WAYCROSS PARTNERS, LLC: 13F holdings
CIK 18448732026Q2
| Positions | 72 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 72 (-4 vs prior quarter) |
|---|
| Reported value | $1.2bn (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 254,349 | $90.9m | 7.7% |
| NVDA NVIDIA CORPORATION | 452,213 | $90.5m | 7.7% |
| AAPL APPLE INC | 248,623 | $71.9m | 6.1% |
| AMZN AMAZON COM INC | 296,566 | $70.7m | 6.0% |
| MSFT MICROSOFT CORP | 173,452 | $64.7m | 5.5% |
| GS GOLDMAN SACHS GROUP INC | 50,275 | $50.8m | 4.3% |
| AVGO BROADCOM INC | 122,739 | $46.4m | 3.9% |
| META META PLATFORMS INC | 80,085 | $45.1m | 3.8% |
| C CITIGROUP INC | 309,495 | $43.3m | 3.7% |
| ABBV ABBVIE INC | 167,931 | $42.3m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844873")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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