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Portfolio (Quarterly) Guide ↗

Revisor Wealth Management LLC

· CIK 0001887409
13F Portfolio $362M AUM 327 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 125 Added 116 Reduced 33 Exited
Page 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ATO ATMOS ENERGY CORP Utilities 3,516.0 $646K 0.18% +768.0 +27.9% $183.85 -4.0%
62 ARGT GLOBAL X FDS 6,893.0 $643K 0.18% +4K +167.9% $93.33 -6.9%
63 ORCL ORACLE CORP Technology 4,306.0 $633K 0.17% +391.0 +10.0% $147.09 +33.0%
64 GLD SPDR GOLD TR Financial Services 1,440.0 $620K 0.17% +53.0 +3.8% $430.29 -0.7%
65 BLES NORTHERN LTS FD TR IV 13,771.0 $612K 0.17% +8K +139.8% $44.44 +5.2%
66 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,856.0 $589K 0.16% +149.0 +5.5% $206.35 +3.9%
67 VWOB VANGUARD WHITEHALL FDS 7,728.0 $506K 0.14% +260.0 +3.5% $65.52 +1.0%
68 WEAT TEUCRIUM COMMODITY TR Financial Services 21,447.0 $506K 0.14% +3K +13.9% $23.57 +2.3%
69 NEE NEXTERA ENERGY INC Utilities 5,454.0 $503K 0.14% +559.0 +11.4% $92.27 +3.7%
70 B BARRICK MNG CORP Basic Materials 12,269.0 $500K 0.14% +4K +56.4% $40.79 -0.4%
71 LW LAMB WESTON HLDGS INC Consumer Defensive 11,640.0 $492K 0.14% +59.0 +0.5% $42.26 +0.2%
72 HUBB HUBBELL INC Industrials 987.0 $484K 0.13% +141.0 +16.7% $490.75 -1.8%
73 SSRM SSR MINING IN Basic Materials 16,409.0 $482K 0.13% +2K +17.8% $29.37 +16.6%
74 PNR PENTAIR PLC Industrials 5,520.0 $481K 0.13% +184.0 +3.5% $87.10 -14.0%
75 URA GLOBAL X FDS 9,724.0 $471K 0.13% +1K +13.6% $48.43 +3.0%
76 GDX VANECK ETF TRUST 5,108.0 $469K 0.13% +1K +38.1% $91.75 -4.8%
77 VOE VANGUARD INDEX FDS 2,522.0 $465K 0.13% +370.0 +17.2% $184.30 +3.5%
78 UNILEVER PLC 8,016.0 $459K 0.13% +377.0 +4.9% $57.24
79 MKC MCCORMICK & CO INC Consumer Defensive 8,669.0 $441K 0.12% +1K +14.6% $50.88 -8.6%
80 BSV VANGUARD BD INDEX FDS 5,566.0 $436K 0.12% +626.0 +12.7% $78.42 -0.8%
Page 4 of 7  ·  125 positions

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 24.1%
Financial Services 17.1%
Consumer Cyclical 12.4%
Industrials 8.6%
Communication Services 8.5%
Healthcare 8.3%
Consumer Defensive 7.3%
Basic Materials 4.6%
Energy 4.0%
Utilities 3.0%