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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 20 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IMMUNITYBIO INC 27,558.0 $211K 0.00% -17K -38.6% $7.67
382 MP MP MATERIALS CORP Basic Materials 4,336.0 $209K 0.00% -61.0 -1.4% $48.26 +25.0%
383 XHB SPDR SERIES TRUST 2,116.0 $209K 0.00% -99.0 -4.5% $98.72 -2.4%
384 FGM FIRST TR EXCH TRD ALPHDX FD 3,456.0 $207K 0.00% -705.0 -16.9% $60.02 +6.9%
385 SAP SAP SE Technology 1,203.0 $206K 0.00% -668.0 -35.7% $171.21 -4.1%
386 RYANAIR HOLDINGS PLC 3,546.0 $205K 0.00% -515.0 -12.7% $57.80
387 ADT ADT INC DEL Industrials 31,103.0 $204K 0.00% -17K -35.6% $6.57 +4.0%
388 BHK BLACKROCK CORE BD TR Financial Services 22,012.0 $202K 0.00% -543.0 -2.4% $9.16 -4.3%
389 MFG MIZUHO FINANCIAL GROUP INC Financial Services 24,583.0 $195K 0.00% -3K -11.1% $7.94 +11.6%
390 LIBERTY GLOBAL LTD 14,834.0 $179K 0.00% -2K -11.0% $12.09
391 UAA UNDER ARMOUR INC Consumer Cyclical 29,893.0 $177K 0.00% -739.0 -2.4% $5.91 -13.7%
392 BTZ BLACKROCK CR ALLOCATION Financial Services 17,421.0 $176K 0.00% -339.0 -1.9% $10.10 -1.0%
393 NU NU HLDGS LTD Financial Services 12,150.0 $175K 0.00% -92.0 -0.8% $14.37 -10.0%
394 BGC BGC GROUP INC Financial Services 13,918.0 $136K 0.00% -97.0 -0.7% $9.78 +14.4%
395 PAX PATRIA INVESTMENTS LIMITED Financial Services 10,529.0 $133K 0.00% -5K -30.2% $12.60 -8.3%
396 AEGON LTD 16,890.0 $123K 0.00% -588.0 -3.4% $7.26
397 WEN WENDYS CO Consumer Cyclical 17,602.0 $122K 0.00% -2K -9.8% $6.95 +16.7%
398 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 12,320.0 $102K 0.00% -788.0 -6.0% $8.25 -1.5%
399 EWG ISHARES INC 2,520.0 $100K 0.00% -14.0 -0.6% $39.67 +4.3%
400 MCHI ISHARES TR 1,562.0 $88K 0.00% -40K -96.3% $56.17 +0.8%
Page 20 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%