account_balance
Investment manager · 13F filer · SEC CIK 1844873
Waycross Partners, LLC
Reported value$1.29Bas of Sep 30, 2026
Positions59 22 new, 35 sold out
Top 10 weight53.0%NVDA alone is 9%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.6%Added +7%
GOOGLAlphabet Inc.
7.4%Added +8%
MSFTMicrosoft Corp
7.2%Added +4%
AAPLApple Inc.
6.8%Added +5%
AMZNAmazon.com Inc
5.1%Trimmed −11%
AVGOBroadcom Inc.
4.2%Added +24%
METAMeta Platforms, Inc.
3.7%Trimmed −18%
ABBVAbbVie Inc.
3.4%
MAMastercard Inc
3.3%Added +7%
NXPINXP Semiconductors N.V.
3.3%Added +47%
GSGoldman Sachs Group Inc
3.1%Trimmed −11%
BABoeing Co
3.0%Added +8%
NVDANVIDIA Corp
8.6%Added +7%
GOOGLAlphabet Inc.
7.4%Added +8%
MSFTMicrosoft Corp
7.2%
AAPLApple Inc.
6.8%
AMZNAmazon.com Inc
5.1%−11%
AVGOBroadcom Inc.
4.2%
META3.7%ABBV3.4%MA3.3%NXPI3.3%GS3.1%BA3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.6% Added +7%GOOGL Alphabet Inc. 7.4% Added +8%MSFT Microsoft Corp 7.2% Added +4%AAPL Apple Inc. 6.8% Added +5%AMZN Amazon.com Inc 5.1% Trimmed −11%AVGO Broadcom Inc. 4.2% Added +24%META Meta Platforms, Inc. 3.7% Trimmed −18%ABBV AbbVie Inc. 3.4% HeldMA Mastercard Inc 3.3% Added +7%NXPI NXP Semiconductors N.V. 3.3% Added +47%GS Goldman Sachs Group Inc 3.1% Trimmed −11%BA Boeing Co 3.0% Added +8%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.