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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 12 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,099.0 $150K 0.02% $136.09 -9.0%
222 ITW ILLINOIS TOOL WKS INC Industrials 570.0 $149K 0.02% -54.0 -8.7% $260.60 -4.5%
223 VIOO VANGUARD ADMIRAL FDS INC 1,267.0 $145K 0.02% $114.83 +12.4%
224 ILOW AB ACTIVE ETFS INC 3,379.0 $144K 0.02% -300.0 -8.2% $42.66 +5.6%
225 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 3,906.0 $138K 0.01% $35.44 -3.8%
226 MMM 3M CO Industrials 950.0 $138K 0.01% $145.23 +4.4%
227 RNW RENEW ENERGY GLOBAL PLC Utilities 30,000.0 $137K 0.01% $4.58 +37.0%
228 IJT ISHARES TR 913.0 $132K 0.01% $144.71 +13.7%
229 WEC WEC ENERGY GROUP INC Utilities 1,128.0 $131K 0.01% $115.77 -3.1%
230 VLTO VERALTO CORP Industrials 1,471.0 $130K 0.01% $88.55 -7.5%
231 VZ VERIZON COMMUNICATIONS INC Communication Services 2,574.0 $129K 0.01% -3K -50.6% $50.20 -4.4%
232 IWP ISHARES TR 1,000.0 $128K 0.01% $128.12 +11.0%
233 ADI ANALOG DEVICES INC Technology 401.0 $128K 0.01% +33.0 +9.0% $318.14 +31.6%
234 PSA PUBLIC STORAGE OPER CO Real Estate 470.0 $127K 0.01% -189.0 -28.7% $270.88 +14.3%
235 ITA ISHARES TR 582.0 $127K 0.01% $218.75 +7.6%
236 DLTR DOLLAR TREE INC Consumer Defensive 1,105.0 $121K 0.01% $109.51 +2.8%
237 T AT&T INC Communication Services 4,014.0 $116K 0.01% $28.99 -14.4%
238 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 3,200.0 $116K 0.01% $36.12 +9.4%
239 TGT TARGET CORP Consumer Defensive 943.0 $114K 0.01% -31.0 -3.2% $121.20 +6.7%
240 BKNG BOOKING HOLDINGS INC Consumer Cyclical 27.0 $114K 0.01% $4210.33 -96.0%
Page 12 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 7.4%
Consumer Defensive 3.4%
Energy 2.9%
Utilities 2.5%
Basic Materials 1.9%