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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TWLO TWILIO INC Communication Services 1,875.0 $236K 0.07% +196.0 +11.7% $125.85 +57.4%
122 GFI GOLD FIELDS LTD Basic Materials 4,872.0 $221K 0.06% +399.0 +8.9% $45.40 -2.8%
123 SCHM SCHWAB STRATEGIC TR 7,080.0 $219K 0.06% +438.0 +6.6% $30.96 +9.7%
124 UAMY UNITED STATES ANTIMONY CORP Basic Materials 13,650.0 $119K 0.03% +1K +9.0% $8.73 +9.6%
125 NUVB NUVATION BIO INC Healthcare 18,520.0 $79K 0.02% +5K +40.3% $4.29 +10.0%
Page 7 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%