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CIK: 0001922448
Total reported value
$131.3M
$131.3M
38 檔
30.7%
During the Q1 2025 filing period, Waycross Investment Management Co (CIK: 0001922448) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $131.3M across 38 reported positions.
During Q1 2025, Waycross Investment Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 12.03% | -1.91% | -0.76% | |
| 2 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 11.15% | -1.78% | -0.62% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.48% | -0.80% | -1.99% | |
| 4 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 7.43% | -1.20% | -1.02% | |
| 5 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 7.41% | -1.19% | -1.34% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.71% | +3.45% | NEW | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 4.51% | -1.09% | -0.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.75% | +1.06% | +2.40% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | +0.08% | +4.42% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.57% | +1.58% | NEW | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.48% | -0.54% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.32% | -0.16% | — | |
| 13 | DE | Deere & Co | Stock-Industrials | 2.06% | -0.21% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | -0.04% | -2.59% | |
| 15 | JBL | Jabil Inc | Stock-Tech | 1.97% | +0.43% | -0.53% | |
| 16 | STLD | Steel Dynamics Inc | Stock-Materials | 1.96% | +0.03% | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.86% | -0.28% | +31.02% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.78% | -0.63% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.20% | +0.87% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.39% | +0.73% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.31% | -0.20% | -0.09% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.28% | -0.23% | — | |
| 23 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.27% | — | — | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.27% | +0.28% | -1.21% | |
| 25 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.26% | — | — | |
| 26 | BCC | Boise Cascade Co | Stock-Materials | 1.23% | — | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.23% | +0.82% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.01% | -0.04% | -4.30% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.98% | — | -1.81% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.97% | -0.10% | +39.47% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.97% | -0.08% | — | |
| 32 | J | Jacobs Solutions Inc | Stock-Industrials | 0.91% | -0.14% | -0.24% | |
| 33 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.68% | — | +13.40% | |
| 34 | XYL | Xylem Inc | Stock-Industrials | 0.66% | -0.11% | — | |
| 35 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.58% | +0.04% | -8.68% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.05% | +9.59% | |
| 37 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.39% | -0.07% | -6.87% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | — |
According to official SEC Form 13F filings, Waycross Investment Management Co reported a total U.S. public equity portfolio value of $131.3M across 38 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IBTK, IBTJ, DUHP) accounted for 30.7% of total reported equity market value during Q1 2025.
During Q1 2025, Waycross Investment Management Co's top holdings by market value included IBTK (12.0%)、IBTJ (11.2%)、DUHP (7.5%). The largest single position, IBTK, represented 12.0% of total portfolio value.
In Q1 2025, Waycross Investment Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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