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Holdings (Monthly) Guide ↗

Waycross Managed Risk Equity Fund

· Waycross Independent Trust
Monthly Holdings $158M AUM 15 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 9 New 15 Added 16 Reduced 15 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 FIDELITY COLCHESTER STREET TRUST 316175108 Feb 2026 8,516,496 +1,678,837 $8.5M +24.6% 7.62% STIV
2 AMAZON.COM INC 023135106 Feb 2026 17,842 +1,316 $4.8M +39.1% 4.32% EC
3 MICROSOFT CORP 594918104 Feb 2026 8,857 +800 $4.0M +26.0% 3.57% EC
4 BROADCOM INC 11135F101 Feb 2026 8,230 +1,300 $3.7M +66.0% 3.29% EC
5 EMERSON ELECTRIC COMPANY 291011104 Feb 2026 16,328 +6,265 $2.3M +54.8% 2.10% EC
6 META PLATFORMS INC 30303M102 Feb 2026 3,421 +284 $2.2M +6.4% 1.94% EC
7 CARLISLE COMPANIES INC 142339100 Feb 2026 4,985 +408 $1.7M -4.9% 1.54% EC
8 STANLEY BLACK & DECKER INC 854502101 Feb 2026 20,400 +2,800 $1.6M +6.4% 1.45% EC
9 BOSTON SCIENTIFIC CORP 101137107 Feb 2026 27,187 +2,140 $1.3M -31.8% 1.18% EC
10 STRYKER CORP 863667101 Feb 2026 3,300 +600 $1.0M -3.8% 0.90% EC
11 INTUIT INC 461202103 Feb 2026 2,993 +600 $992K +1.4% 0.89% EC
12 HOME DEPOT INC (THE) 437076102 Feb 2026 2,100 +4,600 $666K -170.0% 0.60% EC
13 CONSTELLATION BRANDS INC 21036P108 Feb 2026 -5,300 +1,800 $-735746 -34.4% -0.66% EC
14 ILLINOIS TOOL WORKS INC 452308109 Feb 2026 -4,650 +750 $-1149852 -26.7% -1.03% EC
15 HYATT HOTELS CORP 448579102 Feb 2026 -8,500 +2,500 $-1541560 -13.2% -1.38% EC