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Waycross Independent Trust

CIK: 0001815558 Equity
Report date: 2026-04-27
AUM $149M
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-27

About this Fund

Waycross Independent Trust is a renowned mutual fund company that has been at the forefront of asset management and investment solutions, providing a wide range of mutual fund options to cater to the diverse needs of its investors. With a strong focus on wealth management, the company offers a broad spectrum of funds, including equity, debt, hybrid, and money market funds, each designed to help investors achieve their unique financial goals. Whether you're a seasoned investor or just starting to build your portfolio, Waycross Independent Trust's expert team is dedicated to helping you navigate the complex world of investments, providing personalized solutions and guidance every step of the way. By leveraging their extensive experience and expertise in portfolio management, the company enables investors to make informed decisions, optimize their returns, and minimize risk. For those looking to invest systematically, Waycross Independent Trust also offers a systematic investment plan, or SIP, which allows investors to invest a fixed amount of money at regular intervals, helping to reduce market volatility and timing risks. The company's investor-centric approach, combined with its commitment to transparency and accountability, has earned the trust of countless investors, who appreciate the company's ability to deliver consistent, long-term results. As a trusted partner in wealth management, Waycross Independent Trust prioritizes its investors' needs, providing them with access to a comprehensive range of investment products, expert advice, and exceptional customer service. By choosing Waycross Independent Trust, investors can rest assured that their investments are being managed by a team of seasoned professionals who are passionate about helping them achieve financial success and security. With a proven track record of delivering strong investment performance and a deep understanding of the markets, Waycross Independent Trust has established itself as a leading player in the mutual fund industry, and its reputation for excellence continues to attract investors seeking reliable, effective, and personalized investment solutions. Through its unwavering commitment to excellence and customer satisfaction, Waycross Independent Trust has built a loyal client base, and its mutual funds have become a popular choice among investors seeking to grow their wealth, plan for retirement, or simply diversify their investment portfolio. By offering a unique blend of investment expertise, personalized service, and competitive products, Waycross Independent Trust has solidified its position as a trusted and respected name in the world of asset management and mutual funds.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

21 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 SHW The Sherwin-Williams Company Since 2026-05-10 824348106 Equity (Common)
3.21%
 $4.79 13,212
2 ISRG Intuitive Surgical Inc. Since 2026-05-10 46120E602 Equity (Common)
2.46%
 $3.67 7,293
3 C Citigroup Inc. Since 2026-05-10 172967424 Equity (Common)
2.94%
 $4.38 39,741
4 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.49%
 $5.21 16,308
5 MA MasterCard Incorporated Since 2026-05-10 57636Q104 Equity (Common)
3.33%
 $4.97 9,607
6 ECL Ecolab Inc. Since 2026-05-10 278865100 Equity (Common)
2.94%
 $4.39 14,223
7 BDX Becton, Dickinson and Company Since 2026-05-10 075887109 Equity (Common)
1.93%
 $2.88 16,293
8 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
1.80%
 $2.68 6,547
9 NOW Servicenow Inc Since 2026-05-10 81762P102 Equity (Common)
0.85%
 $1.27 11,779
10 MRSH Marsh & McLennan Companies, Inc. Since 2026-05-10 571748102 Equity (Common)
3.01%
 $4.48 24,012
11 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
5.84%
 $8.71 32,953
12 AMD Advanced Micro Devices Inc. Since 2026-05-10 007903107 Equity (Common)
1.00%
 $1.50 7,474
13 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
4.56%
 $6.80 10,488
14 BSX Boston Scientific Corporation Since 2026-05-10 101137107 Equity (Common)
1.50%
 $2.23 29,051
15 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
7.15%
 $10.66 34,210
16 HON Honeywell International Inc. Since 2026-05-10 438516106 Equity (Common)
3.42%
 $5.10 20,938
17 DAL Delta Air Lines Inc. Since 2026-05-10 247361702 Equity (Common)
2.56%
 $3.81 58,064
18 ABBV AbbVie Inc. Since 2026-05-10 00287Y109 Equity (Common)
3.22%
 $4.80 20,686
19 WAT Waters Corporation Since 2026-05-10 941848103 Equity (Common)
0.00%
 — 1
20 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
4.53%
 $6.76 32,180
21 IR Ingersoll Rand Inc Since 2026-05-10 45687V106 Equity (Common)
3.21%
 $4.78 50,805
Frequently Asked Questions — Waycross Independent Trust
What type of mutual fund is Waycross Independent Trust?
Waycross Independent Trust is a SEC-registered Equity fund, with $149M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Waycross Independent Trust holds 21 portfolio positions, all detailed in the holdings table on this page.
What are Waycross Independent Trust's assets under management (AUM)?
Waycross Independent Trust has $149M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Waycross Independent Trust's top holdings?
According to Waycross Independent Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include The Sherwin-Williams Company, Intuitive Surgical Inc., Citigroup Inc. , among others. The complete list of all 21 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Waycross Independent Trust's expense ratio?
Expense ratio data for Waycross Independent Trust is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Waycross Independent Trust's SEC filings?
Waycross Independent Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001815558. You can access all of Waycross Independent Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001815558). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Waycross Independent Trust's holdings data on StockSifting?
Holdings data for Waycross Independent Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.