WAYCROSS PARTNERS, LLC 13F Holdings
CIK 0001844873
As of Sep 30, 2025, WAYCROSS PARTNERS, LLC reported 95 positions worth
CIK 0001844873
As of Sep 30, 2025, WAYCROSS PARTNERS, LLC reported 95 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 480,511 | $89.7M | 7.71% |
| MICROSOFT CORP | MSFT | Technology | 152,357 | $78.9M | 6.79% |
| ALPHABET INC | GOOGL | Equity | 272,113 | $66.2M | 5.69% |
| APPLE INC | AAPL | Technology | 251,720 | $64.1M | 5.51% |
| META PLATFORMS INC | META | Communication Services | 81,957 | $60.2M | 5.18% |
| AMAZON.COM INC | AMZN | Equity | 256,887 | $56.4M | 4.85% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 65,297 | $52.0M | 4.47% |
| BROADCOM INC | AVGO | Technology | 141,167 | $46.6M | 4.01% |
| CITIGROUP INC | C | Financial Services | 412,964 | $41.9M | 3.61% |
| BOEING CO | BA | Industrials | 191,162 | $41.3M | 3.55% |
| ABBVIE INC | ABBV | Equity | 177,413 | $41.1M | 3.53% |
| MASTERCARD INC | MA | Financial Services | 59,696 | $34.0M | 2.92% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 130,927 | $32.9M | 2.83% |
| ANALOG DEVICES INC | ADI | Technology | 128,381 | $31.5M | 2.71% |
| INGERSOLL RAND INC | IR | Industrials | 341,551 | $28.2M | 2.43% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 139,521 | $28.1M | 2.42% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 132,086 | $27.8M | 2.39% |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 43,471 | $27.8M | 2.39% |
| ECOLAB INC | ECL | Basic Materials | 95,269 | $26.1M | 2.24% |
| NXP SEMICONDUCTORS NV | NXPI | Technology | 112,512 | $25.6M | 2.20% |
| DELTA AIR LINES INC | DAL | Industrials | 391,090 | $22.2M | 1.91% |
| SALESFORCE INC | CRM | Technology | 90,760 | $21.5M | 1.85% |
| BECTON DICKINSON & CO | BDX | Healthcare | 109,349 | $20.5M | 1.76% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 43,461 | 9.4M | 1.67% |
| SERVICENOW INC | NOW | Technology | 18,785 | 7.3M | 1.49% |