Waycross Partners as of Dec. 31, 2025
Portfolio Holdings for Waycross Partners
Waycross Partners holds 94 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $92M | 491k | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $82M | 260k | 313.00 | |
| Microsoft Corporation (MSFT) | 6.2 | $76M | 157k | 483.62 | |
| Apple (AAPL) | 5.8 | $71M | 260k | 271.86 | |
| Amazon (AMZN) | 5.0 | $62M | 267k | 230.82 | |
| Meta Platforms Cl A (META) | 4.5 | $55M | 84k | 660.09 | |
| Goldman Sachs (GS) | 4.2 | $52M | 59k | 879.00 | |
| Boeing Company (BA) | 3.5 | $43M | 198k | 217.12 | |
| Citigroup Com New (C) | 3.5 | $43M | 367k | 116.69 | |
| Abbvie (ABBV) | 3.4 | $42M | 183k | 228.49 | |
| Broadcom (AVGO) | 3.3 | $41M | 118k | 346.10 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $40M | 70k | 570.88 | |
| Lowe's Companies (LOW) | 2.7 | $33M | 136k | 241.16 | |
| Analog Devices (ADI) | 2.5 | $31M | 115k | 271.20 | |
| Marsh & McLennan Companies (MMC) | 2.5 | $31M | 167k | 185.52 | |
| Intuit (INTU) | 2.5 | $30M | 45k | 662.42 | |
| Sherwin-Williams Company (SHW) | 2.4 | $30M | 92k | 324.03 | |
| Honeywell International (HON) | 2.3 | $28M | 146k | 195.09 | |
| Delta Air Lines Inc Del Com New (DAL) | 2.3 | $28M | 405k | 69.40 | |
| Ingersoll Rand (IR) | 2.3 | $28M | 354k | 79.22 | |
| Ecolab (ECL) | 2.1 | $26M | 99k | 262.52 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $25M | 45k | 566.36 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $25M | 117k | 217.06 | |
| salesforce (CRM) | 2.0 | $25M | 94k | 264.91 | |
| Becton, Dickinson and (BDX) | 1.8 | $22M | 113k | 194.07 | |
| Carlisle Companies (CSL) | 1.4 | $17M | 55k | 319.86 | |
| Servicenow (NOW) | 1.2 | $15M | 97k | 153.19 | |
| Procter & Gamble Company (PG) | 1.2 | $15M | 102k | 143.31 | |
| EOG Resources (EOG) | 1.2 | $14M | 137k | 105.01 | |
| Paypal Holdings (PYPL) | 0.9 | $11M | 181k | 58.38 | |
| TJX Companies (TJX) | 0.4 | $4.6M | 30k | 153.61 | |
| Eli Lilly & Co. (LLY) | 0.4 | $4.3M | 4.0k | 1074.68 | |
| Advanced Micro Devices (AMD) | 0.4 | $4.3M | 20k | 214.16 | |
| Visa Com Cl A (V) | 0.3 | $4.2M | 12k | 350.71 | |
| Danaher Corporation (DHR) | 0.3 | $4.2M | 18k | 228.92 | |
| Bank of America Corporation (BAC) | 0.3 | $4.1M | 75k | 55.00 | |
| Dollar General (DG) | 0.3 | $4.0M | 30k | 132.77 | |
| Walt Disney Company (DIS) | 0.3 | $4.0M | 35k | 113.77 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.7M | 37k | 99.88 | |
| CVS Caremark Corporation (CVS) | 0.3 | $3.6M | 45k | 79.36 | |
| AmerisourceBergen (COR) | 0.3 | $3.4M | 10k | 337.75 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $3.1M | 100k | 30.54 | |
| Autodesk (ADSK) | 0.2 | $3.0M | 10k | 296.01 | |
| Uber Technologies (UBER) | 0.2 | $2.9M | 35k | 81.71 | |
| O'reilly Automotive (ORLY) | 0.2 | $2.7M | 30k | 91.21 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.6M | 3.0k | 862.34 | |
