Waycross Partners as of March 31, 2025
Portfolio Holdings for Waycross Partners
Waycross Partners holds 63 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.1 | $55M | 146k | 375.39 | |
| Apple (AAPL) | 6.1 | $54M | 244k | 222.13 | |
| NVIDIA Corporation (NVDA) | 5.9 | $53M | 487k | 108.38 | |
| Meta Platforms Cl A (META) | 5.4 | $48M | 84k | 576.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $39M | 253k | 154.64 | |
| Amazon (AMZN) | 4.3 | $39M | 202k | 190.26 | |
| Goldman Sachs (GS) | 3.8 | $34M | 62k | 546.29 | |
| Abbvie (ABBV) | 3.7 | $33M | 157k | 209.52 | |
| Wells Fargo & Company (WFC) | 3.7 | $33M | 455k | 71.79 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $31M | 56k | 548.12 | |
| Boeing Company (BA) | 3.5 | $31M | 181k | 170.55 | |
| Citigroup Com New (C) | 3.1 | $27M | 385k | 70.99 | |
| Honeywell International (HON) | 3.0 | $26M | 124k | 211.75 | |
| Becton, Dickinson and (BDX) | 2.8 | $25M | 110k | 229.06 | |
| Intuitive Surgical Com New (ISRG) | 2.8 | $25M | 50k | 495.27 | |
| Analog Devices (ADI) | 2.7 | $25M | 121k | 201.67 | |
| Lowe's Companies (LOW) | 2.7 | $24M | 103k | 233.23 | |
| salesforce (CRM) | 2.6 | $23M | 86k | 268.36 | |
| CSX Corporation (CSX) | 2.5 | $22M | 763k | 29.43 | |
| SYSCO Corporation (SYY) | 2.5 | $22M | 293k | 75.04 | |
| Broadcom (AVGO) | 2.5 | $22M | 132k | 167.43 | |
| McDonald's Corporation (MCD) | 2.1 | $19M | 60k | 312.37 | |
| Dollar General (DG) | 2.0 | $18M | 203k | 87.93 | |
| UnitedHealth (UNH) | 2.0 | $18M | 34k | 523.75 | |
| Target Corporation (TGT) | 2.0 | $18M | 168k | 104.36 | |
| IDEXX Laboratories (IDXX) | 1.9 | $17M | 41k | 419.95 | |
| EOG Resources (EOG) | 1.8 | $16M | 125k | 128.24 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $16M | 41k | 383.53 | |
| Servicenow (NOW) | 1.6 | $14M | 18k | 796.14 | |
| Paypal Holdings (PYPL) | 1.3 | $12M | 180k | 65.25 | |
| AmerisourceBergen (COR) | 0.5 | $4.2M | 15k | 278.09 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $3.7M | 37k | 98.92 | |
| TJX Companies (TJX) | 0.4 | $3.7M | 30k | 121.80 | |
| Walt Disney Company (DIS) | 0.4 | $3.5M | 35k | 98.70 | |
| Eli Lilly & Co. (LLY) | 0.4 | $3.3M | 4.0k | 825.91 | |
| Visa Com Cl A (V) | 0.4 | $3.2M | 9.0k | 350.46 | |
| O'reilly Automotive (ORLY) | 0.3 | $2.9M | 2.0k | 1432.58 | |
| Costco Wholesale Corporation (COST) | 0.3 | $2.8M | 3.0k | 945.78 | |
| Autodesk (ADSK) | 0.3 | $2.6M | 10k | 261.80 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $2.5M | 50k | 50.21 | |
| Merck & Co (MRK) | 0.3 | $2.5M | 28k | 89.76 | |
| CarMax (KMX) | 0.3 | $2.3M | 30k | 77.92 | |
| Bank of America Corporation (BAC) | 0.2 | $2.1M | 50k | 41.73 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.1M | 20k | 102.74 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $2.0M | 100k | 19.53 | |
| Doordash Cl A (DASH) | 0.2 | $1.8M | 10k | 182.77 | |
| Dex (DXCM) | 0.2 | $1.4M | 20k | 68.29 | |
| Caterpillar (CAT) | 0.1 | $891k | 2.7k | 329.80 | |
| Procter & Gamble Company (PG) | 0.1 | $734k | 4.3k | 170.42 | |
| Amgen (AMGN) | 0.1 | $701k | 2.3k | 311.55 | |
| Danaher Corporation (DHR) | 0.1 | $666k | 3.3k | 205.00 | |
| Pepsi (PEP) | 0.1 | $665k | 4.4k | 149.94 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $648k | 1.5k | 446.71 | |
| Deere & Company (DE) | 0.1 | $647k | 1.4k | 469.35 | |
| Abbott Laboratories (ABT) | 0.1 | $569k | 4.3k | 132.65 | |
| Colgate-Palmolive Company (CL) | 0.1 | $562k | 6.0k | 93.70 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $417k | 3.2k | 132.46 | |
| Nike CL B (NKE) | 0.0 | $394k | 6.2k | 63.48 | |
| Wal-Mart Stores (WMT) | 0.0 | $351k | 4.0k | 87.79 | |
| Johnson & Johnson (JNJ) | 0.0 | $282k | 1.7k | 165.84 | |
| Bristol Myers Squibb (BMY) | 0.0 | $278k | 4.6k | 60.99 | |
| Philip Morris International (PM) | 0.0 | $257k | 1.6k | 158.73 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $249k | 2.1k | 118.93 |
