WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HON | 89K | $18.75M |
 | TFC | 87K | $3.99M |
 | FSK | 87K | $1.30M |
 | CINF | 86K | $13.55M |
 | AXP | 86K | $28.44M |
 | PATK | 82K | $8.46M |
 | CSX | 82K | $2.90M |
 | LNG | 81K | $18.92M |
 | KMB | 80K | $10.00M |
 | GLP | 80K | $3.83M |
 | NUE | 79K | $10.69M |
 | AWK | 79K | $10.97M |
 | NVT | 79K | $7.76M |
 | ORLY | 78K | $8.39M |
 | NEM | 76K | $6.44M |
 | FBK | 76K | $4.24M |
 | EA | 76K | $15.26M |
 | SUN | 76K | $3.78M |
 | NEE | 74K | $5.60M |
 | GLW | 72K | $5.94M |
Honeywell International Inc.
HON
Shares Held
89K
Value
$18.75M
Truist Financial Corporation
TFC
Shares Held
87K
Value
$3.99M
FS KKR Capital Corp.
FSK
Shares Held
87K
Value
$1.30M
Cincinnati Financial Corporation
CINF
Shares Held
86K
Value
$13.55M
American Express Company
AXP
Shares Held
86K
Value
$28.44M
Patrick Industries, Inc.
PATK
Shares Held
82K
Value
$8.46M
CSX Corporation
CSX
Shares Held
82K
Value
$2.90M
Cheniere Energy, Inc.
LNG
Shares Held
81K
Value
$18.92M
Kimberly-Clark Corporation
KMB
Shares Held
80K
Value
$10.00M
Global Partners LP
GLP
Shares Held
80K
Value
$3.83M
Nucor Corporation
NUE
Shares Held
79K
Value
$10.69M
American Water Works Company, Inc.
AWK
Shares Held
79K
Value
$10.97M
nVent Electric plc
NVT
Shares Held
79K
Value
$7.76M
O'Reilly Automotive, Inc.
ORLY
Shares Held
78K
Value
$8.39M
Newmont Corporation
NEM
Shares Held
76K
Value
$6.44M
FB Financial Corporation
FBK
Shares Held
76K
Value
$4.24M
Electronic Arts Inc.
EA
Shares Held
76K
Value
$15.26M
Sunoco LP
SUN
Shares Held
76K
Value
$3.78M
NextEra Energy, Inc.
NEE
Shares Held
74K
Value
$5.60M
Corning Incorporated
GLW
Shares Held
72K
Value
$5.94M