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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 65 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 FLS FLOWSERVE CORP Industrials 4,297.0 $316K 0.00% +121.0 +2.9% $73.51 -11.5%
1282 TAN INVESCO EXCH TRADED FD TR II 5,647.0 $315K 0.00% $55.71 +12.4%
1283 DNP DNP SELECT INCOME FD INC Financial Services 30,406.0 $313K 0.00% $10.30 +3.1%
1284 MGA MAGNA INTL INC Consumer Cyclical 5,601.0 $313K 0.00% -1K -17.1% $55.81 +8.2%
1285 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,173.0 $311K 0.00% NEW $265.32 +15.0%
1286 RIG TRANSOCEAN LTD Energy 46,927.0 $311K 0.00% NEW $6.63 +6.2%
1287 FNX FIRST TR EXCHANGE-TRADED ALP 2,417.0 $310K 0.00% $128.24 +5.8%
1288 AMKR AMKOR TECHNOLOGY INC Technology 6,824.0 $307K 0.00% +798.0 +13.2% $45.03 +46.7%
1289 FMAO FARMERS & MERCHANTS BANCORP Financial Services 11,932.0 $306K 0.00% $25.67 +3.0%
1290 RODM LATTICE STRATEGIES TR 7,763.0 $306K 0.00% NEW $39.42 +4.5%
1291 NEBIUS GROUP N.V. 2,944.0 $305K 0.00% -437.0 -12.9% $103.76
1292 TRMB TRIMBLE INC Technology 4,677.0 $305K 0.00% +79.0 +1.7% $65.23 -15.5%
1293 KB KB FINL GROUP INC Financial Services 3,059.0 $305K 0.00% +389.0 +14.6% $99.73 +4.5%
1294 IBHF ISHARES TR 13,155.0 $302K 0.00% NEW $22.95 -0.9%
1295 NATWEST GROUP PLC 20,170.0 $301K 0.00% -10K -33.2% $14.90
1296 DJUN FIRST TR EXCHNG TRADED FD VI 6,387.0 $300K 0.00% -300.0 -4.5% $47.04 +4.2%
1297 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,823.0 $300K 0.00% -282.0 -13.4% $164.80 -4.2%
1298 ALLE ALLEGION PLC Industrials 2,067.0 $300K 0.00% -151.0 -6.8% $145.29 -13.5%
1299 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 907.0 $300K 0.00% +67.0 +8.0% $330.87 -13.5%
1300 TM TOYOTA MOTOR CORP Consumer Cyclical 1,456.0 $300K 0.00% +127.0 +9.6% $206.05 -7.5%
Page 65 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%