Stock Taper 
WAVERLY ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HEICO Corporation | HEI-A | 1.18K | $303.3K |
 Essex Property Trust, Inc. | ESS | 1.18K | $342.62K |
 Chemed Corporation | CHE | 1.17K | $546.31K |
 Affiliated Managers Group, Inc. | AMG | 1.16K | $393.9K |
 Lumentum Holdings Inc. | LITE | 1.16K | $996.08K |
 W.W. Grainger, Inc. | GWW | 1.15K | $1.57M |
 Powell Industries, Inc. | POWL | 1.15K | $328.45K |
 Eagle Materials Inc. | EXP | 1.14K | $255.6K |
 Ralph Lauren Corporation | RL | 1.12K | $449.18K |
 Jazz Pharmaceuticals plc | JAZZ | 1.04K | $249.89K |
 Lennox International Inc. | LII | 1.02K | $583.26K |
 WESCO International, Inc. | WCC | 929 | $320.91K |
 RBC Bearings Incorporated | RBC | 926 | $596.14K |
 Ligand Pharmaceuticals Incorporated | LGND | 870 | $275K |
 AppLovin Corporation | APP | 860 | $443.11K |
 Markel Corporation | MKL | 855 | $1.67M |
 MKS Inc. | MKSI | 846 | $376.3K |
 Fabrinet | FN | 841 | $472.71K |
 Nordson Corporation | NDSN | 835 | $251.91K |
 Advanced Energy Industries, Inc. | AEIS | 824 | $307.25K |