Waycross Partners, LLC Top Holdings and 13F Report (2026) About Waycross Partners, LLCInvestment ActivityWaycross Partners, LLC has $1.29 billion in total holdings as of September 30, 2026.Waycross Partners, LLC owns shares of 59 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 15.06% of the portfolio was purchased this quarter.About 7.72% of the portfolio was sold this quarter.This quarter, Waycross Partners, LLC has purchased 72 new stocks and bought additional shares in 31 stocks.Waycross Partners, LLC sold shares of 6 stocks and completely divested from 35 stocks this quarter.Largest Holdings NVIDIA $110,861,362Alphabet $94,904,834Microsoft $92,833,874Apple $86,888,248Amazon.com $65,995,599 Largest New Holdings this Quarter 863667101 - Stryker $27,850,466 Holding499049104 - Knight-Swift Transportation $24,038,037 Holding697435105 - Palo Alto Networks $2,576,555 Holding854502101 - Stanley Black & Decker $2,092,939 Holding595112103 - Micron Technology $1,973,649 Holding Largest Purchases this Quarter Stryker 101,131 shares (about $27.85M)Knight-Swift Transportation 378,016 shares (about $24.04M)NXP Semiconductors 56,873 shares (about $13.51M)Home Depot 47,113 shares (about $13.40M)Broadcom 29,905 shares (about $10.50M) Largest Sales this Quarter Citigroup 300,765 shares (about $38.94M)Meta Platforms 14,215 shares (about $10.31M)American Express 30,759 shares (about $9.35M)Delta Air Lines 104,108 shares (about $8.69M)Amazon.com 31,683 shares (about $7.89M) 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 PortfolioSectorNVDANVIDIA$110,861,362$7,584,957 ▲7.3%485,4258.6%TechnologyGOOGLAlphabet$94,904,834$7,388,430 ▲8.4%275,8227.4%Communication ServicesMSFTMicrosoft$92,833,874$3,870,343 ▲4.4%180,9987.2%TechnologyAAPLApple$86,888,248$4,091,817 ▲4.9%260,9106.8%TechnologyAMZNAmazon.com$65,995,599$7,893,819 ▼-10.7%264,8835.1%Consumer DiscretionaryAVGOBroadcom$53,607,046$10,502,337 ▲24.4%152,6444.2%TechnologyMETAMeta Platforms$47,767,607$10,308,434 ▼-17.7%65,8703.7%Communication ServicesABBVAbbVie$43,991,590$62,520 ▲0.1%168,1703.4%HealthcareMAMastercard$42,719,072$2,682,902 ▲6.7%77,4643.3%FinanceNXPINXP Semiconductors$42,473,452$13,509,044 ▲46.6%178,8133.3%TechnologyGSThe Goldman Sachs Group$40,428,865$4,836,734 ▼-10.7%44,9033.1%FinanceBABoeing$38,401,278$2,916,334 ▲8.2%206,4033.0%IndustrialsAMDAdvanced Micro Devices$37,050,633$3,778,230 ▲11.4%60,5642.9%TechnologyIRIngersoll Rand$35,752,736$3,469,782 ▲10.7%476,0052.8%IndustrialsLOWLowe's Companies$35,431,043$9,276,237 ▲35.5%192,2572.8%Consumer DiscretionaryHDHome Depot$34,579,760$13,403,178 ▲63.3%121,5502.7%Consumer DiscretionarySHWSherwin-Williams$33,262,867$2,228,947 ▲7.2%102,8952.6%MaterialsEMREmerson Electric$32,016,673$3,866,798 ▲13.7%206,4262.5%IndustrialsMARSH & MCLENNAN COS INC$31,993,948$2,178,173 ▲7.3%187,3952.5%COMECLEcolab$30,423,739$2,070,333 ▲7.3%110,8012.4%MaterialsISRGIntuitive Surgical$28,996,785$3,007,842 ▲11.6%71,3102.3%HealthcareSYKStryker$27,850,466$27,850,466 ▲New Holding101,1312.2%HealthcareDALDelta Air Lines$26,685,250$8,688,854 ▼-24.6%319,7372.1%IndustrialsCSLCarlisle Companies$24,804,513$2,691,730 ▲12.2%76,9921.9%IndustrialsKNXKnight-Swift Transportation$24,038,037$24,038,037 ▲New Holding378,0161.9%IndustrialsBDXBecton, Dickinson and Company$22,760,566$1,542,801 ▲7.3%127,1541.8%HealthcareHONEYWELL INTL INC$17,211,438$1,170,717 ▲7.3%81,5941.3%COMMCDMcDonald's$14,488,945$559,799 ▲4.0%62,7391.1%Consumer DiscretionaryBSXBoston Scientific$13,457,862$1,618,673 ▲13.7%308,3131.0%HealthcareHONEYWELL AEROSPACE INC$12,644,312$859,774 ▲7.3%81,5921.0%COMPANWPalo Alto Networks$2,576,555$2,576,555 ▲New Holding6,4850.2%TechnologyWALMART INC$2,188,763$1,773,083 ▲426.6%21,0620.2%COMSWKStanley Black & Decker$2,092,939$2,092,939 ▲New Holding23,6250.2%Consumer DiscretionaryMUMicron Technology$1,973,649$1,973,649 ▲New Holding1,8530.2%TechnologyBLACKROCK INC$1,961,011$1,961,011 ▲New Holding1,8530.2%COMFITBFifth Third Bancorp$1,944,245$1,511,482 ▲349.3%38,4390.2%FinanceCORCencora$1,878,965$1,878,965 ▲New Holding6,2580.1%HealthcareBKRBaker Hughes$1,824,821$1,824,821 ▲New Holding33,2390.1%EnergyORLYO'Reilly Automotive$1,726,990$1,726,990 ▲New Holding20,2200.1%Consumer DiscretionaryFANGDiamondback Energy$1,725,424$1,725,424 ▲New Holding9,3870.1%EnergyDVNDevon Energy$1,599,522$1,599,522 ▲New Holding34,7420.1%EnergyXELXcel Energy$1,567,546$1,176,382 ▲300.7%22,2410.1%UtilitiesMARMarriott International$1,555,701$1,555,701 ▲New Holding4,3740.1%Consumer DiscretionaryAMATApplied Materials$1,539,765$1,539,765 ▲New Holding3,0110.1%TechnologyDHRDanaher$1,470,649$750,611 ▲104.2%6,6380.1%HealthcareINTCIntel$1,427,130$1,427,130 ▲New Holding11,8700.1%TechnologyKOCoca-Cola$1,395,615$1,395,615 ▲New Holding16,2130.1%Consumer StaplesABTAbbott Laboratories$1,296,551$1,050,563 ▲427.1%13,1190.1%HealthcareAEPAmerican Electric Power$1,250,228$754,313 ▲152.1%10,5380.1%UtilitiesTFCTruist Financial$1,200,420$759,413 ▲172.2%25,9270.1%FinanceCRMSalesforce$1,147,850$1,147,850 ▲New Holding5,0000.1%TechnologySCHWCharles Schwab$1,138,378$1,138,378 ▲New Holding11,6470.1%FinanceCCitigroup$1,130,360$38,943,038 ▼-97.2%8,7300.1%FinanceTMUST-Mobile US$1,076,491$1,076,491 ▲New Holding6,6010.1%Communication ServicesCMGChipotle Mexican Grill$1,073,009$1,073,009 ▲New Holding33,5840.1%Consumer DiscretionaryTJXTJX Companies$847,446$847,446 ▲New Holding6,4050.1%Consumer DiscretionaryDELLDell Technologies$809,615$809,615 ▲New Holding1,5050.1%TechnologySNPSSynopsys$448,858$448,858 ▲New Holding1,0320.0%TechnologyAXPAmerican Express$390,769$9,353,824 ▼-96.0%1,2850.0%FinanceCATCaterpillar$0$1,650,595 ▼-100.0%00.0%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$0$1,583,680 ▼-100.0%00.0%ETFDEDeere & Company$0$874,741 ▼-100.0%00.0%IndustrialsXOMExxonMobil$0$820,047 ▼-100.0%00.0%EnergyAMGNAmgen$0$814,770 ▼-100.0%00.0%HealthcareLMTLockheed Martin$0$738,717 ▼-100.0%00.0%IndustrialsJPMJPMorgan Chase & Co.$0$735,511 ▼-100.0%00.0%FinanceGILDGilead Sciences$0$724,181 ▼-100.0%00.0%HealthcareCSCOCisco Systems$0$713,687 ▼-100.0%00.0%TechnologyETREntergy$0$668,255 ▼-100.0%00.0%UtilitiesPGProcter & Gamble$0$631,872 ▼-100.0%00.0%Consumer StaplesPEPPepsiCo$0$600,228 ▼-100.0%00.0%Consumer StaplesRTXRTX$0$597,839 ▼-100.0%00.0%IndustrialsCLColgate-Palmolive$0$550,080 ▼-100.0%00.0%Consumer StaplesKEYKeyCorp$0$523,950 ▼-100.0%00.0%FinanceEIXEdison International$0$503,133 ▼-100.0%00.0%UtilitiesPSXPhillips 66$0$501,233 ▼-100.0%00.0%EnergyNEENextEra Energy$0$473,256 ▼-100.0%00.0%UtilitiesSOSouthern$0$450,698 ▼-100.0%00.0%UtilitiesJNJJohnson & Johnson$0$431,749 ▼-100.0%00.0%HealthcareUSBU.S. Bancorp$0$424,068 ▼-100.0%00.0%FinanceTGTTarget$0$413,119 ▼-100.0%00.0%Consumer StaplesEDConsolidated Edison$0$398,711 ▼-100.0%00.0%UtilitiesDUKDuke Energy$0$387,461 ▼-100.0%00.0%UtilitiesFEFirstEnergy$0$354,125 ▼-100.0%00.0%UtilitiesCVXChevron$0$326,050 ▼-100.0%00.0%EnergyMRKMerck & Co., Inc.$0$321,250 ▼-100.0%00.0%HealthcareKIMBERLY-CLARK CORP$0$303,953 ▼-100.0%00.0%COMPRUPrudential Financial$0$297,347 ▼-100.0%00.0%FinanceCMECME Group$0$296,796 ▼-100.0%00.0%FinancePMPhilip Morris International$0$292,893 ▼-100.0%00.0%Consumer StaplesVZVerizon Communications$0$274,956 ▼-100.0%00.0%Communication ServicesBMYBristol Myers Squibb$0$262,574 ▼-100.0%00.0%HealthcareKHCKraft Heinz$0$213,242 ▼-100.0%00.0%Consumer StaplesCAGConagra Brands$0$136,283 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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