§ 13F · FUND PROFILE
Waycross Investment Management Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $96.1T (13F)Positions · 39Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 125K | $11.2T | 9.8% | +2% |
| 2 | IBTK | ISHARES TR | 508K | $10.1T | 8.9% | +1% |
| 3 | IBTJ | ISHARES TR | 425K | $9.3T | 8.2% | +1% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 192K | $7.3T | 6.4% | ±0% |
| 5 | FCNCA | FIRST CTZNS BANCSHARES INC D | 3K | $6.6T | 5.8% | NEW |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | 381K | $6.5T | 5.7% | ±0% |
| 7 | BSCV | INVESCO EXCH TRD SLF IDX FD | 384K | $6.4T | 5.6% | ±0% |
| 8 | XLU | SELECT SECTOR SPDR TR | 132K | $5.6T | 5.0% | +142% |
| 9 | FLRT | PACER FDS TR | 92K | $4.3T | 3.8% | NEW |
| 10 | SPY | SPDR S&P 500 ETF TR | 6K | $4.0T | 3.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WAYCROSS SIGNAL
AC read
Waycross Investment Management Co is a Other fund managing $96138.1 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed