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Portfolio (Quarterly) Guide ↗

Waycross Investment Management Co

· CIK 0001922448
13F Portfolio $114M AUM 47 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 13 Added 8 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3,098.0 $6.6M 5.84% NEW $2146.18 +2.2%
2 FLRT PACER FDS TR 91,609.0 $4.3M 3.80% NEW $47.13 -1.0%
3 WU WESTERN UN CO Financial Services 107,401.0 $1000K 0.88% NEW $9.31 -22.2%
4 EEM ISHARES TR 12,316.0 $674K 0.59% NEW $54.71 +22.7%
5 VXUS VANGUARD STAR FDS 5,824.0 $439K 0.39% NEW $75.44 +16.0%
6 GDX VANECK ETF TRUST 2,884.0 $247K 0.22% NEW $85.77 +16.2%
7 VUG VANGUARD INDEX FDS 483.0 $236K 0.21% NEW $487.86 -81.9%
8 VO VANGUARD INDEX FDS 771.0 $224K 0.20% NEW $290.24 -71.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.5%
Technology 26.6%
Industrials 14.6%
Consumer Cyclical 6.5%
Consumer Defensive 6.1%
Basic Materials 6.1%
Communication Services 4.4%
Healthcare 3.2%