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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $13.4B AUM 1,711 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 207 New 804 Added 410 Reduced 64 Exited
Page 30 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GVI ISHARES TR 6,361.0 $679K 0.01% +537.0 +9.2% $106.68 -1.0%
582 MLI MUELLER INDS INC Industrials 6,104.0 $676K 0.01% +1K +26.6% $110.80 +23.1%
583 CIEN CIENA CORP Technology 1,722.0 $669K 0.01% +74.0 +4.5% $388.23 +35.1%
584 SCUS SCHWAB STRATEGIC TR 26,356.0 $664K 0.01% +3K +13.2% $25.20 -0.1%
585 J JACOBS SOLUTIONS INC Industrials 5,192.0 $661K 0.01% +168.0 +3.3% $127.27 -13.2%
586 BUFR FIRST TR EXCHNG TRADED FD VI 19,485.0 $658K 0.01% +712.0 +3.8% $33.77 +6.9%
587 HPE HEWLETT PACKARD ENTERPRISE C Technology 27,595.0 $657K 0.01% +5K +21.8% $23.81 +39.0%
588 TEL TE CONNECTIVITY PLC Technology 3,137.0 $656K 0.01% +376.0 +13.6% $209.01 -1.9%
589 S SENTINELONE INC Technology 50,897.0 $656K 0.01% +17K +50.0% $12.88 +30.9%
590 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 86,099.0 $649K 0.01% +72K +514.5% $7.54 +2.0%
591 FTSM FIRST TR EXCHANGE-TRADED FD 10,856.0 $649K 0.01% +724.0 +7.2% $59.78 +0.2%
592 ROM PROSHARES TR 8,272.0 $649K 0.01% +72.0 +0.9% $78.40 +69.4%
593 UAL UNITED AIRLS HLDGS INC Industrials 6,943.0 $639K 0.01% +3K +64.1% $92.07 +0.8%
594 SF STIFEL FINL CORP Financial Services 8,601.0 $636K 0.01% +4K +106.6% $73.92 +0.6%
595 PRA PROASSURANCE CORP Financial Services 25,621.0 $633K 0.01% +321.0 +1.3% $24.72 -0.9%
596 HII HUNTINGTON INGALLS INDS INC Industrials 1,654.0 $628K 0.01% +289.0 +21.2% $379.79 -14.1%
597 AHR AMERICAN HEALTHCARE REIT INC Real Estate 13,249.0 $625K 0.01% +1K +8.6% $47.16 +4.6%
598 FE FIRSTENERGY CORP Utilities 12,294.0 $623K 0.01% +330.0 +2.8% $50.66 -13.5%
599 FIVE FIVE BELOW INC Consumer Cyclical 2,720.0 $621K 0.01% +801.0 +41.7% $228.48 -6.5%
600 LEN LENNAR CORP Consumer Cyclical 7,083.0 $615K 0.01% +2K +32.8% $86.84 -5.2%
Page 30 of 41  ·  804 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 18.4%
Industrials 9.5%
Healthcare 8.9%
Consumer Cyclical 7.9%
Communication Services 7.7%
Energy 7.0%
Consumer Defensive 6.8%
Utilities 3.0%
Basic Materials 2.5%