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Holdings (Monthly) Guide ↗

Waycross Managed Risk Equity Fund

· Waycross Independent Trust
Monthly Holdings $155M AUM 100 positions Period Feb 2026 Filed Apr 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Fidelity Colchester Street Trust 316175108 Feb 2026 6,837,659 $6.8M 6.28% STIV
2 Alphabet Inc. 02079K305 Feb 2026 15,410 $4.8M 4.41% EC
3 NVIDIA Corp. 67066G104 Feb 2026 23,851 $4.2M 3.88% EC
4 Amazon.com, Inc. 023135106 Feb 2026 16,526 $3.5M 3.19% EC
5 Microsoft Corp. 594918104 Feb 2026 8,057 $3.2M 2.90% EC
6 Apple Inc. 037833100 Feb 2026 10,500 $2.8M 2.55% EC
7 AbbVie Inc. 00287Y109 Feb 2026 10,753 $2.5M 2.29% EC
8 Goldman Sachs Group, Inc. 38141G104 Feb 2026 2,845 $2.4M 2.24% EC
9 MasterCard Incorporated 57636Q104 Feb 2026 4,624 $2.4M 2.20% EC
10 Boeing Co. 097023105 Feb 2026 10,444 $2.4M 2.18% EC
11 Walmart Inc 931142103 Feb 2026 18,187 $2.3M 2.14% EC
12 Lowes Companies, Inc. 548661107 Feb 2026 8,505 $2.3M 2.07% EC
13 Intuitive Surgical Inc. 46120E602 Feb 2026 4,449 $2.2M 2.06% EC
14 Citigroup Inc. 172967424 Feb 2026 20,281 $2.2M 2.05% EC
15 Ingersoll Rand Inc 45687V106 Feb 2026 23,618 $2.2M 2.04% EC
16 Broadcom Inc 11135F101 Feb 2026 6,930 $2.2M 2.03% EC
17 Marriott International, Inc. 571903202 Feb 2026 6,236 $2.1M 1.96% EC
18 Meta Platforms Inc 30303M102 Feb 2026 3,137 $2.0M 1.87% EC
19 Cencora Inc 03073E105 Feb 2026 5,404 $2.0M 1.85% EC
20 Fifth Third Bancorp 316773100 Feb 2026 39,492 $2.0M 1.79% EC
21 Truist Financial Corp. 89832Q109 Feb 2026 39,388 $1.9M 1.78% EC
22 Boston Scientific Corporation 101137107 Feb 2026 25,047 $1.9M 1.77% EC
23 Baker Hughes Company 05722G100 Feb 2026 28,702 $1.9M 1.72% EC
24 Carlisle Companies Inc. 142339100 Feb 2026 4,577 $1.8M 1.66% EC
25 The TJX Companies Inc. 872540109 Feb 2026 10,977 $1.8M 1.63% EC
26 The Charles Schwab Corporation 808513105 Feb 2026 18,125 $1.7M 1.58% EC
27 O'Reilly Automotive Inc. 67103H107 Feb 2026 17,460 $1.6M 1.50% EC
28 Xcel Energy Inc 98389B100 Feb 2026 19,205 $1.6M 1.47% EC
29 Knight-Swift Transportation Holdings Inc. 499049104 Feb 2026 25,300 $1.6M 1.46% EC
30 Stanley Black & Decker, Inc. 854502101 Feb 2026 17,600 $1.5M 1.40% EC
31 Advanced Micro Devices Inc. 007903107 Feb 2026 7,592 $1.5M 1.40% EC
32 Emerson Electric Co. 291011104 Feb 2026 10,063 $1.5M 1.39% EC
33 Dupont De Nemours Inc 26614N102 Feb 2026 29,071 $1.5M 1.34% EC
34 Diamondback Energy Inc 25278X109 Feb 2026 8,106 $1.4M 1.30% EC
35 NXP Semiconductors NV N6596X109 Feb 2026 6,214 $1.4M 1.29% EC
36 Abbott Laboratories 002824100 Feb 2026 11,328 $1.3M 1.21% EC
37 Devon Energy Corporation 25179M103 Feb 2026 30,000 $1.3M 1.20% EC
38 Honeywell International Inc. 438516106 Feb 2026 5,253 $1.3M 1.17% EC
39 McDonald's Corp. 580135101 Feb 2026 3,737 $1.3M 1.17% EC
40 The Procter & Gamble Co. 742718109 Feb 2026 7,560 $1.3M 1.16% EC
41 Danaher Corporation 235851102 Feb 2026 5,732 $1.2M 1.11% EC
42 Public Service Enterprise Group Incorporated 744573106 Feb 2026 14,000 $1.2M 1.11% EC
43 The Sherwin-Williams Company 824348106 Feb 2026 3,260 $1.2M 1.08% EC
44 Coca-Cola Co (The) 191216100 Feb 2026 14,000 $1.1M 1.05% EC
45 Marsh & McLennan Companies, Inc. 571748102 Feb 2026 6,037 $1.1M 1.03% EC
46 Applied Materials Inc. 038222105 Feb 2026 3,000 $1.1M 1.03% EC
47 Nike, Inc. 654106103 Feb 2026 17,760 $1.1M 1.01% EC
48 Ecolab Inc. 278865100 Feb 2026 3,570 $1.1M 1.01% EC
49 Analog Devices Inc. 032654105 Feb 2026 3,057 $1.1M 1.00% EC
