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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
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDT MEDTRONIC PLC Healthcare 7,176.0 $622K 0.59% +1K +22.4% $86.65 -9.3%
62 TROW PRICE T ROWE GROUP INC Financial Services 6,631.0 $598K 0.57% +368.0 +5.9% $90.24 +12.7%
Page 4 of 4  ·  62 positions

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%