WAYCROSS PARTNERS, LLC
CIK 1844873
13F filing for Q2 2026・No. 2,316
- Holdings
- US$1.17B
- Quarter change
- +US$126.91M
- Entries
- 72
- Net bought (estimate)
- +US$27.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 8
- Cut 4
- Added 24
- Corporate actions 2
- Unchanged 40
Largest holdings
72 stocks worth US$1.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Added | 254,349 | US$90.9M | 7.74% |
| NVDANvidiaCOM | Cut | 452,213 | US$90.48M | 7.71% |
| AAPLAppleCOM | Added | 248,623 | US$71.94M | 6.13% |
| AMZNAmazonCOM | Added | 296,566 | US$70.68M | 6.02% |
| MSFTMicrosoftCOM | Added | 173,452 | US$64.7M | 5.51% |
| GSGOLDMAN SACHS GROUP INCCOM | Cut | 50,275 | US$50.85M | 4.33% |
| AVGOBroadcomCOM | Added | 122,739 | US$46.36M | 3.95% |
| METAMetaCL A | Added | 80,085 | US$45.11M | 3.84% |
| CCITIGROUP INCCOM NEW | Added | 309,495 | US$43.32M | 3.69% |
| ABBVABBVIE INCCOM | Added | 167,931 | US$42.26M | 3.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.