Waycross Partners, LLC Top Holdings and 13F Report (2024) → Biden replacement revealed? (From Paradigm Press) (Ad) About Waycross Partners, LLCInvestment ActivityWaycross Partners, LLC has $581.43 million in total holdings as of March 31, 2024.Waycross Partners, LLC owns shares of 69 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.62% of the portfolio was purchased this quarter.About 10.67% of the portfolio was sold this quarter.This quarter, Waycross Partners, LLC has purchased 83 new stocks and bought additional shares in 27 stocks.Waycross Partners, LLC sold shares of 9 stocks and completely divested from 15 stocks this quarter.Largest Holdings Microsoft $40,853,174NVIDIA $35,217,155Apple $29,114,903Meta Platforms $28,675,441Alphabet $25,424,762 Largest New Holdings this Quarter Align Technology $2,623,360 Holding Largest Purchases this Quarter Alphabet 36,998 shares (about $5.58M)Microsoft 12,016 shares (about $5.06M)Sysco 56,816 shares (about $4.61M)Starbucks 33,451 shares (about $3.06M)Align Technology 8,000 shares (about $2.62M) Largest Sales this Quarter Meta Platforms 12,994 shares (about $6.31M)Amazon.com 14,998 shares (about $2.71M)NVIDIA 2,832 shares (about $2.56M)Deere & Company 5,000 shares (about $2.05M)Intuitive Surgical 4,952 shares (about $1.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWaycross Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$40,853,174$5,055,372 ▲14.1%97,1037.0%Computer and TechnologyNVDANVIDIA$35,217,155$2,558,882 ▼-6.8%38,9766.1%Computer and TechnologyAAPLApple$29,114,903$1,496,677 ▲5.4%169,7865.0%Computer and TechnologyMETAMeta Platforms$28,675,441$6,309,626 ▼-18.0%59,0544.9%Computer and TechnologyGOOGLAlphabet$25,424,762$5,584,108 ▲28.1%168,4544.4%Computer and TechnologyAMZNAmazon.com$24,376,914$2,705,339 ▼-10.0%135,1424.2%Retail/WholesaleABBVAbbVie$21,156,560$1,189,841 ▲6.0%116,1813.6%MedicalTGTTarget$19,579,933$1,517,272 ▲8.4%110,4903.4%Retail/WholesaleISRGIntuitive Surgical$18,915,669$1,976,294 ▼-9.5%47,3973.3%MedicalGSThe Goldman Sachs Group$16,984,111$1,154,077 ▲7.3%40,6622.9%FinanceMAMastercard$16,747,078$1,302,647 ▲8.4%34,7762.9%Business ServicesTJXTJX Companies$16,737,951$1,160,549 ▲7.5%165,0362.9%Retail/WholesaleADIAnalog Devices$15,315,671$1,152,127 ▲8.1%77,4342.6%Computer and TechnologySYYSysco$15,303,810$4,612,323 ▲43.1%188,5172.6%Consumer StaplesEMREmerson Electric$15,143,385$1,303,990 ▲9.4%133,5162.6%Industrial ProductsCVSCVS Health$14,867,583$1,072,533 ▲7.8%186,4042.6%Retail/WholesaleWFCWells Fargo & Company$14,548,308$1,139,262 ▲8.5%251,0062.5%FinanceSBUXStarbucks$14,471,607$3,057,087 ▲26.8%158,3502.5%Retail/WholesaleULTAUlta Beauty$13,070,431$1,094,388 ▲9.1%24,9972.2%Retail/WholesaleTMOThermo Fisher Scientific$12,916,230$1,036,879 ▲8.7%22,2232.2%MedicalEWEdwards Lifesciences$12,849,953$1,065,398 ▲9.0%134,4702.2%MedicalCBChubb$12,651,763$979,511 ▲8.4%48,8242.2%FinanceVVisa$12,182,679$848,682 ▲7.5%43,6532.1%Business ServicesMRVLMarvell Technology$11,958,307$996,715 ▲9.1%168,7122.1%Business ServicesCSXCSX$11,170,303$748,406 ▲7.2%301,3301.9%TransportationNSCNorfolk Southern$10,474,902$904,788 ▲9.5%41,0991.8%TransportationCCitigroup$10,051,555$1,293,195 ▼-11.4%158,9431.7%FinanceEOGEOG Resources$9,603,085$805,648 ▲9.2%75,1181.7%Oils/EnergyHUMHumana$8,816,743$1,774,166 ▼-16.8%25,4291.5%MedicalPYPLPayPal$5,860,955$368,244 ▲6.7%87,4901.0%Computer and TechnologyLLYEli Lilly and Company$4,667,760$388,980 ▼-7.7%6,0000.8%MedicalDISWalt Disney$4,282,600$1,223,600 ▲40.0%35,0000.7%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$3,634,5530.0%37,1100.6%FinanceAMDAdvanced Micro Devices$3,609,8000.0%20,0000.6%Computer and TechnologyCMGChipotle Mexican Grill$2,906,7700.0%1,0000.5%Retail/WholesaleDXCMDexCom$2,774,0000.0%20,0000.5%MedicalALGNAlign Technology$2,623,360$2,623,360 ▲New Holding8,0000.5%MedicalMRKMerck & Co., Inc.$2,573,0250.0%19,5000.4%MedicalBABoeing$2,440,5520.0%12,6460.4%AerospaceCORCencora$2,429,9000.0%10,0000.4%MedicalORLYO'Reilly Automotive$2,257,7600.0%2,0000.4%Retail/WholesaleCOSTCostco Wholesale$2,197,8900.0%3,0000.4%Retail/WholesaleLVSLas Vegas Sands$2,068,000$775,500 ▼-27.3%40,0000.4%Consumer DiscretionaryWDCWestern Digital$2,047,2000.0%30,0000.4%Computer and TechnologyADBEAdobe$2,018,4000.0%4,0000.3%Computer and TechnologyUNHUnitedHealth Group$1,978,8000.0%4,0000.3%MedicalCCLCarnival Co. &$1,960,800$653,600 ▲50.0%120,0000.3%Consumer DiscretionarySLBSchlumberger$1,918,3500.0%35,0000.3%Oils/EnergyDGDollar General$1,872,7200.0%12,0000.3%Retail/WholesaleSCHWCharles Schwab$1,808,5000.0%25,0000.3%FinanceKMXCarMax$1,742,2000.0%20,0000.3%Retail/WholesaleMELIMercadoLibre$1,511,9600.0%1,0000.3%Retail/WholesaleDOORDASH INC$1,377,2000.0%10,0000.2%CL ABACBank of America$1,137,6000.0%30,0000.2%FinanceCATCaterpillar$989,3610.0%2,7000.2%Industrial ProductsDHRDanaher$811,5900.0%3,2500.1%Multi-Sector ConglomeratesPEPPepsiCo$775,8190.0%4,4330.1%Consumer StaplesMCDMcDonald's$726,8670.0%2,5780.1%Retail/WholesalePGProcter & Gamble$699,1350.0%4,3090.1%Consumer StaplesLMTLockheed Martin$659,5620.0%1,4500.1%AerospaceAMGNAmgen$639,7200.0%2,2500.1%MedicalNKENIKE$582,676$140,970 ▲31.9%6,2000.1%Consumer DiscretionaryDEDeere & Company$566,410$2,053,698 ▼-78.4%1,3790.1%Industrial ProductsCLColgate-Palmolive$540,3000.0%6,0000.1%Consumer StaplesABTAbbott Laboratories$487,4880.0%4,2890.1%MedicalRTXRTX$307,3170.0%3,1510.1%AerospaceJNJJohnson & Johnson$268,9230.0%1,7000.0%MedicalBMYBristol-Myers Squibb$247,1260.0%4,5570.0%MedicalXOMExxon Mobil$242,9420.0%2,0900.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$0$21,388,950 ▼-100.0%00.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$6,427,200 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$3,010,650 ▼-100.0%00.0%FinanceKRESPDR S&P Regional Banking ETF$0$2,359,350 ▼-100.0%00.0%ETFGOOGAlphabet$0$2,025,505 ▼-100.0%00.0%Computer and TechnologyZTSZoetis$0$1,973,700 ▼-100.0%00.0%MedicalWYNNWynn Resorts$0$1,229,985 ▼-100.0%00.0%Consumer DiscretionaryZBHZimmer Biomet$0$1,217,000 ▼-100.0%00.0%MedicalMTBM&T Bank$0$548,320 ▼-100.0%00.0%FinanceCVNACarvana$0$529,400 ▼-100.0%00.0%Retail/WholesaleSDRLSeadrill$0$437,340 ▼-100.0%00.0%Oils/EnergySYFSynchrony Financial$0$381,900 ▼-100.0%00.0%FinanceXHBSPDR S&P Homebuilders ETF$0$255,160 ▼-100.0%00.0%ETFWBSWebster Financial$0$228,420 ▼-100.0%00.0%FinanceDODiamond Offshore Drilling$0$204,100 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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