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The Analysis of Waycross Investment Management Co's Holdings & P&L

Currently, Waycross Investment Management Co holds 44 types of securities in its portfolio with a total value $104.7M. In the most recent quarter, they have increased their positions in N/A (+24.8K shares, valued at $4.8M), GRID (+18.9K shares, valued at $3.1M), COWZ (+43.6K shares, valued at $2.7M); decreased their positions in DUHP (-11.1K shares, valued at $409.0K), BSCU (-13.1K shares, valued at $219.2K), BSCV (-12.7K shares, valued at $209.7K); initiated new positions in COWZ (+43.6K shares, valued at $2.7M), BUG (+35.1K shares, valued at $881.7K), INTU (+1.3K shares, valued at $540.5K).

1M P&L

+1.4M+1.41%

3M P&L

+231.0K+0.23%

HY P&L

+4.1M+4.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A69.8M

74.4%

2Electronic Components3.3M

3.5%

3Software - Infrastructure2.7M

2.9%

Top Industries by Stock Count

1N/A22 stocks

57.9%

2Discount Stores2 stocks

5.3%

3Internet Retail1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IBTK ISHARES TR521.1K shares2.66%2026-03-312026-04-13

IBTJ ISHARES TR435.9K shares2.60%2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST180.5K shares-5.81%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR141.6K shares7.33%2026-03-312026-04-13

BSCU INVESCO EXCH TRD SLF IDX FD368.2K shares-3.44%2026-03-312026-04-13

BSCV INVESCO EXCH TRD SLF IDX FD371.5K shares-3.32%2026-03-312026-04-13

GRID FIRST TR EXCHANGE-TRADED FD34.6K shares119.77%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.8K shares812.73%2026-03-312026-04-13

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FLRT PACER FDS TR90.0K shares-1.77%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T5.8K shares-1.38%2026-03-312026-04-13

JBL JABIL INC12.2K shares-1.32%2026-03-312026-04-13

ALPHABET INC ALPHABET INC11.0K shares-6.18%2026-03-312026-04-13

COWZ PACER FDS TR43.6K sharesnew addition2026-03-312026-04-13

MSFT MICROSOFT CORP7.3K shares-1.56%2026-03-312026-04-13

STLD STEEL DYNAMICS INC13.0K shares-2.44%2026-03-312026-04-13

RTX RTX CORPORATION11.4K shares-1.08%2026-03-312026-04-13

Sponsored

DE DEERE & CO3.7K shares-0.98%2026-03-312026-04-13

TMUS T-MOBILE US INC7.9K shares-0.60%2026-03-312026-04-13

WMT WALMART INC12.6K shares-0.94%2026-03-312026-04-13

CSCO CISCO SYS INC18.6K shares-0.76%2026-03-312026-04-13

BIL SPDR SERIES TRUST15.6K shares42.86%2026-03-312026-04-13

AAPL APPLE INC5.5K shares-1.74%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares0.00%2026-03-312026-04-13

SCHR SCHWAB STRATEGIC TR45.6K shares0.00%2026-03-312026-04-13

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SCHB SCHWAB STRATEGIC TR39.9K shares0.48%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION967 shares0.10%2026-03-312026-04-13

DHR DANAHER CORP DEL5.1K shares-1.03%2026-03-312026-04-13

SGOV ISHARES TR9.4K shares-2.31%2026-03-312026-04-13

WU WESTERN UN CO107.3K shares-0.12%2026-03-312026-04-13

BUG GLOBAL X FDS35.1K sharesnew addition2026-03-312026-04-13

J JACOBS SOLUTIONS INC6.3K shares-2.75%2026-03-312026-04-13

VTI VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-13

Sponsored

GDX VANECK ETF TRUST6.5K shares124.24%2026-03-312026-04-13

AMZN AMAZON COM INC2.7K shares0.00%2026-03-312026-04-13

XYL XYLEM INC4.6K shares-2.08%2026-03-312026-04-13

INTU INTUIT1.3K sharesnew addition2026-03-312026-04-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY6.8K shares-1.53%2026-03-312026-04-13

VXUS VANGUARD STAR FDS5.8K shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC1.2K shares0.00%2026-03-312026-04-13

NEAR ISHARES U S ETF TR6.8K shares0.00%2026-03-312026-04-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS476 shares-1.04%2026-03-312026-04-13

GLD SPDR GOLD TR611 shares-9.62%2026-03-312026-04-13

VO VANGUARD INDEX FDS771 shares0.00%2026-03-312026-04-13

VUG VANGUARD INDEX FDS483 shares0.00%2026-03-312026-04-13

IBTK

ISHARES TR

2.66%

Shares521.1K

Event2026-03-31

Filed2026-04-13

IBTJ

ISHARES TR

2.60%

Shares435.9K

Event2026-03-31

Filed2026-04-13

DUHP

DIMENSIONAL ETF TRUST

-5.81%

Shares180.5K

Event2026-03-31

Filed2026-04-13

XLU

SELECT SECTOR SPDR TR

7.33%

Shares141.6K

Event2026-03-31

Filed2026-04-13

BSCU

INVESCO EXCH TRD SLF IDX FD

-3.44%

Shares368.2K

Event2026-03-31

Filed2026-04-13

BSCV

INVESCO EXCH TRD SLF IDX FD

-3.32%

Shares371.5K

Event2026-03-31

Filed2026-04-13

GRID

FIRST TR EXCHANGE-TRADED FD

119.77%

Shares34.6K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

812.73%

Shares27.8K

Event2026-03-31

Filed2026-04-13

FLRT

PACER FDS TR

-1.77%

Shares90.0K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-1.38%

Shares5.8K

Event2026-03-31

Filed2026-04-13

JBL

JABIL INC

-1.32%

Shares12.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-6.18%

Shares11.0K

Event2026-03-31

Filed2026-04-13

COWZ

PACER FDS TR

New

Shares43.6K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-1.56%

Shares7.3K

Event2026-03-31

Filed2026-04-13

STLD

STEEL DYNAMICS INC

-2.44%

Shares13.0K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

-1.08%

Shares11.4K

Event2026-03-31

Filed2026-04-13

DEERE & CO

-0.98%

Shares3.7K

Event2026-03-31

Filed2026-04-13

TMUS

T-MOBILE US INC

-0.60%

Shares7.9K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-0.94%

Shares12.6K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

-0.76%

Shares18.6K

Event2026-03-31

Filed2026-04-13

BIL

SPDR SERIES TRUST

42.86%

Shares15.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-1.74%

Shares5.5K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-13

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares45.6K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

0.48%

Shares39.9K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

0.10%

Shares967

Event2026-03-31

Filed2026-04-13

DHR

DANAHER CORP DEL

-1.03%

Shares5.1K

Event2026-03-31

Filed2026-04-13

SGOV

ISHARES TR

-2.31%

Shares9.4K

Event2026-03-31

Filed2026-04-13

WESTERN UN CO

-0.12%

Shares107.3K

Event2026-03-31

Filed2026-04-13

BUG

GLOBAL X FDS

New

Shares35.1K

Event2026-03-31

Filed2026-04-13

JACOBS SOLUTIONS INC

-2.75%

Shares6.3K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-13

GDX

VANECK ETF TRUST

124.24%

Shares6.5K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-13

XYL

XYLEM INC

-2.08%

Shares4.6K

Event2026-03-31

Filed2026-04-13

INTU

INTUIT

New

Shares1.3K

Event2026-03-31

Filed2026-04-13

CANADIAN PACIFIC KANSAS CITY

-1.53%

Shares6.8K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-13

NEAR

ISHARES U S ETF TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-1.04%

Shares476

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-9.62%

Shares611

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.00%

Shares771

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

0.00%

Shares483

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available