Waycross Partners, LLC Top Holdings and 13F Report (2026) About Waycross Partners, LLCInvestment ActivityWaycross Partners, LLC has $1.05 billion in total holdings as of March 31, 2026.Waycross Partners, LLC owns shares of 76 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 8.40% of the portfolio was purchased this quarter.About 16.46% of the portfolio was sold this quarter.This quarter, Waycross Partners, LLC has purchased 94 new stocks and bought additional shares in 20 stocks.Waycross Partners, LLC sold shares of 12 stocks and completely divested from 23 stocks this quarter.Largest Holdings NVIDIA $81,337,197Alphabet $72,194,526Microsoft $63,401,241Apple $62,292,253Amazon.com $57,511,047 Largest New Holdings this Quarter 025816109 - American Express $9,563,811 Holding609207105 - Mondelez International $95,682 Holding02209S103 - Altria Group $85,457 Holding92556V106 - Viatris $21,346 Holding68622V106 - Organon & Co. $3,295 Holding Largest Purchases this Quarter McDonald's 55,562 shares (about $17.27M)Procter & Gamble 119,076 shares (about $17.20M)Boston Scientific 242,646 shares (about $15.23M)American Express 31,618 shares (about $9.56M)Advanced Micro Devices 33,669 shares (about $6.85M) Largest Sales this Quarter Citigroup 61,688 shares (about $7.00M)NVIDIA 24,650 shares (about $4.30M)Apple 14,327 shares (about $3.64M)AbbVie 16,533 shares (about $3.60M)Danaher 15,000 shares (about $2.84M) 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$81,337,197$4,298,960 ▼-5.0%466,3837.8%Computer and TechnologyGOOGLAlphabet$72,194,526$2,635,487 ▼-3.5%251,0596.9%Computer and TechnologyMSFTMicrosoft$63,401,241$5,217,917 ▲9.0%171,2766.1%Computer and TechnologyAAPLApple$62,292,253$3,636,050 ▼-5.5%245,4486.0%Computer and TechnologyAMZNAmazon.com$57,511,047$1,830,901 ▲3.3%276,1375.5%Retail/WholesaleGSThe Goldman Sachs Group$47,491,342$2,460,985 ▼-4.9%56,1374.5%FinanceMETAMeta Platforms$45,240,607$2,689,583 ▼-5.6%79,0744.3%Computer and TechnologyAVGOBroadcom$37,503,017$1,121,974 ▲3.1%121,1693.6%Computer and TechnologyBABoeing$37,465,605$1,840,032 ▼-4.7%188,2413.6%AerospaceABBVAbbVie$36,090,943$3,595,762 ▼-9.1%165,9433.4%MedicalMAMastercard$35,810,634$853,419 ▲2.4%71,6703.4%Business ServicesCCitigroup$34,665,921$6,996,036 ▼-16.8%305,6693.3%Financial ServicesHONHoneywell International$33,926,650$1,050,587 ▲3.2%150,0983.2%Multi-Sector ConglomeratesLOWLowe's Companies$33,087,706$1,024,983 ▲3.2%140,0363.2%Retail/WholesalePGProcter & Gamble$31,890,042$17,199,338 ▲117.1%220,7843.0%Consumer StaplesSHWSherwin-Williams$30,365,384$940,173 ▲3.2%94,7292.9%Basic MaterialsMARSH & MCLENNAN COS INC$29,889,427$923,621 ▲3.2%172,3232.9%COMIRIngersoll Rand$29,266,555$904,875 ▲3.2%365,2842.8%IndustrialsDALDelta Air Lines$27,806,122$860,118 ▲3.2%418,2632.7%TransportationECLEcolab$27,104,779$839,027 ▲3.2%101,8902.6%Basic MaterialsISRGIntuitive Surgical$24,189,993$3,509,978 ▲17.0%52,4742.3%MedicalNXPINXP Semiconductors$23,687,575$733,107 ▲3.2%120,3272.3%Computer and TechnologyINTUIntuit$20,260,461$626,086 ▲3.2%46,8581.9%Computer and TechnologyCSLCarlisle Companies$18,751,447$580,832 ▲3.2%56,2061.8%Multi-Sector ConglomeratesMCDMcDonald's$18,512,826$17,268,112 ▲1,387.3%59,5671.8%Retail/WholesaleBDXBecton, Dickinson and Company$18,390,563$571,059 ▲3.2%116,9661.8%MedicalBSXBoston Scientific$16,794,792$15,226,041 ▲970.6%267,6461.6%MedicalAMDAdvanced Micro Devices$10,917,887$6,849,286 ▲168.3%53,6691.0%Computer and TechnologyAXPAmerican Express$9,563,811$9,563,811 ▲New Holding31,6180.9%FinanceNOWServiceNow$8,824,860$1,295,375 ▼-12.8%84,4080.