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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 7 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GEV GE VERNOVA INC Utilities 751.0 $882K 0.09% NEW — $1174.87 -18.5%
122 COLB COLUMBIA BKG SYS INC Financial Services 26,900.0 $862K 0.09% NEW — $32.05 -7.5%
123 CAT CATERPILLAR INC Industrials 806.0 $859K 0.09% NEW — $1065.46 -22.9%
124 PG PROCTER & GAMBLE CO Consumer Defensive 5,745.0 $842K 0.09% NEW — $146.63 -0.3%
125 AME AMETEK INC Industrials 3,419.0 $827K 0.09% NEW — $241.94 +3.6%
126 SHEL SHELL PLC Energy 10,594.0 $821K 0.09% NEW — $77.54 +23.5%
127 CSX CSX CORP Industrials 17,252.0 $820K 0.09% NEW — $47.53 -1.6%
128 IBM INTERNATIONAL BUSINESS MACHS Technology 2,911.0 $819K 0.09% NEW — $281.22 -19.8%
129 CLH CLEAN HARBORS INC Industrials 2,735.0 $817K 0.09% NEW — $298.75 +4.8%
130 ADI ANALOG DEVICES INC Technology 2,036.0 $809K 0.08% NEW — $397.17 -0.9%
131 LIN LINDE PLC Basic Materials 1,546.0 $802K 0.08% NEW — $518.94 -9.5%
132 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,513.0 $798K 0.08% NEW — $317.55 -23.6%
133 NFLX NETFLIX INC. Communication Services 11,143.0 $796K 0.08% NEW — $71.40 -0.4%
134 EEM ISHARES TR — 11,568.0 $791K 0.08% NEW — $68.41 -0.6%
135 AVLV AMERICAN CENTY ETF TR — 8,648.0 $789K 0.08% NEW — $91.21 +0.7%
136 CAH CARDINAL HEALTH INC Healthcare 3,300.0 $784K 0.08% NEW — $237.56 -7.3%
137 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,641.0 $784K 0.08% NEW — $477.57 -5.6%
138 ABT ABBOTT LABORATORIES Healthcare 8,539.0 $775K 0.08% NEW — $90.74 +11.6%
139 AVDE AMERICAN CENTY ETF TR — 8,618.0 $769K 0.08% NEW — $89.20 +2.9%
140 EFA ISHARES TR — 7,346.0 $763K 0.08% NEW — $103.88 +1.6%
Page 7 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%