Waycross Investment Management Co Q2 2026 Portfolio Activity: Significant Buys and Sells Observed

WAYCROSS INVESTMENT MANAGEMENT CO's portfolio underwent considerable changes during the second quarter of 2026, marked by both strategic additions and disposals. The firm significantly increased its holdings in several exchange-traded funds (ETFs) known for their broad market exposure and low expense ratios, while simultaneously reducing positions in others.

Among the most prominent purchases observed this quarter were substantial increases in shares of established ETFs like VANGUARD INDEX FDS (VB), iShares Core MSCI Emerging Markets Inc. (EMXC), and individual stocks such as MEDTRONIC PLC (MDT). The position in VB, a cornerstone of fixed income investing, grew by 100% from Q1, adding shares valued at $4.53 million to the portfolio, which now accounts for approximately 3.45% of its total value as of June 30th. Similarly, EMXC experienced an unprecedented 100% increase in holdings, acquiring all previously held shares worth $1.55 million ($1.55M stock_value), boosting its allocation to about 1.18%. The healthcare sector exposure also saw a major boost with the purchase of MDT shares valued at over $1.10 million.

The firm's focus appears diversified, touching upon core fixed income through VB and emerging market equities via EMXC, alongside exposure to established blue-chip companies like STATE STR SPDR S&P 500 ETF T (SPY) which also saw a significant increase of over 41% in shares this quarter, adding $2.69 million to its allocation (4.69%). Other notable additions include CME GROUP INC (CME), a financial services entity whose position grew by 100% from Q1, and the Dimensional fund DUHP which saw an increase of just under half its prior holdings.

Conversely, Waycross also recorded substantial sales during this period. The most significant exit was from ISHARES TR (IEFA), a large-cap total international stock fund ETF, where the firm sold off nearly 83% of its position in Q1 holdings. This resulted in a reduction of over $2.07 million in value for IEFA ($2.07M), leaving only about 1.58% allocation remaining as of June 30th. Other ETFs like GRID (a first-trust exchange-traded fund) saw a modest increase, while others such as DUHP experienced slight decreases.

The overall portfolio value stood at $131,322,154 as of June 30th, with the largest sector allocation being 'Unknown' (72.07%) followed by Technology (10.32%). The significant buying activity suggests confidence in certain asset classes or specific holdings, while the large sell indicates a strategic shift away from international developed stocks.

For further details on Waycross Investment Management Co's portfolio and its investment activities throughout 2026, visit InsiderSet. You can explore specific holdings like VB, EMXC, MDT, or the sold position in IEFA by visiting their respective pages on VB, EMXC, and IEFA.