Waycross Partners, LLC

13F filer · CIK 0001844873

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$1.17BU.S. long equity reported on 13F

Positions712 new · 7 closed

Net flow last quarter+$19.5MBuys minus sells

Top 10 positions weight52.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202671 positions
GOOGLAlphabet Inc.	$90.9M	7.74%	0.00%	+1.3%	Q4 2020
NVDANvidia Corp	$90.5M	7.71%	0.00%	-3.0%	Q4 2020
AAPLApple Inc.	$71.9M	6.13%	0.00%	+1.3%	Q4 2020
AMZNAmazon Com Inc	$70.7M	6.02%	0.00%	+7.4%	Q4 2020
MSFTMicrosoft Corp	$64.7M	5.51%	0.00%	+1.3%	Q4 2020
GSGoldman Sachs Group Inc	$50.8M	4.33%	0.02%	-10.4%	Q4 2020
AVGOBroadcom Inc.	$46.4M	3.95%	0.00%	+1.3%	Q4 2020
METAMeta Platforms, Inc.	$45.1M	3.84%	Not reported	+1.3%	Q4 2020
CCitigroup Inc	$43.3M	3.69%	0.02%	+1.3%	Q4 2020
ABBVAbbVie Inc.	$42.3M	3.60%	0.01%	+1.2%	Q4 2020
BABoeing Co	$41.3M	3.52%	0.02%	+1.3%	Q4 2020
DALDelta Air Lines, Inc.	$39.7M	3.38%	0.06%	+1.3%	Q4 2020
MAMastercard Inc	$37.3M	3.18%	0.01%	+1.3%	Q4 2020
IRIngersoll Rand Inc.	$35.2M	3.00%	0.11%	+17.7%	Q2 2023
NXPINXP Semiconductors N.V.	$34.3M	2.92%	0.05%	+1.3%	Q2 2025
SHWSherwin Williams Co	$33.1M	2.82%	0.04%	+1.3%	Q4 2025
AMDAdvanced Micro Devices Inc	$31.6M	2.69%	0.00%	+1.3%	Q1 2022
LOWLowes Companies Inc	$31.3M	2.67%	0.03%	+1.4%	Q1 2023
MRSHMarsh & Mclennan Companies, Inc.	$29.1M	2.48%	0.04%	+1.3%	Q3 2025
ECLEcolab Inc.	$28.8M	2.45%	0.04%	+1.4%	Q3 2025
HDHome Depot, Inc.	$26.3M	2.24%	0.01%	Not reported	Q3 2022
EMREmerson Electric Co	$26M	2.21%	0.03%	Not reported	Q4 2023
ISRGIntuitive Surgical Inc	$25.4M	2.17%	0.02%	+21.8%	Q4 2020
CSLCarlisle Companies Inc	$24.9M	2.12%	0.17%	+22.1%	Q1 2023
BDXBecton Dickinson & Co	$17.9M	1.53%	0.04%	+1.3%	Q3 2024
HONHoneywell International Inc	$17M	1.45%	0.02%	+1.3%	Q2 2022
HONAHoneywell Aerospace Inc.	$16.8M	1.43%	Not reported	+1.3%	Q2 2026
MCDMcdonalds Corp	$16.3M	1.39%	0.01%	+1.3%	Q4 2020
BSXBoston Scientific Corp	$11.6M	0.99%	0.02%	+1.3%	Q3 2022
AXPAmerican Express Co	$10.8M	0.92%	0.00%	+1.4%	Q4 2020
CATCaterpillar Inc	$1.65M	0.14%	0.00%	-11.4%	Q4 2020
DEDeere & Co	$875K	0.07%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$820K	0.07%	0.00%	Not reported	Q4 2020
AMGNAmgen Inc	$815K	0.07%	0.00%	Not reported	Q4 2020
LMTLockheed Martin Corp	$739K	0.06%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$736K	0.06%	0.00%	Not reported	Q1 2022
GILDGilead Sciences, Inc.	$724K	0.06%	0.00%	Not reported	Q1 2021
CSCOCisco Systems, Inc.	$714K	0.06%	0.00%	Not reported	Q1 2022
ETREntergy Corp	$668K	0.06%	0.00%	Not reported	Q2 2025
PGPROCTER & GAMBLE Co	$632K	0.05%	0.00%	-98.1%	Q4 2020
DHRDanaher Corp	$619K	0.05%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$600K	0.05%	0.00%	Not reported	Q4 2020
RTXRTX Corp	$598K	0.05%	0.00%	Not reported	Q4 2020
AEPAmerican Electric Power Co Inc	$572K	0.05%	0.00%	Not reported	Q2 2025
CLColgate Palmolive Co	$550K	0.05%	0.00%	Not reported	Q4 2020
KEYKeycorp	$524K	0.04%	0.00%	Not reported	Q2 2025
EIXEdison International	$503K	0.04%	0.00%	Not reported	Q2 2025
PSXPhillips 66	$501K	0.04%	0.00%	Not reported	Q4 2020
FITBFifth Third Bancorp	$482K	0.04%	0.00%	Not reported	Q2 2023
TFCTruist Financial Corp	$475K	0.04%	0.00%	Not reported	Q2 2023

