Waycross Partners, LLC Portfolio Holdings
Waycross Partners, LLC
- $1.06 Billion
- Q2 2025
Waycross Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $79.6M, Microsoft Corp with a value of $75.1M, Meta Platforms, Inc. with a value of $64M, Apple Inc. with a value of $50.6M, and Alphabet Inc. with a value of $47M.
Examining the 13F form we can see an increase of $169M in the current position value, from $890M to 1.06B.
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
$1.06 Billion
Technology: $366 Million
Financial Services: $172 Million
Communication Services: $118 Million
Industrials: $117 Million
Healthcare: $113 Million
Consumer Cyclical: $85.1 Million
Consumer Defensive: $49.7 Million
Utilities: $17.6 Million
Other: $20.4 Million