Waverly Advisors, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in TOL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,391,968

+$6,054,490 QoQ

Shares Held

69,147

+76.8% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#124

of 799 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $20,686,598 across 5 Residential Construction names. TOL ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	69,147	$11,391,968
2	PHM	Pultegroup Inc/Mi/	51,668	$7,089,366
3	LEN	Lennar Corp /New/	11,755	$1,063,709
4	DHI	Horton D R Inc /De/	5,419	$882,646
5	NVR	Nvr Inc	38	$258,909

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,391,968	69,147	+76.8%	Shares	Sole	2026-08-14
2026-03-31	$5,337,478	39,111	+1130.7%	Shares	Sole	2026-05-15
2025-12-31	$429,729	3,178	+87.9%	Shares	Sole	2026-02-17
2025-09-30	$233,594	1,691	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.