EVERMAY WEALTH MANAGEMENT LLC
Filing Date
Global Rank
#4,017
/ 8,603
▲ 130
· as of Mar 2026
Top Industry
Banks - Regional
11.8%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed May 12, 2026 · 58d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.0%
SPY
+76.0%
Annualised alpha
-2.8%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
376 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.0%
−1.1 pts
Top 5
39.1%
+0.4 pts
Top 10
51.2%
+1.2 pts
HHI
456
Diversified−12
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 20.0% | $42,929,866 |
| Technology | 19.4% | $41,792,947 |
| Unclassified | 19.1% | $41,093,288 |
| Consumer Cyclical | 9.4% | $20,231,525 |
| Healthcare | 7.5% | $16,219,567 |
| Industrials | 7.5% | $16,150,505 |
| Communication Services | 6.6% | $14,277,320 |
| Consumer Defensive | 3.4% | $7,274,922 |
| Utilities | 2.3% | $4,851,000 |
| Energy | 2.0% | $4,390,472 |
| Basic Materials | 1.9% | $4,130,483 |
| Real Estate | 0.8% | $1,727,427 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +12,877 | 69,792 | $17,712,511 | |
| AUB | Atlantic Union Bankshares Corp | +1,800 | 25,033 | $894,679 | |
| JMSB | John Marshall Bancorp, Inc. | +1,545 | 349,969 | $7,097,371 | |
| SBUX | Starbucks Corp | +936 | 1,066 | $95,502 | |
| HON | Honeywell International Inc | +836 | 2,244 | $531,946 | |
| AMZN | Amazon Com Inc | +466 | 51,508 | $10,727,571 | |
| ROP | Roper Technologies Inc | +413 | 1,148 | $406,231 | |
| PANW | Palo Alto Networks Inc | +309 | 6,434 | $1,031,498 | |
| PFE | Pfizer Inc | +300 | 9,479 | $266,170 | |
| MSFT | Microsoft Corp | +282 | 17,357 | $6,425,040 | |
| AMGN | Amgen Inc | +256 | 2,810 | $988,698 | |
| AVGO | Broadcom Inc. | +253 | 7,817 | $2,419,439 | |
| APD | Air Products & Chemicals, Inc. | +223 | 2,442 | $709,376 | |
| TSLA | Tesla, Inc. | +180 | 1,941 | $721,566 | |
| UNP | Union Pacific Corp | +155 | 1,670 | $405,175 | |
| BA | Boeing Co | +98 | 1,075 | $213,957 | |
| PLD | Prologis, Inc. | +97 | 476 | $62,917 | |
| DHR | Danaher Corp /De/ | +77 | 9,537 | $1,808,215 | |
| LLY | ELI LILLY & Co | +74 | 3,863 | $3,553,071 | |
| COST | Costco Wholesale Corp /New | +64 | 1,789 | $1,782,613 | |
| QQQ | Invesco Qqq Trust, Series 1 | +61 | 549 | $316,871 | |
| TR | Tootsie Roll Industries Inc | +57 | 1,966 | $83,987 | |
| ORLY | O Reilly Automotive Inc | +55 | 513 | $47,355 | |
| MS | Morgan Stanley | +54 | 73 | $12,013 | |
| UNH | Unitedhealth Group Inc | +50 | 1,064 | $287,907 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | −10,079 | 50,141 | $2,341,584 | |
| SLV | iShares Silver Trust | −6,299 | 24,859 | $1,693,892 | |
| VZ | Verizon Communications Inc | −2,642 | 2,574 | $129,214 | |
| CMG | Chipotle Mexican Grill Inc | −2,579 | 1,280 | $40,972 | |
| FVCB | FVCBankcorp, Inc. | −1,774 | 10,300 | $156,457 | |
| BNL | Broadstone Net Lease, Inc. | −1,580 | 43,978 | $803,478 | |
| KMI | Kinder Morgan, Inc. | −1,498 | 29,834 | $1,000,334 | |
| EPD | Enterprise Products Partners L.P. | −1,169 | 23,445 | $887,158 | |
| PLTR | Palantir Technologies Inc. | −874 | 297 | $43,445 | |
| NOW | ServiceNow, Inc. | −822 | 4,125 | $431,268 | |
| PEP | Pepsico Inc | −764 | 7,649 | $1,187,813 | |
| TJX | Tjx Companies Inc /De/ | −750 | 7,610 | $1,215,317 | |
| WBD | Warner Bros. Discovery, Inc. | −713 | 7 | $192 | |
| MAR | Marriott International Inc /Md/ | −605 | 2,974 | $972,706 | |
| BALL | BALL Corp | −605 | 1,600 | $94,576 | |
| VOD | Vodafone Group Public Ltd Co | −585 | 4 | $60 | |
| SPY | Spdr S&P 500 ETF Trust | −563 | 52,993 | $34,463,467 | |
| JNJ | Johnson & Johnson | −562 | 5,157 | $1,260,577 | |
| PGR | Progressive Corp/Oh/ | −556 | 782 | $155,023 | |
| MTCH | Match Group, Inc. | −540 | 16 | $491 | |
| MDLZ | Mondelez International, Inc. | −514 | 4,756 | $274,135 | |
| GOOGL | Alphabet Inc. | −497 | 33,445 | $9,617,444 | |
| CB | Chubb Ltd | −491 | 1,091 | $355,589 | |
| NVS | Novartis AG | −490 | 626 | $95,621 | |
| LH | Labcorp Holdings Inc. | −486 | 2,809 | $749,469 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | 185,765 | $11,571,301 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 68 | $22,980 | |
| VSNT | Versant Media Group, Inc. | 456 | $16,881 | |
| IRM | Iron Mountain Inc | 97 | $9,907 | |
| TT | Trane Technologies plc | 19 | $7,918 | |
| NMAX | Newsmax Inc. | 1,000 | $5,220 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 24 | $4,162 | |
| TDG | TransDigm Group INC | 3 | $3,476 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TYL | Tyler Technologies Inc | 346 | $157,066 | |
| WSO | Watsco Inc | 295 | $99,400 | |
| WSM | Williams Sonoma Inc | 330 | $58,934 | |
| PCAR | Paccar Inc | 183 | $20,040 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 124 | $19,934 | |
| CEF | Sprott Physical Gold & Silver Trust | 400 | $18,320 | |
| GILD | Gilead Sciences, Inc. | 148 | $18,165 | |
| ENR | Energizer Holdings, Inc. | 707 | $14,062 | |
| ABNB | Airbnb, Inc. | 101 | $13,707 | |
