WAYCROSS PARTNERS, LLC
74 holdingsFiling period: 2026-06-30Current AUM: $1.19Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 254.3K | $90.9M | $87.7M | 7.37% | +3.3K | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 452.2K | $90.5M | $95.9M | 8.06% | -14,170 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 248.6K | $71.9M | $82.4M | 6.92% | +3.2K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 296.6K | $70.7M | $73.7M | 6.19% | +20.4K | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 173.5K | $64.7M | $86.2M | 7.25% | +2.2K | 2026-06-30 |
| 6 | GS | GOLDMAN SACHS GROUP INC | 50.3K | $50.8M | $49.1M | 4.13% | -5,862 | 2026-06-30 |
| 7 | AVGO | BROADCOM INC | 122.7K | $46.4M | $41.6M | 3.50% | +1.6K | 2026-06-30 |
| 8 | META | META PLATFORMS INC | 80.1K | $45.1M | $53.7M | 4.51% | +1.0K | 2026-06-30 |
| 9 | C | CITIGROUP INC | 309.5K | $43.3M | $42.1M | 3.54% | +3.8K | 2026-06-30 |
| 10 | ABBV | ABBVIE INC | 167.9K | $42.3M | $44.2M | 3.71% | +2.0K | 2026-06-30 |
| 11 | BA | BOEING CO | 190.7K | $41.3M | $40.0M | 3.36% | +2.5K | 2026-06-30 |
| 12 | DAL | DELTA AIR LINES INC | 423.8K | $39.7M | $33.4M | 2.81% | +5.6K | 2026-06-30 |
| 13 | MA | MASTERCARD INCORPORATED | 72.6K | $37.3M | $41.6M | 3.50% | +929 | 2026-06-30 |
| 14 | IR | INGERSOLL RAND INC | 429.8K | $35.2M | $30.9M | 2.60% | +64.5K | 2026-06-30 |
| 15 | — | NXP SEMICONDUCTORS N V | 121.9K | $34.3M | $34.3M | 2.88% | +1.6K | 2026-06-30 |
| 16 | SHW | SHERWIN WILLIAMS CO | 96.0K | $33.1M | $31.0M | 2.61% | +1.3K | 2026-06-30 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | 54.4K | $31.6M | $27.4M | 2.30% | +719 | 2026-06-30 |
| 18 | LOW | LOWES COS INC | 141.9K | $31.3M | $27.6M | 2.32% | +1.9K | 2026-06-30 |
| 19 | MRSH | MARSH & MCLENNAN COS INC | 174.6K | $29.1M | $31.4M | 2.64% | +2.3K | 2026-06-30 |
| 20 | ECL | ECOLAB INC | 103.3K | $28.8M | $28.4M | 2.38% | +1.4K | 2026-06-30 |
| 21 | HD | HOME DEPOT INC | 74.4K | $26.3M | $22.7M | 1.91% | -- | 2026-06-30 |
| 22 | EMR | EMERSON ELEC CO | 181.5K | $26.0M | $26.7M | 2.24% | -- | 2026-06-30 |
| 23 | ISRG | INTUITIVE SURGICAL INC | 63.9K | $25.4M | $24.1M | 2.03% | +11.4K | 2026-06-30 |
| 24 | CSL | CARLISLE COS INC | 68.6K | $24.9M | $22.3M | 1.87% | +12.4K | 2026-06-30 |
| 25 | BDX | BECTON DICKINSON & CO | 118.5K | $17.9M | $22.0M | 1.85% | +1.6K | 2026-06-30 |
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