WAYCROSS PARTNERS, LLC

data from 30/09/2025

Capitalization

$ 1.163 B 9.54 %

Average holding period

10 ans

Performance

$ 384.880 M 71.12 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WAYCROSS PARTNERS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 7.71% 89.654 M $ 480511 2020/12/31 14.404 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 6.79% 78.913 M $ 152357 2020/12/31 3.099 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 5.69% 66.151 M $ 272113 2020/12/31 17.832 M $ 37.94 %
2025/09/30 AAPL APPLE INC 5.51% 64.095 M $ 251720 2020/12/31 12.208 M $ 24.11 %
2025/09/30 META META PLATFORMS INC 5.18% 60.188 M $ 81957 2020/12/31 -321.753 K $ -0.50 %
2025/09/30 AMZN AMAZON COM INC 4.85% 56.405 M $ 256887 2020/12/31 37.434 K $ 0.08 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 4.47% 51.999 M $ 65297 2020/12/31 5.671 M $ 12.52 %
2025/09/30 AVGO BROADCOM INC 4.01% 46.572 M $ 141167 2024/06/30 7.513 M $ 19.68 %
2025/09/30 C CITIGROUP INC 3.61% 41.916 M $ 412964 2020/12/31 6.623 M $ 19.24 %
2025/09/30 BA BOEING CO 3.55% 41.258 M $ 191162 2020/12/31 1.180 M $ 3.01 %
2025/09/30 ABBV ABBVIE INC 3.53% 41.078 M $ 177413 2020/12/31 7.776 M $ 24.74 %
2025/09/30 MA MASTERCARD INCORPORATED 2.92% 33.956 M $ 59696 2020/12/31 401.427 K $ 1.22 %
2025/09/30 LOW LOWES COS INC 2.83% 32.903 M $ 130927 2024/06/30 3.156 M $ 13.27 %
2025/09/30 ADI ANALOG DEVICES INC 2.71% 31.543 M $ 128381 2020/12/31 965.099 K $ 3.23 %
2025/09/30 IR INGERSOLL RAND INC 2.43% 28.219 M $ 341551 2025/09/30 0.000 $ 0.00 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 2.42% 28.118 M $ 139521 2025/09/30 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTL INC 2.39% 27.804 M $ 132086 2024/06/30 -2.891 M $ -9.61 %
2025/09/30 IDXX IDEXX LABS INC 2.39% 27.773 M $ 43471 2024/12/31 4.359 M $ 19.12 %
2025/09/30 ECL ECOLAB INC 2.24% 26.090 M $ 95269 2025/09/30 0.000 $ 0.00 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 2.20% 25.622 M $ 112512 2025/06/30 1.017 M $ 4.23 %
2025/09/30 DAL DELTA AIR LINES INC DEL 1.91% 22.194 M $ 391090 2025/06/30 2.895 M $ 15.39 %
2025/09/30 CRM SALESFORCE INC 1.85% 21.510 M $ 90760 2025/03/31 -3.168 M $ -13.09 %
2025/09/30 BDX BECTON DICKINSON & CO 1.76% 20.467 M $ 109349 2024/09/30 1.595 M $ 8.66 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 1.67% 19.437 M $ 43461 2020/12/31 -4.133 M $ -17.70 %
2025/09/30 NOW SERVICENOW INC 1.49% 17.287 M $ 18785 2025/03/31 -1.987 M $ -10.49 %
2025/09/30 SO SOUTHERN CO 1.32% 15.354 M $ 162018 2025/06/30 466.148 K $ 3.20 %
2025/09/30 EOG EOG RES INC 1.27% 14.820 M $ 132179 2023/09/30 -968.037 K $ -6.26 %
2025/09/30 TGT TARGET CORP 1.19% 13.806 M $ 153912 2020/12/31 -1.544 M $ -9.07 %
2025/09/30 CSL CARLISLE COS INC 1.14% 13.236 M $ 40237 2025/09/30 0.000 $ 0.00 %
2025/09/30 PYPL PAYPAL HLDGS INC 1.09% 12.707 M $ 189494 2020/12/31 -1.349 M $ -9.77 %
2025/09/30 ABC CENCORA INC 0.40% 4.688 M $ 15000 2020/12/31 0.000 $ 0.00 %
