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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QUIZ ZACKS TRUST 15,062.0 $440K 0.11% +4K +37.9% $29.22 +1.7%
102 REMX VANECK ETF TRUST 4,962.0 $439K 0.11% +882.0 +21.6% $88.49 -14.1%
103 PZA INVESCO EXCH TRADED FD TR II 18,343.0 $431K 0.10% +1K +8.3% $23.52 -2.6%
104 PGR PROGRESSIVE CORP Financial Services 1,929.0 $421K 0.10% +27.0 +1.4% $218.45 -2.1%
105 SJM SMUCKER J M CO Consumer Defensive 3,652.0 $411K 0.10% +96.0 +2.7% $112.50 +7.1%
106 BRO BROWN & BROWN INC Financial Services 6,395.0 $410K 0.10% +867.0 +15.7% $64.15 +11.0%
107 GDX VANECK ETF TRUST 5,390.0 $407K 0.10% +282.0 +5.5% $75.44 +28.7%
108 UNFI UNITED NAT FOODS INC Consumer Defensive 8,812.0 $402K 0.10% +3K +42.4% $45.67 +4.7%
109 NFLX NETFLIX INC. Communication Services 5,623.0 $401K 0.10% +1K +28.4% $71.39 +12.9%
110 FN FABRINET Technology 711.0 $400K 0.10% +199.0 +38.9% $562.21 -18.6%
111 GIS GENERAL MILLS INC Consumer Defensive 11,433.0 $398K 0.10% +310.0 +2.8% $34.80 +12.0%
112 UBER UBER TECHNOLOGIES INC Technology 5,349.0 $386K 0.09% +762.0 +16.6% $72.16 +6.6%
113 AMCOR PLC 8,886.0 $385K 0.09% +215.0 +2.5% $43.35
114 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,923.0 $380K 0.09% +333.0 +9.3% $96.90 +3.1%
115 ABT ABBOTT LABORATORIES Healthcare 4,095.0 $372K 0.09% +99.0 +2.5% $90.75 +26.5%
116 NOW SERVICENOW INC Technology 3,735.0 $371K 0.09% +1K +41.7% $99.28 +28.7%
117 VOOG VANGUARD ADMIRAL FDS INC 4,430.0 $366K 0.09% +4K +500.3% $82.63 +1.6%
118 APP APPLOVIN CORP Technology 700.0 $361K 0.09% +196.0 +38.9% $515.23 -39.3%
119 NEM NEWMONT CORP Basic Materials 3,840.0 $359K 0.09% +434.0 +12.7% $93.40 +34.7%
120 LUMN LUMEN TECHNOLOGIES INC Communication Services 46,186.0 $355K 0.09% +9K +23.5% $7.68 -19.0%
Page 6 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%