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CIK: 0001844873
Total reported value
$1.2B
$1.2B
63 檔
21.2%
At the close of Q1 2025, Waycross Partners, LLC disclosed equity holdings valued at approximately $1.2B, spread across 63 reported holdings.
In Q1 2025, Waycross Partners, LLC displayed an active expansion posture, initiating 16 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 21.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.15% | -0.55% | +21.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.08% | +0.18% | +19.73% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.92% | -0.06% | +13.68% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.43% | -0.48% | +21.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.38% | +0.84% | +23.59% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.32% | +0.53% | +17.33% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.79% | -0.21% | +22.56% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 3.69% | +0.15% | +16.50% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 3.66% | — | +38.73% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.47% | -0.24% | +24.69% | |
| 11 | BA | Boeing Co/the | Stock-Industrials | 3.46% | -0.06% | +43.44% | |
| 12 | C | Citigroup Inc | Stock-Financials | 3.06% | +0.38% | +86.80% | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 2.95% | -3.24% | EXIT | |
| 14 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.82% | -0.23% | +24.18% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.79% | -0.14% | +22.66% | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 2.74% | — | +24.72% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.70% | -0.49% | +51.80% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 2.57% | — | — | |
| 19 | CSX | Csx CORP | Stock-Industrials | 2.52% | — | +23.12% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 2.47% | — | +26.27% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 2.47% | +0.37% | +8664.00% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.09% | -0.38% | +20.94% | |
| 23 | DG | Dollar General CORP | Stock-Consumer Staples | 2.00% | — | +21.59% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.98% | — | +21.59% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 1.96% | — | +21.57% | |
| 26 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.93% | — | +26.25% | |
| 27 | EOG | Eog Resources Inc | Stock-Energy | 1.79% | — | +26.45% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.76% | — | +26.31% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 1.59% | -0.84% | EXIT | |
| 30 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.32% | — | +22.40% | |
| 31 | COR | Cencora Inc | Stock-Healthcare | 0.47% | — | +50.00% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | -0.02% | — | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | — | — | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | — | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | — | — | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.32% | — | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | — | — | |
| 39 | ADSK | Autodesk Inc | Stock-Tech | 0.29% | — | — | |
| 40 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.28% | — | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | — | — | |
| 42 | KMX | Carmax Inc | Stock-Consumer Disc | 0.26% | — | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | — | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | +1.65% | — | |
| 45 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.22% | — | — | |
| 46 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.20% | — | — | |
| 47 | DXCM | Dexcom Inc | Stock-Healthcare | 0.15% | — | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.10% | +0.02% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | -3.00% | — | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.08% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.4% | +13.68% | Add |
| 2 | META | Meta Platforms Inc-class A | +2.1% | +21.83% | Add |
| 3 | ISRG | Intuitive Surgical Inc | +2% | +22.66% | Add |
| 4 | AVGO | Broadcom Inc | +1.8% | +8664.00% | Add |
| 5 | CRM | Salesforce Inc | +1.7% | — | Add |
| 6 | C | Citigroup Inc | +1.5% | +86.80% | Add |
| 7 | MCD | Mcdonald's CORP | +1.5% | +20.94% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +1.2% | +23.59% | Add |
| 9 | TGT | Target CORP | +1.1% | +21.57% | Add |
| 10 | UNH | Unitedhealth Group Inc | +1% | +21.59% | Add |
| 11 | AAPL | Apple Inc | +1% | +19.73% | Add |
| 12 | SYY | Sysco CORP | +0.9% | +26.27% | Add |
| 13 | MA | Mastercard Inc - A | +0.8% | +24.69% | Add |
| 14 | AMZN | Amazon.com Inc | +0.7% | +17.33% | Add |
| 15 | ADI | Analog Devices Inc | +0.4% | +24.72% | Add |
| 16 | ABBV | Abbvie Inc | +0.3% | +16.50% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +22.56% | Add |
| 18 | MSFT | Microsoft CORP | -0.2% | +21.86% | Add |
| 19 | TJX | Tjx Companies Inc | -0.2% | — | Add |
| 20 | ADBE | Adobe Inc | -1.3% | +26.31% | Add |
| 21 | CAT | Caterpillar Inc | -1.3% | — | Trim |
| 22 | DE | Deere & Co | -1.5% | — | Trim |
| 23 | BAC | Bank Of America CORP | -2.7% | — | Trim |
| 24 | PYPL | Paypal Holdings Inc | -3.1% | +22.40% | Add |
| 25 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 26 | BA | Boeing Co/the | — | NEW | New buy |
| 27 | HON | Honeywell International Inc | — | NEW | New buy |
| 28 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 29 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 30 | CSX | Csx CORP | — | NEW | New buy |
| 31 | DG | Dollar General CORP | — | NEW | New buy |
| 32 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 33 | EOG | Eog Resources Inc | — | NEW | New buy |
| 34 | NOW | Servicenow Inc | — | NEW | New buy |
| 35 | ELAN | Elanco Animal Health Inc | — | EXIT | Sold out |
| 36 | FDX | Fedex CORP | — | EXIT | Sold out |
| 37 | PNC | Pnc Financial Services Group | — | EXIT | Sold out |
| 38 | EW | Edwards Lifesciences CORP | — | EXIT | Sold out |
| 39 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 40 | XLNXEUR | Xilinx Inc | — | EXIT | Sold out |
| 41 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 42 | KMX | Carmax Inc | — | NEW | New buy |
| 43 | MDT | Medtronic plc | — | EXIT | Sold out |
| 44 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 45 | NSC | Norfolk Southern CORP | — | EXIT | Sold out |
| 46 | ULTA | Ulta Beauty Inc | — | EXIT | Sold out |
| 47 | CCL1EUR | Carnival CORP LTD | — | NEW | New buy |
| 48 | USB | US Bancorp | — | EXIT | Sold out |
| 49 | LUV | Southwest Airlines Co | — | EXIT | Sold out |
| 50 | DASH | Doordash Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, Waycross Partners, LLC reported a total U.S. public equity portfolio value of $1.2B across 63 disclosed positions in Q1 2025.
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Top New Position Initiated
WFC
市值: $32.6M
Top Position Liquidated / Trimmed
ELAN
前期市值: $4.8M
During Q1 2025, Waycross Partners, LLC's top holdings by market value included MSFT (6.2%)、AAPL (6.1%)、NVDA (5.9%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q1 2025, Waycross Partners, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 21 positions, trimming 3 holdings, and fully liquidating 10 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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