.7M
Top Position Liquidated / Trimmed
NFLX
前期市值: $484.2K
During Q1 2026, Wiregrass Investment Management LLC's top holdings by market value included AAPL (6.3%)、NVDA (6.0%)、UNH (5.5%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q1 2026, Wiregrass Investment Management LLC made 88 total portfolio adjustments, initiating 6 new buys, adding to 53 positions, trimming 21 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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