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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 34 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 22,076.0 $478K 0.00% +5K +30.2% $21.66 +1.8%
662 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 42,499.0 $474K 0.00% +1K +3.2% $11.15 +12.6%
663 PEBO PEOPLES BANCORP INC Financial Services 14,249.0 $468K 0.00% +576.0 +4.2% $32.87 +0.5%
664 VOOG VANGUARD ADMIRAL FDS INC 1,127.0 $459K 0.00% +182.0 +19.3% $407.56 -80.0%
665 TTC TORO CO Industrials 4,884.0 $456K 0.00% +1K +33.0% $93.44 -5.1%
666 CDW CDW CORP Technology 3,755.0 $454K 0.00% +598.0 +18.9% $121.02 -14.0%
667 COIN COINBASE GLOBAL INC Financial Services 2,598.0 $454K 0.00% +227.0 +9.6% $174.59 +8.5%
668 ULTA ULTA BEAUTY INC Consumer Cyclical 867.0 $453K 0.00% +187.0 +27.5% $522.95 -5.5%
669 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,337.0 $451K 0.00% +1K +69.7% $135.23 -1.0%
670 JHG JANUS HENDERSON GROUP PLC Financial Services 8,758.0 $450K 0.00% +439.0 +5.3% $51.37 +0.7%
671 NDAQ NASDAQ INC Financial Services 5,293.0 $449K 0.00% +484.0 +10.1% $84.89 +7.3%
672 MSCI MSCI INC Financial Services 830.0 $447K 0.00% +60.0 +7.8% $539.01 +4.2%
673 NGG NATIONAL GRID PLC Utilities 5,271.0 $446K 0.00% +73.0 +1.4% $84.60 -4.7%
674 VANGUARD MUN BD FDS 5,840.0 $446K 0.00% +615.0 +11.8% $76.29
675 OGE OGE ENERGY CORP Utilities 9,279.0 $445K 0.00% +2K +22.4% $47.96 -3.5%
676 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 10,709.0 $442K 0.00% +2K +25.8% $41.27 +26.6%
677 AA ALCOA CORP Basic Materials 6,593.0 $437K 0.00% +2K +45.6% $66.33 -5.6%
678 NTRS NORTHERN TR CORP Financial Services 3,123.0 $436K 0.00% +586.0 +23.1% $139.57 +17.4%
679 QDPL PACER FDS TR 10,852.0 $436K 0.00% +2K +21.4% $40.14 +11.7%
680 BCS BARCLAYS PLC Financial Services 20,231.0 $428K 0.00% +9K +86.2% $21.16 +8.4%
Page 34 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%