Stock Taper

WAVERLY ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Revolution Medicines, Inc.RVMD1.48K$277.92K
AutoNation, Inc.AN1.45K$269.95K
First Citizens BancShares, Inc.FCNCA1.45K$3.02M
Twilio Inc.TWLO1.45K$299.18K
Live Nation Entertainment, Inc.LYV1.34K$245.92K
Jabil Inc.JBL1.31K$505.75K
Cencora, Inc.COR1.31K$369.63K
Monolithic Power Systems, Inc.MPWR1.3K$1.8M
Martin Marietta Materials, Inc.MLM1.28K$736.65K
Onto Innovation Inc.ONTO1.26K$477.98K
BWX Technologies, Inc.BWXT1.25K$242.93K
Bank of MontrealBMO1.24K$219.55K
Curtiss-Wright CorporationCW1.24K$938.11K
Murphy USA Inc.MUSA1.21K$652.57K
Axon Enterprise, Inc.AXON1.2K$675.2K
F5, Inc.FFIV1.2K$500.82K
HCA Healthcare, Inc.HCA1.2K$466.31K
First Solar, Inc.FSLR1.19K$280.79K
Huntington Ingalls Industries, Inc.HII1.19K$331.81K
Willis Towers Watson Public Limited CompanyWTW1.18K$308.55K