WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OGE | 6K | $298.41K |
 | PLXS | 6K | $930.36K |
 | YUMC | 6K | $273.62K |
 | IONQ | 6K | $379.52K |
 | CMI | 6K | $2.59M |
 | ZTS | 6K | $894.66K |
 | ROKU | 6K | $609.62K |
 | SMR | 6K | $218.99K |
 | TT | 6K | $2.56M |
 | OVV | 6K | $242.81K |
 | CNI | 6K | $566.55K |
 | WEC | 6K | $680.33K |
 | WCN | 6K | $1.04M |
 | THO | 6K | $608.35K |
 | VTR | 6K | $409.51K |
 | SSNC | 6K | $518.30K |
 | YUM | 6K | $874.05K |
 | OHI | 6K | $241.44K |
 | GIS | 6K | $286.32K |
 | CNP | 6K | $219.84K |
OGE Energy Corp.
OGE
Shares Held
6K
Value
$298.41K
Plexus Corp.
PLXS
Shares Held
6K
Value
$930.36K
Yum China Holdings, Inc.
YUMC
Shares Held
6K
Value
$273.62K
IonQ, Inc.
IONQ
Shares Held
6K
Value
$379.52K
Cummins Inc.
CMI
Shares Held
6K
Value
$2.59M
Zoetis Inc.
ZTS
Shares Held
6K
Value
$894.66K
Roku, Inc.
ROKU
Shares Held
6K
Value
$609.62K
NuScale Power Corporation
SMR
Shares Held
6K
Value
$218.99K
Trane Technologies plc
TT
Shares Held
6K
Value
$2.56M
Ovintiv Inc.
OVV
Shares Held
6K
Value
$242.81K
Canadian National Railway Company
CNI
Shares Held
6K
Value
$566.55K
WEC Energy Group, Inc.
WEC
Shares Held
6K
Value
$680.33K
Waste Connections, Inc.
WCN
Shares Held
6K
Value
$1.04M
Thor Industries, Inc.
THO
Shares Held
6K
Value
$608.35K
Ventas, Inc.
VTR
Shares Held
6K
Value
$409.51K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
6K
Value
$518.30K
Yum! Brands, Inc.
YUM
Shares Held
6K
Value
$874.05K
Omega Healthcare Investors, Inc.
OHI
Shares Held
6K
Value
$241.44K
General Mills, Inc.
GIS
Shares Held
6K
Value
$286.32K
CenterPoint Energy, Inc.
CNP
Shares Held
6K
Value
$219.84K