IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Evermay Wealth Management LLC

Q4 2023 Holdings

Filed 2024-02-12 | 676 holdings | $541.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Regions Financial Corp New(RF)COM7591EP100$349180.0%
Ventas Inc(VTR)COM92276F100$34970.0%
Nucor Corp(NUE)COM670346105$34920.0%
Costar Group Inc(CSGP)COM22160N109$35040.0%
Iron MTN Inc del(IRM)COM46284V101$35050.0%
PTC Inc(PTC)COM69370C100$35020.0%
Constellation Energy Corp(CEG)COM21037T109$35130.0%
Vici Pptys Inc(VICI)COM925652109$351110.0%
Fortinet Inc(FTNT)COM34959E109$35260.0%
Netapp Inc(NTAP)COM64110D104$35340.0%
West Pharmaceutical Svsc Inc(WST)COM955306105$35310.0%
Steel Dynamics Inc(STLD)COM858119100$35530.0%
Akamai Technologies Inc(AKAM)COM00971T101$35630.0%
Huntington Bancshares Inc(HBAN)COM446150104$357280.0%
Edison Intl(EIX)COM281020107$35850.0%
Exelon Corp(EXC)COM30161N101$359100.0%
Aptiv PLC(APTV)SHSG6095L109$35940.0%
Fidelity Natl Information SV(FIS)COM31620M106$36160.0%
Molina Healthcare Inc(MOH)COM60855R100$36210.0%
Halliburton Co(HAL)COM406216101$362100.0%
Devon Energy Corp New(DVN)COM25179M103$36380.0%
Ansys Inc(AKX)COM03662Q105$36310.0%
Kroger Co(KR)COM501044101$36680.0%
Keurig DR Pepper Inc(KDP)COM49271V100$367110.0%
Equity Residential(EQR)SH BEN INT29476L107$36760.0%
Public SVC Enterprise GRP in(PEG)COM744573106$36760.0%
Eversource Energy(ES)COM30040W108$37160.0%
Xcel Energy Inc(XEL)COM98389B100$37260.0%
Dexcom Inc(DXCM)COM252131107$37330.0%
Hershey Co(HSY)COM427866108$37320.0%
Avalonbay Cmntys Inc(AVB)COM053484101$37520.0%
Howmet Aerospace Inc(HWM)COM443201108$37970.0%
Wabtec(WAB)COM929740108$38130.0%
Global Pmts Inc(GPN)COM37940X102$38130.0%
Alexandria Real Estate EQ in(ARE)COM015271109$38130.0%
Garmin LTD(GRMN)SHSH2906T109$38630.0%
Ingersoll Rand Inc(IR)COM45687V106$38750.0%
State STR Corp(STT)COM857477103$38850.0%
Charter Communications Inc N(CHTR)CL A16119P108$38910.0%
Enphase Energy Inc(ENPH)COM29355A107$39730.0%
Moderna Inc(MRNA)COM60770K107$39840.0%
Digital World Acquisition Co(DJT)CLASS A COM25400Q105$403230.0%
Cardinal Health Inc(CAH)COM14149Y108$40440.0%
Uniti Group IncCOM91325V108$411710.0%
Verisign Inc(VRSN)COM92343E102$41220.0%
M & T BK Corp(MTB)COM55261F104$41230.0%
Broadridge Finl Solutions in(BR)COM11133T103$41220.0%
Ross Stores Inc(ROST)COM778296103$41630.0%
Agilent Technologies Inc(A)COM00846U101$41830.0%
Allstate Corp(ALL)COM020002101$42030.0%
PreviousPage 2 of 14Next