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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 19 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IBHI ISHARES TR 10,777.0 $251K 0.00% -2K -12.2% $23.28 +0.1%
362 SHYG ISHARES TR 5,928.0 $251K 0.00% -434.0 -6.8% $42.31 -0.1%
363 CALF PACER FDS TR 5,567.0 $250K 0.00% -657.0 -10.6% $44.87 +4.0%
364 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,733.0 $248K 0.00% -512.0 -22.8% $142.87 -13.2%
365 KHC KRAFT HEINZ CO Consumer Defensive 11,005.0 $248K 0.00% -566.0 -4.9% $22.49 +3.6%
366 FSLR FIRST SOLAR INC Energy 1,253.0 $247K 0.00% -70.0 -5.3% $197.26 +17.4%
367 ISHARES TR 10,752.0 $241K 0.00% -513.0 -4.5% $22.43
368 VMI VALMONT INDS INC Industrials 603.0 $241K 0.00% -4.0 -0.7% $399.57 +29.0%
369 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 14,958.0 $241K 0.00% -283.0 -1.9% $16.09 +9.3%
370 ALAB ASTERA LABS INC Technology 2,183.0 $239K 0.00% -62.0 -2.8% $109.60 +112.3%
371 FRA BLACKROCK FLOATING RATE INCO Financial Services 21,487.0 $237K 0.00% -5K -20.3% $11.02 +0.1%
372 PHG KONINKLIJKE PHILIPS N V Healthcare 8,557.0 $234K 0.00% -3K -28.0% $27.40 -6.9%
373 APP APPLOVIN CORP Technology 582.0 $231K 0.00% -132.0 -18.5% $397.67 +26.0%
374 GJUN FIRST TR EXCHNG TRADED FD VI 5,831.0 $230K 0.00% -180.0 -3.0% $39.42 +3.8%
375 FNB F N B CORP Financial Services 13,370.0 $224K 0.00% -2K -13.4% $16.72 +3.8%
376 INGR INGREDION INC Consumer Defensive 1,984.0 $224K 0.00% -285.0 -12.6% $112.66 -9.2%
377 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 26,179.0 $223K 0.00% -2K -5.6% $8.52 -0.6%
378 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,581.0 $220K 0.00% -977.0 -21.4% $61.32 +6.6%
379 IDEV ISHARES TR 2,610.0 $218K 0.00% -213.0 -7.5% $83.57 +5.1%
380 XNTK SPDR SERIES TRUST 831.0 $212K 0.00% -72.0 -8.0% $255.39 +31.5%
Page 19 of 21  ·  410 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%