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| Waycross Investment Management Company
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|---|---|
| CRD # | 105034 |
| SEC # | 801-120007 |
| CIK # | 0001922448 |
| AUM | 252.4 M (2026-03-06) |
| Employees | 5 (60% Investors, 0% 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) |
|---|---|---|
| Jabil Circuit Inc | 4.6 | |
| Alphabet Inc | 3.9 | |
| Microsoft Corp | 3.5 | |
| Steel Dynamics Inc | 3.0 | |
| Deere & Co | 2.4 | |
| Cisco Systems Inc | 2.2 | |
| United Technologies Corp /DE/ | 1.9 | |
| Apple Inc | 1.5 | |
| Wal Mart Stores Inc | 1.4 | |
| Metropcs Communications Inc | 1.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 34.5 |
| (b) Individuals (high net worth individuals) | 50 | 144.5 |
| (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 | 14 | 73.4 |
| (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 | 161 | 252.4 |
| By Discretionary | ||
| Discretionary | 161 | 252.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 161 | 252.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.4 | |
| Total | 161 | 252.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001922448] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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