Waycross Partners, LLC Top Holdings and 13F Report (2025) About Waycross Partners, LLCInvestment ActivityWaycross Partners, LLC has $772.07 million in total holdings as of December 31, 2024.Waycross Partners, LLC owns shares of 63 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.88% of the portfolio was purchased this quarter.About 6.31% of the portfolio was sold this quarter.This quarter, Waycross Partners, LLC has purchased 65 new stocks and bought additional shares in 25 stocks.Waycross Partners, LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $57,563,946Apple $51,068,401Microsoft $50,550,917Meta Platforms $40,367,987Alphabet $38,735,891 Largest New Holdings this Quarter IDEXX Laboratories $13,411,167 Holding Largest Purchases this Quarter Boeing 113,623 shares (about $20.11M)McDonald's 46,867 shares (about $13.59M)IDEXX Laboratories 32,438 shares (about $13.41M)PayPal 41,619 shares (about $3.55M)Becton, Dickinson and Company 11,633 shares (about $2.64M) Largest Sales this Quarter Visa 44,134 shares (about $13.95M)Intuitive Surgical 11,389 shares (about $5.94M)Emerson Electric 23,127 shares (about $2.87M)Marvell Technology 25,717 shares (about $2.84M)Apple 3,174 shares (about $794.83K) 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$57,563,946$618,137 ▲1.1%428,6547.5%Computer and TechnologyAAPLApple$51,068,401$794,833 ▼-1.5%203,9316.6%Computer and TechnologyMSFTMicrosoft$50,550,917$921,821 ▲1.9%119,9316.5%Computer and TechnologyMETAMeta Platforms$40,367,987$1,306,858 ▲3.3%68,9455.2%Computer and TechnologyGOOGLAlphabet$38,735,891$1,354,252 ▲3.6%204,6275.0%Computer and TechnologyAMZNAmazon.com$37,834,464$1,098,705 ▲3.0%172,4534.9%Retail/WholesaleGSThe Goldman Sachs Group$28,940,787$968,300 ▲3.5%50,5413.7%FinanceABBVAbbVie$23,990,211$714,176 ▲3.1%135,0043.1%MedicalMAMastercard$23,821,500$872,000 ▲3.8%45,2393.1%Business ServicesWFCWells Fargo & Company$23,011,888$851,871 ▲3.8%327,6183.0%FinanceBABoeing$22,349,613$20,111,271 ▲898.5%126,2692.9%AerospaceHONHoneywell International$22,254,457$637,010 ▲2.9%98,5192.9%Multi-Sector ConglomeratesISRGIntuitive Surgical$21,370,608$5,944,602 ▼-21.8%40,9432.8%MedicalMRVLMarvell Technology$20,887,641$2,840,443 ▼-12.0%189,1142.7%Computer and TechnologyADIAnalog Devices$20,664,072$757,845 ▲3.8%97,2612.7%Computer and TechnologyBDXBecton, Dickinson and Company$20,099,321$2,639,179 ▲15.1%88,5942.6%MedicalCSXCSX$19,990,329$1,310,517 ▲7.0%619,4712.6%TransportationTGTTarget$18,635,644$441,768 ▲2.4%137,8582.4%Retail/WholesaleEMREmerson Electric$18,204,326$2,866,129 ▼-13.6%146,8922.4%Industrial ProductsSYYSysco$17,763,570$512,970 ▲3.0%232,3252.3%Consumer StaplesLOWLowe's Companies$16,787,830$487,183 ▲3.0%68,0222.2%Retail/WholesaleSBUXStarbucks$16,570,909$484,173 ▲3.0%181,5992.1%Retail/WholesaleCCitigroup$14,487,388$522,364 ▲3.7%205,8161.9%FinanceADBEAdobe$14,411,189$412,218 ▲2.9%32,4081.9%Computer and TechnologyMCDMcDonald's$14,333,611$13,586,275 ▲1,818.0%49,4451.9%Retail/WholesaleUNHUnitedHealth Group$14,059,873$332,856 ▲2.4%27,7941.8%MedicalIDXXIDEXX Laboratories$13,411,167$13,411,167 ▲New Holding32,4381.7%MedicalDGDollar General$12,652,387$298,655 ▲2.4%166,8741.6%Retail/WholesalePYPLPayPal$12,583,236$3,552,182 ▲39.3%147,4311.6%Computer and TechnologyEOGEOG Resources$12,070,698$350,824 ▲3.0%98,4721.6%Oils/EnergyDISWalt Disney$3,897,2500.0%35,0000.5%Consumer DiscretionaryTJXTJX Companies$3,624,3000.0%30,0000.5%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$3,595,9590.0%37,1100.5%FinanceLLYEli Lilly and Company$3,088,000$772,000 ▼-20.0%4,0000.4%MedicalCMGChipotle Mexican Grill$3,015,0000.0%50,0000.4%Retail/WholesaleVVisa$2,844,360$13,948,109 ▼-83.1%9,0000.4%Business ServicesCOSTCostco Wholesale$2,748,8100.0%3,0000.4%Retail/WholesaleMRKMerck & Co., Inc.$2,735,7000.0%27,5000.4%MedicalCCLCarnival Co. &$2,492,000$498,400 ▼-16.7%100,0000.3%Consumer DiscretionaryKMXCarMax$2,452,8000.0%30,0000.3%Retail/WholesaleAMDAdvanced Micro Devices$2,415,8000.0%20,0000.3%Computer and TechnologyORLYO'Reilly Automotive$2,371,6000.0%2,0000.3%Retail/WholesaleCORCencora$2,246,8000.0%10,0000.3%MedicalBACBank of America$2,197,5000.0%50,0000.3%FinanceDOORDASH INC$1,677,5000.0%10,0000.2%CL ADXCMDexCom$1,555,4000.0%20,0000.2%MedicalSLBSchlumberger$1,341,9000.0%35,0000.2%Oils/EnergyCATCaterpillar$979,4520.0%2,7000.1%Industrial ProductsDHRDanaher$746,0380.0%3,2500.1%MedicalPGProcter & Gamble$722,4040.0%4,3090.1%Consumer StaplesLMTLockheed Martin$704,6130.0%1,4500.1%AerospacePEPPepsiCo$674,0820.0%4,4330.1%Consumer StaplesAMGNAmgen$586,4400.0%2,2500.1%MedicalDEDeere & Company$584,2820.0%1,3790.1%Industrial ProductsCLColgate-Palmolive$545,4600.0%6,0000.1%Consumer StaplesABTAbbott Laboratories$485,1290.0%4,2890.1%MedicalNKENIKE$469,1540.0%6,2000.1%Consumer DiscretionaryRTXRTX$364,6340.0%3,1510.0%AerospaceWMTWalmart$361,4000.0%4,0000.0%Retail/WholesaleAVGOBroadcom$347,7600.0%1,5000.0%Computer and TechnologyBMYBristol-Myers Squibb$257,7440.0%4,5570.0%MedicalJNJJohnson & Johnson$245,8540.0%1,7000.0%MedicalXOMExxon Mobil$224,8210.0%2,0900.0%Oils/EnergyEWEdwards Lifesciences$0$12,377,216 ▼-100.0%00.0%MedicalCVSCVS Health$0$6,650,818 ▼-100.0%00.0%MedicalWDCWestern Digital$0$2,048,700 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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