WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 10K | $447.45K |
 | PCH | 10K | $398.00K |
 | DELL | 10K | $1.37M |
 | ROL | 10K | $567.08K |
 | NSC | 10K | $2.87M |
 | ARMK | 10K | $366.45K |
 | ETR | 10K | $885.40K |
 | NOC | 9K | $5.73M |
 | SHOP | 9K | $1.39M |
 | XEL | 9K | $747.48K |
 | MOS | 9K | $321.31K |
 | CHWY | 9K | $370.52K |
 | PFG | 9K | $750.84K |
 | FMAO | 9K | $223.01K |
 | FDX | 9K | $2.10M |
 | MAR | 9K | $2.30M |
 | CHRW | 9K | $1.17M |
 | MGM | 9K | $303.87K |
 | MS | 9K | $1.38M |
 | BWA | 9K | $380.38K |
Copart, Inc.
CPRT
Shares Held
10K
Value
$447.45K
PotlatchDeltic Corporation
PCH
Shares Held
10K
Value
$398.00K
Dell Technologies Inc.
DELL
Shares Held
10K
Value
$1.37M
Rollins, Inc.
ROL
Shares Held
10K
Value
$567.08K
Norfolk Southern Corporation
NSC
Shares Held
10K
Value
$2.87M
Aramark
ARMK
Shares Held
10K
Value
$366.45K
Entergy Corporation
ETR
Shares Held
10K
Value
$885.40K
Northrop Grumman Corporation
NOC
Shares Held
9K
Value
$5.73M
Shopify Inc.
SHOP
Shares Held
9K
Value
$1.39M
Xcel Energy Inc.
XEL
Shares Held
9K
Value
$747.48K
The Mosaic Company
MOS
Shares Held
9K
Value
$321.31K
Chewy, Inc.
CHWY
Shares Held
9K
Value
$370.52K
Principal Financial Group, Inc.
PFG
Shares Held
9K
Value
$750.84K
Farmers & Merchants Bancorp, Inc.
FMAO
Shares Held
9K
Value
$223.01K
FedEx Corporation
FDX
Shares Held
9K
Value
$2.10M
Marriott International, Inc.
MAR
Shares Held
9K
Value
$2.30M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
9K
Value
$1.17M
MGM Resorts International
MGM
Shares Held
9K
Value
$303.87K
Morgan Stanley
MS
Shares Held
9K
Value
$1.38M
BorgWarner Inc.
BWA
Shares Held
9K
Value
$380.38K