| CCI | Crown Castle Inc. | 100 | $8,887 | |
| STZ | Constellation Brands, Inc. | 60 | $8,277 | |
| GHC | Graham Holdings Co | 5 | $5,493 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 134 | $5,189 | |
| MICC | Magnum Ice Cream Co N.V. | 297 | $4,707 | |
| EXAS | EXACT SCIENCES CORP | 24 | $2,437 | |
| NEOG | Neogen Corp | 300 | $2,097 | |
| AMTM | Amentum Holdings, Inc. | 57 | $1,653 | |
| SRPT | Sarepta Therapeutics, Inc. | 60 | $1,291 | |
| GIL | Gildan Activewear Inc. | 11 | $687 | |
| MAIN | Main Street Capital CORP | 10 | $603 | |
| CLF | Cleveland-Cliffs Inc. | 19 | $252 | |
| B | Barrick Mining Corp | 5 | $217 | |
| CAG | Conagra Brands Inc. | 10 | $173 | |
| HRTX | Heron Therapeutics, Inc. /De/ | 100 | $130 | |
| SM | SM Energy Co | 5 | $93 | |
| No positions match the current search. | ||||
376 positions ·
$215,069,322 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 376 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 52,993 | $34,463,467 | 16.02% | |
| AAPL |
Apple Inc.
Technology
|
Added | 69,792 | $17,712,511 | 8.24% | |
| BHRB |
Burke & Herbert Financial Services Corp.
Financial Services
|
NEW | 185,765 | $11,571,301 | 5.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 51,508 | $10,727,571 | 4.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 33,445 | $9,617,444 | 4.47% | |
| JMSB |
John Marshall Bancorp, Inc.
Financial Services
|
Added | 349,969 | $7,097,371 | 3.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,357 | $6,425,040 | 2.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 18,021 | $5,301,057 | 2.46% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 21,174 | $3,692,745 | 1.72% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,863 | $3,553,071 | 1.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,846 | $3,280,603 | 1.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,575 | $2,617,494 | 1.22% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 8,355 | $2,525,215 | 1.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,817 | $2,419,439 | 1.12% | |
| IAUM |
iShares Gold Trust Micro
|
Reduced | 50,141 | $2,341,584 | 1.09% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,262 | $2,310,996 | 1.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,412 | $2,108,842 | 0.98% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 10,554 | $2,035,866 | 0.95% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 21,757 | $2,020,790 | 0.94% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 9,537 | $1,808,215 | 0.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,789 | $1,782,613 | 0.83% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 3,001 | $1,766,628 | 0.82% | |
| SLV |
iShares Silver Trust
|
Reduced | 24,859 | $1,693,892 | 0.79% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 13,921 | $1,674,557 | 0.78% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 2,253 | $1,537,086 | 0.71% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 4,936 | $1,534,059 | 0.71% | |
| IAU |
Ishares Gold Trust
|
Reduced | 16,608 | $1,464,161 | 0.68% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,389 | $1,389,543 | 0.65% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Reduced | 8,448 | $1,313,495 | 0.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,157 | $1,260,577 | 0.59% | |
| AXP |
American Express Co
Financial Services
|
Added | 4,071 | $1,231,396 | 0.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 7,610 | $1,215,317 | 0.57% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 2,742 | $1,196,197 | 0.56% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 7,649 | $1,187,813 | 0.55% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 8,831 | $1,156,331 | 0.54% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 8,856 | $1,118,955 | 0.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 7,566 | $1,092,833 | 0.51% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Held | 16,495 | $1,075,638 | 0.50% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 6,434 | $1,031,498 | 0.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,001 | $1,025,711 | 0.48% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Held | 10,666 | $1,023,829 | 0.48% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,083 | $1,013,042 | 0.47% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 3,505 | $1,005,935 | 0.47% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 29,834 | $1,000,334 | 0.47% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 10,344 | $994,575 | 0.46% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 12,759 | $989,970 | 0.46% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,810 | $988,698 | 0.46% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 2,974 | $972,706 | 0.45% | |
| GE |
General Electric Co
Industrials
|
Added | 3,349 | $950,345 | 0.44% | |
| LEU |
Centrus Energy Corp
Energy
|
Held | 5,175 | $898,328 | 0.42% |