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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
Q4 2025 Q3 2025 · All 8 New 13 Added 8 Reduced 3 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQI NEOS ETF TRUST 6,797.0 $366K 0.32% +1K +21.9% $53.86 +4.6%
42 NEAR ISHARES U S ETF TR 6,794.0 $347K 0.30% $51.10 -1.0%
43 VOO VANGUARD INDEX FDS 481.0 $302K 0.27% -22.0 -4.4% $627.13 +7.9%
44 GLD SPDR GOLD TR Financial Services 676.0 $268K 0.24% -342.0 -33.6% $396.31 +4.4%
45 GDX VANECK ETF TRUST 2,884.0 $247K 0.22% NEW $85.77 -1.4%
46 VUG VANGUARD INDEX FDS 483.0 $236K 0.21% NEW $487.86 -82.3%
47 VO VANGUARD INDEX FDS 771.0 $224K 0.20% NEW $290.24 -73.7%
Page 3 of 3  ·  47 positions

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 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%