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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 62 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 DIAL COLUMBIA ETF TR I 15,804.0 $290K 0.00% NEW $18.35 -1.9%
1222 FLS FLOWSERVE CORP Industrials 4,176.0 $290K 0.00% NEW $69.38 -6.2%
1223 EXPAND ENERGY CORPORATION 2,625.0 $290K 0.00% NEW $110.36
1224 NRG NRG ENERGY INC Utilities 1,818.0 $289K 0.00% NEW $159.24 -19.7%
1225 NJUL INNOVATOR ETFS TRUST 3,981.0 $289K 0.00% NEW $72.62 +5.5%
1226 TTC TORO CO Industrials 3,671.0 $289K 0.00% NEW $78.72 +12.7%
1227 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,125.0 $288K 0.00% NEW $256.03 -5.3%
1228 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4,265.0 $287K 0.00% NEW $67.39 +8.5%
1229 WDAY WORKDAY INC Technology 1,338.0 $287K 0.00% NEW $214.78 -41.8%
1230 UCON FIRST TR EXCHNG TRADED FD VI 11,386.0 $287K 0.00% NEW $25.17 -1.6%
1231 AXS AXIS CAP HLDGS LTD Financial Services 2,676.0 $287K 0.00% NEW $107.09 -6.0%
1232 MTG MGIC INVT CORP WIS Financial Services 9,806.0 $287K 0.00% NEW $29.22 -11.4%
1233 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,073.0 $286K 0.00% NEW $137.96 +3.2%
1234 NBH NEUBERGER MUN FD INC Financial Services 28,198.0 $285K 0.00% NEW $10.12 +0.5%
1235 TM TOYOTA MOTOR CORP Consumer Cyclical 1,329.0 $284K 0.00% NEW $213.99 -10.9%
1236 LASR NLIGHT INC Technology 7,561.0 $284K 0.00% NEW $37.51 +101.6%
1237 CNQ CANADIAN NAT RES LTD Energy 8,375.0 $283K 0.00% NEW $33.85 +44.6%
1238 NEBIUS GROUP N.V. 3,381.0 $283K 0.00% NEW $83.71
1239 KEY KEYCORP Financial Services 13,684.0 $282K 0.00% NEW $20.64 +1.9%
1240 STEW SRH TOTAL RETURN FUND INC Financial Services 15,201.0 $282K 0.00% NEW $18.54 -4.4%
Page 62 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%