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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 7 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AON AON PLC Financial Services 1,066.0 $354K 0.09% +30.0 +2.9% $331.69 +3.5%
122 QUAL ISHARES TR 1,598.0 $351K 0.08% +193.0 +13.7% $219.36 +2.2%
123 ETHA ISHARES ETHEREUM TR Financial Services 29,097.0 $346K 0.08% +15K +100.0% $11.89 +21.4%
124 IMCV ISHARES TR 3,745.0 $342K 0.08% +1K +48.2% $91.38 +6.8%
125 PPG PPG INDS INC Basic Materials 2,806.0 $340K 0.08% +167.0 +6.3% $121.29 -7.0%
126 AMRIZE LTD 6,228.0 $332K 0.08% +196.0 +3.2% $53.30
127 PL PLANET LABS PBC Industrials 9,893.0 $328K 0.08% +1K +13.6% $33.13 -29.5%
128 TROW PRICE T ROWE GROUP INC Financial Services 2,860.0 $325K 0.08% +90.0 +3.2% $113.69 -3.0%
129 NOC NORTHROP GRUMMAN CORP Industrials 630.0 $321K 0.08% +46.0 +7.9% $509.69 +15.6%
130 GRNY TIDAL TRUST I 11,416.0 $316K 0.08% +330.0 +3.0% $27.65 +0.3%
131 HRL HORMEL FOODS CORP Consumer Defensive 12,637.0 $314K 0.07% +1K +10.1% $24.82 -1.9%
132 ERIE ERIE INDTY CO Financial Services 1,303.0 $312K 0.07% +294.0 +29.1% $239.79 +7.2%
133 SCHO SCHWAB STRATEGIC TR 12,824.0 $310K 0.07% +291.0 +2.3% $24.14 -0.1%
134 COWG PACER FDS TR 7,558.0 $303K 0.07% +152.0 +2.0% $40.15 -1.3%
135 USAR USA RARE EARTH INC Basic Materials 13,322.0 $287K 0.07% +2K +14.4% $21.58 -14.2%
136 PARR PAR PAC HOLDINGS INC Energy 4,883.0 $274K 0.07% +1K +29.3% $56.08 +43.6%
137 AMP AMERIPRISE FINL INC Financial Services 548.0 $251K 0.06% +62.0 +12.8% $458.76 +22.5%
138 CLX CLOROX CO DEL Consumer Defensive 2,621.0 $250K 0.06% +396.0 +17.8% $95.47 +10.6%
139 BROWN FORMAN CORP 8,935.0 $240K 0.06% +589.0 +7.1% $26.86
140 LEU CENTRUS ENERGY CORP Energy 1,300.0 $218K 0.05% +100.0 +8.3% $167.87 +4.7%
Page 7 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%