Waycross Partners, LLC Portfolio Holdings
Waycross Partners, LLC
- $1.23 Billion
- Q4 2025
Waycross Partners, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.23 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $91.6M, Service Now, Inc. with a value of $80.9M, Microsoft Corp with a value of $79.8M, Alphabet Inc. with a value of $71.9M, and Apple Inc. with a value of $69.5M.
Examining the 13F form we can see an increase of $78.2M in the current position value, from $1.16B to 1.23B.
Waycross Partners, LLC is based out at Louisville, KY
Below you can find more details about Waycross Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.23 Billion
Technology: $474 Million
Financial Services: $171 Million
Industrials: $138 Million
Communication Services: $129 Million
Consumer Cyclical: $109 Million
Healthcare: $109 Million
Basic Materials: $56 Million
Consumer Defensive: $23.5 Million
Other: $24.1 Million