StockDriftsStockDriftsTop 50 Waycross Investment Management CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBTK | ISHARES TR | 8.43% | 549.6K | $10.4M | +3.49%(+18.55K) | $19.35(-1.52%) | 2026-09-30 | |
| IBTJ | ISHARES TR | 7.83% | 456.9K | $9.7M | +3.10%(+13.73K) | $21.44(-0.70%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.87% | 34.9K | $7.3M | +13.22%(+4.08K) | $191.84(+11.24%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.1% | 8.3K | $6.3M | +0.40%(+33) | $468.63(+63.56%) | 2026-09-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 4.89% | 374.7K | $6.0M | +1.43%(+5.27K) | $16.60(-2.48%) | 2026-09-30 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 4.83% | 379.2K | $6.0M | +1.69%(+6.32K) | $15.76(+0.44%) | 2026-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 4.76% | 149.3K | $5.9M | +0.81%(+1.20K) | $35.01(+18.14%) | 2026-09-30 | |
| VHT | VANGUARD WORLD FD | 4.03% | 15.8K | $5.0M | new | $304.60(+7.00%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.92% | 9.5K | $4.8M | +0.65%(+61) | $283.23(+88.37%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.58% | 15.6K | $4.4M | +4.21%(+630) | $189.56(+50.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.80% | +25.26% | — | — | +31.46% |
| Top 20 Holdings Unweighted | +12.01% | +40.53% | — | — | +52.05% |
Waycross Investment Management CO reports $123.78M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are IBTK (8.4%), IBTJ (7.8%) and RSP (5.9%). The top 20 holdings account for 75.41% of reported assets. Its disclosed equity book has returned +25.26% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Waycross Investment Management CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1922448). View Waycross Investment Management CO’s 13F filings on SEC