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,588,320$2,095,590 ▼-56.9%16,0000.2%FinanceCATCaterpillar$1,239,805$425,076 ▼-25.5%1,7500.1%IndustrialsXOMExxonMobil$1,017,6200.0%5,9980.1%EnergyNKENIKE$908,5040.0%17,2000.1%Consumer DiscretionaryLMTLockheed Martin$876,3660.0%1,4500.1%AerospaceGILDGilead Sciences$798,8690.0%5,7320.1%MedicalAMGNAmgen$791,6630.0%2,2500.1%MedicalDEDeere & Company$776,7910.0%1,3790.1%IndustrialsPEPPepsiCo$688,4010.0%4,4330.1%Consumer StaplesJPMJPMorgan Chase & Co.$660,9780.0%2,2470.1%FinanceETREntergy$653,7100.0%5,8180.1%UtilitiesDHRDanaher$616,200$2,844,000 ▼-82.2%3,2500.1%MedicalRTXRTX$607,8280.0%3,1510.1%AerospaceAEPAmerican Electric Power$547,9140.0%4,1800.1%UtilitiesPSXPhillips 66$540,1640.0%2,9650.1%EnergyCLColgate-Palmolive$511,3800.0%6,0000.0%Consumer StaplesNEENextEra Energy$500,8090.0%5,3920.0%UtilitiesWALMART INC$497,1200.0%4,0000.0%COMEIXEdison International$494,5500.0%6,7580.0%UtilitiesCSCOCisco Systems$471,4370.0%6,0760.0%Computer and TechnologyKEYKeyCorp$455,7570.0%22,7310.0%FinanceSOSouthern$454,5130.0%4,7090.0%UtilitiesXELXcel Energy$440,8920.0%5,5500.0%UtilitiesTFCTruist Financial$437,8640.0%9,5250.0%FinanceJNJJohnson & Johnson$415,5480.0%1,7000.0%MedicalEDConsolidated Edison$407,9010.0%3,6040.0%UtilitiesCVXChevron$406,9720.0%1,9670.0%EnergyDUKDuke Energy$400,8070.0%3,0610.0%UtilitiesFITBFifth Third Bancorp$397,5120.0%8,5560.0%FinanceCMECME Group$396,9500.0%1,3440.0%FinanceTGTTarget$383,3560.0%3,1630.0%Retail/WholesaleFEFirstEnergy$377,3660.0%7,4490.0%UtilitiesUSBU.S. Bancorp$365,1620.0%7,0210.0%FinanceVZVerizon Communications$325,9990.0%6,4940.0%Computer and TechnologyMRKMerck & Co., Inc.$300,7250.0%2,5000.0%MedicalBMYBristol Myers Squibb$276,3820.0%4,5570.0%MedicalPRUPrudential Financial$269,1360.0%2,7550.0%FinancePMPhilip Morris International$267,6850.0%1,6190.0%Consumer StaplesKIMBERLY-CLARK CORP$267,1250.0%2,7690.0%COMABTAbbott Laboratories$255,5460.0%2,4890.0%MedicalKHCKraft Heinz$203,0400.0%9,0280.0%Consumer StaplesCAGConagra Brands$159,1650.0%10,1250.0%Consumer StaplesMDLZMondelez International$95,682$95,682 ▲New Holding1,6600.0%Consumer StaplesMOAltria Group$85,457$85,457 ▲New Holding1,2950.0%Consumer StaplesVTRSViatris$21,346$21,346 ▲New Holding1,5800.0%MedicalOGNOrganon & Co.$3,295$3,295 ▲New Holding5500.0%MedicalADIAnalog Devices$0$31,114,234 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$24,920,084 ▼-100.0%00.0%Computer and TechnologyEOGEOG Resources$0$14,385,950 ▼-100.0%00.0%EnergyPYPLPayPal$0$10,547,339 ▼-100.0%00.0%Business ServicesTJXTJX Companies$0$4,608,300 ▼-100.0%00.0%Retail/WholesaleLLYEli Lilly and Company$0$4,298,720 ▼-100.0%00.0%MedicalVVisa$0$4,208,520 ▼-100.0%00.0%Business ServicesBACBank of America$0$4,125,000 ▼-100.0%00.0%FinanceDGDollar General$0$3,983,100 ▼-100.0%00.0%Retail/WholesaleDISWalt Disney$0$3,981,950 ▼-100.0%00.0%Consumer DiscretionaryCVSCVS Health$0$3,571,200 ▼-100.0%00.0%MedicalCORCencora$0$3,377,500 ▼-100.0%00.0%MedicalCCLCarnival$0$3,054,000 ▼-100.0%00.0%Consumer DiscretionaryADSKAutodesk$0$2,960,100 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$2,859,850 ▼-100.0%00.0%Computer and TechnologyORLYO'Reilly Automotive$0$2,736,300 ▼-100.0%00.0%Retail/WholesaleCOSTCostco Wholesale$0$2,587,020 ▼-100.0%00.0%Retail/WholesaleDKNGDraftKings$0$2,584,500 ▼-100.0%00.0%Consumer DiscretionaryDOORDASH INC$0$2,264,800 ▼-100.0%00.0%CL ACMGChipotle Mexican Grill$0$1,850,000 ▼-100.0%00.0%Retail/WholesaleCSXCSX$0$1,812,500 ▼-100.0%00.0%TransportationDXCMDexCom$0$1,327,400 ▼-100.0%00.0%MedicalORCLOracle$0$331,347 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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