Stock Taper 
WAVERLY ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brookfield Asset Management Ltd. | BAM | 15.26K | $684.59K |
 The Wendy's Company | WEN | 15.37K | $127.45K |
 Capital One Financial Corporation | COF | 15.49K | $3.11M |
 Johnson Controls International plc | JCI | 15.55K | $2.27M |
 Garmin Ltd. | GRMN | 15.87K | $3.77M |
 Healthpeak Properties, Inc. | DOC | 16.05K | $343.4K |
 Aberdeen India Fund, Inc. | IFN | 16.06K | $188.68K |
 Paychex, Inc. | PAYX | 16.14K | $1.59M |
 Yum! Brands, Inc. | YUM | 16.21K | $2.59M |
 Teleflex Incorporated | TFX | 16.28K | $2.06M |
 Consolidated Edison, Inc. | ED | 16.31K | $1.8M |
 Liberty Global plc | LBTYA | 16.38K | $186.25K |
 BlackRock Floating Rate Income Strategies Fund, Inc. | FRA | 16.53K | $181.66K |
 Public Service Enterprise Group Incorporated | PEG | 16.56K | $1.34M |
 Linde plc | LIN | 16.58K | $8.6M |
 Aegon Ltd. | AEG | 16.63K | $140.34K |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 16.73K | $353.08K |
 UBS Group AG | UBS | 17.09K | $847.13K |
 Heritage Financial Corporation | HFWA | 17.12K | $507.21K |
 Lumen Technologies, Inc. | LUMN | 17.18K | $131.98K |