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Weaver C. Barksdale & Associates, Inc.
Weaver C. Barksdale & Associates, Inc., operating as Barksdale Investment Management, is an independent, majority women-owned registered investment adviser headquartered in Nashville, Tennessee. Founded in December 1984, the firm specializes in customized fixed income and equity investment management solutions for institutional clients and high net worth individuals. Barksdale is known for managing bespoke separate account strategies tailored to clients' specific regulatory or policy constraints. The team includes approximately 13 employees and the firm is a certified Women’s Business Enterprise (WBE) as of 2021.
Investment Strategy
Barksdale Investment Management delivers customized, actively managed fixed income and equity investment strategies. The firm's approach emphasizes separate accounts that can be adjusted to comply with unique investment policies, governance standards, and regulatory requirements. Their offerings include core, core plus, high yield, and enhanced cash fixed income strategies, as well as customized equity management. Their focus is on serving institutional investors such as pension plans, charitable organizations, government entities, and high net worth individuals, employing a research-driven, risk-managed process—a hallmark of independent, investor-focused advisory firms.
Latest 13F Filing Activity
Weaver C. Barksdale & Associates, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 62 equity positions with a total 13F market value of $104M. The fund increased holdings in Alexandria Real Estate Eq in, Aes Corp., Broadcom Inc. among other positions. Weaver C. Barksdale & Associates, Inc. reduced exposure to Crown Castle Inc., Bristol-myers Squibb Co., Smucker J M Co. among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.45% | $2.5M | 5,123 | $326.91 | $497.41 | +$609.4K |
A AVGO | BROADCOM INC | 2.38% | $2.5M | 8,983 | $68.14 | $275.65 | +$686.7K |
O ORI | OLD REP INTL CORP | 2.32% | $2.4M | 62,942 | $24.92 | $38.44 | -$69.5K |
J JPM | JPMORGAN CHASE & CO. | 2.27% | $2.4M | 8,176 | $152.07 | $289.91 | +$184.3K |
G GILD | GILEAD SCIENCES INC | 2.24% | $2.3M | 21,070 | $64.38 | $110.87 | -$32.6K |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
E Ellen Carr | Principal | Asheville, NC , United States | |
 | Associate Portfolio Manager | Hendersonville, TN , United States | |
C Chuck Webb | Chief Investment Officer | Nashville, TN , United States | |
D Deena Raja | Senior Portfolio Manager | Nashville, TN , United States | |
 | Equity Portfolio Manager | Nashville, TN , United States |
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