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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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WEC WEC ENERGY GROUP INC Utilities 2,150.0 $249K 0.05% -315.0 -12.8% $115.79 -5.4%
142 DHR DANAHER CORP DEL Healthcare 1,301.0 $247K 0.05% -28.0 -2.1% $189.60 -13.6%
143 FTS FORTIS INC Utilities 4,368.0 $244K 0.05% -214.0 -4.7% $55.79 -1.3%
144 PAPR INNOVATOR ETFS TRUST 6,102.0 $243K 0.05% $39.80 +4.9%
145 XLE SELECT SECTOR SPDR TR 3,772.0 $231K 0.05% $61.26 -0.0%
146 GILD GILEAD SCIENCES INC Healthcare 1,630.0 $227K 0.05% -62.0 -3.7% $139.37 -7.0%
147 TXN TEXAS INSTRS INC Technology 1,125.0 $218K 0.05% NEW $194.14 +54.8%
148 FDX FEDEX CORP Industrials 593.0 $211K 0.05% NEW $356.18 +3.8%
149 GD GENERAL DYNAMICS CORP Industrials 610.0 $209K 0.04% -121.0 -16.6% $343.22 -0.0%
150 RSPS INVESCO EXCHANGE TRADED FD T 6,884.0 $203K 0.04% $29.50 +1.6%
151 IHF ISHARES TR 4,479.0 $187K 0.04% $41.85 +21.3%
152 IVV ISHARES TR 244.0 $160K 0.04% $654.31 +12.7%
153 BSEP INNOVATOR ETFS TRUST 3,004.0 $144K 0.03% $48.08 +8.1%
154 BOCT INNOVATOR ETFS TRUST 2,706.0 $130K 0.03% $47.99 +8.7%
155 XLC SELECT SECTOR SPDR TR 940.0 $104K 0.02% -27.0 -2.8% $110.86 +4.5%
156 SCHG PUT SCHWAB STRATEGIC TR 3,200.0 $93K 0.02% $29.13 +16.3%
157 SCHD SCHWAB STRATEGIC TR 3,030.0 $93K 0.02% +25.0 +0.8% $30.68 +4.6%
158 VOO VANGUARD INDEX FDS 147.0 $88K 0.02% $597.55 +12.9%
159 FNDF SCHWAB STRATEGIC TR 1,571.0 $77K 0.02% $48.93 +7.4%
160 DDFF INNOVATOR ETFS TRUST 3,898.0 $74K 0.02% NEW $18.93 +4.6%
Page 8 of 9  ·  174 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%