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Luther Hartwell Hodges

Waycross Investment Management Co

Assets Managed
$131.322M
Holdings
59
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
25.41%(2Q avg: 8.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Waycross Investment Management Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Waycross Investment Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 131.322M in assets, with a quarterly growth rate of 25.41% and a 2-quarter average growth rate of 8.74%. The portfolio is managed by Luther Hartwell Hodges, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IBTK
Ishares Ibonds Dec 2030 Trea
Recent Activity
Increased 1.91%
7.91%
$10.376M
531,033 shares@ $19.55 avg price
IBTJ
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 1.67%
7.31%
$9.595M
443,173 shares@ $21.65 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Increased 13.93%
5.77%
$7.566M
39,455 shares@ $191.76 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -3.32%
5.55%
$7.281M
174,485 shares@ $41.73 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Increased 4.64%
5.12%
$6.717M
148,143 shares@ $45.34 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 10.96%
5%
$6.566M
30,858 shares@ $212.78 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 41.2%
4.69%
$6.159M
8,247 shares@ $746.79 avg price
BSCU
Invesco Bulletshares 2030 Cb
Recent Activity
Increased 0.34%
4.69%
$6.149M
369,413 shares@ $16.65 avg price
BSCV
Invesco Bulletshares 2031 Cb
Recent Activity
Increased 0.37%
4.66%
$6.109M
372,853 shares@ $16.39 avg price
JBL
Jabil Inc
Recent Activity
Decreased -1.72%
3.54%
$4.636M
12,027 shares@ $385.49 avg price

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