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Portfolio (Quarterly) Guide ↗

Weaver Capital Management LLC

· CIK 0001552247
13F Portfolio $454M AUM 172 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 Exited
Page 8 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FTS FORTIS INC Utilities 4,368.0 $244K 0.05% $55.79 -0.9%
142 PAPR INNOVATOR ETFS TRUST 6,102.0 $243K 0.05% $39.80 +7.8%
143 XLE SELECT SECTOR SPDR TR 3,772.0 $231K 0.05% $61.26 +2.1%
144 GILD GILEAD SCIENCES INC Healthcare 1,630.0 $227K 0.05% $139.37 +6.7%
145 TXN TEXAS INSTRS INC Technology 1,125.0 $218K 0.05% $194.14 +35.0%
146 FDX FEDEX CORP Industrials 593.0 $211K 0.05% $356.18 -5.3%
147 GD GENERAL DYNAMICS CORP Industrials 610.0 $209K 0.05% $343.22 +11.1%
148 RSPS INVESCO EXCHANGE TRADED FD T 6,884.0 $203K 0.04% $29.50 +7.4%
149 IHF ISHARES TR 4,479.0 $187K 0.04% $41.85 +37.7%
150 IVV ISHARES TR 244.0 $160K 0.04% $654.31 +17.5%
151 BSEP INNOVATOR ETFS TRUST 3,004.0 $144K 0.03% $48.08 +12.3%
152 BOCT INNOVATOR ETFS TRUST 2,706.0 $130K 0.03% $47.99 +13.3%
153 XLC SELECT SECTOR SPDR TR 940.0 $104K 0.02% $110.86 +1.7%
154 SCHG PUT SCHWAB STRATEGIC TR 3,200.0 $93K 0.02% $29.13 +21.1%
155 SCHD SCHWAB STRATEGIC TR 3,030.0 $93K 0.02% $30.68 +14.4%
156 VOO VANGUARD INDEX FDS 147.0 $88K 0.02% $597.55 +17.7%
157 FNDF SCHWAB STRATEGIC TR 1,571.0 $77K 0.02% $48.93 +13.8%
158 DDFF INNOVATOR ETFS TRUST 3,898.0 $74K 0.02% $18.93 +7.0%
159 IWM ISHARES TR 205.0 $51K 0.01% $248.00 +20.6%
160 DVY ISHARES TR 325.0 $49K 0.01% $151.41 +8.9%
Page 8 of 9  ·  172 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 33.9%
Financial Services 13.5%
Consumer Cyclical 12.1%
Healthcare 9.9%
Consumer Defensive 7.7%
Communication Services 7.6%
Industrials 6.0%
Utilities 3.1%
Basic Materials 2.2%
Energy 2.1%