Q1 2026Reported May 7, 202675 positions
NVDANvidia Corp	$81.3M	7.77%	0.00%	-5.0%	Q4 2020
GOOGLAlphabet Inc.	$72.2M	6.90%	0.00%	-3.5%	Q4 2020
MSFTMicrosoft Corp	$63.4M	6.06%	0.00%	+9.0%	Q4 2020
AAPLApple Inc.	$62.3M	5.95%	0.00%	-5.5%	Q4 2020
AMZNAmazon Com Inc	$57.5M	5.49%	0.00%	+3.3%	Q4 2020
GSGoldman Sachs Group Inc	$47.5M	4.54%	0.02%	-4.9%	Q4 2020
METAMeta Platforms, Inc.	$45.2M	4.32%	Not reported	-5.6%	Q4 2020
AVGOBroadcom Inc.	$37.5M	3.58%	0.00%	+3.1%	Q4 2020
BABoeing Co	$37.5M	3.58%	0.02%	-4.7%	Q4 2020
ABBVAbbVie Inc.	$36.1M	3.45%	0.01%	-9.1%	Q4 2020
MAMastercard Inc	$35.8M	3.42%	0.01%	+2.4%	Q4 2020
CCitigroup Inc	$34.7M	3.31%	0.02%	-16.8%	Q4 2020
HONHoneywell International Inc	$33.9M	3.24%	0.02%	+3.2%	Q2 2022
LOWLowes Companies Inc	$33.1M	3.16%	0.03%	+3.2%	Q1 2023
PGPROCTER & GAMBLE Co	$31.9M	3.05%	0.01%	+117.1%	Q4 2020
SHWSherwin Williams Co	$30.4M	2.90%	0.04%	+3.2%	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$29.9M	2.86%	0.04%	+3.2%	Q3 2025
IRIngersoll Rand Inc.	$29.3M	2.80%	0.09%	+3.2%	Q2 2023
DALDelta Air Lines, Inc.	$27.8M	2.66%	0.06%	+3.2%	Q4 2020
ECLEcolab Inc.	$27.1M	2.59%	0.04%	+3.2%	Q3 2025
ISRGIntuitive Surgical Inc	$24.2M	2.31%	0.01%	+17.0%	Q4 2020
NXPINXP Semiconductors N.V.	$23.7M	2.26%	0.05%	+3.2%	Q2 2025
INTUIntuit Inc.	$20.3M	1.94%	0.02%	+3.2%	Q1 2021
CSLCarlisle Companies Inc	$18.8M	1.79%	0.14%	+3.2%	Q1 2023
MCDMcdonalds Corp	$18.5M	1.77%	0.01%	+1387.3%	Q4 2020
BDXBecton Dickinson & Co	$18.4M	1.76%	0.04%	+3.2%	Q3 2024
BSXBoston Scientific Corp	$16.8M	1.60%	0.02%	+970.6%	Q3 2022
AMDAdvanced Micro Devices Inc	$10.9M	1.04%	0.00%	+168.4%	Q1 2022
AXPAmerican Express Co	$9.56M	0.91%	0.00%	Not reported	Q4 2020
NOWServiceNow, Inc.	$8.82M	0.84%	0.01%	-12.8%	Q1 2025
CATCaterpillar Inc	$1.24M	0.12%	0.00%	-25.5%	Q4 2020
XOMExxonMobil Holdings Corp	$1.02M	0.10%	0.00%	Not reported	Q4 2020
NKENIKE, Inc.	$909K	0.09%	0.00%	Not reported	Q4 2020
LMTLockheed Martin Corp	$876K	0.08%	0.00%	Not reported	Q4 2020
GILDGilead Sciences, Inc.	$799K	0.08%	0.00%	Not reported	Q1 2021
AMGNAmgen Inc	$792K	0.08%	0.00%	Not reported	Q4 2020
DEDeere & Co	$777K	0.07%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$688K	0.07%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$661K	0.06%	0.00%	Not reported	Q1 2022
ETREntergy Corp	$654K	0.06%	0.00%	Not reported	Q2 2025
DHRDanaher Corp	$616K	0.06%	0.00%	-82.2%	Q4 2020
RTXRTX Corp	$608K	0.06%	0.00%	Not reported	Q4 2020
AEPAmerican Electric Power Co Inc	$548K	0.05%	0.00%	Not reported	Q2 2025
PSXPhillips 66	$540K	0.05%	0.00%	Not reported	Q4 2020
CLColgate Palmolive Co	$511K	0.05%	0.00%	Not reported	Q4 2020
NEENextera Energy Inc	$501K	0.05%	0.00%	Not reported	Q2 2025
WMTWalmart Inc.	$497K	0.05%	0.00%	Not reported	Q2 2024
EIXEdison International	$495K	0.05%	0.00%	Not reported	Q2 2025
CSCOCisco Systems, Inc.	$471K	0.05%	0.00%	Not reported	Q1 2022
KEYKeycorp	$456K	0.04%	0.00%	Not reported	Q2 2025