50 Chipotle Mexican Grill Inc 169656105 Feb 2026 29,000 $1.1M 0.99% EC
51 Micron Technology Inc. 595112103 Feb 2026 2,600 $1.1M 0.98% EC
52 Stryker Corporation 863667101 Feb 2026 2,700 $1.0M 0.96% EC
53 Delta Air Lines Inc. 247361702 Feb 2026 15,000 $986K 0.90% EC
54 Check Point Software Technologies Ltd. M22465104 Feb 2026 6,443 $980K 0.90% EC
55 Intuit Inc 461202103 Feb 2026 2,393 $979K 0.90% EC
56 Synopsys Inc 871607107 Feb 2026 2,100 $869K 0.80% EC
57 Becton, Dickinson and Company 075887109 Feb 2026 4,087 $721K 0.66% EC
58 EOG Resources Inc. 26875P101 Feb 2026 5,136 $637K 0.58% EC
59 Oracle Corp. 68389X105 Feb 2026 3,200 $465K 0.43% EC
60 Servicenow Inc 81762P102 Feb 2026 3,010 $325K 0.30% EC
61 Waters Corporation 941848103 Feb 2026 0 $47 0.00% EC
62 Arista Networks Inc 040413205 Feb 2026 -4,300 $-574050 -0.53% EC
63 Fiserv Inc. 337738108 Feb 2026 -10,000 $-622900 -0.57% EC
64 Cadence Design Systems, Inc. 127387108 Feb 2026 -2,300 $-693220 -0.64% EC
65 Texas Instruments Inc. 882508104 Feb 2026 -3,650 $-774202 -0.71% EC
66 Commerce Bancshares Inc 200525103 Feb 2026 -17,419 $-888195 -0.82% EC
67 Fortinet Inc 34959E109 Feb 2026 -11,500 $-908845 -0.83% EC
68 Booz Allen Hamilton Holding Corp. 099502106 Feb 2026 -12,000 $-945960 -0.87% EC
69 Home Depot Inc. 437076102 Feb 2026 -2,500 $-951800 -0.87% EC
70 Autodesk Inc 052769106 Feb 2026 -4,000 $-983480 -0.90% EC
71 Paychex Inc 704326107 Feb 2026 -11,000 $-1030150 -0.95% EC
72 Zoetis Inc. 98978V103 Feb 2026 -8,000 $-1048800 -0.96% EC
73 Lululemon Athletica Inc. 550021109 Feb 2026 -5,700 $-1055469 -0.97% EC
74 Revvity Inc 714046109 Feb 2026 -10,870 $-1068630 -0.98% EC
75 Genuine Parts Co 372460105 Feb 2026 -9,200 $-1097192 -1.01% EC
76 Constellation Brands, Inc. 21036P108 Feb 2026 -7,100 $-1120806 -1.03% EC
77 Old Dominion Freight Line Inc. 679580100 Feb 2026 -5,600 $-1137080 -1.04% EC
78 Southern Co. 842587107 Feb 2026 -12,000 $-1168560 -1.07% EC
79 Salesforce Inc. 79466L302 Feb 2026 -6,000 $-1168740 -1.07% EC
80 Workday Inc 98138H101 Feb 2026 -8,750 $-1170400 -1.07% EC
81 Comcast Corporation 20030N101 Feb 2026 -38,000 $-1176480 -1.08% EC
82 M&T Bank Corporation 55261F104 Feb 2026 -5,500 $-1193390 -1.10% EC
83 Eaton Corporation PLC G29183103 Feb 2026 -3,200 $-1202944 -1.10% EC
84 Adobe Inc 00724F101 Feb 2026 -4,600 $-1207086 -1.11% EC
85 Edwards Lifesciences Corporation 28176E108 Feb 2026 -14,000 $-1210580 -1.11% EC
86 Lennox International Inc. 526107107 Feb 2026 -2,160 $-1231070 -1.13% EC
87 Price T Rowe Group Inc. 74144T108 Feb 2026 -13,300 $-1258579 -1.16% EC
88 Zimmer Biomet Holdings Inc 98956P102 Feb 2026 -12,810 $-1261016 -1.16% EC
89 Biogen Inc 09062X103 Feb 2026 -6,700 $-1285194 -1.18% EC
90 PPG Industries, Inc. 693506107 Feb 2026 -10,700 $-1318989 -1.21% EC
91 Regions Financial Corporation 7591EP100 Feb 2026 -47,400 $-1319142 -1.21% EC
92 Burlington Stores Inc. 122017106 Feb 2026 -4,400 $-1350228 -1.24% EC
93 Target Corp. 87612E106 Feb 2026 -12,000 $-1365480 -1.25% EC
94 ConocoPhillips 20825C104 Feb 2026 -12,600 $-1429596 -1.31% EC
95 Medtronic PLC G5960L103 Feb 2026 -14,800 $-1445368 -1.33% EC
96 Accenture PLC G1151C101 Feb 2026 -6,963 $-1453317 -1.33% EC
97 Ovintiv Inc 69047Q102 Feb 2026 -29,300 $-1482287 -1.36% EC
98 Consolidated Edison, Inc. 209115104 Feb 2026 -13,500 $-1519020 -1.39% EC
99 Illinois Tool Works Inc. 452308109 Feb 2026 -5,400 $-1569402 -1.44% EC
100 Hyatt Hotels Corporation 448579102 Feb 2026 -11,000 $-1776500 -1.63% EC