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Portfolio (Quarterly) Guide ↗

Weaver Capital Management LLC

· CIK 0001552247
13F Portfolio $461M AUM 174 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 38 Added 87 Reduced 16 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FTS FORTIS INC Utilities 4,368.0 $244K 0.05% -214.0 -4.7% $55.79 +0.1%
82 GILD GILEAD SCIENCES INC Healthcare 1,630.0 $227K 0.05% -62.0 -3.7% $139.37 -6.4%
83 GD GENERAL DYNAMICS CORP Industrials 610.0 $209K 0.04% -121.0 -16.6% $343.22 -0.9%
84 XLC SELECT SECTOR SPDR TR 940.0 $104K 0.02% -27.0 -2.8% $110.86 +4.7%
85 BIL SPDR SERIES TRUST 493.0 $45K 0.01% -281.0 -36.3% $91.64 -0.1%
86 XLB SELECT SECTOR SPDR TR 66.0 $3K 0.00% -305.0 -82.2% $49.98 -0.5%
87 XLG INVESCO EXCHANGE TRADED FD T 38.0 $2K -9.0 -19.1% $54.55 +16.5%
Page 5 of 5  ·  87 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
Technology 32.4%
Financial Services 12.9%
Consumer Cyclical 11.5%
Healthcare 9.4%
Communication Services 9.0%
Consumer Defensive 7.3%
Industrials 6.3%
Energy 4.2%
Utilities 3.0%
Basic Materials 2.1%