| Draftkings Com Cl A (DKNG) | 0.2 | $2.6M | 75k | 34.46 | |
| Boston Scientific Corporation (BSX) | 0.2 | $2.4M | 25k | 95.35 | |
| Doordash Cl A (DASH) | 0.2 | $2.3M | 10k | 226.48 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $1.9M | 50k | 37.00 | |
| CSX Corporation (CSX) | 0.1 | $1.8M | 50k | 36.25 | |
| Caterpillar (CAT) | 0.1 | $1.3M | 2.4k | 572.87 | |
| Dex (DXCM) | 0.1 | $1.3M | 20k | 66.37 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.0k | 305.63 | |
| Nike CL B (NKE) | 0.1 | $1.1M | 17k | 63.71 | |
| Amgen (AMGN) | 0.1 | $736k | 2.3k | 327.31 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $724k | 2.2k | 322.22 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $722k | 6.0k | 120.34 | |
| Gilead Sciences (GILD) | 0.1 | $704k | 5.7k | 122.74 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $701k | 1.5k | 483.67 | |
| Deere & Company (DE) | 0.1 | $642k | 1.4k | 465.57 | |
| Pepsi (PEP) | 0.1 | $636k | 4.4k | 143.52 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $578k | 3.2k | 183.40 | |
| Entergy Corporation (ETR) | 0.0 | $538k | 5.8k | 92.43 | |
| American Electric Power Company (AEP) | 0.0 | $482k | 4.2k | 115.31 | |
| Colgate-Palmolive Company (CL) | 0.0 | $474k | 6.0k | 79.02 | |
| Key (KEY) | 0.0 | $469k | 23k | 20.64 | |
| Truist Financial Corp equities (TFC) | 0.0 | $469k | 9.5k | 49.21 | |
| Cisco Systems (CSCO) | 0.0 | $468k | 6.1k | 77.03 | |
| Wal-Mart Stores (WMT) | 0.0 | $446k | 4.0k | 111.41 | |
| Nextera Energy (NEE) | 0.0 | $433k | 5.4k | 80.28 | |
| Southern Company (SO) | 0.0 | $411k | 4.7k | 87.20 | |
| Xcel Energy (XEL) | 0.0 | $410k | 5.6k | 73.86 | |
| Edison International (EIX) | 0.0 | $406k | 6.8k | 60.02 | |
| Fifth Third Ban (FITB) | 0.0 | $401k | 8.6k | 46.81 | |
| Phillips 66 (PSX) | 0.0 | $383k | 3.0k | 129.04 | |
| Us Bancorp Del Com New (USB) | 0.0 | $375k | 7.0k | 53.36 | |
| Cme (CME) | 0.0 | $367k | 1.3k | 273.08 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $359k | 3.1k | 117.21 | |
| Consolidated Edison (ED) | 0.0 | $358k | 3.6k | 99.32 | |
| Johnson & Johnson (JNJ) | 0.0 | $352k | 1.7k | 206.95 | |
| FirstEnergy (FE) | 0.0 | $334k | 7.4k | 44.77 | |
| Oracle Corporation (ORCL) | 0.0 | $331k | 1.7k | 194.91 | |
| Abbott Laboratories (ABT) | 0.0 | $312k | 2.5k | 125.29 | |
| Prudential Financial (PRU) | 0.0 | $311k | 2.8k | 112.88 | |
| Target Corporation (TGT) | 0.0 | $309k | 3.2k | 97.75 | |
| Chevron Corporation (CVX) | 0.0 | $300k | 2.0k | 152.41 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $279k | 2.8k | 100.89 | |
| Verizon Communications (VZ) | 0.0 | $265k | 6.5k | 40.73 | |
| Merck & Co (MRK) | 0.0 | $263k | 2.5k | 105.26 | |
| Philip Morris International (PM) | 0.0 | $260k | 1.6k | 160.40 | |
| Bristol Myers Squibb (BMY) | 0.0 | $246k | 4.6k | 53.94 | |
| Kraft Heinz (KHC) | 0.0 | $219k | 9.0k | 24.25 | |
| ConAgra Foods (CAG) | 0.0 | $175k | 10k | 17.31 |