Q4 2025Reported Jan 14, 202693 positions
NVDANvidia Corp	$91.6M	7.49%	0.00%	+2.2%	Q4 2020
GOOGLAlphabet Inc.	$81.5M	6.66%	0.00%	-4.4%	Q4 2020
MSFTMicrosoft Corp	$76M	6.22%	0.00%	+3.2%	Q4 2020
AAPLApple Inc.	$70.6M	5.78%	0.00%	+3.2%	Q4 2020
AMZNAmazon Com Inc	$61.7M	5.05%	0.00%	+4.1%	Q4 2020
METAMeta Platforms, Inc.	$55.3M	4.52%	Not reported	+2.2%	Q4 2020
GSGoldman Sachs Group Inc	$51.9M	4.25%	0.02%	-9.6%	Q4 2020
BABoeing Co	$42.9M	3.51%	0.02%	+3.3%	Q4 2020
CCitigroup Inc	$42.9M	3.51%	0.02%	-11.0%	Q4 2020
ABBVAbbVie Inc.	$41.7M	3.41%	0.01%	+2.9%	Q4 2020
AVGOBroadcom Inc.	$40.7M	3.33%	0.00%	-16.7%	Q4 2020
MAMastercard Inc	$39.9M	3.27%	0.01%	+17.2%	Q4 2020
LOWLowes Companies Inc	$32.7M	2.68%	0.02%	+3.6%	Q1 2023
ADIAnalog Devices Inc	$31.1M	2.55%	0.02%	-10.6%	Q4 2020
MRSHMarsh & Mclennan Companies, Inc.	$31M	2.53%	0.03%	+19.7%	Q3 2025
INTUIntuit Inc.	$30.1M	2.46%	0.02%	Not reported	Q1 2021
SHWSherwin Williams Co	$29.7M	2.43%	0.04%	New	Q4 2025
HONHoneywell International Inc	$28.4M	2.32%	0.02%	+10.1%	Q2 2022
DALDelta Air Lines, Inc.	$28.1M	2.30%	0.06%	+3.6%	Q4 2020
IRIngersoll Rand Inc.	$28M	2.29%	0.09%	+3.6%	Q2 2023
ECLEcolab Inc.	$25.9M	2.12%	0.04%	+3.6%	Q3 2025
ISRGIntuitive Surgical Inc	$25.4M	2.08%	0.01%	+3.2%	Q4 2020
NXPINXP Semiconductors N.V.	$25.3M	2.07%	0.05%	+3.6%	Q2 2025
CRMSalesforce, Inc.	$24.9M	2.04%	0.01%	+3.7%	Q4 2020
BDXBecton Dickinson & Co	$22M	1.80%	0.04%	+3.6%	Q3 2024
CSLCarlisle Companies Inc	$17.4M	1.43%	0.13%	+35.4%	Q1 2023
