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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 49 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 IFRA ISHARES TR 11,489.0 $657K 0.01% -142.0 -1.2% $57.20 +5.3%
962 HPE HEWLETT PACKARD ENTERPRISE C Technology 27,595.0 $657K 0.01% +5K +21.8% $23.81 +37.0%
963 CCK CROWN HLDGS INC Consumer Cyclical 6,542.0 $656K 0.01% $100.25 -2.9%
964 TEL TE CONNECTIVITY PLC Technology 3,137.0 $656K 0.01% +376.0 +13.6% $209.01 -6.2%
965 S SENTINELONE INC Technology 50,897.0 $656K 0.01% +17K +50.0% $12.88 +37.1%
966 XMLV INVESCO EXCH TRADED FD TR II 10,339.0 $651K 0.01% $62.97 +3.6%
967 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 86,099.0 $649K 0.01% +72K +514.5% $7.54 +3.3%
968 FTSM FIRST TR EXCHANGE-TRADED FD 10,856.0 $649K 0.01% +724.0 +7.2% $59.78 +0.2%
969 ROM PROSHARES TR 8,272.0 $649K 0.01% +72.0 +0.9% $78.40 +74.8%
970 HYD VANECK ETF TRUST 12,753.0 $639K 0.01% -892.0 -6.5% $50.14 +0.8%
971 UAL UNITED AIRLS HLDGS INC Industrials 6,943.0 $639K 0.01% +3K +64.1% $92.07 -3.2%
972 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 16,153.0 $638K 0.01% -835.0 -4.9% $39.52 +5.1%
973 UBS UBS GROUP AG Financial Services 16,290.0 $636K 0.01% $39.07 +16.6%
974 SF STIFEL FINL CORP Financial Services 8,601.0 $636K 0.01% +4K +106.6% $73.92 -1.8%
975 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,334.0 $635K 0.01% -100.0 -1.2% $76.16 +4.9%
976 PRA PROASSURANCE CORP Financial Services 25,621.0 $633K 0.01% +321.0 +1.3% $24.72 -0.2%
977 HII HUNTINGTON INGALLS INDS INC Industrials 1,654.0 $628K 0.01% +289.0 +21.2% $379.79 -14.5%
978 AHR AMERICAN HEALTHCARE REIT INC Real Estate 13,249.0 $625K 0.01% +1K +8.6% $47.16 +9.6%
979 FE FIRSTENERGY CORP Utilities 12,294.0 $623K 0.01% +330.0 +2.8% $50.66 -11.0%
980 FIVE FIVE BELOW INC Consumer Cyclical 2,720.0 $621K 0.01% +801.0 +41.7% $228.48 -6.2%
Page 49 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%