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WAYCROSS PARTNERS, LLC 13F holdings

Filed 2026-08-11 · WAYCROSS PARTNERS, LLC · 72 positions · $1.2B

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC254.3K$90.9M7.7%
NVDANVIDIA CORPORATION452.2K$90.5M7.7%
AAPLAPPLE INC248.6K$71.9M6.1%
AMZNAMAZON COM INC296.6K$70.7M6.0%
MSFTMICROSOFT CORP173.5K$64.7M5.5%
GSGOLDMAN SACHS GROUP INC50.3K$50.8M4.3%
AVGOBROADCOM INC122.7K$46.4M3.9%
METAMETA PLATFORMS INC80.1K$45.1M3.8%
CCITIGROUP INC309.5K$43.3M3.7%
ABBVABBVIE INC167.9K$42.3M3.6%
BABOEING CO190.7K$41.3M3.5%
DALDELTA AIR LINES INC423.8K$39.7M3.4%
MAMASTERCARD INCORPORATED72.6K$37.3M3.2%
IRINGERSOLL RAND INC429.8K$35.2M3.0%
NXPINXP SEMICONDUCTORS N V121.9K$34.3M2.9%
SHWSHERWIN WILLIAMS CO96.0K$33.1M2.8%
AMDADVANCED MICRO DEVICES INC54.4K$31.6M2.7%
LOWLOWES COS INC141.9K$31.3M2.7%
MRSHMARSH & MCLENNAN COS INC174.6K$29.1M2.5%
ECLECOLAB INC103.3K$28.8M2.5%
HDHOME DEPOT INC74.4K$26.3M2.2%
EMREMERSON ELEC CO181.5K$26.0M2.2%
ISRGINTUITIVE SURGICAL INC63.9K$25.4M2.2%
CSLCARLISLE COS INC68.6K$24.9M2.1%
BDXBECTON DICKINSON & CO118.5K$17.9M1.5%
HONHONEYWELL INTL INC76.0K$17.0M1.5%
HONAHONEYWELL AEROSPACE INC76.0K$16.8M1.4%
MCDMCDONALDS CORP60.3K$16.3M1.4%
BSXBOSTON SCIENTIFIC CORP271.2K$11.6M1.0%
AXPAMERICAN EXPRESS CO32.0K$10.8M0.9%
CATCATERPILLAR INC1.6K$1.7M0.1%
AGGISHARES TR16.0K$1.6M0.1%
DEDEERE & CO1.4K$874,7410.1%
EXMOCEXXON MOBIL CORP6.0K$820,0470.1%
AMGNAMGEN INC2.2K$814,7700.1%
LMTLOCKHEED MARTIN CORP1.4K$738,7170.1%
JPMJPMORGAN CHASE & CO2.2K$735,5110.1%
GILDGILEAD SCIENCES INC5.7K$724,1810.1%
CSCOCISCO SYS INC6.1K$713,6870.1%
ETRENTERGY CORP NEW5.8K$668,2550.1%
PGPROCTER & GAMBLE CO4.3K$631,8720.1%
DHRDANAHER CORP DEL3.2K$619,0600.1%
PEPPEPSICO INC4.4K$600,2280.1%
RTXRTX CORPORATION3.2K$597,8390.1%
AEPAMERICAN ELEC PWR CO INC4.2K$571,8660.0%
CLCOLGATE PALMOLIVE CO6.0K$550,0800.0%
KEYKEYCORP22.7K$523,9500.0%
EIXEDISON INTL6.8K$503,1330.0%
PSXPHILLIPS 663.0K$501,2330.0%
FITBFIFTH THIRD BANCORP8.6K$482,3020.0%
TFCTRUIST FINL CORP9.5K$474,5360.0%
NEENEXTERA ENERGY INC5.4K$473,2560.0%
WMTWALMART INC4.0K$453,0400.0%
SOSOUTHERN CO4.7K$450,6980.0%
XELXCEL ENERGY INC5.5K$445,6650.0%
JNJJOHNSON & JOHNSON1.7K$431,7490.0%
USBUS BANCORP7.0K$424,0680.0%
TGTTARGET CORP3.2K$413,1190.0%
EDCONSOLIDATED EDISON INC3.6K$398,7110.0%
DUKDUKE ENERGY CORP NEW3.1K$387,4610.0%
Top Fund Holdings
13F
Top Fund Holdings

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