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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 14 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CLX CLOROX CO DEL Consumer Defensive 955.0 $96K 0.01% NEW $100.80 -7.9%
262 CVIE MORGAN STANLEY ETF TRUST 1,340.0 $96K 0.01% NEW $71.30 +18.3%
263 IDXX IDEXX LABS INC Healthcare 141.0 $95K 0.01% NEW $676.53 -15.6%
264 TGT TARGET CORP Consumer Defensive 974.0 $95K 0.01% NEW $97.75 +29.3%
265 CARR CARRIER GLOBAL CORPORATION Industrials 1,790.0 $95K 0.01% NEW $52.84 +22.0%
266 GL GLOBE LIFE INC Financial Services 675.0 $94K 0.01% NEW $139.86 +11.0%
267 HUBB HUBBELL INC Industrials 210.0 $93K 0.01% NEW $444.11 +5.5%
268 SSO PROSHARES TR 1,600.0 $93K 0.01% NEW $57.92 +19.5%
269 XLU SELECT SECTOR SPDR TR 2,140.0 $91K 0.01% NEW $42.69 +4.3%
270 SPGI S&P GLOBAL INC Financial Services 169.0 $88K 0.01% NEW $522.59 -18.9%
271 HACK AMPLIFY ETF TR 1,095.0 $88K 0.01% NEW $80.37 +20.7%
272 MU MICRON TECHNOLOGY INC Technology 301.0 $86K 0.01% NEW $285.50 +234.8%
273 UNILEVER PLC 1,314.0 $86K 0.01% NEW $65.40
274 VOE VANGUARD INDEX FDS 473.0 $84K 0.01% NEW $177.41 +9.9%
275 FTV FORTIVE CORP Technology 1,507.0 $83K 0.01% NEW $55.21 +7.2%
276 GOOD GLADSTONE COMMERCIAL CORP Real Estate 7,690.0 $82K 0.01% NEW $10.67 +19.5%
277 INNOVATOR ETFS TRUST 3,000.0 $80K 0.01% NEW $26.71
278 CME CME GROUP INC Financial Services 290.0 $79K 0.01% NEW $273.08 +2.3%
279 DKS DICKS SPORTING GOODS INC Consumer Cyclical 400.0 $79K 0.01% NEW $197.97 +16.8%
280 LIN LINDE PLC Basic Materials 185.0 $79K 0.01% NEW $426.39 +17.6%
Page 14 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 34.9%
Technology 20.0%
Consumer Cyclical 10.4%
Communication Services 8.5%
Healthcare 8.1%
Industrials 7.4%
Consumer Defensive 3.3%
Energy 2.6%
Utilities 2.2%
Basic Materials 1.8%