Waverly Advisors, LLC

Position in VMI — Valmont Industries Inc

CIK 1568787 BIRMINGHAM, AL

Position in VMI

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

Position Value

$370,241

+$129,301 QoQ

Shares Held

641

+6.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#427

of 649 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $18,383,087 across 4 Conglomerates names. VMI ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	58,669	$13,135,989
2	MMM	3M Co	28,732	$4,651,998
3	VMI	Valmont Industries Inc This page	641	$370,241
4	GHC	Graham Holdings Co	197	$224,859

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,241	641	+6.3%	Shares	Sole	2026-08-14
2026-03-31	$240,940	603	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$244,208	607	+15.8%	Shares	Sole	2026-02-17
2025-09-30	$203,170	524	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.