Stock Taper

WAVERLY ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McCormick & Company, IncorporatedMKC240.38K$12.12M
Starbucks CorporationSBUX240.13K$24.54M
MPLX LpMPLX239.61K$13.5M
Sony Group CorporationSONY235.06K$4.72M
Rocket Companies, Inc.RKT234.09K$3.69M
BP p.l.c.BP227.83K$8.42M
Berkshire Hathaway Inc.BRK-B219.87K$110.02M
United Parcel Service, Inc.UPS219.27K$23.57M
Visa Inc.V215.04K$73.78M
Northrim BanCorp, Inc.NRIM210.66K$5.84M
Truist Financial CorporationTFC205.56K$10.24M
Kinder Morgan, Inc.KMI202.09K$6.46M
Intel Corp.INTC201.77K$28.17M
PepsiCo, Inc.PEP199.81K$27.05M
First Horizon CorporationFHN198.86K$5.1M
HA Sustainable Infrastructure Capital, Inc.HASI198.18K$7.74M
NextEra Energy, Inc.NEE193.33K$16.97M
Comcast CorporationCMCSA192.77K$4.73M
Ares Capital CorporationARCC192.69K$3.57M
Slb N.V.SLB190.19K$8.84M