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Portfolio (Quarterly) Guide ↗

EVERMAY WEALTH MANAGEMENT LLC

· CIK 0001066816
13F Portfolio $891M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 571 New
Page 25 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MKC MCCORMICK & CO INC Consumer Defensive 78.0 $5K 0.00% NEW $68.12 -27.5%
482 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 90.0 $5K 0.00% NEW $58.50 +72.3%
483 ESGD ISHARES TR 55.0 $5K 0.00% NEW $95.09 +10.8%
484 VGSH VANGUARD SCOTTSDALE FDS 89.0 $5K 0.00% NEW $58.73 -1.9%
485 INSM INSMED INC Healthcare 30.0 $5K 0.00% NEW $174.07 -31.1%
486 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 134.0 $5K 0.00% NEW $38.73 -1.3%
487 ILMN ILLUMINA INC Healthcare 39.0 $5K 0.00% NEW $131.18 +88.0%
488 VHT VANGUARD WORLD FD 17.0 $5K 0.00% NEW $287.88 +11.4%
489 BKR BAKER HUGHES COMPANY Energy 107.0 $5K 0.00% NEW $45.54 +25.8%
490 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 297.0 $5K 0.00% NEW $15.85 +22.1%
491 SHLD GLOBAL X FDS 71.0 $5K 0.00% NEW $65.03 -4.6%
492 BAX BAXTER INTL INC Healthcare 240.0 $5K 0.00% NEW $19.11 +24.6%
493 EUAD SPINNAKER ETF SERIES 107.0 $5K 0.00% NEW $42.13 +1.7%
494 IWB ISHARES TR 12.0 $4K 0.00% NEW $373.50 +13.2%
495 ASML ASML HOLDING N V Technology 4.0 $4K NEW $1070.00 +61.5%
496 FSLR FIRST SOLAR INC Energy 15.0 $4K NEW $261.27 -22.9%
497 WAB WABTEC Industrials 17.0 $4K NEW $213.47 +34.3%
498 ELME COMMUNITIES 200.0 $3K NEW $17.40
499 MS MORGAN STANLEY Financial Services 19.0 $3K NEW $177.58 +12.7%
500 URA GLOBAL X FDS 70.0 $3K NEW $44.81 -2.7%
Page 25 of 29  ·  571 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
Financial Services 35.4%
Technology 20.2%
Consumer Cyclical 10.6%
Healthcare 8.2%
Communication Services 7.5%
Industrials 7.5%
Consumer Defensive 3.3%
Utilities 2.3%
Energy 2.2%
Basic Materials 1.9%