Stock Taper 
WAVERLY ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chevron Corporation | CVX | 177.02K | $29.34M |
 BHP Group Limited | BHP | 180.69K | $15.05M |
 Colgate-Palmolive Company | CL | 180.97K | $16.59M |
 Dow Inc. | DOW | 184.63K | $5.05M |
 American Electric Power Company, Inc. | AEP | 185.18K | $25.33M |
 The Walt Disney Company | DIS | 188.35K | $18.13M |
 Slb N.V. | SLB | 190.19K | $8.84M |
 Ares Capital Corporation | ARCC | 192.69K | $3.57M |
 Comcast Corporation | CMCSA | 192.77K | $4.73M |
 NextEra Energy, Inc. | NEE | 193.33K | $16.97M |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 198.18K | $7.74M |
 First Horizon Corporation | FHN | 198.86K | $5.1M |
 PepsiCo, Inc. | PEP | 199.81K | $27.05M |
 Intel Corp. | INTC | 201.77K | $28.17M |
 Kinder Morgan, Inc. | KMI | 202.09K | $6.46M |
 Truist Financial Corporation | TFC | 205.56K | $10.24M |
 Northrim BanCorp, Inc. | NRIM | 210.66K | $5.84M |
 Visa Inc. | V | 215.04K | $73.78M |
 United Parcel Service, Inc. | UPS | 219.27K | $23.57M |
 Berkshire Hathaway Inc. | BRK-B | 219.87K | $110.02M |