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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 18 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HII HUNTINGTON INGALLS INDS INC Industrials 108.0 $37K 0.00% NEW $340.07 -9.6%
342 PAA PLAINS ALL AMERN PIPELINE L Energy 2,000.0 $36K 0.00% NEW $17.96 +26.2%
343 PPL PPL CORP Utilities 1,000.0 $35K 0.00% NEW $35.29 +0.0%
344 UPS UNITED PARCEL SERVICE INC Industrials 355.0 $35K 0.00% NEW $99.19 +6.6%
345 FDVV FIDELITY COVINGTON TRUST 600.0 $34K 0.00% NEW $56.69 +8.7%
346 CCL CARNIVAL CORP Consumer Cyclical 1,109.0 $34K 0.00% NEW $30.54 -8.8%
347 AOR ISHARES TR 514.0 $33K 0.00% NEW $65.01 +7.0%
348 IJS ISHARES TR 293.0 $33K 0.00% NEW $113.72 +15.3%
349 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 600.0 $32K 0.00% NEW $53.90 -10.8%
350 VNQ VANGUARD INDEX FDS 356.0 $32K 0.00% NEW $88.56 +8.6%
351 EBAY EBAY INC. Consumer Cyclical 358.0 $31K 0.00% NEW $87.10 +26.3%
352 CI THE CIGNA GROUP Healthcare 111.0 $31K 0.00% NEW $275.23 +2.4%
353 ET ENERGY TRANSFER L P Energy 1,844.0 $30K 0.00% NEW $16.49 +16.9%
354 XLRE SELECT SECTOR SPDR TR 735.0 $30K 0.00% NEW $40.35 +9.6%
355 MTB M & T BK CORP Financial Services 147.0 $30K 0.00% NEW $201.48 +7.2%
356 EFAX SPDR INDEX SHS FDS 586.0 $30K 0.00% NEW $50.47 +7.7%
357 PNC PNC FINL SVCS GROUP INC Financial Services 138.0 $29K 0.00% NEW $208.73 +5.8%
358 INNOVATOR ETFS TRUST 1,130.0 $29K 0.00% NEW $25.38
359 PJUL INNOVATOR ETFS TRUST 615.0 $29K 0.00% NEW $46.43 +4.5%
360 EFG ISHARES TR 245.0 $28K 0.00% NEW $113.92 +8.4%
Page 18 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%