Waycross Partners, LLC 13F Holdings · Q2 2026
Waycross Partners, LLC reported 72 securities worth $1.17B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (7.74%), NVDA (7.71%), AAPL (6.13%). Among its top 25 positions this quarter: 2 new, 21 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $90.9M | 7.74% | 254,349 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $90.5M | 7.71% | 452,213 | Trimmed |
| 3 | AAPL | APPLE INC | $71.9M | 6.13% | 248,623 | Added |
| 4 | AMZN | AMAZON COM INC | $70.7M | 6.02% | 296,566 | Added |
| 5 | MSFT | MICROSOFT CORP | $64.7M | 5.51% | 173,452 | Added |
| 6 | GS | GOLDMAN SACHS GROUP INC | $50.8M | 4.33% | 50,275 | Trimmed |
| 7 | AVGO | BROADCOM INC | $46.4M | 3.95% | 122,739 | Added |
| 8 | META | META PLATFORMS INC | $45.1M | 3.84% | 80,085 | Added |
| 9 | C | CITIGROUP INC | $43.3M | 3.69% | 309,495 | Added |
| 10 | ABBV | ABBVIE INC | $42.3M | 3.60% | 167,931 | Added |
| 11 | BA | BOEING CO | $41.3M | 3.52% | 190,728 | Added |
| 12 | DAL | DELTA AIR LINES INC | $39.7M | 3.38% | 423,845 | Added |
| 13 | MA | MASTERCARD INCORPORATED | $37.3M | 3.18% | 72,599 | Added |
| 14 | IR | INGERSOLL RAND INC | $35.2M | 3.00% | 429,809 | Added |
| 15 | NXPI | NXP SEMICONDUCTORS N V | $34.3M | 2.92% | 121,940 | Added |
| 16 | SHW | SHERWIN WILLIAMS CO | $33.1M | 2.82% | 96,000 | Added |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $31.6M | 2.69% | 54,388 | Added |
| 18 | LOW | LOWES COS INC | $31.3M | 2.67% | 141,922 | Added |
| 19 | MRSH | MARSH & MCLENNAN COS INC | $29.1M | 2.48% | 174,637 | Added |
| 20 | ECL | ECOLAB INC | $28.8M | 2.45% | 103,261 | Added |
| 21 | HD | HOME DEPOT INC | $26.3M | 2.24% | 74,437 | New |
| 22 | EMR | EMERSON ELEC CO | $26.0M | 2.21% | 181,495 | New |
| 23 | ISRG | INTUITIVE SURGICAL INC | $25.4M | 2.17% | 63,913 | Added |
| 24 | CSL | CARLISLE COS INC | $24.9M | 2.12% | 68,637 | Added |
| 25 | BDX | BECTON DICKINSON & CO | $17.9M | 1.53% | 118,535 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR