Waycross Investment Management Co holds a focused book of 59 stocks worth $131.3M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-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.
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
Other tracked managers holding the same core names as Waycross Investment Management Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 59 / 59 | $125.7B |
| ROYAL BANK OF CANADA | 59 / 59 | $114.9B |
| RAYMOND JAMES FINANCIAL INC | 59 / 59 | $82.2B |
| LPL Financial LLC | 59 / 59 | $68.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 59 / 59 | $47.7B |
| PNC FINANCIAL SERVICES GROUP, INC. | 59 / 59 | $36.1B |
| HighTower Advisors, LLC | 59 / 59 | $25.1B |
| STIFEL FINANCIAL CORP | 59 / 59 | $22.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Waycross Investment Management Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.