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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 15 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BGR BLACKROCK ENERGY & RES TR Financial Services 5,800.0 $79K 0.01% NEW $13.54 +15.6%
282 FNV FRANCO NEV CORP Basic Materials 376.0 $78K 0.01% NEW $207.28 +11.0%
283 WRB BERKLEY W R CORP Financial Services 1,110.0 $78K 0.01% NEW $70.12 -8.2%
284 MO ALTRIA GROUP INC Consumer Defensive 1,320.0 $78K 0.01% NEW $58.72 +20.7%
285 PCG PG&E CORP Utilities 4,775.0 $77K 0.01% NEW $16.07 +1.1%
286 UAL UNITED AIRLS HLDGS INC Industrials 685.0 $77K 0.01% NEW $111.82 +4.6%
287 AES AES CORP Utilities 5,300.0 $76K 0.01% NEW $14.34 +2.5%
288 VGT VANGUARD WORLD FD 100.0 $75K 0.01% NEW $753.78 -84.0%
289 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,100.0 $75K 0.01% NEW $67.75 +17.2%
290 AMP AMERIPRISE FINL INC Financial Services 148.0 $73K 0.01% NEW $490.34 -9.3%
291 OTIS OTIS WORLDWIDE CORP Industrials 822.0 $72K 0.01% NEW $87.35 -18.5%
292 IGPT INVESCO EXCHANGE TRADED FD T 1,200.0 $71K 0.01% NEW $59.47 +67.8%
293 ROBO EXCHANGE TRADED CONCEPTS TRU 1,010.0 $70K 0.01% NEW $69.31 +27.4%
294 TR TOOTSIE ROLL INDS INC Consumer Defensive 1,909.0 $70K 0.01% NEW $36.63 +2.8%
295 QCOM QUALCOMM INC Technology 408.0 $70K 0.01% NEW $171.05 +46.7%
296 PSTG PURE STORAGE INC Technology 1,000.0 $67K 0.01% NEW $67.01 +28.7%
297 VGK VANGUARD INTL EQUITY INDEX F 800.0 $67K 0.01% NEW $83.61 +7.2%
298 CINF CINCINNATI FINL CORP Financial Services 400.0 $66K 0.01% NEW $164.19 -3.2%
299 MSTR STRATEGY INC Technology 427.0 $65K 0.01% NEW $151.95 +1.8%
300 PSX PHILLIPS 66 Energy 500.0 $65K 0.01% NEW $129.04 +36.6%
Page 15 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%