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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 57 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 EVRG EVERGY INC Utilities 5,606.0 $459K 0.00% -91.0 -1.6% $81.92 +1.7%
1122 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,689.0 $458K 0.00% NEW $80.57 -9.4%
1123 TTC TORO CO Industrials 4,884.0 $456K 0.00% +1K +33.0% $93.44 -5.5%
1124 VOX VANGUARD WORLD FD 2,534.0 $456K 0.00% -479.0 -15.9% $179.82 +8.0%
1125 CDW CDW CORP Technology 3,755.0 $454K 0.00% +598.0 +18.9% $121.02 -12.8%
1126 COIN COINBASE GLOBAL INC Financial Services 2,598.0 $454K 0.00% +227.0 +9.6% $174.59 +9.4%
1127 ULTA ULTA BEAUTY INC Consumer Cyclical 867.0 $453K 0.00% +187.0 +27.5% $522.95 -8.1%
1128 BIDD BLACKROCK ETF TRUST 15,901.0 $452K 0.00% $28.43 +9.3%
1129 IYT ISHARES TR 6,057.0 $452K 0.00% -89.0 -1.4% $74.60 +7.5%
1130 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,337.0 $451K 0.00% +1K +69.7% $135.23 -0.9%
1131 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,942.0 $450K 0.00% NEW $153.12 -22.8%
1132 JHG JANUS HENDERSON GROUP PLC Financial Services 8,758.0 $450K 0.00% +439.0 +5.3% $51.37 +0.9%
1133 HBAN HUNTINGTON BANCSHARES INC Financial Services 28,746.0 $450K 0.00% -2K -6.1% $15.65 -0.9%
1134 CEMB ISHARES INC 9,927.0 $450K 0.00% $45.28 +0.1%
1135 NDAQ NASDAQ INC Financial Services 5,293.0 $449K 0.00% +484.0 +10.1% $84.89 +6.8%
1136 AIVL WISDOMTREE TR 3,881.0 $449K 0.00% -56.0 -1.4% $115.72 +5.8%
1137 MSCI MSCI INC Financial Services 830.0 $447K 0.00% +60.0 +7.8% $539.01 +6.0%
1138 AKAM AKAMAI TECHNOLOGIES INC Technology 3,894.0 $447K 0.00% -872.0 -18.3% $114.85 +22.3%
1139 SLF SUN LIFE FINANCIAL INC. Financial Services 7,131.0 $446K 0.00% NEW $62.56 +14.6%
1140 NGG NATIONAL GRID PLC Utilities 5,271.0 $446K 0.00% +73.0 +1.4% $84.60 -0.3%
Page 57 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%