WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAM | 11K | $615.18K |
 | SU | 11K | $449.17K |
 | PAYX | 11K | $1.36M |
 | GERN | 11K | $14.58K |
 | TEVA | 11K | $214.36K |
 | IRT | 10K | $171.90K |
 | CB | 10K | $2.93M |
 | PAX | 10K | $151.33K |
 | AMX | 10K | $217.41K |
 | ICE | 10K | $1.73M |
 | MAS | 10K | $715.94K |
 | NVTS | 10K | $73.44K |
 | EQIX | 10K | $7.92M |
 | JCI | 10K | $1.11M |
 | VTRS | 10K | $99.42K |
 | PHG | 10K | $273.42K |
 | SNY | 10K | $472.52K |
 | SMID | 10K | $369.11K |
 | CODA | 10K | $80.25K |
 | FE | 10K | $457.38K |
Brookfield Asset Management Ltd.
BAM
Shares Held
11K
Value
$615.18K
Suncor Energy Inc.
SU
Shares Held
11K
Value
$449.17K
Paychex, Inc.
PAYX
Shares Held
11K
Value
$1.36M
Geron Corporation
GERN
Shares Held
11K
Value
$14.58K
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
11K
Value
$214.36K
Independence Realty Trust, Inc.
IRT
Shares Held
10K
Value
$171.90K
Chubb Limited
CB
Shares Held
10K
Value
$2.93M
Patria Investments Limited
PAX
Shares Held
10K
Value
$151.33K
América Móvil, S.A.B. de C.V.
AMX
Shares Held
10K
Value
$217.41K
Intercontinental Exchange, Inc.
ICE
Shares Held
10K
Value
$1.73M
Masco Corporation
MAS
Shares Held
10K
Value
$715.94K
Navitas Semiconductor Corporation
NVTS
Shares Held
10K
Value
$73.44K
Equinix, Inc.
EQIX
Shares Held
10K
Value
$7.92M
Johnson Controls International plc
JCI
Shares Held
10K
Value
$1.11M
Viatris Inc.
VTRS
Shares Held
10K
Value
$99.42K
Koninklijke Philips N.V.
PHG
Shares Held
10K
Value
$273.42K
Sanofi
SNY
Shares Held
10K
Value
$472.52K
Smith-Midland Corporation
SMID
Shares Held
10K
Value
$369.11K
Coda Octopus Group, Inc.
CODA
Shares Held
10K
Value
$80.25K
FirstEnergy Corp.
FE
Shares Held
10K
Value
$457.38K