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Weaver C. Barksdale & Associates, Inc.

Q3 2025 · 13F-HR

Weaver C. Barksdale & Associates, Inc.holdings as filed

Filed 2025-11-12 · accession 0001214659-25-016245

$103.9M
Reported value
62
Positions
2025-09-30
Period end
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The Brief · Weaver C. Barksdale & Associates, Inc. · Q3 2025

AI · grounded in 13F

Weaver C. Barksdale & Associates, Inc. established a new position in Old Rep Intl Corp ORI valued at $2.51M. The fund also initiated new stakes in Microsoft Corp MSFT for $2.49M and JPMorgan Chase & Co. JPM for $2.42M. Additional new positions include Cummins Inc CMI and AbbVie Inc ABBV.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
680223104ORIOLD REP INTL CORP$2.5M2.42%59,153CommonSOLE
594918104MSFTMICROSOFT CORP$2.5M2.40%4,815CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.4M2.33%7,679CommonSOLE
231021106CMICUMMINS INC$2.4M2.33%5,727CommonSOLE
00287Y109ABBVABBVIE INC$2.4M2.32%10,431CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.4M2.28%6,943CommonSOLE
00130H105AESAES CORP$2.4M2.27%179,367CommonSOLE
11135F101AVGOBROADCOM INC$2.3M2.25%7,084CommonSOLE
172062101CINFCINCINNATI FINL CORP$2.3M2.21%14,513CommonSOLE
001055102AFLAFLAC INC$2.3M2.19%20,392CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.2M2.12%19,803CommonSOLE
695156109PKGPACKAGING CORP AMER$2.2M2.11%10,087CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.2M2.10%4,372CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.1M2.05%22,348CommonSOLE
833034101SNASNAP ON INC$2.1M2.04%6,125CommonSOLE
831865209AOSSMITH A O CORP$2.0M1.94%27,432CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$2.0M1.92%24,024CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.0M1.91%4,046CommonSOLE
29250N105ENBENBRIDGE INC$2.0M1.89%38,983CommonSOLE
501044101KRKROGER CO$2.0M1.89%29,160CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.0M1.89%25,969CommonSOLE
548661107LOWLOWES COS INC$2.0M1.89%7,804CommonSOLE
59156R108METMETLIFE INC$1.9M1.86%23,465CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$1.9M1.82%9,579CommonSOLE
91529Y106UNMUNUM GROUP$1.9M1.80%24,115CommonSOLE
891160509TDTORONTO DOMINION BK ONT$1.9M1.80%23,361CommonSOLE
637417106NNNNNN REIT INC$1.9M1.79%43,668CommonSOLE
17275R102CSCOCISCO SYS INC$1.8M1.75%26,570CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$1.8M1.73%45,086CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.8M1.72%6,865CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.8M1.72%17,222CommonSOLE
747525103QCOMQUALCOMM INC$1.8M1.69%10,561CommonSOLE
031162100AMGNAMGEN INC$1.7M1.68%6,188CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.7M1.66%20,796CommonSOLE
718546104PSXPHILLIPS 66$1.7M1.65%12,606CommonSOLE
756109104OREALTY INCOME CORP$1.7M1.64%28,074CommonSOLE
166764100CVXCHEVRON CORP NEW$1.6M1.58%10,597CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.6M1.50%12,530CommonSOLE
832696405SJMSMUCKER J M CO$1.6M1.50%14,343CommonSOLE
427866108HSYHERSHEY CO$1.5M1.48%8,208CommonSOLE
56585A102MPCMARATHON PETE CORP$1.5M1.47%7,917CommonSOLE
882508104TXNTEXAS INSTRS INC$1.5M1.44%8,156CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.4M1.36%4,376CommonSOLE
26875P101EOGEOG RES INC$1.4M1.32%12,233CommonSOLE
372460105GPCGENUINE PARTS CO$1.3M1.27%9,537CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.2M1.19%12,975CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M1.15%6,435CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M1.12%26,558CommonSOLE
87612E106TGTTARGET CORP$1.1M1.09%12,601CommonSOLE
58933Y105MRKMERCK & CO INC$1.1M1.08%13,344CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1.1M1.03%45,993CommonSOLE
086516101BBYBEST BUY INC$1.1M1.02%13,994CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.0M1.01%23,163CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.0M1.00%12,427CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.0M0.97%32,233CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.0M0.97%43,685CommonSOLE
89832Q109TFCTRUIST FINL CORP$950,7310.91%20,799CommonSOLE
277432100EMNEASTMAN CHEM CO$799,1240.77%12,680CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$776,8750.75%15,848CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$724,6240.70%7,060CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$706,6340.68%4,502CommonSOLE
125523100CITHE CIGNA GROUP$598,1190.58%2,075CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.