Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Waycross Investment Management Co (CIK 1922448) reported $104.7M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBTK ($10.3M, 9.81%), IBTJ ($9.5M, 9.09%), DUHP ($6.6M, 6.34%), XLU ($6.5M, 6.20%), BSCU ($6.2M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBTK | ISHARES TR | $10.3M | 9.81% | 521,100 | Added |
| 2 | IBTJ | ISHARES TR | $9.5M | 9.09% | 435,914 | Added |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $6.6M | 6.34% | 180,480 | Trimmed |
| 4 | XLU | SELECT SECTOR SPDR TR | $6.5M | 6.20% | 141,582 | Added |
| 5 | BSCU | INVESCO EXCH TRD SLF IDX FD | $6.2M | 5.88% | 368,183 | Trimmed |
| 6 | BSCV | INVESCO EXCH TRD SLF IDX FD | $6.1M | 5.84% | 371,492 | Trimmed |
| 7 | GRID | FIRST TR EXCHANGE-TRADED FD | $5.7M | 5.41% | 34,633 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $5.3M | 5.10% | 27,811 | Added |
| 9 | FLRT | PACER FDS TR | $4.2M | 3.98% | 89,983 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 3.63% | 5,841 | Trimmed |
| 11 | JBL | JABIL INC | $3.3M | 3.10% | 12,238 | Trimmed |
| 12 | GOOG | ALPHABET INC | $3.2M | 3.02% | 11,013 | Trimmed |
| 13 | COWZ | PACER FDS TR | $2.7M | 2.60% | 43,573 | New |
| 14 | MSFT | MICROSOFT CORP | $2.7M | 2.59% | 7,339 | Trimmed |
| 15 | STLD | STEEL DYNAMICS INC | $2.3M | 2.24% | 13,016 | Trimmed |
| 16 | RTX | RTX CORPORATION | $2.2M | 2.10% | 11,406 | Trimmed |
| 17 | DE | DEERE & CO | $2.1M | 2.02% | 3,746 | Trimmed |
| 18 | TMUS | T-MOBILE US INC | $1.7M | 1.58% | 7,892 | Trimmed |
| 19 | WMT | WALMART INC | $1.6M | 1.49% | 12,587 | Trimmed |
| 20 | CSCO | CISCO SYS INC | $1.4M | 1.37% | 18,557 | Trimmed |
| 21 | BIL | SPDR SERIES TRUST | $1.4M | 1.36% | 15,552 | Added |
| 22 | AAPL | APPLE INC | $1.4M | 1.33% | 5,489 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 1.21% | 2,652 | Hold |
| 24 | SCHR | SCHWAB STRATEGIC TR | $1.1M | 1.09% | 45,646 | Hold |
| 25 | SCHB | SCHWAB STRATEGIC TR | $1.0M | 0.96% | 39,857 | Added |
Source: SEC Form 13F filings · as of 2026-03-31