§ 13F · FUND PROFILE
Waycross Investment Management Co.
AUM · $131M (13F)Positions · 59Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IBTK | ISHARES TR | 531K | $10M | 7.9% | +2% |
| 2 | IBTJ | ISHARES TR | 443K | $10M | 7.3% | +2% |
| 3 | GRID | FIRST TR EXCHANGE-TRADED FD | 39K | $8M | 5.8% | +14% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 174K | $7M | 5.5% | −3% |
| 5 | XLU | SELECT SECTOR SPDR TR | 148K | $7M | 5.1% | +5% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 31K | $7M | 5.0% | +11% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $6M | 4.7% | +41% |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | 369K | $6M | 4.7% | ±0% |
| 9 | BSCV | INVESCO EXCH TRD SLF IDX FD | 373K | $6M | 4.7% | ±0% |
| 10 | JBL | JABIL INC | 12K | $5M | 3.5% | −2% |
§ 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 $131 million in assets. The fund runs a portfolio of 59 positions.
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