Waycross Partners, LLC has filed its latest Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing details a portfolio consisting of 59 distinct positions, managed by Chief Compliance Officer Christopher Herb.
The largest holding in the portfolio is NVIDIA Corporation, which accounts for 485,425 shares. This is followed by Microsoft Corporation, with 180,998 shares, and Alphabet Inc. Class A, with 65,870 shares. The top five positions also include Broadcom Inc. with 152,644 shares and Meta Platforms Inc. Class A with 65,870 shares.
The filing lists a total of 59 companies held by the firm. Other notable positions include Boeing Co. with 206,403 shares, Marsh & McLennan Cos. with 187,395 shares, and Applied Materials Inc. with 3,011 shares. The filing indicates that Waycross Partners holds sole voting and dispositive power over all securities listed.
