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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 35 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HEI HEICO CORP NEW Industrials 4,148.0 $1.3M 0.01% NEW $323.59 -10.1%
682 AJG GALLAGHER ARTHUR J & CO Financial Services 5,166.0 $1.3M 0.01% NEW $258.79 -22.6%
683 POTLATCHDELTIC CORPORATION 33,569.0 $1.3M 0.01% NEW $39.78
684 VKTX VIKING THERAPEUTICS INC Healthcare 37,916.0 $1.3M 0.01% NEW $35.18 -17.8%
685 RSF RIVERNORTH CAP AND INCM FD I Financial Services 92,523.0 $1.3M 0.01% NEW $14.36 +1.3%
686 MPWR MONOLITHIC PWR SYS INC Technology 1,452.0 $1.3M 0.01% NEW $906.15 +64.3%
687 OKE ONEOK INC NEW Energy 17,856.0 $1.3M 0.01% NEW $73.50 +30.3%
688 SHM SPDR SERIES TRUST 27,289.0 $1.3M 0.01% NEW $47.99 -0.6%
689 NTNX NUTANIX INC Technology 25,320.0 $1.3M 0.01% NEW $51.69 -11.1%
690 ZTS ZOETIS INC Healthcare 10,385.0 $1.3M 0.01% NEW $125.82 -38.0%
691 MCO MOODYS CORP Financial Services 2,535.0 $1.3M 0.01% NEW $510.80 -15.8%
692 MECHANICS BANCORP 88,248.0 $1.3M 0.01% NEW $14.63
693 FITB FIFTH THIRD BANCORP Financial Services 27,575.0 $1.3M 0.01% NEW $46.81 +1.5%
694 LAD LITHIA MTRS INC Consumer Cyclical 3,875.0 $1.3M 0.01% NEW $332.32 -22.5%
695 FTCS FIRST TR EXCHANGE-TRADED FD 13,845.0 $1.3M 0.01% NEW $92.51 +1.1%
696 URI UNITED RENTALS INC Industrials 1,581.0 $1.3M 0.01% NEW $809.40 +13.9%
697 ESGV VANGUARD WORLD FD 10,487.0 $1.3M 0.01% NEW $120.96 +6.6%
698 SPGP INVESCO EXCHANGE TRADED FD T 11,135.0 $1.3M 0.01% NEW $113.86 +0.7%
699 EMXC ISHARES INC 17,438.0 $1.3M 0.01% NEW $72.68 +27.5%
700 VBIL VANGUARD INSTL INDEX FD 16,784.0 $1.3M 0.01% NEW $75.43 +0.2%
Page 35 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%