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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 67 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 GAP GAP INC Consumer Cyclical 11,826.0 $286K 0.00% NEW $24.20 -13.0%
1322 GNRC GENERAC HLDGS INC Industrials 1,463.0 $286K 0.00% NEW $195.33 +35.0%
1323 AXON AXON ENTERPRISE INC Industrials 672.0 $286K 0.00% +59.0 +9.6% $424.95 -6.0%
1324 GBX GREENBRIER COS INC Industrials 5,393.0 $284K 0.00% +51.0 +0.9% $52.65 -9.5%
1325 MCR MFS CHARTER INCOME TR Financial Services 46,809.0 $284K 0.00% +11K +28.9% $6.06 -1.8%
1326 SUSB ISHARES TR 11,218.0 $281K 0.00% -1K -10.1% $25.06 -0.6%
1327 QSPT FIRST TR EXCHNG TRADED FD VI 9,184.0 $281K 0.00% $30.62 +11.7%
1328 IBDT ISHARES TR 11,096.0 $281K 0.00% NEW $25.33 -0.5%
1329 HXL HEXCEL CORP NEW Industrials 3,464.0 $280K 0.00% -579.0 -14.3% $80.93 +9.5%
1330 COKE COCA COLA CONS INC Consumer Defensive 1,462.0 $280K 0.00% NEW $191.74 -10.2%
1331 SH PROSHARES TR 7,372.0 $280K 0.00% -6K -43.5% $37.93 -11.4%
1332 ALK ALASKA AIR GROUP INC Industrials 7,587.0 $279K 0.00% NEW $36.78 +0.4%
1333 HMC HONDA MOTOR CO LTD Consumer Cyclical 11,476.0 $279K 0.00% +263.0 +2.4% $24.31 +7.7%
1334 NZF NUVEEN MUN CR INCOME FD Financial Services 22,892.0 $279K 0.00% +5K +25.7% $12.18 +0.1%
1335 FLTR VANECK ETF TRUST 10,902.0 $278K 0.00% NEW $25.48 +0.2%
1336 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,138.0 $278K 0.00% NEW $67.07 +29.7%
1337 GNTX GENTEX CORP Consumer Cyclical 12,674.0 $277K 0.00% +653.0 +5.4% $21.85 +4.7%
1338 BBWI BATH & BODY WORKS INC Consumer Cyclical 14,797.0 $276K 0.00% NEW $18.67 -13.2%
1339 KBWB INVESCO EXCH TRADED FD TR II 3,491.0 $276K 0.00% +477.0 +15.8% $79.13 +6.5%
1340 EGP EASTGROUP PPTYS INC Real Estate 1,492.0 $276K 0.00% NEW $185.09 +8.5%
Page 67 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%