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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 68 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 PCTY PAYLOCITY HLDG CORP Technology 2,553.0 $276K 0.00% NEW $108.04 -0.9%
1342 SGDM SPROTT ETF TRUST 3,634.0 $274K 0.00% NEW $75.48 -4.3%
1343 ALGN ALIGN TECHNOLOGY INC Healthcare 1,599.0 $274K 0.00% NEW $171.43 -7.4%
1344 SAN BANCO SANTANDER SA Financial Services 24,296.0 $274K 0.00% -3K -12.5% $11.28 +4.1%
1345 FMDE FIDELITY COVINGTON TRUST 7,606.0 $274K 0.00% +973.0 +14.7% $35.96 +6.7%
1346 DSEP FIRST TR EXCHNG TRADED FD VI 6,212.0 $273K 0.00% $43.96 +6.4%
1347 PBT PERMIAN BASIN RTY TR Energy 12,666.0 $273K 0.00% $21.52 +34.8%
1348 RSPD INVESCO EXCHANGE TRADED FD T 5,089.0 $272K 0.00% -149.0 -2.8% $53.53 -3.0%
1349 STM STMICROELECTRONICS N V Technology 7,870.0 $272K 0.00% NEW $34.55 +77.7%
1350 GWRE GUIDEWIRE SOFTWARE INC Technology 1,817.0 $272K 0.00% +55.0 +3.1% $149.56 -13.0%
1351 DBEF DBX ETF TR 5,497.0 $272K 0.00% +192.0 +3.6% $49.40 +5.2%
1352 EXR EXTRA SPACE STORAGE INC Real Estate 2,067.0 $271K 0.00% NEW $131.10 +4.4%
1353 CMS CMS ENERGY CORP Utilities 3,487.0 $270K 0.00% NEW $77.57 -7.0%
1354 BBAX J P MORGAN EXCHANGE TRADED F 4,546.0 $270K 0.00% +3K +214.8% $59.45 +3.5%
1355 LSTR LANDSTAR SYS INC Industrials 1,683.0 $270K 0.00% NEW $160.31 +9.8%
1356 ENS ENERSYS Industrials 1,551.0 $269K 0.00% -25.0 -1.6% $173.72 +36.4%
1357 GH GUARDANT HEALTH INC Healthcare 2,916.0 $269K 0.00% NEW $92.37 +2.8%
1358 TEQI T ROWE PRICE ETF INC 5,983.0 $269K 0.00% -2K -20.5% $45.01 +8.9%
1359 BOH BANK HAWAII CORP Financial Services 3,621.0 $269K 0.00% -313.0 -8.0% $74.25 +3.6%
1360 AMERICA MOVIL SAB DE CV 10,546.0 $269K 0.00% -1K -9.5% $25.48
Page 68 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%