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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 63 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 KHC KRAFT HEINZ CO Consumer Defensive 11,571.0 $281K 0.00% NEW $24.25 -5.5%
1242 GNTX GENTEX CORP Consumer Cyclical 12,021.0 $280K 0.00% NEW $23.27 -1.7%
1243 DSEP FIRST TR EXCHNG TRADED FD VI 6,212.0 $279K 0.00% NEW $44.91 +4.2%
1244 CHWY CHEWY INC Consumer Cyclical 8,428.0 $279K 0.00% NEW $33.05 -34.6%
1245 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,754.0 $278K 0.00% NEW $100.80 +12.3%
1246 SCI SERVICE CORP INTL Consumer Cyclical 3,560.0 $278K 0.00% NEW $77.97 -0.3%
1247 TAN INVESCO EXCH TRADED FD TR II 5,647.0 $277K 0.00% NEW $49.12 +27.5%
1248 GRX GABELLI HLTHCARE & WELLNESS Financial Services 28,748.0 $277K 0.00% NEW $9.63 -7.4%
1249 BCS BARCLAYS PLC Financial Services 10,866.0 $277K 0.00% NEW $25.45 -9.9%
1250 JAJL INNOVATOR ETFS TRUST 9,504.0 $276K 0.00% NEW $29.06 +2.1%
1251 CALF PACER FDS TR 6,224.0 $276K 0.00% NEW $44.37 +6.6%
1252 LOAR LOAR HOLDINGS INC Industrials 4,060.0 $276K 0.00% NEW $68.00 -15.6%
1253 ADTRAN HOLDINGS INC 31,637.0 $275K 0.00% NEW $8.69
1254 GDDY GODADDY INC Technology 2,206.0 $274K 0.00% NEW $124.08 -29.7%
1255 XYL XYLEM INC Industrials 2,004.0 $273K 0.00% NEW $136.18 -20.6%
1256 SHYG ISHARES TR 6,362.0 $273K 0.00% NEW $42.87 -1.4%
1257 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,435.0 $271K 0.00% NEW $36.49 +1.3%
1258 CHE CHEMED CORP NEW Healthcare 634.0 $271K 0.00% NEW $427.86 +3.2%
1259 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,966.0 $271K 0.00% NEW $137.80 -2.8%
1260 VSGX VANGUARD WORLD FD 3,768.0 $270K 0.00% NEW $71.63 +10.2%
Page 63 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%