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Holdings (Monthly) Guide ↗

Waycross Managed Risk Equity Fund

· Waycross Independent Trust
Monthly Holdings $158M AUM 9 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 PALO ALTO NETWORKS INC 697435105 May 2026 7,500 NEW $2.1M 1.89% EC
2 AMERICAN ELECTRIC POWER COMPANY INC 025537101 May 2026 9,100 NEW $1.2M 1.03% EC
3 AMERICAN EXPRESS COMPANY 025816109 May 2026 1,110 NEW $351K 0.31% EC
4 LAM RESEARCH CORP 512807306 May 2026 -3,000 NEW $-954540 -0.85% EC
5 PNC FINANCIAL SERVICES GROUP INC (THE) 693475105 May 2026 -5,000 NEW $-1105600 -0.99% EC
6 GE HEALTHCARE TECHNOLOGIES INC 36266G107 May 2026 -18,000 NEW $-1122120 -1.00% EC
7 CAPITAL ONE FINANCIAL CORP 14040H105 May 2026 -6,200 NEW $-1165166 -1.04% EC
8 AMGEN INC 031162100 May 2026 -3,500 NEW $-1178765 -1.05% EC
9 BLACKROCK INC 09290D101 May 2026 -1,200 NEW $-1256256 -1.12% EC