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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 11 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLE SELECT SECTOR SPDR TR 4,280.0 $191K 0.02% NEW $44.71 +27.3%
202 CNP CENTERPOINT ENERGY INC Utilities 4,919.0 $189K 0.02% NEW $38.34 +10.1%
203 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,916.0 $186K 0.02% NEW $63.72 +50.7%
204 GS GOLDMAN SACHS GROUP INC Financial Services 207.0 $182K 0.02% NEW $879.00 +14.7%
205 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 373.0 $182K 0.02% NEW $487.25 +17.1%
206 SPYV SPDR SERIES TRUST 3,179.0 $181K 0.02% NEW $56.81 +7.7%
207 QDF FLEXSHARES TR 2,200.0 $178K 0.02% NEW $80.81 +10.2%
208 PM PHILIP MORRIS INTL INC Consumer Defensive 1,100.0 $177K 0.02% NEW $161.31 +10.7%
209 PSA PUBLIC STORAGE OPER CO Real Estate 659.0 $171K 0.02% NEW $259.50 +19.2%
210 RNW RENEW ENERGY GLOBAL PLC Utilities 30,000.0 $170K 0.02% NEW $5.65 +10.4%
211 CVLC MORGAN STANLEY ETF TRUST 2,009.0 $169K 0.02% NEW $84.24 +11.7%
212 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 5,000.0 $168K 0.02% NEW $33.64 +1.0%
213 FVCB FVCBANKCORP INC Financial Services 12,074.0 $168K 0.02% NEW $13.91 +13.3%
214 SMB VANECK ETF TRUST 9,472.0 $165K 0.02% NEW $17.41 -0.6%
215 IVW ISHARES TR 1,337.0 $165K 0.02% NEW $123.22 +13.3%
216 UBSI UNITED BANKSHARES INC WEST V Financial Services 4,159.0 $161K 0.02% NEW $38.78 +11.7%
217 TYL TYLER TECHNOLOGIES INC Technology 346.0 $157K 0.02% NEW $453.95 -33.4%
218 ILOW AB ACTIVE ETFS INC 3,679.0 $157K 0.02% NEW $42.59 +5.9%
219 CBOE CBOE GLOBAL MKTS INC Financial Services 622.0 $156K 0.02% NEW $251.00 +37.1%
220 ITW ILLINOIS TOOL WKS INC Industrials 624.0 $154K 0.02% NEW $246.81 +1.1%
Page 11 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%