Waycross Investment Management Co

Q3 2025 13F Holdings

  • Location
    bellingham, WA
  • Num holdings

    42

  • Value ($000)

    $98,018

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001922448
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$10.64M
11 %

121,881

IBTK
IBTK

ISHARES TR

IBOND DEC 2030
$9.98M
10 %

502,032

IBTJ
IBTJ

ISHARES TR

IBONDS 29 TRM TS
$9.24M
9 %

420,746

DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$7.24M
7 %

191,794

BSCU
BSCU

INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP
$6.45M
7 %

381,431

BSCV
BSCV

INVESCO EXCH TRD SLF IDX FD

BULETSHS 2031 CP
$6.38M
7 %

382,719

XLU
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
$4.75M
5 %

54,496

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$3.95M
4 %

5,934

MSFT
MSFT

MICROSOFT CORP

COM
$3.71M
4 %

7,155

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$2.86M
3 %

11,739

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