Waycross Investment Management Co Top Holdings and 13F Report (2025) About Waycross Investment Management CoInvestment ActivityWaycross Investment Management Co has $96.14 million in total holdings as of June 30, 2025.Waycross Investment Management Co owns shares of 39 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.87% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Waycross Investment Management Co has purchased 38 new stocks and bought additional shares in 9 stocks.Waycross Investment Management Co sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares iBonds Dec 2030 Term Treasury ETF $10,787,464iShares iBonds Dec 2029 Term Treasury ETF $9,973,381iShares Core MSCI EAFE ETF $9,945,640Dimensional US High Profitability ETF $7,125,558Invesco BulletShares 2030 Corporate Bond ETF $6,651,676 Largest New Holdings this Quarter 33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $362,147 Holding11135F101 - Broadcom $319,754 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 89,047 shares (about $7.43M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 2,605 shares (about $362.15K)Broadcom 1,160 shares (about $319.75K)Utilities Select Sector SPDR Fund 2,478 shares (about $202.35K)Amazon.com 398 shares (about $87.32K) Largest Sales this Quarter Apple 4,275 shares (about $877.06K)Invesco BulletShares 2031 Corporate Bond ETF 6,132 shares (about $101.36K)Invesco S&P 500 Equal Weight ETF 414 shares (about $75.24K)Danaher 218 shares (about $43.06K)Berkshire Hathaway 36 shares (about $17.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWaycross Investment Management Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIBTKiShares iBonds Dec 2030 Term Treasury ETF$10,787,464$19,364 ▲0.2%543,72311.2%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$9,973,381$19,925 ▲0.2%454,99010.4%ManufacturingIEFAiShares Core MSCI EAFE ETF$9,945,640$7,433,643 ▲295.9%119,13810.3%ETFDUHPDimensional US High Profitability ETF$7,125,558$3,734 ▲0.1%200,3817.4%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$6,651,676$17,082 ▼-0.3%396,4056.9%ManufacturingBSCVInvesco BulletShares 2031 Corporate Bond ETF$6,561,253$101,362 ▼-1.5%396,9306.8%ETFXLUUtilities Select Sector SPDR Fund$4,343,577$202,353 ▲4.9%53,1914.5%ETFSPYSPDR S&P 500 ETF Trust$3,690,492$19,772 ▲0.5%5,9733.8%FinanceMSFTMicrosoft$3,615,197$5,969 ▼-0.2%7,2683.8%Computer and TechnologyJBLJabil$2,801,9310.0%12,8472.9%Computer and TechnologyTMUST-Mobile US$2,022,589$54,800 ▲2.8%8,4892.1%Computer and TechnologyGOOGAlphabet$2,005,839$3,902 ▲0.2%11,3082.1%Computer and TechnologyDEDeere & Company$1,975,9920.0%3,8862.1%IndustrialsSTLDSteel Dynamics$1,776,6510.0%13,8791.8%Basic MaterialsRTXRTX$1,736,3240.0%11,8911.8%AerospaceSGOViShares 0-3 Month Treasury Bond ETF$1,651,1150.0%16,3981.7%ETFMELIMercadoLibre$1,513,2920.0%5791.6%Retail/WholesaleWMTWalmart$1,299,6270.0%13,2911.4%Retail/WholesaleBRK.BBerkshire Hathaway$1,274,660$17,488 ▼-1.4%2,6241.3%FinanceCSCOCisco Systems$1,269,2380.0%18,2941.3%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$1,142,5190.0%45,6461.2%ETFDHRDanaher$1,080,346$43,064 ▼-3.8%5,4691.1%MedicalAAPLApple$1,022,927$877,058 ▼-46.2%4,9861.1%Computer and TechnologyCOSTCostco Wholesale$965,665$2,971 ▼-0.3%9751.0%Retail/WholesaleBCCBoise Cascade$959,535$8,248 ▼-0.9%11,0521.0%ConstructionSCHBSchwab US Broad Market ETF$947,8140.0%39,7741.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$899,5040.0%9,8060.9%ETFGPKGraphic Packaging$889,133$17,172 ▼-1.9%42,1990.9%IndustrialsJJacobs Solutions$880,0580.0%6,6950.9%Business ServicesADBEAdobe$875,123$3,869 ▼-0.4%2,2620.9%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$823,827$75,240 ▼-8.4%4,5330.9%ETFXYLXylem$625,714$5,821 ▼-0.9%4,8370.7%Business ServicesIYRiShares U.S. Real Estate ETF$593,6390.0%6,2640.6%ETFCPCanadian Pacific Kansas City$569,951$14,665 ▼-2.5%7,1900.6%TransportationAMZNAmazon.com$526,097$87,317 ▲19.9%2,3980.5%Retail/WholesaleGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$362,147$362,147 ▲New Holding2,6050.4%ETFNEARiShares Short Duration Bond Active ETF$347,1730.0%6,7940.4%ETFAVGOBroadcom$319,754$319,754 ▲New Holding1,1600.3%Computer and TechnologyVOOVanguard S&P 500 ETF$285,7190.0%5030.3%ETFVBVanguard Small-Cap ETF$0$4,176,412 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.