Waycross Investment Management Co holds a focused book of 59 stocks worth $131.3M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Small-Cap ETF and trimmed Dimensional US High Profi Et. Their largest long position is Ishares Ibonds Dec 2030 Trea at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1922448/holdings"
Use Arkolith to show Waycross Investment Management Co's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR IBOND DEC 2030 | $10.4M | 531.0K | 7.9% | ▲+1.9% Added · +10K sh | |
| 2 | Ishares TR IBONDS 29 TRM TS | $9.6M | 443.2K | 7.3% | ▲+1.7% Added · +7K sh | |
| 3 | First TR Exchange-Traded FD NASDQ CLN EDGE | $7.6M | 39.5K | 5.8% | ▲+14% Added · +5K sh | |
| 4 | Dimensional ETF Trust US HIGH PROF ETF | $7.3M | 174.5K | 5.5% | ▼−3.3% Reduced · −6K sh | |
| 5 | Select Sector SPDR TR ST STR UTIL ETF | $6.7M | 148.1K | 5.1% | ▲+4.6% Added · +7K sh | |
| 6 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.6M | 30.9K | 5.0% | ▲+11% Added · +3K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $6.2M | 8.2K | 4.7% | ▲+41% Added · +2K sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $6.1M | 369.4K | 4.7% | ▲+0.3% Added · +1K sh | |
| 9 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $6.1M | 372.9K | 4.7% | ▲+0.4% Added · +1K sh | |
| 10 | Jabil Inc COM | $4.6M | 12.0K | 3.5% | ▼−1.7% Reduced · −211 sh | |
| 11 | Vanguard Index FDS SMALL CP ETF | $4.5M | 14.9K | 3.5% | ▲New New position | |
| 12 | Pacer FDS TR ARIST HIGH ETF | $4.2M | 89.8K | 3.2% | ▼−0.2% Reduced · −165 sh | |
| 13 | Alphabet Inc CAP STK CL C | $3.9M | 11.1K | 3.0% | ▲+0.6% Added · +65 sh | |
| 14 | Microsoft Corp COM | $3.5M | 9.4K | 2.7% | ▲+28% Added · +2K sh | |
| 15 | Steel Dynamics Inc COM | $3.0M | 13.0K | 2.3% | —Held | |
| 16 | Pacer FDS TR US CASH COWS 100 | $2.9M | 46.4K | 2.2% | ▲+6.6% Added · +3K sh | |
| 17 | Deere & Co COM | $2.4M | 3.7K | 1.8% | —Held | |
| 18 | Cisco Sys Inc COM | $2.2M | 18.6K | 1.7% | —Held | |
| 19 | Ishares TR CORE MSCI EAFE | $2.1M | 21.5K | 1.6% | ▲New New position | |
| 20 | RTX Corporation COM | $1.9M | 10.2K | 1.5% | ▼−11% Reduced · −1K sh | |
| 21 | SPDR Series Trust ST STR BLO 1 ETF | $1.7M | 19.0K | 1.3% | ▲+22% Added · +3K sh | |
| 22 | Global X FDS CYBRSCURTY ETF | $1.6M | 41.8K | 1.2% | ▲+19% Added · +7K sh | |
| 23 | Ishares Inc MSCI EMRG CHN | $1.6M | 15.2K | 1.2% | ▲New New position | |
| 24 | Apple Inc COM | $1.5M | 5.3K | 1.2% | ▼−2.9% Reduced · −161 sh | |
| 25 | Walmart Inc COM | $1.4M | 12.7K | 1.1% | ▲+1.1% Added · +134 sh | |
| 26 | T-Mobile US Inc COM | $1.4M | 8.1K | 1.0% | ▲+2.9% Added · +228 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 1.0% | —Held | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.1K | 0.9% | ▲+33% Added · +789 sh | |
| 29 | Schwab Strategic TR US BRD MKT ETF | $1.2M | 39.7K | 0.9% | ▼−0.3% Reduced · −140 sh | |
| 30 | Schwab Strategic TR INT-TRM U.S TRES | $1.1M | 45.6K | 0.9% | —Held | |
| 31 | Medtronic PLC SHS | $1.1M | 14.2K | 0.8% | ▲New New position | |
| 32 | Cme Group Inc COM | $1.0M | 4.7K | 0.8% | ▲New New position | |
| 33 | Intuit COM | $1.0M | 3.9K | 0.8% | ▲+211% Added · +3K sh | |
| 34 | Danaher Corp Del COM | $952K | 5.0K | 0.7% | ▼−1.6% Reduced · −80 sh | |
| 35 | Costco Wholesale Corporation COM | $905K | 967 | 0.7% | —Held | |
| 36 | Ishares TR 0-3 MTH TREASURY | $830K | 8.2K | 0.6% | ▼−13% Reduced · −1K sh | |
| 37 | Western Un Co COM | $821K | 106.7K | 0.6% | ▼−0.6% Reduced · −625 sh | |
| 38 | Jacobs Solutions Inc COM | $817K | 6.5K | 0.6% | ▲+3.1% Added · +196 sh | |
| 39 | Canadian Pacific Kansas City COM | $716K | 8.3K | 0.5% | ▲+21% Added · +1K sh | |
| 40 | Vanguard Star FDS VG TL INTL STK F | $696K | 8.1K | 0.5% | ▲+40% Added · +2K sh | |
| 41 | Amazon Com Inc COM | $634K | 2.7K | 0.5% | —Held | |
| 42 | Bank Of NY Mellon Corp COM | $578K | 4.0K | 0.4% | ▲New New position | |
| 43 | Xylem Inc COM | $538K | 4.6K | 0.4% | ▼−0.5% Reduced · −24 sh | |
| 44 | Vaneck ETF Trust GOLD MINERS ETF | $532K | 7.0K | 0.4% | ▲+9.0% Added · +580 sh | |
| 45 | Broadcom Inc COM | $438K | 1.2K | 0.3% | —Held | |
| 46 | Vanguard Index FDS GROWTH ETF | $391K | 4.5K | 0.3% | ▲+839% Added · +4K sh | |
| 47 | Vanguard Index FDS VALUE ETF | $359K | 1.6K | 0.3% | ▲New New position | |
| 48 | Ishares U S ETF TR SHOR DURA BD ETF | $344K | 6.8K | 0.3% | —Held | |
| 49 | Vanguard Index FDS MID CAP ETF | $342K | 4.2K | 0.3% | ▲+451% Added · +3K sh | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $327K | 476 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 59 | $131.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 44 | $104.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 47 | $113.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 42 | $98.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 39 | $96.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 38 | $88.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 42 | $95.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 49 | $108.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.