WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASX | 18K | $204.79K |
 | MUFG | 18K | $292.82K |
 | KDP | 18K | $467.70K |
 | APD | 18K | $4.86M |
 | FCX | 18K | $691.55K |
 | COST | 18K | $16.27M |
 | CARR | 17K | $1.01M |
 | HPE | 17K | $417.29K |
 | BIPC | 17K | $696.30K |
 | AEG | 17K | $134.14K |
 | OXY | 17K | $792.96K |
 | KMX | 17K | $752.34K |
 | SYY | 17K | $1.37M |
 | EXC | 17K | $747.15K |
 | NFE | 17K | $36.52K |
 | BAX | 16K | $371.63K |
 | ROP | 16K | $8.11M |
 | SLB | 16K | $556.48K |
 | ANET | 16K | $2.35M |
 | BBVA | 16K | $308.00K |
ASE Technology Holding Co., Ltd.
ASX
Shares Held
18K
Value
$204.79K
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
18K
Value
$292.82K
Keurig Dr Pepper Inc.
KDP
Shares Held
18K
Value
$467.70K
Air Products and Chemicals, Inc.
APD
Shares Held
18K
Value
$4.86M
Freeport-McMoRan Inc.
FCX
Shares Held
18K
Value
$691.55K
Costco Wholesale Corporation
COST
Shares Held
18K
Value
$16.27M
Carrier Global Corporation
CARR
Shares Held
17K
Value
$1.01M
Hewlett Packard Enterprise Company
HPE
Shares Held
17K
Value
$417.29K
Brookfield Infrastructure Corporation
BIPC
Shares Held
17K
Value
$696.30K
Aegon Ltd.
AEG
Shares Held
17K
Value
$134.14K
Occidental Petroleum Corporation
OXY
Shares Held
17K
Value
$792.96K
CarMax, Inc.
KMX
Shares Held
17K
Value
$752.34K
Sysco Corporation
SYY
Shares Held
17K
Value
$1.37M
Exelon Corporation
EXC
Shares Held
17K
Value
$747.15K
New Fortress Energy Inc.
NFE
Shares Held
17K
Value
$36.52K
Baxter International Inc.
BAX
Shares Held
16K
Value
$371.63K
Roper Technologies, Inc.
ROP
Shares Held
16K
Value
$8.11M
SLB N.V.
SLB
Shares Held
16K
Value
$556.48K
Arista Networks, Inc.
ANET
Shares Held
16K
Value
$2.35M
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
16K
Value
$308.00K