Waycross Partners, LLC
Waycross Partners, LLC reported 72 holdings worth US$1.17B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Waycross Partners, LLC reported 72 holdings worth US$1.17B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$1.17B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 254K | US$90.9M | 7.7% |
| Nvidia Corporation | 452K | US$90.5M | 7.7% |
| Apple Inc | 249K | US$71.9M | 6.1% |
| Amazon.com, Inc. | 297K | US$70.7M | 6.0% |
| Microsoft Corp. | 173K | US$64.7M | 5.5% |
| Goldman Sachs Group, Inc. (the) | 50,275 | US$50.8M | 4.3% |
| Broadcom Inc. | 123K | US$46.4M | 3.9% |
| Meta Platforms, Inc. | 80,085 | US$45.1M | 3.8% |
| Citigroup, Inc. | 309K | US$43.3M | 3.7% |
| Abbvie Inc. | 168K | US$42.3M | 3.6% |
| Boeing Company (the) | 191K | US$41.3M | 3.5% |
| Delta Air Lines, Inc. | 424K | US$39.7M | 3.4% |
| Mastercard Incorporated | 72,599 | US$37.3M | 3.2% |
| Ingersoll Rand Inc. | 430K | US$35.2M | 3.0% |
| Sherwin-williams Company (the) | 96,000 | US$33.1M | 2.8% |
| Advanced Micro Devices Inc | 54,388 | US$31.6M | 2.7% |
| Lowe's Companies, Inc. | 142K | US$31.3M | 2.7% |
| Marsh | 175K | US$29.1M | 2.5% |
| Ecolab Inc. | 103K | US$28.8M | 2.5% |
| Home Depot, Inc. (the) | 74,437 | US$26.3M | 2.2% |
| Emerson Electric Company | 181K | US$26M | 2.2% |
| Intuitive Surgical, Inc. | 63,913 | US$25.4M | 2.2% |
| Carlisle Companies Incorporated | 68,637 | US$24.9M | 2.1% |
| Becton, Dickinson And Company | 119K | US$17.9M | 1.5% |
| Mcdonald's Corporation | 60,315 | US$16.3M | 1.4% |
| Boston Scientific Corporation | 271K | US$11.6M | 0.99% |
| American Express Company | 32,044 | US$10.8M | 0.92% |
| Caterpillar, Inc. | 1,550 | US$1.65M | 0.14% |
| Deere & Company | 1,379 | US$875K | 0.07% |
| Exxon Mobil Corporation | 5,998 | US$820K | 0.07% |
| Amgen Inc. | 2,250 | US$815K | 0.07% |
| Lockheed Martin Corporation | 1,450 | US$739K | 0.06% |
| Jp Morgan Chase & Co. | 2,247 | US$736K | 0.06% |
| Gilead Sciences, Inc. | 5,732 | US$724K | 0.06% |
| Cisco Systems, Inc. | 6,076 | US$714K | 0.06% |
| Entergy Corporation | 5,818 | US$668K | 0.06% |
| Procter & Gamble Company (the) | 4,309 | US$632K | 0.05% |
| Danaher Corporation | 3,250 | US$619K | 0.05% |
| Pepsico, Inc. | 4,433 | US$600K | 0.05% |
| Rtx Corporation | 3,151 | US$598K | 0.05% |
| American Electric Power Company, Inc. | 4,180 | US$572K | 0.05% |
| Colgate-palmolive Company | 6,000 | US$550K | 0.05% |
| Keycorp | 22,731 | US$524K | 0.04% |
| Edison International | 6,758 | US$503K | 0.04% |
| Phillips 66 | 2,965 | US$501K | 0.04% |
| Fifth Third Bancorp | 8,556 | US$482K | 0.04% |
| Truist Financial Corporation | 9,525 | US$475K | 0.04% |
| Nextera Energy, Inc. | 5,392 | US$473K | 0.04% |
| Walmart Inc. | 4,000 | US$453K | 0.04% |
| Southern Company (the) | 4,709 | US$451K | 0.04% |
| Xcel Energy Inc. | 5,550 | US$446K | 0.04% |
| Johnson & Johnson | 1,700 | US$432K | 0.04% |
| U.s. Bancorp | 7,021 | US$424K | 0.04% |
| Target Corporation | 3,163 | US$413K | 0.04% |
| Consolidated Edison, Inc. | 3,604 | US$399K | 0.03% |
| Duke Energy Corporation (holding Company) | 3,061 | US$387K | 0.03% |
| Firstenergy Corp. | 7,449 | US$354K | 0.03% |
| Chevron Corporation | 1,967 | US$326K | 0.03% |
| Merck & Company, Inc. | 2,500 | US$321K | 0.03% |
| Kimberly-clark Corporation | 2,769 | US$304K | 0.03% |
| Prudential Financial, Inc. | 2,755 | US$297K | 0.03% |
| Cme Group Inc. | 1,344 | US$297K | 0.03% |
| Philip Morris International Inc | 1,619 | US$293K | 0.02% |
| Verizon Communications Inc. | 6,494 | US$275K | 0.02% |
| Bristol-myers Squibb Company | 4,557 | US$263K | 0.02% |
| Abbott Laboratories | 2,489 | US$226K | 0.02% |
| The Kraft Heinz Company | 9,028 | US$213K | 0.02% |
| Conagra Brands, Inc. | 10,125 | US$136K | 0.01% |
| Altria Group, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Mondelez International, Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Organon & Co. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Viatris Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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