Home/Smart Money/Weaver C. Barksdale & Associates, Inc.
§ 13F · FUND PROFILE

Weaver C. Barksdale & Associates, Inc..

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104M (13F)Positions · 62Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1CMICUMMINS INC4K$2M2.3%−1%
2GILDGILEAD SCIENCES INC17K$2M2.3%−4%
3NEENEXTERA ENERGY INC24K$2M2.2%+6%
4GDGENERAL DYNAMICS CORP7K$2M2.1%+6%
5JPMJPMORGAN CHASE & CO8K$2M2.1%+6%
6AESAES CORP156K$2M2.1%−3%
7PSXPHILLIPS 6612K$2M2.1%+6%
8ABBVABBVIE INC10K$2M2.1%+7%
9CINFCINCINNATI FINL CORP14K$2M2.1%+6%
10AFLAFLAC INC19K$2M2.0%+6%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE WEAVER SIGNAL

AC read

Weaver C. Barksdale & Associates, Inc. is a Other fund managing $104 million in assets. The fund runs a portfolio of 62 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed