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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 9 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BIL SPDR SERIES TRUST 493.0 $45K 0.01% $91.64 -0.0%
162 INNOVATOR ETFS TRUST 1,113.0 $21K 0.01% $18.77
163 BBLU EA SERIES TRUST 900.0 $13K 0.00% $14.76 +18.1%
164 INNOVATOR ETFS TRUST 442.0 $9K 0.00% $21.12
165 NJAN INNOVATOR ETFS TRUST 99.0 $5K 0.00% $53.37 +11.7%
166 XLB SELECT SECTOR SPDR TR 66.0 $3K 0.00% $49.98 +7.2%
167 XLY SELECT SECTOR SPDR TR 24.0 $3K 0.00% $109.00 +8.2%
168 XLG INVESCO EXCHANGE TRADED FD T 38.0 $2K $54.55 +13.8%
169 SCHZ SCHWAB STRATEGIC TR 76.0 $2K $23.22 -1.4%
170 XLRE SELECT SECTOR SPDR TR 22.0 $899.0 $40.86 +11.0%
171 CELULARITY INC 300.0 $399.0 $1.33
172 CELULARITY INC 11,309.0 $112.0 $0.01
Page 9 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%