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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 63 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 XBI SPDR SERIES TRUST 2,719.0 $347K 0.00% -203.0 -7.0% $127.71 -0.8%
1242 EEMA ISHARES INC 3,623.0 $347K 0.00% -7K -67.0% $95.74 +14.6%
1243 EWA ISHARES INC 12,494.0 $347K 0.00% -1K -7.6% $27.76 +2.8%
1244 FNDB SCHWAB STRATEGIC TR 12,734.0 $346K 0.00% NEW $27.20 +8.1%
1245 AXTA AXALTA COATING SYS LTD Basic Materials 12,424.0 $344K 0.00% +3K +32.9% $27.70 -1.8%
1246 G GENPACT LIMITED Technology 9,235.0 $344K 0.00% +4K +88.0% $37.25 -14.9%
1247 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 14,701.0 $344K 0.00% NEW $23.39 +3.9%
1248 VTWV VANGUARD SCOTTSDALE FDS 2,048.0 $343K 0.00% +35.0 +1.7% $167.25 +7.1%
1249 HUBS HUBSPOT INC Technology 1,399.0 $341K 0.00% +525.0 +60.1% $244.10 -11.4%
1250 UCON FIRST TR EXCHNG TRADED FD VI 13,786.0 $341K 0.00% +2K +21.1% $24.77 -0.3%
1251 PBR PETROLEO BRASILEIRO S A Energy 16,442.0 $341K 0.00% +2K +11.6% $20.75 -1.8%
1252 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,276.0 $341K 0.00% NEW $64.62 +43.6%
1253 AIZ ASSURANT INC Financial Services 1,562.0 $340K 0.00% NEW $217.83 +16.7%
1254 DAR DARLING INGREDIENTS INC Consumer Defensive 5,452.0 $337K 0.00% NEW $61.85 -1.3%
1255 DTD WISDOMTREE TR 3,902.0 $337K 0.00% -95.0 -2.4% $86.37 +6.1%
1256 HEDJ WISDOMTREE TR 6,409.0 $335K 0.00% $52.30 +5.2%
1257 AXS AXIS CAP HLDGS LTD Financial Services 3,302.0 $335K 0.00% +626.0 +23.4% $101.41 -1.3%
1258 BPOP POPULAR INC Financial Services 2,459.0 $330K 0.00% -40.0 -1.6% $134.17 +8.3%
1259 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,127.0 $327K 0.00% -44.0 -3.8% $290.58 -12.4%
1260 GDXJ VANECK ETF TRUST 2,725.0 $327K 0.00% $120.04 -6.9%
Page 63 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%