Waycross Partners, LLC Top Holdings and 13F Report (2024) About Waycross Partners, LLCInvestment ActivityWaycross Partners, LLC has $723.40 million in total holdings as of September 30, 2024.Waycross Partners, LLC owns shares of 65 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 15.01% of the portfolio was purchased this quarter.About 7.76% of the portfolio was sold this quarter.This quarter, Waycross Partners, LLC has purchased 71 new stocks and bought additional shares in 28 stocks.Waycross Partners, LLC sold shares of 3 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $51,496,753Microsoft $50,665,243Apple $48,255,465Meta Platforms $38,189,190Alphabet $32,750,897 Largest New Holdings this Quarter Becton, Dickinson and Company $18,555,297 HoldingAdobe $16,300,232 HoldingBristol-Myers Squibb $235,779 Holding Largest Purchases this Quarter Becton, Dickinson and Company 76,961 shares (about $18.56M)Adobe 31,481 shares (about $16.30M)Dollar General 150,935 shares (about $12.76M)CSX 268,908 shares (about $9.29M)Honeywell International 25,593 shares (about $5.29M) Largest Sales this Quarter CVS Health 101,769 shares (about $6.40M)Intuitive Surgical 378 shares (about $185.70K)Starbucks 321 shares (about $31.29K) 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$51,496,753$4,897,189 ▲10.5%424,0517.1%Computer and TechnologyMSFTMicrosoft$50,665,243$4,607,222 ▲10.0%117,7447.0%Computer and TechnologyAAPLApple$48,255,465$4,394,147 ▲10.0%207,1056.7%Computer and TechnologyMETAMeta Platforms$38,189,190$1,515,249 ▲4.1%66,7135.3%Computer and TechnologyGOOGLAlphabet$32,750,897$1,777,414 ▲5.7%197,4734.5%Computer and TechnologyAMZNAmazon.com$31,200,027$2,570,795 ▲9.0%167,4454.3%Retail/WholesaleABBVAbbVie$25,866,918$536,751 ▲2.1%130,9853.6%MedicalISRGIntuitive Surgical$25,709,142$185,700 ▼-0.7%52,3323.6%MedicalGSThe Goldman Sachs Group$24,186,124$1,909,639 ▲8.6%48,8503.3%FinanceADIAnalog Devices$21,565,548$1,639,731 ▲8.2%93,6943.0%Computer and TechnologyMAMastercard$21,521,285$2,253,703 ▲11.7%43,5833.0%Business ServicesTGTTarget$20,977,197$1,894,478 ▲9.9%134,5902.9%Retail/WholesaleCSXCSX$19,988,036$9,285,393 ▲86.8%578,8602.8%TransportationHONHoneywell International$19,781,940$5,290,329 ▲36.5%95,6992.7%Multi-Sector ConglomeratesEMREmerson Electric$18,594,978$2,071,030 ▲12.5%170,0192.6%Industrial ProductsBDXBecton, Dickinson and Company$18,555,297$18,555,297 ▲New Holding76,9612.6%MedicalLOWLowe's Companies$17,889,101$1,978,830 ▲12.4%66,0482.5%Retail/WholesaleWFCWells Fargo & Company$17,822,030$1,889,647 ▲11.9%315,4902.5%FinanceSYYSysco$17,611,585$1,090,732 ▲6.6%225,6162.4%Consumer StaplesSBUXStarbucks$17,186,805$31,294 ▼-0.2%176,2932.4%Retail/WholesaleADBEAdobe$16,300,232$16,300,232 ▲New Holding31,4812.3%Computer and TechnologyUNHUnitedHealth Group$15,865,876$2,016,561 ▲14.6%27,1362.2%MedicalMRVLMarvell Technology$15,493,612$1,728,212 ▲12.6%214,8312.1%Computer and TechnologyVVisa$14,609,193$1,354,404 ▲10.2%53,1342.0%Business ServicesDGDollar General$13,779,413$12,764,573 ▲1,257.8%162,9351.9%Retail/WholesaleCCitigroup$12,419,527$1,281,046 ▲11.5%198,3951.7%FinanceEWEdwards Lifesciences$12,377,216$1,372,328 ▲12.5%187,5621.7%MedicalEOGEOG Resources$11,753,337$1,308,590 ▲12.5%95,6101.6%Oils/EnergyPYPLPayPal$8,256,510$741,441 ▲9.9%105,8121.1%Computer and TechnologyCVSCVS Health$6,650,818$6,399,235 ▼-49.0%105,7700.9%Retail/WholesaleLLYEli Lilly and Company$4,429,7000.0%5,0000.6%MedicalAGGiShares Core U.S. Aggregate Bond ETF$3,758,1300.0%37,1100.5%FinanceTJXTJX Companies$3,526,2000.0%30,0000.5%Retail/WholesaleDISWalt Disney$3,366,6500.0%35,0000.5%Consumer DiscretionaryAMDAdvanced Micro Devices$3,281,6000.0%20,0000.5%Computer and TechnologyMRKMerck & Co., Inc.$3,122,900$340,680 ▲12.2%27,5000.4%MedicalCMGChipotle Mexican Grill$2,881,0000.0%50,0000.4%Retail/WholesaleCOSTCostco Wholesale$2,659,5600.0%3,0000.4%Retail/WholesaleKMXCarMax$2,321,400$773,800 ▲50.0%30,0000.3%Retail/WholesaleORLYO'Reilly Automotive$2,303,2000.0%2,0000.3%Retail/WholesaleCORCencora$2,250,8000.0%10,0000.3%MedicalCCLCarnival Co. &$2,217,6000.0%120,0000.3%Consumer DiscretionaryWDCWestern Digital$2,048,7000.0%30,0000.3%Computer and TechnologyBACBank of America$1,984,0000.0%50,0000.3%FinanceBABoeing$1,922,6980.0%12,6460.3%AerospaceSLBSchlumberger$1,468,2500.0%35,0000.2%Oils/EnergyDOORDASH INC$1,427,3000.0%10,0000.2%CL ADXCMDexCom$1,340,8000.0%20,0000.2%MedicalCATCaterpillar$1,056,0240.0%2,7000.1%Industrial ProductsDHRDanaher$903,5650.0%3,2500.1%Multi-Sector ConglomeratesLMTLockheed Martin$847,6120.0%1,4500.1%AerospaceMCDMcDonald's$785,0270.0%2,5780.1%Retail/WholesalePEPPepsiCo$753,8320.0%4,4330.1%Consumer StaplesPGProcter & Gamble$746,3190.0%4,3090.1%Consumer StaplesAMGNAmgen$724,9730.0%2,2500.1%MedicalCLColgate-Palmolive$622,8600.0%6,0000.1%Consumer StaplesDEDeere & Company$575,4980.0%1,3790.1%Industrial ProductsNKENIKE$548,0800.0%6,2000.1%Consumer DiscretionaryABTAbbott Laboratories$488,9890.0%4,2890.1%MedicalRTXRTX$381,7750.0%3,1510.1%AerospaceWMTWalmart$323,0000.0%4,0000.0%Retail/WholesaleJNJJohnson & Johnson$275,5020.0%1,7000.0%MedicalAVGOBroadcom$258,750$232,875 ▲900.0%1,5000.0%Computer and TechnologyXOMExxon Mobil$244,9900.0%2,0900.0%Oils/EnergyBMYBristol-Myers Squibb$235,779$235,779 ▲New Holding4,5570.0%MedicalTMOThermo Fisher Scientific$0$13,832,742 ▼-100.0%00.0%MedicalDLTRDollar Tree$0$12,443,403 ▼-100.0%00.0%Retail/WholesaleNSCNorfolk Southern$0$12,002,030 ▼-100.0%00.0%TransportationSYKStryker$0$2,381,750 ▼-100.0%00.0%MedicalALGNAlign Technology$0$1,931,440 ▼-100.0%00.0%MedicalHSICHenry Schein$0$1,923,000 ▼-100.0%00.0%MedicalSCHWCharles Schwab$0$1,842,250 ▼-100.0%00.0%FinanceLVSLas Vegas Sands$0$1,770,000 ▼-100.0%00.0%Consumer DiscretionaryMTDMettler-Toledo International$0$1,397,590 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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