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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 22 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NYT NEW YORK TIMES CO MTN BE Communication Services 180.0 $15K 0.00% — — $83.73 -24.7%
422 SPGP INVESCO EXCHANGE TRADED FD T — 140.0 $15K 0.00% — — $107.62 +11.1%
423 PFS PROVIDENT FINL SVCS INC Financial Services 709.0 $15K 0.00% — — $21.16 +7.1%
424 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 298.0 $15K 0.00% — — $49.85 -18.9%
425 EMBJ EMBRAER S.A. Industrials 250.0 $15K 0.00% — — $59.34 +28.7%
426 XLI SELECT SECTOR SPDR TR — 91.0 $15K 0.00% NEW — $161.74 +4.4%
427 QTUM ETF SER SOLUTIONS — 136.0 $15K 0.00% NEW — $107.30 +42.1%
428 O REALTY INCOME CORP Real Estate 238.0 $15K 0.00% — — $61.18 -9.4%
429 SPEM SPDR INDEX SHS FDS — 310.0 $15K 0.00% — — $46.91 +11.4%
430 EOG EOG RES INC Energy 100.0 $14K 0.00% — — $144.57 -1.2%
431 VRTX VERTEX PHARMACEUTICALS INC Healthcare 32.0 $14K 0.00% -4.0 -11.1% $446.56 +17.0%
432 DG DOLLAR GEN CORP Consumer Defensive 120.0 $14K 0.00% -15.0 -11.1% $118.73 +3.2%
433 SRLN SSGA ACTIVE ETF TR — 348.0 $14K 0.00% NEW — $40.14 +0.9%
434 IXC ISHARES TR — 236.0 $14K 0.00% — — $57.61 +0.7%
435 RSG REPUBLIC SVCS INC Industrials 62.0 $14K 0.00% +16.0 +34.8% $219.03 -2.9%
436 VT VANGUARD INTL EQUITY INDEX F — 95.0 $13K 0.00% — — $138.33 +15.0%
437 IHAK ISHARES TR — 300.0 $13K 0.00% — — $43.65 +56.3%
438 FDX FEDEX CORP Industrials 36.0 $13K 0.00% — — $356.19 -21.5%
439 IYG ISHARES TR — 153.0 $13K 0.00% NEW — $82.84 +11.1%
440 BN BROOKFIELD CORP Financial Services 312.0 $13K 0.00% — — $40.47 -9.5%
Page 22 of 30  ·  594 positions

① 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 38.1%
Technology 19.1%
Consumer Cyclical 9.6%
Industrials 7.9%
Healthcare 7.5%
Communication Services 6.7%
Consumer Defensive 3.4%
Utilities 2.5%
Energy 2.5%
Basic Materials 1.9%