WAYCROSS PARTNERS, LLC — 13F holdings

WAYCROSS PARTNERS, LLC reported 72 holdings worth $1.17B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. GOOGL ALPHABET INC — $90.9M (7.7%)
2. NVDA NVIDIA CORPORATION — $90.5M (7.7%)
3. AAPL APPLE INC — $71.9M (6.1%)
4. AMZN AMAZON COM INC — $70.7M (6.0%)
5. MSFT MICROSOFT CORP — $64.7M (5.5%)
6. GS GOLDMAN SACHS GROUP INC — $50.8M (4.3%)
7. AVGO BROADCOM INC — $46.4M (3.9%)
8. META META PLATFORMS INC — $45.1M (3.8%)
9. C CITIGROUP INC — $43.3M (3.7%)
10. ABBV ABBVIE INC — $42.3M (3.6%)