Waycross Investment Management Co Long-Term Concentrated

CIK: 0001922448 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 4, 2024

Total Value ($000): $108,580 (100.0% shares, 0.0% debt)

Holdings (49)

IBTK ISHARES TR 10.0%
Value ($000) $10,858 Shares 541,687 Est. Cost $19.70 Unrealized
IBTJ ISHARES TR 9.2%
Value ($000) $10,012 Shares 452,943 Est. Cost $21.76 Unrealized
DUHP DIMENSIONAL ETF TRUST 7.8%
Value ($000) $8,469 Shares 248,570 Est. Cost $25.64 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 6.2%
Value ($000) $6,772 Shares 399,500 Est. Cost $16.95 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 6.2%
Value ($000) $6,771 Shares 406,179 Est. Cost $16.67 Unrealized
AGG ISHARES TR 4.4%
Value ($000) $4,818 Shares 47,573 Est. Cost $101.27 Unrealized
VB VANGUARD INDEX FDS 4.4%
Value ($000) $4,775 Shares 20,128 Est. Cost $188.56 Unrealized
XLU SELECT SECTOR SPDR TR 3.7%
Value ($000) $4,022 Shares 49,792 Est. Cost $64.06 Unrealized
SPY SPDR S&P 500 ETF TR 3.1%
Value ($000) $3,363 Shares 5,862 Est. Cost $382.43 Unrealized
INDA ISHARES TR 2.9%
Value ($000) $3,158 Shares 53,951 Est. Cost $54.51 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $2,997 Shares 6,966 Est. Cost $239.58 Unrealized +76.6%
COWZ PACER FDS TR 2.3%
Value ($000) $2,474 Shares 42,776 Est. Cost $46.51 Unrealized
IEFA ISHARES TR 2.1%
Value ($000) $2,282 Shares 29,239 Est. Cost $73.10 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $2,173 Shares 9,327 Est. Cost $142.46 Unrealized +55.8%
GOOG ALPHABET INC 1.8%
Value ($000) $1,932 Shares 11,558 Est. Cost $97.43 Unrealized +72.7%
STLD STEEL DYNAMICS INC 1.6%
Value ($000) $1,786 Shares 14,164 Est. Cost $93.24 Unrealized +27.5%
TMUS T-MOBILE US INC 1.6%
Value ($000) $1,733 Shares 8,398 Est. Cost $144.46 Unrealized +29.7%
DE DEERE & CO 1.5%
Value ($000) $1,665 Shares 3,990 Est. Cost $386.66 Unrealized -4.5%
BCC BOISE CASCADE CO DEL 1.5%
Value ($000) $1,610 Shares 11,418 Est. Cost $58.39 Unrealized +115.0%
DHR DANAHER CORPORATION 1.5%
Value ($000) $1,602 Shares 5,761 Est. Cost $228.85 Unrealized +14.7%
JBL JABIL INC 1.5%
Value ($000) $1,598 Shares 13,335 Est. Cost $68.11 Unrealized +59.0%
SUMMIT MATLS INC 1.3%
Value ($000) $1,463 Shares 37,489 Est. Cost $30.03 Unrealized
RTX RTX CORPORATION 1.3%
Value ($000) $1,439 Shares 11,878 Est. Cost $87.49 Unrealized +27.0%
NEM NEWMONT CORP 1.2%
Value ($000) $1,328 Shares 24,843 Est. Cost $33.30 Unrealized +45.3%
GPK GRAPHIC PACKAGING HLDG CO 1.2%
Value ($000) $1,296 Shares 43,796 Est. Cost $22.34 Unrealized +27.3%
SGOV ISHARES TR 1.2%
Value ($000) $1,254 Shares 12,450 Est. Cost $100.14 Unrealized
ADBE ADOBE INC 1.1%
Value ($000) $1,203 Shares 2,323 Est. Cost $330.76 Unrealized +65.8%
MELI MERCADOLIBRE INC 1.1%
Value ($000) $1,178 Shares 574 Est. Cost $1639.10 Unrealized +14.9%
EPOL ISHARES TR 1.1%
Value ($000) $1,156 Shares 47,702 Est. Cost $24.27 Unrealized
SCHR SCHWAB STRATEGIC TR 1.1%
Value ($000) $1,155 Shares 22,823 Est. Cost $50.60 Unrealized
WMT WALMART INC 1.0%
Value ($000) $1,060 Shares 13,124 Est. Cost $52.80 Unrealized +37.3%
TUR ISHARES INC 1.0%
Value ($000) $1,046 Shares 28,742 Est. Cost $41.96 Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $993 Shares 18,665 Est. Cost $41.97 Unrealized +11.5%
J JACOBS SOLUTIONS INC 0.8%
Value ($000) $888 Shares 6,782 Est. Cost $95.66 Unrealized +24.4%
SCHB SCHWAB STRATEGIC TR 0.8%
Value ($000) $885 Shares 13,300 Est. Cost $44.81 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.8%
Value ($000) $816 Shares 37,441 Est. Cost $14.54 Unrealized +24.4%
BIL SPDR SER TR 0.7%
Value ($000) $788 Shares 8,582 Est. Cost $91.42 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.6%
Value ($000) $705 Shares 8,242 Est. Cost $78.33 Unrealized +4.0%
XYL XYLEM INC 0.6%
Value ($000) $666 Shares 4,929 Est. Cost $118.54 Unrealized +11.0%
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $592 Shares 28,020 Est. Cost $20.49 Unrealized
ENPH ENPHASE ENERGY INC 0.5%
Value ($000) $560 Shares 4,957 Est. Cost $116.68 Unrealized -4.2%
IYR ISHARES TR 0.5%
Value ($000) $559 Shares 5,485 Est. Cost $101.87 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $495 Shares 558 Est. Cost $480.75 Unrealized +79.3%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $450 Shares 2,513 Est. Cost $179.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $441 Shares 959 Est. Cost $301.17 Unrealized +46.8%
GRPM INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $428 Shares 3,652 Est. Cost $83.71 Unrealized
NEAR ISHARES U S ETF TR 0.4%
Value ($000) $402 Shares 7,855 Est. Cost $49.27 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $265 Shares 503 Est. Cost $351.34 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $200 Shares 1,160 Est. Cost $158.01 Unrealized 0.0%