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Portfolio (Quarterly) Guide ↗

EVERMAY WEALTH MANAGEMENT LLC

· CIK 0001066816
13F Portfolio $902M AUM 594 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 66 Added 149 Reduced 30 Exited
Page 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DG DOLLAR GEN CORP Consumer Defensive 120.0 $14K 0.00% -15.0 -11.1% $118.73 -6.7%
142 EEMX SPDR INDEX SHS FDS 275.0 $12K 0.00% -25.0 -8.3% $44.20 +22.0%
143 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 153.0 $12K 0.00% -46.0 -23.1% $76.16 +11.6%
144 VSS VANGUARD INTL EQUITY INDEX F 75.0 $11K 0.00% -75.0 -50.0% $145.80 +10.7%
145 KHC KRAFT HEINZ CO Consumer Defensive 265.0 $6K 0.00% -72.0 -21.4% $22.49 +9.1%
146 SHEL SHELL PLC Energy 46.0 $4K -54.0 -54.0% $93.00 -9.6%
147 MTCH MATCH GROUP INC NEW Communication Services 16.0 $507.0 -540.0 -97.1% $31.69 +14.1%
148 WBD WARNER BROS DISCOVERY INC Communication Services 7.0 $193.0 -713.0 -99.0% $27.57 -2.1%
149 VOD VODAFONE GROUP PLC Communication Services 4.0 $61.0 -585.0 -99.3% $15.25 -2.0%
Page 8 of 8  ·  149 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 37.6%
Technology 18.9%
Consumer Cyclical 9.4%
Industrials 7.7%
Communication Services 7.5%
Healthcare 7.4%
Consumer Defensive 3.4%
Energy 2.9%
Utilities 2.5%
Basic Materials 1.9%