CIK 1776757
WADDELL & ASSOCIATES, LLC
Institutional 13F holdings & portfolio
Holdings
379
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 379
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVT | NVENT ELECTRIC PLC | 6K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| STE | STERIS PLC | 2K | $500K+ | SH |
| PPI | INVESTMENT MANAGERS SER TR I | 30K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 8K | $500K+ | SH |
| LYFT | LYFT INC | 28K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 3K | $500K+ | SH |
| NOW | SERVICENOW INC | 3K | $500K+ | SH |
| USB | US BANCORP DEL | 10K | $500K+ | SH |
| EXAS | EXACT SCIENCES CORP | 5K | $500K+ | SH |
| BBY | BEST BUY INC | 8K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $500K+ | SH |
| TSN | TYSON FOODS INC | 9K | $500K+ | SH |
| TPR | TAPESTRY INC | 4K | $500K+ | SH |
| QUAL | ISHARES TR | 3K | $500K+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 5K | $500K+ | SH |
| EXEL | EXELIXIS INC | 11K | $500K+ | SH |
| MKTX | MARKETAXESS HLDGS INC | 3K | $500K+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 25K | $500K+ | SH |
| BWA | BORGWARNER INC | 11K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $100K–$500K | SH |
| TAFI | AB ACTIVE ETFS INC | 20K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| THC | TENET HEALTHCARE CORP | 2K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 14K | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INC | 17K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 8K | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 6K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 5K | $100K–$500K | SH |
| TXT | TEXTRON INC | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 829 | $100K–$500K | SH |
| ROST | ROSS STORES INC | 3K | $100K–$500K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 3K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $100K–$500K | SH |
| TER | TERADYNE INC | 2K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 8K | $100K–$500K | SH |
| ADT | ADT INC DEL | 56K | $100K–$500K | SH |
| IT | GARTNER INC | 2K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 12K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| SYY | SYSCO CORP | 6K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 911 | $100K–$500K | SH |