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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 60 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 FRA BLACKROCK FLOATING RATE INCO Financial Services 26,966.0 $318K 0.00% NEW $11.78 -6.5%
1182 DJUN FIRST TR EXCHNG TRADED FD VI 6,687.0 $317K 0.00% NEW $47.34 +3.5%
1183 EQT EQT CORP Energy 5,886.0 $315K 0.00% NEW $53.60 +4.9%
1184 SUSB ISHARES TR 12,481.0 $315K 0.00% NEW $25.24 -1.3%
1185 BPOP POPULAR INC Financial Services 2,499.0 $311K 0.00% NEW $124.52 +17.6%
1186 INNOVATOR ETFS TRUST 12,260.0 $311K 0.00% NEW $25.38
1187 JLL JONES LANG LASALLE INC Real Estate 923.0 $311K 0.00% NEW $336.47 -14.3%
1188 CNP CENTERPOINT ENERGY INC Utilities 8,092.0 $310K 0.00% NEW $38.34 +8.8%
1189 GDXJ VANECK ETF TRUST 2,725.0 $310K 0.00% NEW $113.78 +1.5%
1190 VWOB VANGUARD WHITEHALL FDS 4,593.0 $310K 0.00% NEW $67.43 -2.1%
1191 OHI OMEGA HEALTHCARE INVS INC Real Estate 6,983.0 $310K 0.00% NEW $44.34 +6.7%
1192 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,446.0 $308K 0.00% NEW $47.74 -4.7%
1193 AEM AGNICO EAGLE MINES LTD Basic Materials 1,811.0 $307K 0.00% NEW $169.54 +5.7%
1194 PWRD TCW ETF TRUST 3,175.0 $305K 0.00% NEW $96.16 +13.6%
1195 TKO TKO GROUP HOLDINGS INC Communication Services 1,460.0 $305K 0.00% NEW $209.00 -9.1%
1196 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 13,644.0 $305K 0.00% NEW $22.32 -30.5%
1197 FNX FIRST TR EXCHANGE-TRADED ALP 2,417.0 $304K 0.00% NEW $125.98 +7.7%
1198 BITB BITWISE BITCOIN ETF TR Financial Services 6,401.0 $304K 0.00% NEW $47.56 -12.3%
1199 DNP DNP SELECT INCOME FD INC Financial Services 30,299.0 $303K 0.00% NEW $9.99 +6.3%
1200 AXTA AXALTA COATING SYS LTD Basic Materials 9,350.0 $302K 0.00% NEW $32.31 -14.5%
Page 60 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%