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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 65 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ISHARES TR 11,265.0 $253K 0.00% NEW $22.47
1282 TPIF TIMOTHY PLAN 7,296.0 $253K 0.00% NEW $34.68 +7.0%
1283 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,456.0 $253K 0.00% NEW $102.89 -31.5%
1284 SE SEA LTD Consumer Cyclical 1,980.0 $253K 0.00% NEW $127.57 -31.3%
1285 ACA ARCOSA INC Industrials 2,372.0 $252K 0.00% NEW $106.32 +14.6%
1286 LPLA LPL FINL HLDGS INC Financial Services 706.0 $252K 0.00% NEW $357.17 -16.1%
1287 B BARRICK MNG CORP Basic Materials 5,788.0 $252K 0.00% NEW $43.55 -6.9%
1288 FNF FIDELITY NATIONAL FINANCIAL Financial Services 4,608.0 $252K 0.00% NEW $54.59 -9.5%
1289 XNTK SPDR SERIES TRUST 903.0 $251K 0.00% NEW $277.93 +19.5%
1290 CSHI NEOS ETF TRUST 5,038.0 $251K 0.00% NEW $49.73 +0.0%
1291 GSST GOLDMAN SACHS ETF TR 4,959.0 $250K 0.00% NEW $50.47 +0.0%
1292 INGR INGREDION INC Consumer Defensive 2,269.0 $250K 0.00% NEW $110.26 -7.4%
1293 GBX GREENBRIER COS INC Industrials 5,342.0 $250K 0.00% NEW $46.74 +3.4%
1294 COPX GLOBAL X FDS 3,477.0 $250K 0.00% NEW $71.79 +14.1%
1295 IFV FIRST TR EXCHANGE TRADED FD 10,003.0 $248K 0.00% NEW $24.83 +10.5%
1296 DGRS WISDOMTREE TR 4,974.0 $247K 0.00% NEW $49.62 +11.1%
1297 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 27,727.0 $247K 0.00% NEW $8.90 -5.3%
1298 DDOG DATADOG INC Technology 1,813.0 $247K 0.00% NEW $135.99 +53.7%
1299 OKLO OKLO INC Utilities 3,433.0 $246K 0.00% NEW $71.76 -19.5%
1300 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,558.0 $244K 0.00% NEW $53.63 +18.7%
Page 65 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%