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| Happy Holidays!! thanks for using AUM13F!! |
| Waycross Investment Management Company
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| CRD # | 105034 |
| SEC # | 801-120007 |
| CIK # | 0001922448 |
| AUM | $216.7 M (2025-02-25) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 360-671-0148 |
| Address | 119 N Commercial St Bellingham, WA 98225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.6 | ||
| Jabil Circuit Inc | 2.8 | ||
| Metropcs Communications Inc | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Deere & Co | 2.0 | ||
| Steel Dynamics Inc | 1.8 | ||
| United Technologies Corp /DE/ | 1.7 | ||
| MercadoLibre Inc | 1.5 | ||
| Wal Mart Stores Inc | 1.3 | ||
| Cisco Systems Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 30.6 |
| (b) Individuals (high net worth individuals) | 54 | 124.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 62.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 216.7 |
| By Discretionary | ||
| Discretionary | 330 | 214.5 |
| Non-Discretionary | 4 | 2.1 |
| Total | 334 | 216.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 214.0 | |
| Total | 334 | 216.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001922448] |
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