Institutions / Waycross Partners, LLC
Waycross Partners, LLC
CIK 1844873 · Institution · as of Dec 31, 2025
Portfolio value
$1.22B
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $91.58M | 7.5% |
| Alphabet Inc. | $81.45M | 6.7% |
| Microsoft Corp | $76.02M | 6.2% |
| Apple Inc. | $70.62M | 5.8% |
| Amazon.com Inc | $61.71M | 5.0% |
| Meta Platforms Inc | $55.30M | 4.5% |
| The Goldman Sachs Group, Inc. | $51.90M | 4.2% |
| The Boeing Company | $42.88M | 3.5% |
| Citigroup Inc | $42.87M | 3.5% |
| AbbVie Inc. | $41.69M | 3.4% |
| Broadcom Inc. | $40.68M | 3.3% |
| Mastercard Inc | $39.94M | 3.3% |
| Lowes Companies Inc | $32.72M | 2.7% |
| Analog Devices Inc | $31.11M | 2.5% |
| Marsh & McLennan Companies, Inc. | $30.98M | 2.5% |
| Intuit Inc. | $30.08M | 2.5% |
| Sherwin Williams Co | $29.74M | 2.4% |
| Honeywell International Inc | $28.38M | 2.3% |
| Delta Air Lines, Inc. | $28.13M | 2.3% |
| Ingersoll-Rand Inc | $28.04M | 2.3% |
| Ecolab Inc. | $25.92M | 2.1% |
| Intuitive Surgical Inc | $25.41M | 2.1% |
| NXP Semiconductors N.V. | $25.31M | 2.1% |
| Salesforce Inc | $24.92M | 2.0% |
| Becton Dickinson & Co | $21.99M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.