WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HEI | 4K | $1.33M |
 | MHK | 4K | $530.76K |
 | SPXC | 4K | $752.35K |
 | DGX | 4K | $765.18K |
 | CAH | 4K | $625.06K |
 | LAD | 4K | $1.24M |
 | ROST | 4K | $596.76K |
 | FTNT | 4K | $328.22K |
 | VRT | 4K | $583.07K |
 | J | 4K | $575.20K |
 | WRB | 4K | $292.83K |
 | STT | 4K | $442.58K |
 | FLS | 4K | $202.09K |
 | NYT | 4K | $218.12K |
 | PNW | 4K | $338.82K |
 | OMC | 4K | $304.44K |
 | FANG | 4K | $532.24K |
 | FDS | 4K | $1.06M |
 | CAVA | 4K | $223.03K |
 | CRWD | 4K | $1.81M |
HEICO Corporation
HEI
Shares Held
4K
Value
$1.33M
Mohawk Industries, Inc.
MHK
Shares Held
4K
Value
$530.76K
SPX Technologies, Inc.
SPXC
Shares Held
4K
Value
$752.35K
Quest Diagnostics Incorporated
DGX
Shares Held
4K
Value
$765.18K
Cardinal Health, Inc.
CAH
Shares Held
4K
Value
$625.06K
Lithia Motors, Inc.
LAD
Shares Held
4K
Value
$1.24M
Ross Stores, Inc.
ROST
Shares Held
4K
Value
$596.76K
Fortinet, Inc.
FTNT
Shares Held
4K
Value
$328.22K
Vertiv Holdings Co
VRT
Shares Held
4K
Value
$583.07K
Jacobs Solutions Inc.
J
Shares Held
4K
Value
$575.20K
W. R. Berkley Corporation
WRB
Shares Held
4K
Value
$292.83K
State Street Corporation
STT
Shares Held
4K
Value
$442.58K
Flowserve Corporation
FLS
Shares Held
4K
Value
$202.09K
The New York Times Company
NYT
Shares Held
4K
Value
$218.12K
Pinnacle West Capital Corporation
PNW
Shares Held
4K
Value
$338.82K
Omnicom Group Inc.
OMC
Shares Held
4K
Value
$304.44K
Diamondback Energy, Inc.
FANG
Shares Held
4K
Value
$532.24K
FactSet Research Systems Inc.
FDS
Shares Held
4K
Value
$1.06M
CAVA Group, Inc.
CAVA
Shares Held
4K
Value
$223.03K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
4K
Value
$1.81M