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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 11 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPYV SPDR SERIES TRUST 3,179.0 $180K 0.02% $56.58 +9.4%
202 DE DEERE & CO Industrials 318.0 $179K 0.02% $563.30 +6.0%
203 CNQ CANADIAN NAT RES LTD MED TER Energy 3,600.0 $177K 0.02% $49.18 -10.8%
204 VRSK VERISK ANALYTICS INC Industrials 930.0 $176K 0.02% $189.75 +5.8%
205 CBOE CBOE GLOBAL MKTS INC Financial Services 622.0 $175K 0.02% $281.07 -2.7%
206 QDF FLEXSHARES TR 2,200.0 $174K 0.02% $79.09 +14.4%
207 UBSI UNITED BANKSHARES INC WEST V Financial Services 4,159.0 $174K 0.02% $41.80 +13.8%
208 XLE SELECT SECTOR SPDR TR 2,826.0 $173K 0.02% -1K -34.0% $61.26 -5.8%
209 DIS DISNEY WALT CO Communication Services 1,795.0 $173K 0.02% -31.0 -1.7% $96.39 +1.3%
210 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 5,000.0 $170K 0.02% $33.94 +7.7%
211 GS GOLDMAN SACHS GROUP INC Financial Services 195.0 $165K 0.02% -12.0 -5.8% $845.99 +25.9%
212 SMB VANECK ETF TRUST 9,472.0 $164K 0.02% $17.30 -0.2%
213 VOOG VANGUARD ADMIRAL FDS INC 400.0 $163K 0.02% -80.0 -16.7% $407.56 -80.2%
214 TXN TEXAS INSTRS INC Technology 835.0 $162K 0.02% +42.0 +5.3% $194.14 +46.3%
215 COF CAPITAL ONE FINL CORP Financial Services 883.0 $161K 0.02% $182.43 +14.0%
216 CVLC MORGAN STANLEY ETF TRUST 2,009.0 $161K 0.02% $80.06 +16.2%
217 FVCB FVCBANKCORP INC Financial Services 10,300.0 $156K 0.02% -2K -14.7% $15.19 +17.3%
218 PGR PROGRESSIVE CORP Financial Services 782.0 $155K 0.02% -556.0 -41.5% $198.24 +4.9%
219 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 250.0 $155K 0.02% $618.28 +11.4%
220 IVW ISHARES TR 1,337.0 $151K 0.02% $113.07 +18.7%
Page 11 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 7.5%
Consumer Defensive 3.4%
Energy 2.9%
Utilities 2.5%
Basic Materials 1.9%