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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 14 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EFSI EAGLE FINL SVCS INC Financial Services 2,609.0 $91K 0.01% $34.98 +13.5%
262 PSX PHILLIPS 66 Energy 500.0 $91K 0.01% $182.18 -3.2%
263 SHOP SHOPIFY INC Technology 755.0 $90K 0.01% $118.62 -0.7%
264 MO ALTRIA GROUP INC Consumer Defensive 1,320.0 $89K 0.01% $67.05 +5.7%
265 PRU PRUDENTIAL FINL INC Financial Services 900.0 $88K 0.01% $97.69 +3.9%
266 GOOD GLADSTONE COMMERCIAL CORP Real Estate 7,690.0 $88K 0.01% $11.43 +11.4%
267 TSEM TOWER SEMICONDUCTOR LTD Technology 500.0 $88K 0.01% $175.48 +46.3%
268 VOE VANGUARD INDEX FDS 473.0 $87K 0.01% $184.32 +5.7%
269 COOPER COS INC 1,216.0 $87K 0.01% $71.50
270 CME CME GROUP INC Financial Services 290.0 $86K 0.01% $295.35 -5.4%
271 TR TOOTSIE ROLL INDS INC Consumer Defensive 1,966.0 $84K 0.01% +57.0 +3.0% $42.73 -11.9%
272 PCG PG&E CORP Utilities 4,775.0 $84K 0.01% $17.57 -7.6%
273 SSO PROSHARES TR 1,600.0 $83K 0.01% $51.88 +33.7%
274 HACK AMPLIFY ETF TR 1,095.0 $82K 0.01% $75.09 +28.9%
275 MELI MERCADOLIBRE INC Consumer Cyclical 47.0 $81K 0.01% -70.0 -59.8% $1729.02 -1.9%
276 INNOVATOR ETFS TRUST 3,000.0 $80K 0.01% $26.63
277 BSX BOSTON SCIENTIFIC CORP Healthcare 1,268.0 $80K 0.01% +49.0 +4.0% $62.75 -22.2%
278 DKS DICKS SPORTING GOODS INC Consumer Cyclical 400.0 $79K 0.01% $198.29 +17.0%
279 IDXX IDEXX LABS INC Healthcare 141.0 $79K 0.01% $561.89 +1.3%
280 SPGI S&P GLOBAL INC Financial Services 184.0 $78K 0.01% +15.0 +8.9% $425.34 -0.7%
Page 14 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%