Evid Invest
Holders — by stockHoldings — by fund

Waycross Investment Management Co

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001922448

$131.3M

disclosed book value

59

positions

7.9%

largest position share

Positions, as of 2026-06-30

top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IBTKISHARES TR531,033$10.4M7.9%
2IBTJISHARES TR443,173$9.6M7.3%
3GRIDFIRST TR EXCHANGE-TRADED FD39,455$7.6M5.8%
4DUHPDIMENSIONAL ETF TRUST174,485$7.3M5.5%
5XLUSELECT SECTOR SPDR TR148,143$6.7M5.1%
6RSPINVESCO EXCHANGE TRADED FD T30,858$6.6M5%
7SPYSTATE STR SPDR S&P 500 ETF T8,247$6.2M4.7%
8BSCUINVESCO EXCH TRD SLF IDX FD369,413$6.1M4.7%
9BSCVINVESCO EXCH TRD SLF IDX FD372,853$6.1M4.7%
10JBLJABIL INC12,027$4.6M3.5%
11VBVANGUARD INDEX FDS14,949$4.5M3.5%
12FLRTPACER FDS TR89,818$4.2M3.2%
13GOOGALPHABET INC11,078$3.9M3%
14MSFTMICROSOFT CORP9,393$3.5M2.7%
15STLDSTEEL DYNAMICS INC13,016$3.0M2.3%
16COWZPACER FDS TR46,440$2.9M2.2%
17DEDEERE & CO3,746$2.4M1.8%
18CSCOCISCO SYS INC18,557$2.2M1.7%
19IEFAISHARES TR21,467$2.1M1.6%
20RTXRTX CORPORATION10,202$1.9M1.5%
21BILSPDR SERIES TRUST18,977$1.7M1.3%
22BUGGLOBAL X FDS41,820$1.6M1.2%
23EMXCISHARES INC15,154$1.6M1.2%
24AAPLAPPLE INC5,328$1.5M1.2%
25WMTWALMART INC12,721$1.4M1.1%
26TMUST-MOBILE US INC8,120$1.4M1%
27BRK/BBERKSHIRE HATHAWAY INC DEL2,652$1.3M1%
28VTIVANGUARD INDEX FDS3,149$1.2M0.9%
29SCHBSCHWAB STRATEGIC TR39,717$1.2M0.9%
30SCHRSCHWAB STRATEGIC TR45,646$1.1M0.9%
31MDTMEDTRONIC PLC14,179$1.1M0.8%
32CMECME GROUP INC4,684$1.0M0.8%
33INTUINTUIT3,885$1.0M0.8%
34DHRDANAHER CORP DEL4,998$952,0190.7%
35COSTCOSTCO WHOLESALE CORPORATION967$904,9770.7%
36SGOVISHARES TR8,248$830,3260.6%
37WUWESTERN UN CO106,652$821,2210.6%
38JJACOBS SOLUTIONS INC6,488$817,4880.6%
39CPCANADIAN PACIFIC KANSAS CITY8,268$716,4220.5%
40VXUSVANGUARD STAR FDS8,144$696,2310.5%
41AMZNAMAZON COM INC2,658$633,5080.5%
42BNYBANK OF NY MELLON CORP4,000$578,4400.4%
43XYLXYLEM INC4,553$538,2140.4%
44GDXVANECK ETF TRUST7,047$531,6960.4%
45AVGOBROADCOM INC1,160$438,1900.3%
46VUGVANGUARD INDEX FDS4,536$390,7310.3%
47VTVVANGUARD INDEX FDS1,648$359,1490.3%
48NEARISHARES U S ETF TR6,794$344,1840.3%
49VOVANGUARD INDEX FDS4,248$342,2650.3%
50VOOVANGUARD INDEX FDS476$326,9220.2%
51CATCATERPILLAR INC250$266,2250.2%
52JNJJOHNSON & JOHNSON1,032$262,0970.2%
53POWLPOWELL INDS INC904$258,7980.2%
54GLDSPDR GOLD TR693$255,2870.2%
55COPXGLOBAL X FDS3,298$253,8470.2%
56VGTVANGUARD WORLD FD2,117$252,9780.2%
57TSMTAIWAN SEMICONDUCTOR MANUFAC496$236,8750.2%
58QQQINEOS ETF TRUST3,779$214,6210.2%
59IVVISHARES TR283$211,9360.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.