WAYCROSS PARTNERS, LLC

Est. AUM

$1.05B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$81.3M	466383	7.77%	SOLE
2	ALPHABET INC	CAP STK CL A	$72.2M	251059	6.90%	SOLE
3	MICROSOFT CORP	COM	$63.4M	171276	6.06%	SOLE
4	APPLE INC	COM	$62.3M	245448	5.95%	SOLE
5	AMAZON COM INC	COM	$57.5M	276137	5.49%	SOLE
6	GOLDMAN SACHS GROUP INC	COM	$47.5M	56137	4.54%	SOLE
7	META PLATFORMS INC	CL A	$45.2M	79074	4.32%	SOLE
8	BROADCOM INC	COM	$37.5M	121169	3.58%	SOLE
9	BOEING CO	COM	$37.5M	188241	3.58%	SOLE
10	ABBVIE INC	COM	$36.1M	165943	3.45%	SOLE
11	MASTERCARD INCORPORATED	CL A	$35.8M	71670	3.42%	SOLE
12	CITIGROUP INC	COM NEW	$34.7M	305669	3.31%	SOLE
13	HONEYWELL INTL INC	COM	$33.9M	150098	3.24%	SOLE
14	LOWES COS INC	COM	$33.1M	140036	3.16%	SOLE
15	PROCTER & GAMBLE CO	COM	$31.9M	220784	3.05%	SOLE
16	SHERWIN WILLIAMS CO	COM	$30.4M	94729	2.90%	SOLE
17	MARSH & MCLENNAN COS INC	COM	$29.9M	172323	2.86%	SOLE
18	INGERSOLL RAND INC	COM	$29.3M	365284	2.80%	SOLE
19	DELTA AIR LINES INC	COM NEW	$27.8M	418263	2.66%	SOLE
20	ECOLAB INC	COM	$27.1M	101890	2.59%	SOLE
21	INTUITIVE SURGICAL INC	COM NEW	$24.2M	52474	2.31%	SOLE
22	NXP SEMICONDUCTORS N V	COM	$23.7M	120327	2.26%	SOLE
23	INTUIT	COM	$20.3M	46858	1.94%	SOLE
24	CARLISLE COS INC	COM	$18.8M	56206	1.79%	SOLE
25	MCDONALDS CORP	COM	$18.5M	59567	1.77%	SOLE
26	BECTON DICKINSON & CO	COM	$18.4M	116966	1.76%	SOLE
27	BOSTON SCIENTIFIC CORP	COM	$16.8M	267646	1.60%	SOLE
28	ADVANCED MICRO DEVICES INC	COM	$10.9M	53669	1.04%	SOLE
29	AMERICAN EXPRESS CO	COM	$9.6M	31618	0.91%	SOLE
30	SERVICENOW INC	COM	$8.8M	84408	0.84%	SOLE
31	ISHARES TR	CORE US AGGBD ET	$1.6M	16000	0.15%	SOLE
32	CATERPILLAR INC	COM	$1.2M	1750	0.12%	SOLE
33	EXXON MOBIL CORP	COM	$1.0M	5998	0.10%	SOLE
34	NIKE INC	CL B	$909K	17200	0.09%	SOLE
35	LOCKHEED MARTIN CORP	COM	$876K	1450	0.08%	SOLE
36	GILEAD SCIENCES INC	COM	$799K	5732	0.08%	SOLE
37	AMGEN INC	COM	$792K	2250	0.08%	SOLE
38	DEERE & CO	COM	$777K	1379	0.07%	SOLE
39	PEPSICO INC	COM	$688K	4433	0.07%	SOLE
40	JPMORGAN CHASE & CO	COM	$661K	2247	0.06%	SOLE
41	ENTERGY CORP NEW	COM	$654K	5818	0.06%	SOLE
42	DANAHER CORP DEL	COM	$616K	3250	0.06%	SOLE
43	RTX CORPORATION	COM	$608K	3151	0.06%	SOLE
44	AMERICAN ELEC PWR CO INC	COM	$548K	4180	0.05%	SOLE
45	PHILLIPS 66	COM	$540K	2965	0.05%	SOLE
46	COLGATE PALMOLIVE CO	COM	$511K	6000	0.05%	SOLE
47	NEXTERA ENERGY INC	COM	$501K	5392	0.05%	SOLE
48	WALMART INC	COM	$497K	4000	0.05%	SOLE
49	EDISON INTL	COM	$495K	6758	0.05%	SOLE
50	CISCO SYS INC	COM	$471K	6076	0.04%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.