WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 5K | $2.25M |
 | BALL | 5K | $231.98K |
 | FNF | 5K | $278.01K |
 | TPR | 5K | $517.41K |
 | NGG | 5K | $328.90K |
 | SNX | 5K | $739.50K |
 | SYM | 5K | $243.25K |
 | NXPI | 4K | $1.02M |
 | EPR | 4K | $259.88K |
 | WSM | 4K | $874.64K |
 | FERG | 4K | $1.00M |
 | LNT | 4K | $300.58K |
 | DT | 4K | $214.73K |
 | PSN | 4K | $366.18K |
 | USFD | 4K | $331.54K |
 | AKAM | 4K | $322.96K |
 | PEG | 4K | $355.36K |
 | MSTR | 4K | $1.37M |
 | PCAR | 4K | $417.16K |
 | RSG | 4K | $957.58K |
S&P Global Inc.
SPGI
Shares Held
5K
Value
$2.25M
Ball Corporation
BALL
Shares Held
5K
Value
$231.98K
Fidelity National Financial, Inc.
FNF
Shares Held
5K
Value
$278.01K
Tapestry, Inc.
TPR
Shares Held
5K
Value
$517.41K
National Grid plc
NGG
Shares Held
5K
Value
$328.90K
TD SYNNEX Corporation
SNX
Shares Held
5K
Value
$739.50K
Symbotic Inc.
SYM
Shares Held
5K
Value
$243.25K
NXP Semiconductors N.V.
NXPI
Shares Held
4K
Value
$1.02M
EPR Properties
EPR
Shares Held
4K
Value
$259.88K
Williams-Sonoma, Inc.
WSM
Shares Held
4K
Value
$874.64K
Ferguson plc
FERG
Shares Held
4K
Value
$1.00M
Alliant Energy Corporation
LNT
Shares Held
4K
Value
$300.58K
Dynatrace, Inc.
DT
Shares Held
4K
Value
$214.73K
Parsons Corporation
PSN
Shares Held
4K
Value
$366.18K
US Foods Holding Corp.
USFD
Shares Held
4K
Value
$331.54K
Akamai Technologies, Inc.
AKAM
Shares Held
4K
Value
$322.96K
Public Service Enterprise Group Incorporated
PEG
Shares Held
4K
Value
$355.36K
MicroStrategy Incorporated
MSTR
Shares Held
4K
Value
$1.37M
PACCAR Inc
PCAR
Shares Held
4K
Value
$417.16K
Republic Services, Inc.
RSG
Shares Held
4K
Value
$957.58K