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 PARTNERS, LLC (CIK 1844873) reported $1.05B across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($81.3M, 7.77%), GOOGL ($72.2M, 6.90%), MSFT ($63.4M, 6.06%), AAPL ($62.3M, 5.95%), AMZN ($57.5M, 5.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $81.3M | 7.77% | 466,383 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $72.2M | 6.90% | 251,059 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $63.4M | 6.06% | 171,276 | Added |
| 4 | AAPL | APPLE INC | $62.3M | 5.95% | 245,448 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $57.5M | 5.49% | 276,137 | Added |
| 6 | GS | GOLDMAN SACHS GROUP INC | $47.5M | 4.54% | 56,137 | Trimmed |
| 7 | META | META PLATFORMS INC | $45.2M | 4.32% | 79,074 | Trimmed |
| 8 | BA | BOEING CO | $37.5M | 3.58% | 188,241 | Trimmed |
| 9 | AVGO | BROADCOM INC | $37.5M | 3.58% | 121,169 | Added |
| 10 | ABBV | ABBVIE INC | $36.1M | 3.45% | 165,943 | Trimmed |
| 11 | MA | MASTERCARD INCORPORATED | $35.8M | 3.42% | 71,670 | Added |
| 12 | C | CITIGROUP INC | $34.7M | 3.31% | 305,669 | Trimmed |
| 13 | HON | HONEYWELL INTL INC | $33.9M | 3.24% | 150,098 | Added |
| 14 | LOW | LOWES COS INC | $33.1M | 3.16% | 140,036 | Added |
| 15 | PG | PROCTER & GAMBLE CO | $31.9M | 3.05% | 220,784 | Added |
| 16 | SHW | SHERWIN WILLIAMS CO | $30.4M | 2.90% | 94,729 | Added |
| 17 | MMC | MARSH & MCLENNAN COS INC | $29.9M | 2.86% | 172,323 | Added |
| 18 | IR | INGERSOLL RAND INC | $29.3M | 2.80% | 365,284 | Added |
| 19 | DAL | DELTA AIR LINES INC | $27.8M | 2.66% | 418,263 | Added |
| 20 | ECL | ECOLAB INC | $27.1M | 2.59% | 101,890 | Added |
| 21 | ISRG | INTUITIVE SURGICAL INC | $24.2M | 2.31% | 52,474 | Added |
| 22 | NXPI | NXP SEMICONDUCTORS N V | $23.7M | 2.26% | 120,327 | Added |
| 23 | INTU | INTUIT | $20.3M | 1.94% | 46,858 | Added |
| 24 | CSL | CARLISLE COS INC | $18.8M | 1.79% | 56,206 | Added |
| 25 | MCD | MCDONALDS CORP | $18.5M | 1.77% | 59,567 | Added |
Source: SEC Form 13F filings · as of 2026-03-31