Waycross Partners
Waycross Partners reported 72 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are GOOGL (7.7%), NVDA (7.7%) and AAPL (6.1%). Compared with Q1 2026, the fund opened new positions in HD, EMR and HON, added to GOOGL, AAPL and AMZN, trimmed NVDA, GS and CAT and sold out of INTU, NOW and NKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $90.9M | 7.7% | 254K | +3,290 (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $90.5M | 7.7% | 452K | −14K (−3%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $71.9M | 6.1% | 249K | +3,175 (+1%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $70.7M | 6.0% | 297K | +20K (+7%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $64.7M | 5.5% | 173K | +2,176 (+1%) | 8 of 8 | |
| 6 |  GS Goldman Sachs Group Inc | $50.8M | 4.3% | 50K | −5,862 (−10%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $46.4M | 4.0% | 123K | +1,570 (+1%) | 8 of 8 | |
| 8 |  META Meta Platforms Inc | $45.1M | 3.8% | 80K | +1,011 (+1%) | 8 of 8 | |
| 9 |  C Citigroup Inc | $43.3M | 3.7% | 309K | +3,826 (+1%) | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $42.3M | 3.6% | 168K | +1,988 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $33.9M | 150K |
 INTU Intuit | $20.3M | 47K |
 NOW Servicenow Inc | $8.8M | 84K |
 NKE Nike Inc | $909K | 17K |
 MDLZ Mondelez Intl Inc | $96K | 1,660 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Waycross Partners 13F FAQ
What does Waycross Partners own?
Waycross Partners reported 72 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are GOOGL (7.7%), NVDA (7.7%) and AAPL (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Waycross Partners buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 24 added to, 4 trimmed and 8 sold out. New positions include HD, EMR and HON. It sold all of INTU, NOW and NKE.
When will Waycross Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Waycross Partners's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.