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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 21 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GPC GENUINE PARTS CO Consumer Cyclical 170.0 $18K 0.00% $106.82 -7.8%
402 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 1,266.0 $18K 0.00% $14.28 -2.8%
403 EVRG EVERGY INC Utilities 220.0 $18K 0.00% $81.92 +2.2%
404 HCA HCA HEALTHCARE INC Healthcare 38.0 $18K 0.00% -4.0 -9.5% $473.26 -18.6%
405 GSLC GOLDMAN SACHS ETF TR 142.0 $18K 0.00% NEW $125.13 +14.5%
406 JCI JOHNSON CONTROLS INTERNATION Industrials 132.0 $17K 0.00% -15.0 -10.2% $130.95 +4.2%
407 ENTERGY CORP NEW 152.0 $17K 0.00% $112.44
408 VSNT VERSANT MEDIA GROUP INC Industrials 456.0 $17K 0.00% NEW $37.02 +17.4%
409 RALLIANT CORP 403.0 $17K 0.00% -90.0 -18.3% $41.59
410 JEPQ J P MORGAN EXCHANGE TRADED F 300.0 $17K 0.00% NEW $55.52 +9.8%
411 SO SOUTHERN CO Utilities 170.0 $16K 0.00% $96.27 -3.1%
412 PYPL PAYPAL HLDGS INC Financial Services 358.0 $16K 0.00% $45.23 -1.8%
413 NANR SPDR INDEX SHS FDS 192.0 $16K 0.00% +4.0 +2.1% $84.00 -2.0%
414 SOXQ INVESCO EXCH TRADED FD TR II 265.0 $16K 0.00% $59.70 +70.7%
415 DSI ISHARES TR 130.0 $16K 0.00% $121.19 +17.9%
416 IWS ISHARES TR 107.0 $16K 0.00% $146.12 +10.0%
417 JIRE J P MORGAN EXCHANGE TRADED F 205.0 $16K 0.00% NEW $75.74 +7.4%
418 UBER UBER TECHNOLOGIES INC Technology 214.0 $15K 0.00% $71.93 -1.3%
419 MTBA SIMPLIFY EXCHANGE TRADED FUN 307.0 $15K 0.00% NEW $49.46 -0.7%
420 EMC GLOBAL X FDS 491.0 $15K 0.00% $30.89 +22.1%
Page 21 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%