Fund HoldingsWaycross Investment Management Co

Total Portfolio Value
$86.91M
Total Bought
$1.52M
Total Sold
$9.06M
Net Transaction
-$7.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
04,098+4,09803580.41%+358
JABIL INC(JBL)15,37615,37601,6601,9512.24%+292
AMAZON COM INC(AMZN)01,585+1,58502010.23%+201
BOISE CASCADE CO DEL(BCC)13,39613,39601,2101,3801.59%+170
JACOBS SOLUTIONS INC(J)9,2849,28401,1041,2671.46%+163
ALPHABET INC(GOOG)14,41814,318-1001,7441,8882.17%+144
ACTIVISION BLIZZARD INC11,20211,20209441,0491.21%+105
ADOBE INC(ADBE)2,5412,553+121,2431,3021.50%+59
DANAHER CORPORATION(DHR)6,1886,18801,4851,5351.77%+50
CISCO SYS INC(CSCO)19,47019,47001,0071,0471.20%+39
BERKSHIRE HATHAWAY INC DEL1,1441,195+513904190.48%+29
WALMART INC(WMT)4,4734,507+347037210.83%+18
COSTCO WHSL CORP NEW(COST)54154102913060.35%+14
ADVISORSHARES TR
PURE CANNABIS
15,50015,500040530.06%+13
PENNYMAC CORP(PMT)010,000+10,0000100.01%+10
T-MOBILE US INC(TMUS)6,8006,80009459521.10%+8
PACER FDS TR
US CASH COWS 100
48,11046,592-1,5182,3032,3032.65%0
SPDR SER TR
ST STR BLO 1 ETF
4,7724,77204384380.50%0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
10,04610,04601911880.22%-3
ISHARES TR13,66613,630-361,3751,3721.58%-3
VANGUARD INDEX FDS71971902932820.32%-10
ABBOTT LABS2,7472,947+2002992850.33%-14
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
15,11014,285-8252862680.31%-18
ISHARES TR4,1444,14405835620.65%-22
ISHARES U S ETF TR
SHOR DURA BD ETF
8,4277,905-5224193940.45%-25
SCHWAB STRATEGIC TR13,89513,89507186930.80%-26
STEEL DYNAMICS INC(STLD)15,63415,63401,7031,6761.93%-27
CANADIAN PACIFIC KANSAS CITY(CP)7,9077,90706395880.68%-50
HOME DEPOT INC(HD)4,3214,268-531,3421,2901.48%-53
CANADIAN NATL RY CO(CNI)5,3745,37406515820.67%-68
ISHARES TR3,8233,82309288570.99%-71
GRAPHIC PACKAGING HLDG CO(GPK)45,24445,24401,0871,0081.16%-79
SPDR S&P 500 ETF TR(SPY)8,5538,607+543,7913,6794.23%-112
DEERE & CO(DE)4,2994,29901,7421,6221.87%-120
LEVI STRAUSS & CO NEW(LEVI)44,05836,310-7,7486364930.57%-143
SANMINA CORPORATION(SANM)24,42324,42301,4721,3261.53%-146
LEAR CORP(LEA)5,9535,216-7378557000.81%-155
INVESCO EXCH TRD SLF IDX FD246,630238,602-8,0284,9654,7985.52%-166
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
199,237199,112-1255,2885,1155.89%-173
VANGUARD INDEX FDS18,29218,286-63,6383,4573.98%-181
MICROSOFT CORP(MSFT)9,1619,292+1313,1202,9343.38%-186
APPLE INC(AAPL)12,60412,972+3682,4452,2212.56%-224
SUMMIT MATLS INC36,89736,89701,3971,1491.32%-248
FORD MTR CO DEL(F)73,92266,854-7,0681,1188300.96%-288
RTX CORPORATION(RTX)12,64012,880+2401,2389271.07%-311
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
4,1030-4,1033730-373
INVESCO EXCH TRD SLF IDX FD754,696727,516-27,18015,52415,03817.30%-486
DOCUSIGN INC(DOCU)10,6270-10,6275430-543
INVESCO EXCH TRD SLF IDX FD(IVZ)758,098725,081-33,01716,04915,39317.71%-655
AMERICAN TOWER CORP NEW(AMT)4,4960-4,4968720-872
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
299,4880-299,4884,7810-4,781
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