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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 24 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GLW CORNING INC Technology 73.0 $10K 0.00% $135.97 +36.3%
462 IRM IRON MTN INC DEL Real Estate 97.0 $10K 0.00% NEW $102.14 +25.5%
463 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 249.0 $10K 0.00% $39.52 +7.1%
464 AVEM AMERICAN CENTY ETF TR 121.0 $10K 0.00% NEW $80.59 +20.4%
465 VNT VONTIER CORPORATION Technology 268.0 $10K 0.00% $35.47 -17.9%
466 NVO NOVO-NORDISK A S Healthcare 250.0 $9K 0.00% $37.97 +20.2%
467 TEL TE CONNECTIVITY PLC Technology 45.0 $9K 0.00% $209.02 +1.2%
468 ARTY ISHARES TR 200.0 $9K 0.00% $46.53 +57.2%
469 PAVE GLOBAL X FDS 181.0 $9K 0.00% +158.0 +687.0% $50.81 +11.5%
470 AEGON LTD 1,249.0 $9K 0.00% $7.26
471 SWK STANLEY BLACK & DECKER INC Industrials 126.0 $9K 0.00% $71.06 +12.2%
472 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 166.0 $9K 0.00% $52.77 +7.9%
473 MBB ISHARES TR 92.0 $9K 0.00% NEW $94.96 -0.3%
474 IBB ISHARES TR 50.0 $8K 0.00% $168.86 +1.6%
475 RDVY FIRST TR EXCHANGE TRADED FD 121.0 $8K 0.00% $68.28 +10.5%
476 TT TRANE TECHNOLOGIES PLC Industrials 19.0 $8K 0.00% NEW $416.79 +9.3%
477 SNOW SNOWFLAKE INC Technology 52.0 $8K 0.00% $150.83 +60.3%
478 MOS MOSAIC CO Basic Materials 305.0 $8K 0.00% $25.50 -5.5%
479 SMR NUSCALE PWR CORP Utilities 700.0 $8K 0.00% $10.84 +15.2%
480 VV VANGUARD INDEX FDS 25.0 $7K 0.00% $298.88 +16.2%
Page 24 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%