Portfolio (Quarterly) Guide ↗

Waycross Investment Management Co

· CIK 0001922448

13F Portfolio $131M AUM 59 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 16 New 16 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FCNCA	FIRST CTZNS BANCSHARES INC D	Financial Services	3,098	$6.6M	5.84%	SOLD
2	MELI	MERCADOLIBRE INC	Consumer Cyclical	581	$1.2M	1.03%	SOLD
3	EEM	ISHARES TR	—	12,316	$674K	0.59%	SOLD
4	GPK	GRAPHIC PACKAGING HLDG CO	Consumer Cyclical	39,540	$595K	0.52%	SOLD

Sector Allocation

Technology 35.4%

Financial Services 23.1%

Industrials 16.2%

Basic Materials 7.8%

Consumer Defensive 6.1%

Healthcare 6.1%

Communication Services 3.6%

Consumer Cyclical 1.7%