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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $12.4B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1477 New
Page 23 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CRWD CROWDSTRIKE HLDGS INC Technology 7,892.0 $3.7M 0.03% NEW $468.76 +32.0%
442 APH AMPHENOL CORP NEW Technology 27,340.0 $3.7M 0.03% NEW $135.14 -11.8%
443 ARCC ARES CAPITAL CORP Financial Services 182,575.0 $3.7M 0.03% NEW $20.23 -8.2%
444 SCHY SCHWAB STRATEGIC TR 123,675.0 $3.7M 0.03% NEW $29.82 +8.7%
445 TORTOISE CAPITAL SERIES TRUS 403,250.0 $3.6M 0.03% NEW $9.04
446 SPTI SPDR SERIES TRUST 126,204.0 $3.6M 0.03% NEW $28.84 -2.4%
447 SDY SPDR SERIES TRUST 26,094.0 $3.6M 0.03% NEW $139.16 +6.2%
448 DOW DOW INC Basic Materials 154,876.0 $3.6M 0.03% NEW $23.38 +64.9%
449 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 115,783.0 $3.6M 0.03% NEW $31.22 +4.4%
450 ORA ORMAT TECHNOLOGIES INC Utilities 32,717.0 $3.6M 0.03% NEW $110.47 +17.0%
451 CMI CUMMINS INC Industrials 7,029.0 $3.6M 0.03% NEW $510.47 +29.2%
452 ATR APTARGROUP INC Healthcare 29,054.0 $3.5M 0.03% NEW $121.96 -6.8%
453 USRT ISHARES TR 62,106.0 $3.5M 0.03% NEW $56.96 +13.0%
454 DISV DIMENSIONAL ETF TRUST 92,802.0 $3.5M 0.03% NEW $38.00 +9.5%
455 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 21,765.0 $3.5M 0.03% NEW $161.95 -3.7%
456 MGMT UNIFIED SER TR 79,005.0 $3.5M 0.03% NEW $44.33 +4.7%
457 EWU ISHARES TR 79,591.0 $3.5M 0.03% NEW $43.98 +5.3%
458 IBIT ISHARES BITCOIN TRUST ETF Financial Services 70,478.0 $3.5M 0.03% NEW $49.65 -12.4%
459 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 60,645.0 $3.5M 0.03% NEW $57.49 +38.1%
460 IUSB ISHARES TR 74,855.0 $3.5M 0.03% NEW $46.54 -2.2%
Page 23 of 74  ·  1,477 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 29.8%
Financial Services 18.1%
Healthcare 9.1%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.5%
Consumer Defensive 6.9%
Energy 5.5%
Utilities 2.8%
Basic Materials 2.3%