Portfolio (Quarterly) Guide ↗

Waycross Investment Management Co

· CIK 0001922448

13F Portfolio $114M AUM 47 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 8 New 13 Added 8 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BCC	BOISE CASCADE CO DEL	Basic Materials	10,515	$813K	0.83%	SOLD
2	ADBE	ADOBE INC	Technology	2,210	$780K	0.80%	SOLD
3	XNTK	SPDR SERIES TRUST	—	1,880	$512K	0.52%	SOLD

Sector Allocation

Financial Services 29.5%

Technology 24.2%

Industrials 13.3%

Communication Services 13.1%

Consumer Cyclical 5.9%

Consumer Defensive 5.6%

Basic Materials 5.6%

Healthcare 2.9%