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Portfolio (Quarterly) Guide ↗

Revisor Wealth Management LLC

· CIK 0001887409
13F Portfolio $416M AUM 371 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 146 Added 118 Reduced 21 Exited
Page 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 4,268.0 $941K 0.23% +282.0 +7.1% $220.51 -2.2%
62 FIS FIDELITY NATL INFORMATION SV Technology 24,118.0 $938K 0.23% +568.0 +2.4% $38.88 +5.4%
63 GEV GE VERNOVA INC Utilities 796.0 $936K 0.23% +43.0 +5.7% $1175.90 -14.6%
64 COWZ PACER FDS TR 14,914.0 $928K 0.22% +184.0 +1.2% $62.20 +13.2%
65 LIN LINDE PLC Basic Materials 1,772.0 $919K 0.22% +670.0 +60.8% $518.86 -7.7%
66 AIRR FIRST TR EXCHANGE TRADED FD 6,600.0 $879K 0.21% +3K +77.9% $133.25 -9.7%
67 CTAS CINTAS CORP Industrials 5,076.0 $863K 0.21% +257.0 +5.3% $170.08 +17.3%
68 ABBV ABBVIE INC Healthcare 3,399.0 $855K 0.20% +25.0 +0.7% $251.60 +2.9%
69 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 16,723.0 $854K 0.20% +1K +9.1% $51.05 +10.1%
70 STRL STERLING INFRASTRUCTURE INC Industrials 998.0 $838K 0.20% +164.0 +19.7% $839.36 -33.9%
71 FRT FEDERAL RLTY INVT TR NEW Real Estate 6,196.0 $765K 0.18% +147.0 +2.4% $123.44 -4.8%
72 MRK MERCK & CO INC Healthcare 5,906.0 $763K 0.18% +3K +78.0% $129.18 +4.6%
73 ACN ACCENTURE PLC IRELAND Technology 5,958.0 $741K 0.18% +5K +378.2% $124.44 +39.0%
74 VTV VANGUARD INDEX FDS 3,353.0 $731K 0.18% +1K +61.7% $217.90 +3.9%
75 CVX CHEVRON CORPORATION Energy 4,177.0 $692K 0.17% +69.0 +1.7% $165.73 +24.1%
76 BUCK SIMPLIFY EXCHANGE TRADED FUN 29,204.0 $684K 0.16% +5K +19.9% $23.42 +0.1%
77 SMIZ ZACKS TRUST 14,859.0 $663K 0.16% +5K +54.1% $44.62 -2.9%
78 OKTA OKTA INC Technology 4,757.0 $649K 0.16% +1K +45.3% $136.45 +5.5%
79 ATO ATMOS ENERGY CORP Utilities 3,632.0 $626K 0.15% +116.0 +3.3% $172.28 -1.0%
80 LITE LUMENTUM HLDGS INC Technology 690.0 $592K 0.14% +177.0 +34.5% $858.61 +1.7%
Page 4 of 8  ·  146 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 27.5%
Financial Services 17.2%
Consumer Cyclical 11.8%
Healthcare 8.3%
Industrials 8.3%
Communication Services 8.3%
Consumer Defensive 6.6%
Basic Materials 4.5%
Energy 3.2%
Utilities 2.6%