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WAYCROSS PARTNERS, LLC
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Waycross Partners, LLC
All holdings · as of Dec 31, 2025
94 positions
All types
Company
▲
▼
Class
Value
▲
▼
Shares
▲
▼
% of portfolio
▲
▼
NVIDIA Corp
—
$91.58M
491,033
7.5%
Alphabet Inc.
—
$81.45M
260,224
6.7%
MICROSOFT CORP
—
$76.02M
157,180
6.2%
Apple Inc.
—
$70.62M
259,775
5.8%
Amazon.com Inc
—
$61.71M
267,346
5.0%
Meta Platforms Inc
—
$55.30M
83,775
4.5%
THE GOLDMAN SACHS GROUP, INC.
—
$51.90M
59,046
4.2%
The Boeing Company
—
$42.88M
197,486
3.5%
CITIGROUP INC
—
$42.87M
367,357
3.5%
AbbVie Inc.
—
$41.69M
182,476
3.4%
Broadcom Inc.
—
$40.68M
117,544
3.3%
Mastercard Inc
—
$39.94M
69,962
3.3%
LOWES COMPANIES INC
—
$32.72M
135,698
2.7%
ANALOG DEVICES INC
—
$31.11M
114,728
2.5%
MARSH & MCLENNAN COMPANIES, INC.
—
$30.98M
166,998
2.5%
INTUIT INC.
—
$30.08M
45,410
2.5%
SHERWIN WILLIAMS CO
—
$29.74M
91,796
2.4%
HONEYWELL INTERNATIONAL INC
—
$28.38M
145,450
2.3%
DELTA AIR LINES, INC.
—
$28.13M
405,325
2.3%
INGERSOLL-RAND INC
—
$28.04M
353,990
2.3%
ECOLAB INC.
—
$25.92M
98,736
2.1%
Intuitive Surgical Inc
—
$25.41M
44,860
2.1%
NXP Semiconductors N.V.
—
$25.31M
116,603
2.1%
Salesforce Inc
—
$24.92M
94,070
2.0%
Becton Dickinson & Co
—
$21.99M
113,334
1.8%
CARLISLE COMPANIES INC
—
$17.42M
54,465
1.4%
ServiceNow Inc
—
$14.83M
96,798
1.2%
PROCTER & GAMBLE Co
—
$14.58M
101,708
1.2%
EOG RESOURCES INC
—
$14.39M
136,996
1.2%
PayPal Holdings, Inc.
—
$10.55M
180,667
0.9%
TJX Cos Inc/The
—
$4.61M
30,000
0.4%
ELI LILLY & Co
—
$4.30M
4,000
0.4%
ADVANCED MICRO DEVICES INC
—
$4.28M
20,000
0.4%
Visa Inc
—
$4.21M
12,000
0.3%
DANAHER CORP /DE
—
$4.18M
18,250
0.3%
BANK OF AMERICA CORP /DE
—
$4.13M
75,000
0.3%
DOLLAR GENERAL CORP
—
$3.98M
30,000
0.3%
Walt Disney Co
—
$3.98M
35,000
0.3%
ISHARES TR
—
$3.71M
37,110
0.3%
CVS HEALTH Corp
—
$3.57M
45,000
0.3%
Cencora Inc
—
$3.38M
10,000
0.3%
Carnival Corp Ltd.
—
$3.05M
100,000
0.2%
Autodesk, Inc.
—
$2.96M
10,000
0.2%
Uber Technologies, Inc
—
$2.86M
35,000
0.2%
O REILLY AUTOMOTIVE INC
—
$2.74M
30,000
0.2%
COSTCO WHOLESALE CORP /NEW
—
$2.59M
3,000
0.2%
DraftKings Inc.
—
$2.58M
75,000
0.2%
BOSTON SCIENTIFIC CORP
—
$2.38M
25,000
0.2%
DoorDash, Inc.
—
$2.26M
10,000
0.2%
Chipotle Mexican Grill Inc
—
$1.85M
50,000
0.2%
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