Stock Taper 
WAVERLY ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NWPX Infrastructure, Inc. | NWPX | 2.81K | $421.18K |
 MongoDB, Inc. | MDB | 2.82K | $948.58K |
 Dollar Tree, Inc. | DLTR | 2.83K | $342.63K |
 Popular, Inc. | BPOP | 2.84K | $466.93K |
 TE Connectivity plc | TEL | 2.93K | $591.41K |
 Comfort Systems USA, Inc. | FIX | 2.97K | $5.88M |
 Guardant Health, Inc. | GH | 2.97K | $445.74K |
 Coherent, Inc. | COHR | 2.97K | $1.17M |
 IDEXX Laboratories, Inc. | IDXX | 3K | $1.58M |
 Arm Holdings plc American Depositary Shares | ARM | 3.05K | $1.08M |
 Polaris Inc. | PII | 3.06K | $209.63K |
 CMS Energy Corporation | CMS | 3.1K | $236.84K |
 Veeva Systems Inc. | VEEV | 3.12K | $553.5K |
 Cloudflare, Inc. | NET | 3.12K | $765.07K |
 Xylem Inc. | XYL | 3.13K | $370.59K |
 Keysight Technologies, Inc. | KEYS | 3.17K | $1.11M |
 MGE Energy, Inc. | MGEE | 3.19K | $260.17K |
 AXIS Capital Holdings Limited | AXS | 3.2K | $343.38K |
 East West Bancorp, Inc. | EWBC | 3.2K | $413.6K |
 Arcosa, Inc. | ACA | 3.21K | $465.94K |