Stock Taper 
WAVERLY ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W.W. Grainger, Inc. | GWW | 1.15K | $1.57M |
 Lumentum Holdings Inc. | LITE | 1.16K | $996.08K |
 Affiliated Managers Group, Inc. | AMG | 1.16K | $393.9K |
 Chemed Corporation | CHE | 1.17K | $546.31K |
 Essex Property Trust, Inc. | ESS | 1.18K | $342.62K |
 HEICO Corporation | HEI-A | 1.18K | $303.3K |
 Willis Towers Watson Public Limited Company | WTW | 1.18K | $308.55K |
 Huntington Ingalls Industries, Inc. | HII | 1.19K | $331.81K |
 First Solar, Inc. | FSLR | 1.19K | $280.79K |
 HCA Healthcare, Inc. | HCA | 1.2K | $466.31K |
 F5, Inc. | FFIV | 1.2K | $500.82K |
 Axon Enterprise, Inc. | AXON | 1.2K | $675.2K |
 Murphy USA Inc. | MUSA | 1.21K | $652.57K |
 Curtiss-Wright Corporation | CW | 1.24K | $938.11K |
 Bank of Montreal | BMO | 1.24K | $219.55K |
 BWX Technologies, Inc. | BWXT | 1.25K | $242.93K |
 Onto Innovation Inc. | ONTO | 1.26K | $477.98K |
 Martin Marietta Materials, Inc. | MLM | 1.28K | $736.65K |
 Monolithic Power Systems, Inc. | MPWR | 1.3K | $1.8M |
 Cencora, Inc. | COR | 1.31K | $369.63K |