2025/09/30 TJX TJX COS INC NEW 0.37% 4.336 M $ 30000 2020/12/31 631.499 K $ 17.05 %
2025/09/30 V VISA INC 0.35% 4.097 M $ 12000 2020/12/31 -123.030 K $ -3.85 %
2025/09/30 DIS DISNEY WALT CO 0.34% 4.008 M $ 35000 2020/12/31 -332.850 K $ -7.67 %
2025/09/30 BAC BANK AMERICA CORP 0.33% 3.869 M $ 75000 2020/12/31 213.500 K $ 9.02 %
2025/09/30 WFC WELLS FARGO CO NEW 0.32% 3.772 M $ 45000 2022/09/30 1.737 M $ 4.62 %
2025/09/30 AGG ISHARES TR 0.32% 3.720 M $ 37110 2023/12/31 38.965 K $ 1.06 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.29% 3.429 M $ 35000 2025/06/30 163.450 K $ 5.01 %
2025/09/30 CVS CVS HEALTH CORP 0.29% 3.393 M $ 45000 2025/06/30 288.449 K $ 9.29 %
2025/09/30 KVUE KENVUE INC 0.28% 3.246 M $ 200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.28% 3.236 M $ 20000 2022/03/31 397.799 K $ 14.02 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.28% 3.234 M $ 30000 2022/06/30 530.400 K $ 19.62 %
2025/09/30 ADSK AUTODESK INC 0.27% 3.177 M $ 10000 2025/03/31 81.000 K $ 2.62 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.27% 3.101 M $ 30000 2023/12/31 -330.900 K $ -9.64 %
2025/09/30 LLY ELI LILLY & CO 0.26% 3.052 M $ 4000 2021/03/31 -66.119 K $ -2.12 %
2025/09/30 CCL CARNIVAL CORP 0.25% 2.891 M $ 100000 2023/09/30 78.999 K $ 2.81 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.24% 2.777 M $ 3000 2020/12/31 -192.930 K $ -6.50 %
2025/09/30 DASH DOORDASH INC 0.23% 2.720 M $ 10000 2022/09/30 254.800 K $ 10.34 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.17% 1.960 M $ 50000 2020/12/31 -848.000 K $ -30.20 %
2025/09/30 CSX CSX CORP 0.15% 1.776 M $ 50000 2023/03/31 2.272 M $ 8.83 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.15% 1.727 M $ 5000 2021/03/31 166.649 K $ 10.68 %
2025/09/30 EXAS EXACT SCIENCES CORP 0.12% 1.368 M $ 25000 2025/06/30 39.250 K $ 2.95 %
2025/09/30 DXCM DEXCOM INC 0.12% 1.346 M $ 20000 2021/03/31 -400.000 K $ -22.91 %
2025/09/30 CAT CATERPILLAR INC 0.11% 1.288 M $ 2700 2020/12/31 240.138 K $ 22.91 %
2025/09/30 MCD MCDONALDS CORP 0.10% 1.217 M $ 4005 2020/12/31 46.938 K $ 4.01 %
2025/09/30 NKE NIKE INC 0.10% 1.199 M $ 17200 2020/12/31 -8.122 K $ -1.84 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.06% 723.855 K $ 1450 2020/12/31 52.301 K $ 7.79 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.06% 708.771 K $ 2247 2025/06/30 57.343 K $ 8.80 %
2025/09/30 XOM EXXON MOBIL CORP 0.06% 676.275 K $ 5998 2022/12/31 29.690 K $ 4.59 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.06% 662.078 K $ 4309 2020/12/31 -24.432 K $ -3.56 %
2025/09/30 DHR DANAHER CORPORATION 0.06% 644.345 K $ 3250 2020/12/31 2.339 K $ 0.36 %
2025/09/30 GILD GILEAD SCIENCES INC 0.05% 636.252 K $ 5732 2025/06/30 745.000 $ 0.12 %
2025/09/30 AMGN AMGEN INC 0.05% 634.950 K $ 2250 2020/12/31 6.727 K $ 1.07 %
2025/09/30 DE DEERE & CO 0.05% 630.562 K $ 1379 2020/12/31 -70.646 K $ -10.07 %
