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Portfolio (Quarterly) Guide ↗

Revolve Wealth Partners, LLC

· CIK 0001808992
13F Portfolio $965M AUM 356 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 356 New
Page 13 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MTD METTLER TOLEDO INTERNATIONAL Healthcare 287.0 $367K 0.04% NEW — $1277.51 +18.3%
242 BN BROOKFIELD CORP Financial Services 8,583.0 $366K 0.04% NEW — $42.59 -13.4%
243 WDC WESTERN DIGITAL CORP Technology 572.0 $365K 0.04% NEW — $638.72 -28.5%
244 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,993.0 $364K 0.04% NEW — $45.52 +42.6%
245 EXR EXTRA SPACE STORAGE INC Real Estate 2,471.0 $359K 0.04% NEW — $145.32 -8.2%
246 DIA STATE STR SPDR DOW JONES IND Financial Services 685.0 $358K 0.04% NEW — $522.64 -1.0%
247 ADBE ADOBE INC Technology 1,740.0 $357K 0.04% NEW — $205.02 +14.9%
248 BCO BRINKS CO Industrials 3,751.0 $354K 0.04% NEW — $94.49 +13.0%
249 CRM SALESFORCE INC Technology 2,254.0 $353K 0.04% NEW — $156.66 +49.4%
250 DHR DANAHER CORP DEL Healthcare 1,846.0 $352K 0.04% NEW — $190.48 +17.9%
251 UBSI UNITED BANKSHARES INC WEST V Financial Services 7,664.0 $351K 0.04% NEW — $45.83 +2.2%
252 ACA ARCOSA INC Industrials 2,417.0 $351K 0.04% NEW — $145.29 +0.9%
253 T AT&T INC Communication Services 16,805.0 $348K 0.04% NEW — $20.70 +22.7%
254 — CRH PLC — 3,170.0 $339K 0.04% NEW — $107.00 —
255 NTAP NETAPP INC Technology 2,191.0 $339K 0.04% NEW — $154.77 +30.0%
256 BLK BLACKROCK INC Financial Services 350.0 $337K 0.04% NEW — $961.82 +12.9%
257 HSY HERSHEY CO Consumer Defensive 1,914.0 $336K 0.04% NEW — $175.45 -5.2%
258 GD GENERAL DYNAMICS CORP Industrials 933.0 $331K 0.03% NEW — $354.24 -4.9%
259 A AGILENT TECHNOLOGIES INC Healthcare 2,406.0 $320K 0.03% NEW — $132.83 +30.1%
260 SYK STRYKER CORPORATION Healthcare 1,015.0 $320K 0.03% NEW — $314.84 -13.5%
Page 13 of 18  ·  356 positions

① 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
Technology 38.1%
Financial Services 17.0%
Healthcare 10.1%
Consumer Cyclical 8.8%
Industrials 8.6%
Communication Services 6.5%
Consumer Defensive 4.2%
Energy 2.8%
Utilities 1.8%
Basic Materials 1.2%