Waycross Partners as of June 30, 2026
Portfolio Holdings for Waycross Partners
Waycross Partners holds 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $91M | 254k | 357.37 | |
| NVIDIA Corporation (NVDA) | 7.7 | $91M | 452k | 200.09 | |
| Apple (AAPL) | 6.1 | $72M | 249k | 289.36 | |
| Amazon (AMZN) | 6.0 | $71M | 297k | 238.34 | |
| Microsoft Corporation (MSFT) | 5.5 | $65M | 174k | 373.02 | |
| Goldman Sachs (GS) | 4.3 | $51M | 50k | 1011.37 | |
| Broadcom (AVGO) | 3.9 | $46M | 123k | 377.75 | |
| Meta Platforms Cl A (META) | 3.8 | $45M | 80k | 563.29 | |
| Citigroup Com New (C) | 3.7 | $43M | 310k | 139.96 | |
| Abbvie (ABBV) | 3.6 | $42M | 168k | 251.64 | |
| Boeing Company (BA) | 3.5 | $41M | 191k | 216.47 | |
| Delta Air Lines Com New (DAL) | 3.4 | $40M | 424k | 93.66 | |
| Mastercard Incorporated Cl A (MA) | 3.2 | $37M | 73k | 513.60 | |
| Ingersoll Rand (IR) | 3.0 | $35M | 430k | 81.99 | |
| Nxp Semiconductors N V (NXPI) | 2.9 | $34M | 122k | 281.03 | |
| Sherwin-Williams Company (SHW) | 2.8 | $33M | 96k | 344.32 | |
| Advanced Micro Devices (AMD) | 2.7 | $32M | 54k | 580.91 | |
| Lowe's Companies (LOW) | 2.7 | $31M | 142k | 220.49 | |
| Marsh & McLennan Companies (MRSH) | 2.5 | $29M | 175k | 166.67 | |
| Ecolab (ECL) | 2.5 | $29M | 103k | 278.61 | |
| Home Depot (HD) | 2.2 | $26M | 74k | 352.68 | |
| Emerson Electric (EMR) | 2.2 | $26M | 182k | 143.15 | |
| Intuitive Surgical Com New (ISRG) | 2.2 | $25M | 64k | 397.68 | |
| Carlisle Companies (CSL) | 2.1 | $25M | 69k | 362.75 | |
| Becton, Dickinson and (BDX) | 1.5 | $18M | 119k | 151.33 | |
| Honeywell International (HON) | 1.5 | $17M | 76k | 223.90 | |
| Honeywell Aerospace (HONA) | 1.4 | $17M | 76k | 221.08 | |
| McDonald's Corporation (MCD) | 1.4 | $16M | 60k | 270.31 | |
| Boston Scientific Corporation (BSX) | 1.0 | $12M | 271k | 42.68 | |
| American Express Company (AXP) | 0.9 | $11M | 32k | 338.25 | |
| Caterpillar (CAT) | 0.1 | $1.7M | 1.6k | 1064.90 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.6M | 16k | 98.98 | |
| Deere & Company (DE) | 0.1 | $875k | 1.4k | 634.33 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $820k | 6.0k | 136.72 | |
| Amgen (AMGN) | 0.1 | $815k | 2.3k | 362.12 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $739k | 1.5k | 509.46 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $736k | 2.2k | 327.33 | |
| Gilead Sciences (GILD) | 0.1 | $724k | 5.7k | 126.34 | |
| Cisco Systems (CSCO) | 0.1 | $714k | 6.1k | 117.46 | |
| Entergy Corporation (ETR) | 0.1 | $668k | 5.8k | 114.86 | |
| Procter & Gamble Company (PG) | 0.1 | $632k | 4.3k | 146.64 | |
| Danaher Corporation (DHR) | 0.1 | $619k | 3.3k | 190.48 | |
| Pepsi (PEP) | 0.1 | $600k | 4.4k | 135.40 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $598k | 3.2k | 189.73 | |
| American Electric Power Company (AEP) | 0.0 | $572k | 4.2k | 136.81 | |
| Colgate-Palmolive Company (CL) | 0.0 | $550k | 6.0k | 91.68 | |
| Key (KEY) | 0.0 | $524k | 23k | 23.05 | |
| Edison International (EIX) | 0.0 | $503k | 6.8k | 74.45 | |
| Phillips 66 (PSX) | 0.0 | $501k | 3.0k | 169.05 | |
| Fifth Third Ban (FITB) | 0.0 | $482k | 8.6k | 56.37 | |
| Truist Financial Corp equities (TFC) | 0.0 | $475k | 9.5k | 49.82 | |
| Nextera Energy (NEE) | 0.0 | $473k | 5.4k | 87.77 | |
| Wal-Mart Stores (WMT) | 0.0 | $453k | 4.0k | 113.26 | |
| Southern Company (SO) | 0.0 | $451k | 4.7k | 95.71 | |
| Xcel Energy (XEL) | 0.0 | $446k | 5.6k | 80.30 | |
| Johnson & Johnson (JNJ) | 0.0 | $432k | 1.7k | 253.97 | |
| Us Bancorp Com New (USB) | 0.0 | $424k | 7.0k | 60.40 | |
| Target Corporation (TGT) | 0.0 | $413k | 3.2k | 130.61 | |
| Consolidated Edison (ED) | 0.0 | $399k | 3.6k | 110.63 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $388k | 3.1k | 126.58 | |
| FirstEnergy (FE) | 0.0 | $354k | 7.4k | 47.54 | |
| Chevron Corporation (CVX) | 0.0 | $326k | 2.0k | 165.76 | |
| Merck & Co (MRK) | 0.0 | $321k | 2.5k | 128.50 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $304k | 2.8k | 109.77 | |
| Prudential Financial (PRU) | 0.0 | $297k | 2.8k | 107.93 | |
| Cme (CME) | 0.0 | $297k | 1.3k | 220.83 | |
| Philip Morris International (PM) | 0.0 | $293k | 1.6k | 180.91 | |
| Verizon Communications (VZ) | 0.0 | $275k | 6.5k | 42.34 | |
| Bristol Myers Squibb (BMY) | 0.0 | $263k | 4.6k | 57.62 | |
| Abbott Laboratories (ABT) | 0.0 | $226k | 2.5k | 90.74 | |
| Kraft Heinz (KHC) | 0.0 | $213k | 9.0k | 23.62 | |
| ConAgra Foods (CAG) | 0.0 | $136k | 10k | 13.46 |
