Weaver C. Barksdale & Associates, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$104.9M
Q ending 2026-03-31
Prior quarter
$95.3M
Q ending 2025-12-31
Change
+10.0% QoQ · +0.6% YoY
Positions
62
reported holdings

Largest positions

All 62 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Cummins IncCMIShares$2.4M4K
Gilead Sciences IncGILDShares$2.4M17K
Nextera Energy IncNEEShares$2.3M24K
General Dynamics CorpGDShares$2.3M7K
Jpmorgan Chase & CoJPMShares$2.2M8K
Aes CorpAESShares$2.2M156K
Phillips 66PSXShares$2.2M12K
Abbvie IncABBVShares$2.2M10K
Cincinnati Finl CorpCINFShares$2.2M14K
Aflac IncAFLShares$2.1M19K
Old Rep Intl CorpORIShares$2.1M53K
Snap On IncSNAShares$2.1M6K
Chevron CorporationCVXShares$2.1M10K
Amgen IncAMGNShares$2.1M6K
Toronto Dominion Bk OntTDShares$2.1M22K
Lockheed Martin CorpLMTShares$2.1M3K
Siriusxm Holdings IncSIRIShares$2.0M88K
Broadcom IncAVGOShares$2.0M7K
Schwab Charles CorpSCHWShares$2.0M21K
Packaging Corp AmerPKGShares$2.0M9K
Kroger CoKRShares$2.0M28K
Enbridge IncENBShares$2.0M37K
Comcast Corp NewCMCSAShares$1.9M67K
Cisco Sys IncCSCOShares$1.9M25K
Accenture Plc IrelandShares$1.9M10K
Automatic Data Processing InADPShares$1.9M9K
Marathon Pete CorpMPCShares$1.8M7K
Principal Financial Group InPFGShares$1.8M20K
The Cigna GroupCIShares$1.8M7K
Lowes Cos IncLOWShares$1.7M7K
Nnn Reit IncNNNShares$1.7M41K
Ameriprise Finl IncAMPShares$1.7M4K
Essential Utils IncWTRGShares$1.7M42K
Smith A O CorpAOSShares$1.7M26K
Microsoft CorpMSFTShares$1.7M5K
Illinois Tool Wks IncITWShares$1.7M6K
Eog Res IncEOGShares$1.7M11K
Unum GroupUNMShares$1.7M23K
Nexstar Media Group IncNXSTShares$1.6M9K
Hershey CoHSYShares$1.6M8K
Realty Income CorpOShares$1.6M26K
Elevance Health Inc FormerlyELVShares$1.6M5K
Prudential Finl IncPRUShares$1.6M16K
Metlife IncMETShares$1.6M22K
Texas Instrs IncTXNShares$1.5M8K
Target CorpTGTShares$1.5M12K
Qualcomm IncQCOMShares$1.4M11K
Merck & Co IncMRKShares$1.3M11K
Smucker J M CoSJMShares$1.3M14K
Johnson & JohnsonJNJShares$1.3M5K
Verizon Communications IncVZShares$1.3M25K
Lyondellbasell Industries NvShares$1.2M15K
United Parcel Svcs IncUPSShares$1.2M12K
Kimberly-Clark CorpKMBShares$1.1M12K
Bristol-Myers Squibb CoBMYShares$1.1M19K
Cardinal Health IncCAHShares$1.0M5K
Franklin Resources IncBENShares$979K41K
Genuine Parts CoGPCShares$953K9K
Eastman Chem CoEMNShares$908K12K
Best Buy IncBBYShares$844K13K
Medtronic PlcShares$622K7K
Price T Rowe Group IncTROWShares$598K7K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.