NOWServiceNow, Inc.	$14.8M	1.21%	0.01%	+3.1%	Q1 2025
PGPROCTER & GAMBLE Co	$14.6M	1.19%	0.00%	+2260.4%	Q4 2020
EOGEog Resources Inc	$14.4M	1.18%	0.03%	+3.6%	Q3 2023
PYPLPayPal Holdings, Inc.	$10.5M	0.86%	0.02%	-4.7%	Q4 2020
TJXTJX Companies Inc	$4.61M	0.38%	0.00%	Not reported	Q4 2020
LLYELI LILLY & Co	$4.3M	0.35%	0.00%	Not reported	Q1 2021
AMDAdvanced Micro Devices Inc	$4.28M	0.35%	0.00%	Not reported	Q1 2022
VVisa Inc.	$4.21M	0.34%	0.00%	Not reported	Q4 2020
DHRDanaher Corp	$4.18M	0.34%	0.00%	+461.5%	Q4 2020
BACBank of America Corp	$4.13M	0.34%	0.00%	Not reported	Q4 2020
DGDollar General Corp	$3.98M	0.33%	0.01%	Not reported	Q4 2023
DISWalt Disney Co	$3.98M	0.33%	0.00%	Not reported	Q4 2020
CVSCVS HEALTH Corp	$3.57M	0.29%	0.00%	Not reported	Q4 2020
CORCencora, Inc.	$3.38M	0.28%	0.01%	-33.3%	Q4 2020
CCLCarnival Corp Ltd.	$3.05M	0.25%	0.01%	Not reported	Q3 2023
ADSKAutodesk, Inc.	$2.96M	0.24%	0.00%	Not reported	Q4 2020
UBERUber Technologies, Inc	$2.86M	0.23%	0.00%	Not reported	Q2 2025
ORLYO Reilly Automotive Inc	$2.74M	0.22%	0.00%	Not reported	Q2 2022
COSTCostco Wholesale Corp	$2.59M	0.21%	0.00%	Not reported	Q4 2020
DKNGDraftKings Inc.	$2.58M	0.21%	Not reported	New	Q4 2025
BSXBoston Scientific Corp	$2.38M	0.20%	0.00%	Not reported	Q3 2022
DASHDoorDash, Inc.	$2.26M	0.19%	Not reported	Not reported	Q3 2022
CMGChipotle Mexican Grill Inc	$1.85M	0.15%	0.00%	Not reported	Q4 2020
CSXCSX Corp	$1.81M	0.15%	0.00%	Not reported	Q1 2023

Q3 2025Reported Nov 7, 202594 positions
NVDANvidia Corp	$89.7M	7.71%	0.00%	-4.6%	Q4 2020
MSFTMicrosoft Corp	$78.9M	6.79%	0.00%	+1.0%	Q4 2020
GOOGLAlphabet Inc.	$66.2M	5.69%	0.00%	+2.0%	Q4 2020
AAPLApple Inc.	$64.1M	5.51%	0.00%	+2.0%	Q4 2020
METAMeta Platforms, Inc.	$60.2M	5.18%	Not reported	-5.5%	Q4 2020
AMZNAmazon Com Inc	$56.4M	4.85%	0.00%	+23.5%	Q4 2020
GSGoldman Sachs Group Inc	$52M	4.47%	0.02%	+2.0%	Q4 2020
AVGOBroadcom Inc.	$46.6M	4.01%	0.00%	+2.0%	Q4 2020
CCitigroup Inc	$41.9M	3.61%	0.02%	+2.1%	Q4 2020
BABoeing Co	$41.3M	3.55%	0.03%	+2.0%	Q4 2020
ABBVAbbVie Inc.	$41.1M	3.53%	0.01%	+4.8%	Q4 2020
MAMastercard Inc	$34M	2.92%	0.00%	+2.2%	Q4 2020
LOWLowes Companies Inc	$32.9M	2.83%	0.02%	+22.1%	Q1 2023
ADIAnalog Devices Inc	$31.5M	2.71%	0.03%	+2.2%	Q4 2020
IRIngersoll Rand Inc.	$28.2M	2.43%	0.09%	Not reported	Q2 2023
MRSHMarsh & Mclennan Companies, Inc.	$28.1M	2.42%	0.03%	New	Q3 2025
HONHoneywell International Inc	$27.8M	2.39%	0.02%	+2.3%	Q2 2022
IDXXIdexx Laboratories Inc	$27.8M	2.39%	0.05%	+2.3%	Q4 2024
ECLEcolab Inc.	$26.1M	2.24%	0.03%	New	Q3 2025
NXPINXP Semiconductors N.V.	$25.6M	2.20%	0.04%	+2.3%	Q2 2025
DALDelta Air Lines, Inc.	$22.2M	1.91%	0.06%	+2.3%	Q4 2020
CRMSalesforce, Inc.	$21.5M	1.85%	0.01%	+2.3%	Q4 2020
BDXBecton Dickinson & Co	$20.5M	1.76%	0.04%	+2.3%	Q3 2024
ISRGIntuitive Surgical Inc	$19.4M	1.67%	0.01%	+1.1%	Q4 2020
NOWServiceNow, Inc.	$17.3M	1.49%	0.01%	+1.9%	Q1 2025
SOSouthern Co	$15.4M	1.32%	0.01%	+2.2%	Q2 2025
EOGEog Resources Inc	$14.8M	1.27%	0.02%	+2.3%	Q3 2023
TGTTarget Corp	$13.8M	1.19%	0.03%	-10.8%	Q4 2020
CSLCarlisle Companies Inc	$13.2M	1.14%	0.10%	Not reported	Q1 2023
PYPLPayPal Holdings, Inc.	$12.7M	1.09%	0.02%	+2.0%	Q4 2020
CORCencora, Inc.	$4.69M	0.40%	0.01%	Not reported	Q4 2020
TJXTJX Companies Inc	$4.34M	0.37%	0.00%	Not reported	Q4 2020
VVisa Inc.	$4.1M	0.35%	0.00%	+33.3%	Q4 2020
DISWalt Disney Co	$4.01M	0.34%	0.00%	Not reported	Q4 2020
BACBank of America Corp	$3.87M	0.33%	0.00%	+50.0%	Q4 2020
WFCWells Fargo & Company	$3.77M	0.32%	0.00%	-90.4%	Q3 2022
UBERUber Technologies, Inc	$3.43M	0.29%	0.00%	Not reported	Q2 2025
CVSCVS HEALTH Corp	$3.39M	0.29%	0.00%	Not reported	Q4 2020
KVUEKenvue Inc.	$3.25M	0.28%	0.01%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$3.24M	0.28%	0.00%	Not reported	Q1 2022
ORLYO Reilly Automotive Inc	$3.23M	0.28%	0.00%	Not reported	Q2 2022
ADSKAutodesk, Inc.	$3.18M	0.27%	0.00%	Not reported	Q4 2020
DGDollar General Corp	$3.1M	0.27%	0.01%	Not reported	Q4 2023
LLYELI LILLY & Co	$3.05M	0.26%	0.00%	Not reported	Q1 2021
CCLCarnival Corp Ltd.	$2.89M	0.25%	0.01%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$2.78M	0.24%	0.00%	Not reported	Q4 2020
DASHDoorDash, Inc.	$2.72M	0.23%	Not reported	Not reported	Q3 2022
CMGChipotle Mexican Grill Inc	$1.96M	0.17%	0.00%	Not reported	Q4 2020
CSXCSX Corp	$1.78M	0.15%	0.00%	-93.7%	Q1 2023
UNHUnitedhealth Group Inc	$1.73M	0.15%	0.00%	Not reported	Q1 2021

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