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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 13 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPDW SPDR INDEX SHS FDS 2,463.0 $112K 0.01% -200.0 -7.5% $45.65 +12.5%
242 NKE NIKE INC Consumer Cyclical 2,081.0 $111K 0.01% -248.0 -10.7% $53.14 -12.4%
243 MGK VANGUARD WORLD FD 300.0 $110K 0.01% $367.44 -75.2%
244 CENCORA INC 350.0 $110K 0.01% $314.14
245 LIN LINDE PLC Basic Materials 221.0 $110K 0.01% +36.0 +19.5% $495.76 +1.0%
246 TPYP TORTOISE CAPITAL SERIES TRUS 2,560.0 $108K 0.01% -561.0 -18.0% $42.36 -1.8%
247 RODM LATTICE STRATEGIES TR 2,624.0 $103K 0.01% -130.0 -4.7% $39.42 +5.3%
248 HUBB HUBBELL INC Industrials 210.0 $103K 0.01% $490.74 -4.2%
249 CARR CARRIER GLOBAL CORPORATION Industrials 1,790.0 $101K 0.01% $56.31 +14.5%
250 BGR BLACKROCK ENERGY & RES TR Financial Services 5,800.0 $100K 0.01% $17.31 -9.6%
251 MDT MEDTRONIC PLC Healthcare 1,150.0 $100K 0.01% -172.0 -13.0% $87.30 -13.8%
252 XLU SELECT SECTOR SPDR TR 2,140.0 $98K 0.01% $45.89 -3.2%
253 CVIE MORGAN STANLEY ETF TRUST 1,340.0 $97K 0.01% $72.69 +16.3%
254 NVS NOVARTIS AG Healthcare 626.0 $96K 0.01% -490.0 -43.9% $152.75 -0.6%
255 SBUX STARBUCKS CORP Consumer Cyclical 1,066.0 $96K 0.01% +936.0 +720.0% $89.59 +11.2%
256 PDEC INNOVATOR ETFS TRUST 2,235.0 $95K 0.01% $42.50 +7.9%
257 BALL BALL CORP Consumer Cyclical 1,600.0 $95K 0.01% -605.0 -27.4% $59.11 -6.5%
258 GL GLOBE LIFE INC Financial Services 675.0 $94K 0.01% $139.17 +11.4%
259 MKL MARKEL GROUP INC Financial Services 49.0 $94K 0.01% $1914.08 -3.1%
260 FNV FRANCO NEV CORP Basic Materials 376.0 $93K 0.01% $247.05 -6.9%
Page 13 of 30  ·  594 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%