Waycross Partners, LLC
74 holdingsFiling period: 2026-06-30Current AUM: $1.21Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 254.3K | $90.9M | $80.6M | 6.68% | +3.3K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 452.2K | $90.5M | $97.7M | 8.10% | -14,170 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 248.6K | $71.9M | $85.5M | 7.09% | +3.2K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 296.6K | $70.7M | $73.9M | 6.13% | +20.4K | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 173.5K | $64.7M | $92.4M | 7.66% | +2.2K | 2026-06-30 |
| 6 | GS | Goldman Sachs Group Inc | 50.3K | $50.8M | $44.9M | 3.72% | -5,862 | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 122.7K | $46.4M | $40.4M | 3.35% | +1.6K | 2026-06-30 |
| 8 | META | Meta Platforms Inc | 80.1K | $45.1M | $50.5M | 4.19% | +1.0K | 2026-06-30 |
| 9 | C | Citigroup Inc | 309.5K | $43.3M | $37.5M | 3.11% | +3.8K | 2026-06-30 |
| 10 | ABBV | Abbvie Inc | 167.9K | $42.3M | $48.2M | 3.99% | +2.0K | 2026-06-30 |
| 11 | BA | Boeing Co | 190.7K | $41.3M | $35.9M | 2.98% | +2.5K | 2026-06-30 |
| 12 | DAL | Delta Air Lines Inc | 423.8K | $39.7M | $33.6M | 2.78% | +5.6K | 2026-06-30 |
| 13 | MA | Mastercard Incorporated | 72.6K | $37.3M | $44.5M | 3.69% | +929 | 2026-06-30 |
| 14 | IR | Ingersoll Rand Inc | 429.8K | $35.2M | $32.0M | 2.66% | +64.5K | 2026-06-30 |
| 15 | — | Nxp Semiconductors N V | 121.9K | $34.3M | $34.3M | 2.84% | +1.6K | 2026-06-30 |
| 16 | SHW | Sherwin Williams Co | 96.0K | $33.1M | $32.2M | 2.67% | +1.3K | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 54.4K | $31.6M | $28.9M | 2.40% | +719 | 2026-06-30 |
| 18 | LOW | Lowes Cos Inc | 141.9K | $31.3M | $28.1M | 2.33% | +1.9K | 2026-06-30 |
| 19 | MRSH | Marsh & McLennan Cos Inc | 174.6K | $29.1M | $34.0M | 2.82% | +2.3K | 2026-06-30 |
| 20 | ECL | Ecolab Inc | 103.3K | $28.8M | $29.8M | 2.47% | +1.4K | 2026-06-30 |
| 21 | HD | Home Depot Inc | 74.4K | $26.3M | $23.8M | 1.97% | -- | 2026-06-30 |
| 22 | EMR | Emerson Elec Co | 181.5K | $26.0M | $29.3M | 2.43% | -- | 2026-06-30 |
| 23 | ISRG | Intuitive Surgical Inc | 63.9K | $25.4M | $28.9M | 2.39% | +11.4K | 2026-06-30 |
| 24 | CSL | Carlisle Cos Inc | 68.6K | $24.9M | $23.7M | 1.97% | +12.4K | 2026-06-30 |
| 25 | BDX | Becton Dickinson & Co | 118.5K | $17.9M | $23.3M | 1.93% | +1.6K | 2026-06-30 |
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