Waycross Partners, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $890 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $54.9M, Apple Inc. with a value of $54.2M, Nvidia Corp with a value of $52.8M, Meta Platforms, Inc. with a value of $48.4M, and Alphabet Inc. with a value of $39.1M.

Examining the 13F form we can see an increase of $119M in the current position value, from $772M to 890M.

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 $890 Million
Technology: $266 Million
Financial Services: $142 Million
Healthcare: $130 Million
Consumer Cyclical: $95 Million
Communication Services: $92.8 Million
Industrials: $82.3 Million
Consumer Defensive: $62.7 Million
Energy: $16.2 Million
Other: $3.67 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $890 Million
  • Prior Value $772 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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