Waycross-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "EOG",
  "HON",
  "MCD",
  "ISRG",
  "META",
  null,
  "MA",
  "MSFT",
  "ORLY",
  "DG",
  "DASH",
  "PYPL",
  "PEP",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "NOW",
  "RTX",
  "TGT",
  "TJX",
  null,
  "ADSK",
  "AMD",
  "IDXX",
  "AMZN",
  "V",
  "WMT",
  "WFC",
  "CRM",
  "SYY",
  "BAC",
  "BDX",
  "BA",
  "BMY",
  "CCL",
  "CMG",
  "C",
  "CL",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "DXCM",
  "ADI",
  "NKE",
  "DIS",
  "XOM",
  "JNJ",
  "LLY",
  "PM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 63
Total Value: 892053603
Accession Number: 0001844873-25-000003
Form Type: 13F-HR
CIK: waycross-partners
Manager Name: Waycross-Partners

Data Enrichment

97% identified

61 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

63 positions • $892.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Merck & Co., Inc.

MRK|58933Y105

Shares:27.5K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$892.1M)

CARMAX INC

KMX|143130102

Shares:30.0K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$892.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:50.0K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$892.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:20.0K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$892.1M)

CARNIVAL CORP

CCL|143658300

Shares:100.0K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$892.1M)

DoorDash, Inc.

DASH|25809K105

Shares:10.0K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$892.1M)

DEXCOM INC

DXCM|252131107

Shares:20.0K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$892.1M)

CATERPILLAR INC

CAT|149123101

Shares:2.7K

Value:$890.5K

% of Portfolio:0.1% ($890.5K/$892.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.3K

Value:$734.3K

% of Portfolio:0.1% ($734.3K/$892.1M)

AMGEN INC

AMGN|031162100

Shares:2.3K

Value:$701.0K

% of Portfolio:0.1% ($701.0K/$892.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.3K

Value:$666.3K

% of Portfolio:0.1% ($666.3K/$892.1M)

PEPSICO INC

PEP|713448108

Shares:4.4K

Value:$664.7K

% of Portfolio:0.1% ($664.7K/$892.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.4K

Value:$647.7K

% of Portfolio:0.1% ($647.7K/$892.1M)

DEERE & CO

DE|244199105

Shares:1.4K

Value:$647.2K

% of Portfolio:0.1% ($647.2K/$892.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.3K

Value:$568.9K

% of Portfolio:0.1% ($568.9K/$892.1M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:6.0K

Value:$562.2K

% of Portfolio:0.1% ($562.2K/$892.1M)

RTX Corp

RTX|75513E101

Shares:3.2K

Value:$417.4K

% of Portfolio:0.0% ($417.4K/$892.1M)

NIKE, Inc.

NKE|654106103

Shares:6.2K

Value:$393.6K

% of Portfolio:0.0% ($393.6K/$892.1M)

Walmart Inc.

WMT|931142103

Shares:4.0K

Value:$351.2K

% of Portfolio:0.0% ($351.2K/$892.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.7K

Value:$281.9K

% of Portfolio:0.0% ($281.9K/$892.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	27.5K	QoQ 0.00% (-0) YoY +41.02% (-8.0K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$892.1M)	QoQ -9.77% (-$267.3K) YoY -4.06% (-$104.6K)
CARMAX INC(KMXcusip143130102)	30.0K	QoQ 0.00% (-0) YoY +50.00% (+10.0K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$892.1M)	QoQ -4.69% (-$115.2K) YoY +34.17% (+$595.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	50.0K	QoQ 0.00% (-0) YoY +66.66% (+20.0K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$892.1M)	QoQ -5.05% (-$111.0K) YoY +83.41% (+$948.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	20.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$892.1M)	QoQ -14.94% (-$361.0K) YoY -43.07% (-$1.6M)
CARNIVAL CORP(CCLcusip143658300)	100.0K	QoQ 0.00% (-0) YoY -16.66% (-20.0K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$892.1M)	QoQ -21.62% (-$539.0K) YoY -0.39% (-$7.8K)
DoorDash, Inc.(DASHcusip25809K105)	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$892.1M)	QoQ +8.95% (+$150.2K) YoY +32.71% (+$450.5K)
DEXCOM INC(DXCMcusip252131107)	20.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$892.1M)	QoQ -12.18% (-$189.6K) YoY -50.76% (-$1.4M)
CATERPILLAR INC(CATcusip149123101)	2.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$890.5K	0.1% ($890.5K/$892.1M)	QoQ -9.08% (-$89.0K) YoY -9.99% (-$98.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$734.3K	0.1% ($734.3K/$892.1M)	QoQ +1.65% (+$11.9K) YoY +5.03% (+$35.2K)
AMGEN INC(AMGNcusip031162100)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$701.0K	0.1% ($701.0K/$892.1M)	QoQ +19.53% (+$114.5K) YoY +9.57% (+$61.3K)
DANAHER CORP /DE/(DHRcusip235851102)	3.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$666.3K	0.1% ($666.3K/$892.1M)	QoQ -10.69% (-$79.8K) YoY -17.90% (-$145.3K)
PEPSICO INC(PEPcusip713448108)	4.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$664.7K	0.1% ($664.7K/$892.1M)	QoQ -1.39% (-$9.4K) YoY -14.32% (-$111.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$647.7K	0.1% ($647.7K/$892.1M)	QoQ -8.07% (-$56.9K) YoY -1.79% (-$11.8K)
DEERE & CO(DEcusip244199105)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$647.2K	0.1% ($647.2K/$892.1M)	QoQ +10.77% (+$63.0K) YoY +14.26% (+$80.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$568.9K	0.1% ($568.9K/$892.1M)	QoQ +17.27% (+$83.8K) YoY +16.70% (+$81.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$562.2K	0.1% ($562.2K/$892.1M)	QoQ +3.06% (+$16.7K) YoY +4.05% (+$21.9K)
RTX Corp(RTXcusip75513E101)	3.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$417.4K	0.0% ($417.4K/$892.1M)	QoQ +14.46% (+$52.7K) YoY +35.81% (+$110.1K)
NIKE, Inc.(NKEcusip654106103)	6.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$393.6K	0.0% ($393.6K/$892.1M)	QoQ -16.10% (-$75.6K) YoY -32.45% (-$189.1K)
Walmart Inc.(WMTcusip931142103)	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$351.2K	0.0% ($351.2K/$892.1M)	QoQ -2.83% (-$10.2K) YoY NEW(+$351.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$281.9K	0.0% ($281.9K/$892.1M)	QoQ +14.67% (+$36.1K) YoY +4.83% (+$13.0K)