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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 37 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 18,593.0 $348K 0.00% +5K +36.3% $18.70 -18.2%
722 AXTA AXALTA COATING SYS LTD Basic Materials 12,424.0 $344K 0.00% +3K +32.9% $27.70 -0.7%
723 G GENPACT LIMITED Technology 9,235.0 $344K 0.00% +4K +88.0% $37.25 -17.5%
724 VTWV VANGUARD SCOTTSDALE FDS 2,048.0 $343K 0.00% +35.0 +1.7% $167.25 +8.8%
725 HUBS HUBSPOT INC Technology 1,399.0 $341K 0.00% +525.0 +60.1% $244.10 -15.0%
726 UCON FIRST TR EXCHNG TRADED FD VI 13,786.0 $341K 0.00% +2K +21.1% $24.77 +0.1%
727 PBR PETROLEO BRASILEIRO S A Energy 16,442.0 $341K 0.00% +2K +11.6% $20.75 -1.5%
728 AXS AXIS CAP HLDGS LTD Financial Services 3,302.0 $335K 0.00% +626.0 +23.4% $101.41 -0.6%
729 SDOG ALPS ETF TR 4,962.0 $323K 0.00% +89.0 +1.8% $65.04 +1.9%
730 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,469.0 $321K 0.00% +291.0 +24.7% $218.72 -1.7%
731 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,286.0 $319K 0.00% +303.0 +4.3% $43.82 +9.5%
732 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,522.0 $318K 0.00% +76.0 +1.2% $48.78 -6.7%
733 ASTS AST SPACEMOBILE INC Technology 3,819.0 $316K 0.00% +572.0 +17.6% $82.87 +1.7%
734 FLS FLOWSERVE CORP Industrials 4,297.0 $316K 0.00% +121.0 +2.9% $73.51 -10.5%
735 AMKR AMKOR TECHNOLOGY INC Technology 6,824.0 $307K 0.00% +798.0 +13.2% $45.03 +47.1%
736 TRMB TRIMBLE INC Technology 4,677.0 $305K 0.00% +79.0 +1.7% $65.23 -15.6%
737 KB KB FINL GROUP INC Financial Services 3,059.0 $305K 0.00% +389.0 +14.6% $99.73 +4.2%
738 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 907.0 $300K 0.00% +67.0 +8.0% $330.87 -12.9%
739 TM TOYOTA MOTOR CORP Consumer Cyclical 1,456.0 $300K 0.00% +127.0 +9.6% $206.05 -9.0%
740 KEY KEYCORP Financial Services 14,899.0 $299K 0.00% +1K +8.9% $20.05 +5.2%
Page 37 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%