Waverly Advisors, LLC

Position in SMID — Smith Midland Corp

CIK 1568787 BIRMINGHAM, AL

Position in SMID

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$325,430

-$38,079 QoQ

Shares Held

10,004

+0.0% QoQ

Ownership

0.189%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Mar 31, 2026

Waverly Advisors, LLC holds $7,465,539 across 4 Building Materials names. SMID ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMC	Vulcan Materials CO	20,992	$5,716,121
2	MLM	Martin Marietta Materials Inc	1,517	$893,027
3	CRH	Crh Public Ltd Co	5,051	$530,961
4	SMID	Smith Midland Corp This page	10,004	$325,430

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$325,430	10,004	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$363,509	10,003	0.0%	Shares	Sole	2026-02-17
2025-09-30	$369,110	10,003	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.