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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 14 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,914.0 $318K 0.03% NEW — $81.16 -17.4%
262 GLW CORNING INC Technology 1,238.0 $316K 0.03% NEW — $255.44 -38.7%
263 WELL WELLTOWER INC Real Estate 1,392.0 $316K 0.03% NEW — $226.97 +1.9%
264 BA BOEING CO Industrials 1,454.0 $315K 0.03% NEW — $216.52 -8.5%
265 IUSG ISHARES TR — 1,668.0 $314K 0.03% NEW — $188.14 +3.7%
266 ICSH ISHARES TR — 6,159.0 $312K 0.03% NEW — $50.58 -0.4%
267 RACE FERRARI N V Consumer Cyclical 824.0 $307K 0.03% NEW — $372.29 +10.5%
268 SCHV SCHWAB STRATEGIC TR — 8,701.0 $303K 0.03% NEW — $34.81 -2.9%
269 CVBF CVB FINL CORP Financial Services 13,424.0 $303K 0.03% NEW — $22.55 -0.1%
270 TPR TAPESTRY INC Consumer Cyclical 2,064.0 $302K 0.03% NEW — $146.38 -22.2%
271 PFE PFIZER INC Healthcare 12,536.0 $302K 0.03% NEW — $24.08 +19.1%
272 ROAD CONSTRUCTION PARTNERS INC Industrials 2,539.0 $302K 0.03% NEW — $118.77 -21.1%
273 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,452.0 $301K 0.03% NEW — $87.22 +7.5%
274 JCI JOHNSON CONTROLS INTERNATION Industrials 2,056.0 $300K 0.03% NEW — $146.11 +2.8%
275 NVDA CALL NVIDIA CORPORATION Technology 1,500.0 $300K 0.03% NEW — $200.09 +12.5%
276 ONB OLD NATL BANCORP IND Financial Services 11,558.0 $299K 0.03% NEW — $25.90 -1.6%
277 ITW ILLINOIS TOOL WKS INC Industrials 1,096.0 $296K 0.03% NEW — $270.52 +1.4%
278 PGR PROGRESSIVE CORP Financial Services 1,354.0 $296K 0.03% NEW — $218.45 -5.9%
279 CDNS CADENCE DESIGN SYSTEM INC Technology 779.0 $292K 0.03% NEW — $375.32 -13.1%
280 RYN RAYONIER INC Real Estate 13,735.0 $292K 0.03% NEW — $21.28 -11.3%
Page 14 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%