Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Weaver C. Barksdale & Associates, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Weaver C. Barksdale & Associates, Inc. (CIK 1294588) reported $104.9M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CMI ($2.4M, 2.29%), GILD ($2.4M, 2.26%), NEE ($2.3M, 2.17%), GD ($2.3M, 2.15%), JPM ($2.2M, 2.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CMICUMMINS INC$2.4M2.29%4,452Trimmed
2GILDGILEAD SCIENCES INC$2.4M2.26%16,993Trimmed
3NEENEXTERA ENERGY INC$2.3M2.17%24,488Added
4GDGENERAL DYNAMICS CORP$2.3M2.15%6,566Added
5JPMJPMORGAN CHASE & CO$2.2M2.11%7,503Added
6AESAES CORP$2.2M2.10%156,438Trimmed
7PSXPHILLIPS 66$2.2M2.06%11,885Added
8CINFCINCINNATI FINL CORP$2.2M2.05%13,686Added
9ABBVABBVIE INC$2.2M2.05%9,909Added
10AFLAFLAC INC$2.1M2.01%19,206Added
11SNASNAP ON INC$2.1M2.00%5,768Added
12ORIOLD REP INTL CORP$2.1M2.00%52,676Added
13AMGNAMGEN INC$2.1M1.97%5,864Added
14CVXCHEVRON CORPORATION$2.1M1.97%9,997Added
15TDTORONTO DOMINION BK ONT$2.1M1.96%21,956Added
16LMTLOCKHEED MARTIN CORP$2.1M1.96%3,396Trimmed
17SIRISIRIUSXM HOLDINGS INC$2.0M1.94%87,828Added
18AVGOBROADCOM INC$2.0M1.92%6,501Added
19SCHWSCHWAB CHARLES CORP$2.0M1.92%21,462Added
20PKGPACKAGING CORP AMER$2.0M1.92%9,499Added
21KRKROGER CO$2.0M1.90%27,519Added
22ENBENBRIDGE INC$2.0M1.89%36,661Added
23CSCOCISCO SYS INC$1.9M1.85%24,914Added
24CMCSACOMCAST CORP NEW$1.9M1.85%67,456Added
25ACNACCENTURE PLC IRELAND$1.9M1.81%9,590New

Source: SEC Form 13F filings · as of 2026-03-31