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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 45 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CG CARLYLE GROUP INC Financial Services 11,792.0 $697K 0.01% NEW $59.11 -23.0%
882 AOK ISHARES TR 17,349.0 $696K 0.01% NEW $40.13 +1.5%
883 ALC ALCON AG Healthcare 8,742.0 $689K 0.01% NEW $78.81 -15.9%
884 DAUG FIRST TR EXCHNG TRADED FD VI 15,485.0 $687K 0.01% NEW $44.34 +4.2%
885 SYF SYNCHRONY FINANCIAL Financial Services 8,204.0 $684K 0.01% NEW $83.43 -14.8%
886 BBY BEST BUY INC Consumer Cyclical 10,207.0 $683K 0.01% NEW $66.93 -11.4%
887 AVK ADVENT CONV & INCOME FD Financial Services 54,270.0 $681K 0.01% NEW $12.54 -2.9%
888 FXU FIRST TR EXCHANGE TRADED FD 15,055.0 $678K 0.01% NEW $45.01 +7.0%
889 ESGD ISHARES TR 7,112.0 $676K 0.01% NEW $95.09 +5.9%
890 GOVT ISHARES TR 29,224.0 $673K 0.01% NEW $23.02 -2.3%
891 CCK CROWN HLDGS INC Consumer Cyclical 6,523.0 $672K 0.01% NEW $102.97 -7.5%
892 J JACOBS SOLUTIONS INC Industrials 5,024.0 $665K 0.01% NEW $132.45 -14.2%
893 AYI ACUITY INC Industrials 1,848.0 $665K 0.01% NEW $359.96 -24.4%
894 DLR DIGITAL RLTY TR INC Real Estate 4,294.0 $664K 0.01% NEW $154.71 +21.8%
895 RBLX ROBLOX CORP Technology 8,172.0 $662K 0.01% NEW $81.03 -42.0%
896 NTRA NATERA INC Healthcare 2,885.0 $661K 0.01% NEW $229.09 -16.0%
897 THO THOR INDS INC Consumer Cyclical 6,436.0 $661K 0.01% NEW $102.67 -28.1%
898 TER TERADYNE INC Technology 3,404.0 $659K 0.01% NEW $193.55 +65.9%
899 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 7,493.0 $655K 0.01% NEW $87.42 -23.1%
900 MAS MASCO CORP Industrials 10,302.0 $654K 0.01% NEW $63.46 +3.3%
Page 45 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%