StockDriftsStockDriftsTop 50 Waycross Investment Management Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBTK | ISHARES TR | 7.9% | 531.0K | $10.4M | +1.91%(+9.93K) | $19.35(+0.38%) | 2026-06-30 | |
| IBTJ | ISHARES TR | 7.31% | 443.2K | $9.6M | +1.67%(+7.26K) | $21.44(+0.63%) | 2026-06-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 5.76% | 39.5K | $7.6M | +13.92%(+4.82K) | $154.17(+22.92%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.54% | 174.5K | $7.3M | -3.32%(-6.00K) | $24.33(+74.96%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 5.11% | 148.1K | $6.7M | +4.63%(+6.56K) | $34.95(+25.88%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5% | 30.9K | $6.6M | +10.96%(+3.05K) | $189.39(+17.09%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.69% | 8.2K | $6.2M | +41.19%(+2.41K) | $467.49(+65.86%) | 2026-06-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 4.68% | 369.4K | $6.1M | +0.33%(+1.23K) | $16.61(-0.09%) | 2026-06-30 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 4.65% | 372.9K | $6.1M | +0.37%(+1.36K) | $15.76(+3.61%) | 2026-06-30 | |
| JBL | JABIL INC | 3.53% | 12.0K | $4.6M | -1.72%(-211) | $65.54(+454.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.44% | +27.53% | — | — | +34.98% |
| Top 20 Holdings Unweighted | +12.12% | +40.96% | — | — | +54.38% |
Waycross Investment Management Co reports $131.32M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are IBTK (7.9%), IBTJ (7.3%) and GRID (5.8%). The top 20 holdings account for 77.45% of reported assets. Its disclosed equity book has returned +27.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Waycross Investment Management Co, compare funds side by side, and get alerts the moment positions change.
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