2025/09/30 PEP PEPSICO INC 0.05% 622.571 K $ 4433 2020/12/31 37.237 K $ 6.36 %
2025/09/30 ETR ENTERGY CORP NEW 0.05% 542.179 K $ 5818 2025/06/30 58.587 K $ 12.12 %
2025/09/30 RTX RTX CORPORATION 0.05% 527.257 K $ 3151 2020/12/31 67.147 K $ 14.59 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.04% 479.640 K $ 6000 2020/12/31 -65.760 K $ -12.06 %
2025/09/30 ORCL ORACLE CORP 0.04% 478.108 K $ 1700 2025/06/30 106.437 K $ 28.64 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.04% 470.250 K $ 4180 2025/06/30 36.533 K $ 8.42 %
2025/09/30 XEL XCEL ENERGY INC 0.04% 447.608 K $ 5550 2025/06/30 69.652 K $ 18.43 %
2025/09/30 TFC TRUIST FINL CORP 0.04% 435.483 K $ 9525 2025/06/30 26.003 K $ 6.35 %
2025/09/30 KEY KEYCORP 0.04% 424.842 K $ 22731 2025/06/30 28.868 K $ 7.29 %
2025/09/30 CSCO CISCO SYS INC 0.04% 415.720 K $ 6076 2025/06/30 -5.832 K $ -1.38 %
2025/09/30 WMT WALMART INC 0.04% 412.240 K $ 4000 2024/06/30 21.120 K $ 5.40 %
2025/09/30 NEE NEXTERA ENERGY INC 0.04% 407.042 K $ 5392 2025/06/30 32.729 K $ 8.74 %
2025/09/30 PSX PHILLIPS 66 0.03% 403.299 K $ 2965 2025/06/30 49.574 K $ 14.02 %
2025/09/30 FITB FIFTH THIRD BANCORP 0.03% 381.170 K $ 8556 2025/06/30 29.261 K $ 8.32 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.03% 378.799 K $ 3061 2025/06/30 17.600 K $ 4.87 %
2025/09/30 EIX EDISON INTL 0.03% 373.582 K $ 6758 2025/06/30 24.869 K $ 7.13 %
2025/09/30 CME CME GROUP INC 0.03% 363.135 K $ 1344 2025/06/30 -7.297 K $ -1.97 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.03% 362.274 K $ 3604 2025/06/30 612.000 $ 0.17 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.03% 344.297 K $ 2769 2025/06/30 -12.682 K $ -3.55 %
2025/09/30 FE FIRSTENERGY CORP 0.03% 341.313 K $ 7449 2025/06/30 41.416 K $ 13.81 %
2025/09/30 USB US BANCORP DEL 0.03% 339.325 K $ 7021 2025/06/30 21.624 K $ 6.81 %
2025/09/30 ABT ABBOTT LABS 0.03% 333.377 K $ 2489 2020/12/31 -5.152 K $ -1.52 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.03% 315.214 K $ 1700 2020/12/31 55.538 K $ 21.39 %
2025/09/30 CVX CHEVRON CORP NEW 0.03% 305.455 K $ 1967 2025/06/30 23.800 K $ 8.45 %
2025/09/30 PRU PRUDENTIAL FINL INC 0.02% 285.804 K $ 2755 2025/06/30 -10.193 K $ -3.44 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.02% 285.411 K $ 6494 2025/06/30 4.415 K $ 1.57 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.02% 262.602 K $ 1619 2025/03/31 -32.266 K $ -10.94 %
2025/09/30 KHC KRAFT HEINZ CO 0.02% 235.089 K $ 9028 2025/06/30 1.986 K $ 0.85 %
2025/09/30 MRK MERCK & CO INC 0.02% 209.825 K $ 2500 2020/12/31 21.465 K $ 6.03 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.02% 205.521 K $ 4557 2020/12/31 -5.422 K $ -2.57 %
2025/09/30 CAG CONAGRA BRANDS INC 0.02% 185.389 K $ 10125 2025/06/30 -21.870 K $ -10.55 %
2025/09/30 SYY SYSCO CORP 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 ADBE ADOBE INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 KMX CARMAX INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %