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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 47 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 TDG TRANSDIGM GROUP INC Industrials 647.0 $750K 0.01% +60.0 +10.2% $1159.80 +1.7%
922 FXU FIRST TR EXCHANGE-TRADED FD 14,971.0 $742K 0.01% -84.0 -0.6% $49.59 -2.8%
923 EARN ELLINGTON CREDIT COMPANY Financial Services 167,250.0 $741K 0.01% +77K +85.8% $4.43 +8.4%
924 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 28,615.0 $741K 0.01% +3K +12.2% $25.88 +3.8%
925 FISV FISERV INC Technology 13,228.0 $738K 0.01% +1K +11.3% $55.80 +0.4%
926 DAPR FIRST TR EXCHNG TRADED FD VI 18,486.0 $735K 0.01% -350.0 -1.9% $39.76 +2.3%
927 BAP CREDICORP LTD Financial Services 2,166.0 $735K 0.01% -319.0 -12.8% $339.18 -1.7%
928 TPR TAPESTRY INC Consumer Cyclical 5,197.0 $733K 0.01% +283.0 +5.8% $141.11 -6.7%
929 TSN TYSON FOODS INC Consumer Defensive 11,433.0 $733K 0.01% +3K +31.9% $64.07 +3.3%
930 IEV ISHARES TR 10,706.0 $727K 0.01% -320.0 -2.9% $67.94 +6.5%
931 ELF E L F BEAUTY INC Consumer Defensive 11,930.0 $723K 0.01% +217.0 +1.9% $60.61 -12.6%
932 MHK MOHAWK INDS INC Consumer Cyclical 7,330.0 $722K 0.01% +2K +40.1% $98.46 -4.2%
933 CG CARLYLE GROUP INC Financial Services 14,848.0 $718K 0.01% +3K +25.9% $48.39 -6.3%
934 BR BROADRIDGE FINL SOLUTIONS IN Technology 4,414.0 $717K 0.01% +2K +110.1% $162.48 -8.2%
935 RSPT INVESCO EXCHANGE TRADED FD T 15,773.0 $714K 0.01% +8K +91.8% $45.26 +29.3%
936 GAPR FIRST TR EXCHNG TRADED FD VI 17,611.0 $713K 0.01% -195.0 -1.1% $40.47 +2.2%
937 BFOR ALPS ETF TR 8,475.0 $703K 0.01% $83.00 +5.7%
938 ISPY PROSHARES TR 16,194.0 $702K 0.01% +2K +14.1% $43.35 +10.6%
939 PPG PPG INDS INC Basic Materials 6,557.0 $701K 0.01% +827.0 +14.4% $106.89 -4.9%
940 FDL FIRST TR EXCHANGE-TRADED FD 13,645.0 $693K 0.01% $50.80 -1.1%
Page 47 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%