BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 59 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 FN FABRINET Technology 805.0 $420K 0.00% NEW $521.52 +34.3%
1162 BOXX EA SERIES TRUST 3,592.0 $418K 0.00% NEW $116.29 +0.4%
1163 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,172.0 $416K 0.00% NEW $131.01 -1.2%
1164 EWC ISHARES INC 7,554.0 $414K 0.00% +56.0 +0.8% $54.79 +4.9%
1165 RL RALPH LAUREN CORP Consumer Cyclical 1,202.0 $413K 0.00% +216.0 +21.9% $343.99 -5.3%
1166 USFD US FOODS HLDG CORP Consumer Defensive 4,477.0 $413K 0.00% -668.0 -13.0% $92.21 -11.0%
1167 SOUN SOUNDHOUND AI INC Technology 59,994.0 $412K 0.00% +4K +8.1% $6.87 +21.5%
1168 CENCORA INC 1,311.0 $412K 0.00% +70.0 +5.6% $314.18
1169 PCOR PROCORE TECHNOLOGIES INC Technology 7,219.0 $411K 0.00% NEW $57.00 -16.0%
1170 TY TRI CONTL CORP Financial Services 12,935.0 $409K 0.00% $31.59 +9.1%
1171 TD TORONTO DOMINION BK ONT Financial Services 4,377.0 $408K 0.00% -121.0 -2.7% $93.31 +16.2%
1172 BBCA J P MORGAN EXCHANGE TRADED F 4,336.0 $408K 0.00% +3K +149.1% $94.06 +5.0%
1173 SPOT SPOTIFY TECHNOLOGY S A Communication Services 841.0 $408K 0.00% +50.0 +6.3% $484.92 -8.2%
1174 IVT INVENTRUST PPTYS CORP Real Estate 13,385.0 $408K 0.00% -94.0 -0.7% $30.46 +4.3%
1175 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,062.0 $408K 0.00% NEW $133.11 -13.8%
1176 INNOVATOR ETFS TRUST 16,004.0 $406K 0.00% +4K +30.5% $25.39
1177 NET CLOUDFLARE INC Technology 1,969.0 $406K 0.00% +479.0 +32.1% $206.31 -2.2%
1178 IYG ISHARES TR 4,903.0 $406K 0.00% $82.84 +3.7%
1179 DLN WISDOMTREE TR 4,535.0 $405K 0.00% +576.0 +14.6% $89.33 +6.3%
1180 CATH GLOBAL X FDS 5,170.0 $404K 0.00% $78.15 +12.5%
Page 59 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%