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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 35 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CGXU CAPITAL GROUP INTL FOCUS EQT 14,484.0 $427K 0.00% +8K +111.1% $29.49 +10.9%
682 HAS HASBRO INC Consumer Cyclical 4,545.0 $425K 0.00% +418.0 +10.1% $93.60 +1.8%
683 BSCU INVESCO EXCH TRD SLF IDX FD 25,315.0 $423K 0.00% +345.0 +1.4% $16.72 -0.9%
684 IVZ INVESCO LTD Financial Services 17,335.0 $421K 0.00% +634.0 +3.8% $24.29 +11.7%
685 COHR COHERENT CORP Technology 1,764.0 $420K 0.00% +143.0 +8.8% $238.21 +52.3%
686 EWC ISHARES INC 7,554.0 $414K 0.00% +56.0 +0.8% $54.79 +5.1%
687 RL RALPH LAUREN CORP Consumer Cyclical 1,202.0 $413K 0.00% +216.0 +21.9% $343.99 -5.0%
688 SOUN SOUNDHOUND AI INC Technology 59,994.0 $412K 0.00% +4K +8.1% $6.87 +22.4%
689 CENCORA INC 1,311.0 $412K 0.00% +70.0 +5.6% $314.18
690 BBCA J P MORGAN EXCHANGE TRADED F 4,336.0 $408K 0.00% +3K +149.1% $94.06 +5.2%
691 SPOT SPOTIFY TECHNOLOGY S A Communication Services 841.0 $408K 0.00% +50.0 +6.3% $484.92 -9.9%
692 INNOVATOR ETFS TRUST 16,004.0 $406K 0.00% +4K +30.5% $25.39
693 NET CLOUDFLARE INC Technology 1,969.0 $406K 0.00% +479.0 +32.1% $206.31 -4.2%
694 DLN WISDOMTREE TR 4,535.0 $405K 0.00% +576.0 +14.6% $89.33 +6.5%
695 TW TRADEWEB MKTS INC Financial Services 3,406.0 $401K 0.00% +1K +50.2% $117.66 -5.7%
696 BSCX INVESCO EXCH TRD SLF IDX FD 18,861.0 $399K 0.00% +3K +20.9% $21.15 -1.2%
697 CNP CENTERPOINT ENERGY INC Utilities 9,231.0 $398K 0.00% +1K +14.1% $43.16 -3.3%
698 SJM SMUCKER J M CO Consumer Defensive 4,130.0 $398K 0.00% +736.0 +21.7% $96.43 +4.3%
699 BRO BROWN & BROWN INC Financial Services 6,095.0 $397K 0.00% +631.0 +11.6% $65.21 -10.0%
700 PHO INVESCO EXCHANGE TRADED FD T 5,900.0 $394K 0.00% +50.0 +0.8% $66.86 -3.0%
Page 35 of 41  ·  804 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%