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 201–250 of 379
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $100K–$500K | SH |
| JLL | JONES LANG LASALLE INC | 1K | $100K–$500K | SH |
| MDB | MONGODB INC | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| AME | AMETEK INC | 2K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| HUBB | HUBBELL INC | 916 | $100K–$500K | SH |
| PTMC | PACER FDS TR | 11K | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 1K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 1K | $100K–$500K | SH |
| QEFA | SPDR INDEX SHS FDS | 4K | $100K–$500K | SH |
| MTG | MGIC INVT CORP WIS | 14K | $100K–$500K | SH |
| DHI | D R HORTON INC | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 686 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 10K | $100K–$500K | SH |
| CFLT | CONFLUENT INC | 13K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| EVR | EVERCORE INC | 1K | $100K–$500K | SH |
| PINS | PINTEREST INC | 15K | $100K–$500K | SH |
| ORI | OLD REP INTL CORP | 8K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| DECK | DECKERS OUTDOOR CORP | 4K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 1K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 4K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 8K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| IOO | ISHARES TR | 3K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 7K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| ARMK | ARAMARK | 10K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 767 | $100K–$500K | SH |
| IVZ | INVESCO LTD | 14K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| CCK | CROWN HLDGS INC | 3K | $100K–$500K | SH |
| ROKU | ROKU INC | 3K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 3K | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 870 | $100K–$500K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 7K | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 6K | $100K–$500K | SH |
| JEF | JEFFERIES FINL GROUP INC | 6K | $100K–$500K | SH |
| MTCH | MATCH GROUP INC NEW | 11K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 4K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 14K | $100K–$500K | SH |