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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 69 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 AES AES CORP Utilities 19,066.0 $269K 0.00% +274.0 +1.5% $14.09 +3.1%
1362 NJUL INNOVATOR ETFS TRUST 3,754.0 $268K 0.00% -227.0 -5.7% $71.41 +7.3%
1363 ONTO ONTO INNOVATION INC Technology 1,307.0 $268K 0.00% NEW $205.07 +32.5%
1364 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,694.0 $268K 0.00% -571.0 -13.4% $72.55 +0.8%
1365 JBL JABIL INC Technology 1,008.0 $268K 0.00% NEW $265.63 +27.9%
1366 IONQ IONQ INC Technology 9,255.0 $267K 0.00% -67.0 -0.7% $28.83 +80.2%
1367 DIAL COLUMBIA ETF TR I 14,754.0 $267K 0.00% -1K -6.6% $18.08 -0.4%
1368 MGC VANGUARD WORLD FD 1,125.0 $266K 0.00% +162.0 +16.8% $236.26 +15.1%
1369 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,488.0 $265K 0.00% +108.0 +7.8% $178.23 +0.4%
1370 FRME FIRST MERCHANTS CORP Financial Services 6,842.0 $265K 0.00% +58.0 +0.8% $38.73 +1.0%
1371 VIS VANGUARD WORLD FD 845.0 $264K 0.00% +74.0 +9.6% $312.29 +6.6%
1372 COAL EXCHANGE TRADED CONCEPTS TRU 9,585.0 $263K 0.00% $27.44 -9.4%
1373 TPIF TIMOTHY PLAN 7,296.0 $263K 0.00% $36.04 +3.5%
1374 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,752.0 $263K 0.00% -321.0 -15.5% $150.00 -5.1%
1375 BBDC BARINGS BDC INC Financial Services 31,925.0 $263K 0.00% -182.0 -0.6% $8.23 +3.0%
1376 EWY ISHARES INC 2,129.0 $262K 0.00% -80.0 -3.6% $123.01 +43.2%
1377 EXLS EXLSERVICE HLDGS INC Technology 8,599.0 $262K 0.00% NEW $30.45 -9.8%
1378 XYL XYLEM INC Industrials 2,191.0 $262K 0.00% +187.0 +9.3% $119.50 -9.5%
1379 CGNX COGNEX CORP Technology 5,344.0 $262K 0.00% NEW $48.99 +26.4%
1380 STEW SRH TOTAL RETURN FUND INC Financial Services 15,252.0 $261K 0.00% $17.10 +3.6%
Page 69 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%