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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 23 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 USB US BANCORP Financial Services 82,115.0 $4.3M 0.03% +7K +9.5% $52.01 +1.5%
442 PFF ISHARES TR 140,355.0 $4.3M 0.03% $30.32 +2.3%
443 TDY TELEDYNE TECHNOLOGIES INC Technology 7,030.0 $4.3M 0.03% +489.0 +7.5% $605.01 +0.2%
444 MCK MCKESSON CORP Healthcare 4,914.0 $4.3M 0.03% -137.0 -2.7% $865.33 -10.4%
445 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 117,635.0 $4.2M 0.03% -774.0 -0.7% $36.12 +6.5%
446 TORTOISE CAPITAL SERIES TRUS 406,934.0 $4.2M 0.03% +4K +0.9% $10.43
447 GPIX GOLDMAN SACHS ETF TR 84,612.0 $4.2M 0.03% +73K +653.7% $50.04 +9.2%
448 BLV VANGUARD BD INDEX FDS 61,522.0 $4.2M 0.03% +635.0 +1.0% $68.78 -3.1%
449 FDX FEDEX CORP Industrials 11,737.0 $4.2M 0.03% +504.0 +4.5% $356.17 +2.2%
450 VALE VALE S A Basic Materials 262,682.0 $4.2M 0.03% +248K +1714.5% $15.91 +0.5%
451 VLO VALERO ENERGY CORP Energy 16,899.0 $4.2M 0.03% +4K +36.1% $247.08 +3.8%
452 EIDO ISHARES TR 264,325.0 $4.2M 0.03% -7K -2.7% $15.79 -14.8%
453 MMM 3M CO Industrials 28,723.0 $4.2M 0.03% -1K -3.7% $145.23 +3.0%
454 WRB BERKLEY W R CORP Financial Services 62,715.0 $4.2M 0.03% +58K +1115.9% $66.28 +0.3%
455 DTE DTE ENERGY CO Utilities 28,206.0 $4.1M 0.03% -2K -5.3% $146.22 -3.2%
456 BKH BLACK HILLS CORP Utilities 59,333.0 $4.1M 0.03% +581.0 +1.0% $69.41 +6.4%
457 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 56,343.0 $4.1M 0.03% -4K -7.1% $72.69 +9.2%
458 ALB ALBEMARLE CORP Basic Materials 22,800.0 $4.1M 0.03% +801.0 +3.6% $179.53 -4.5%
459 COWZ PACER FDS TR 65,035.0 $4.1M 0.03% -28K -30.0% $62.56 +0.9%
460 ITA ISHARES TR 18,490.0 $4.0M 0.03% +762.0 +4.3% $218.75 -0.0%
Page 23 of 81  ·  1,620 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%