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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 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLU SELECT SECTOR SPDR TR 4,754.0 $216K 0.05% +312.0 +7.0% $45.34 -2.9%
142 LQD ISHARES TR 1,964.0 $214K 0.05% +19.0 +1.0% $109.02 -2.9%
143 TMO THERMO FISHER SCIENTIFIC INC Healthcare 421.0 $211K 0.05% +11.0 +2.7% $501.71 +17.4%
144 JD JD.COM INC Consumer Cyclical 8,202.0 $209K 0.05% +308.0 +3.9% $25.48 +13.1%
145 PLTM GRANITESHARES PLATINUM TR Financial Services 11,134.0 $166K 0.04% +964.0 +9.5% $14.94 +10.2%
146 INCR INTERCURE LTD Healthcare 41,348.0 $45K 0.01% +29K +248.0% $1.10 -13.6%
Page 8 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%