Stock Taper 
WAVERLY ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palo Alto Networks, Inc. | PANW | 95.59K | $32.6M |
 Aecom | ACM | 95.34K | $6.66M |
 Caterpillar Inc. | CAT | 94.32K | $100.45M |
 Lam Research Corporation | LRCX | 93.91K | $40.69M |
 The Charles Schwab Corporation | SCHW | 93.68K | $8.64M |
 Manulife Financial Corporation | MFC | 93.07K | $3.77M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 92.09K | $4.59M |
 CSX Corporation | CSX | 91.59K | $4.35M |
 CVS Health Corp. | CVS | 90.64K | $9.38M |
 Costco Wholesale Corporation | COST | 87.62K | $81.97M |
 KKR & Co. Inc. | KKR | 85.2K | $7.82M |
 U.S. Bancorp | USB | 84.24K | $5.09M |
 Pentair plc | PNR | 83.64K | $6.41M |
 Lamar Advertising Company | LAMR | 81.89K | $12.77M |
 Cincinnati Financial Corporation | CINF | 80.67K | $14.93M |
 The Descartes Systems Group Inc. | DSGX | 80.54K | $5.58M |
 Advanced Micro Devices, Inc. | AMD | 79.99K | $46.46M |
 Flywire Corp | FLYW | 79.24K | $1.39M |
 Cheniere Energy, Inc. | LNG | 78.94K | $18.87M |
 EyePoint Pharmaceuticals, Inc. | EYPT | 77.91K | $1.11M |