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Portfolio (Quarterly) Guide ↗

Weaver C. Barksdale & Associates, Inc.

· CIK 0001294588
13F Portfolio $105M AUM 62 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 53 Added 7 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACN ACCENTURE PLC IRELAND Technology 9,590.0 $1.9M 1.81% NEW $198.14 -9.6%
2 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,313.0 $1.9M 1.80% NEW $203.24 +8.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.5%
Healthcare 14.6%
Industrials 14.5%
Technology 10.0%
Energy 9.2%
Consumer Defensive 7.2%
Communication Services 6.5%
Utilities 5.9%
Consumer Cyclical 5.3%
Real Estate 3.2%