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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $12.4B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1477 New
Page 61 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 RELX RELX PLC Communication Services 7,457.0 $301K 0.00% NEW $40.42 -19.8%
1202 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,059.0 $301K 0.00% NEW $59.43 -16.4%
1203 ACVF ETF OPPORTUNITIES TRUST 6,084.0 $300K 0.00% NEW $49.39 +6.6%
1204 COHR COHERENT CORP Technology 1,621.0 $299K 0.00% NEW $184.57 +96.6%
1205 DJUL FIRST TR EXCHNG TRADED FD VI 6,284.0 $299K 0.00% NEW $47.57 +4.0%
1206 HXL HEXCEL CORP NEW Industrials 4,043.0 $299K 0.00% NEW $73.90 +20.0%
1207 RSPD INVESCO EXCHANGE TRADED FD T 5,238.0 $299K 0.00% NEW $57.03 -8.9%
1208 SYM SYMBOTIC INC Industrials 5,005.0 $298K 0.00% NEW $59.50 -20.5%
1209 RLY SSGA ACTIVE ETF TR 9,424.0 $296K 0.00% NEW $31.45 +17.5%
1210 LEIDOS HOLDINGS INC 1,643.0 $296K 0.00% NEW $180.39
1211 LECO LINCOLN ELEC HLDGS INC Industrials 1,234.0 $296K 0.00% NEW $239.64 +8.9%
1212 FMAO FARMERS & MERCHANTS BANCORP Financial Services 11,926.0 $295K 0.00% NEW $24.72 +7.0%
1213 BBDC BARINGS BDC INC Financial Services 32,107.0 $295K 0.00% NEW $9.18 -7.6%
1214 SDOG ALPS ETF TR 4,873.0 $295K 0.00% NEW $60.46 +9.8%
1215 NET CLOUDFLARE INC Technology 1,490.0 $294K 0.00% NEW $197.19 +0.2%
1216 RYANAIR HOLDINGS PLC 4,061.0 $293K 0.00% NEW $72.19
1217 EXPD EXPEDITORS INTL WASH INC Industrials 1,964.0 $293K 0.00% NEW $149.02 +4.3%
1218 QSPT FIRST TR EXCHNG TRADED FD VI 9,184.0 $291K 0.00% NEW $31.68 +7.9%
1219 RGA REINSURANCE GRP OF AMERICA I Financial Services 1,429.0 $291K 0.00% NEW $203.46 +3.3%
1220 IBHI ISHARES TR 12,281.0 $290K 0.00% NEW $23.63 -1.4%
Page 61 of 74  ·  1,477 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 29.8%
Financial Services 18.1%
Healthcare 9.1%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.5%
Consumer Defensive 6.9%
Energy 5.5%
Utilities 2.8%
Basic Materials 2.3%