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Portfolio (Quarterly) Guide ↗

Revisor Wealth Management LLC

· CIK 0001887409
13F Portfolio $374M AUM 330 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 15 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BROWN FORMAN CORP 8,484.0 $237K 0.06% NEW $27.97
282 NEM NEWMONT CORP Basic Materials 2,066.0 $236K 0.06% NEW $113.99 -4.3%
283 PSIX POWER SOLUTIONS INTL INC Industrials 3,432.0 $234K 0.06% NEW $68.11 -43.1%
284 SHYD VANECK ETF TRUST 10,151.0 $233K 0.06% NEW $22.99 -1.7%
285 ERIE ERIE INDTY CO Financial Services 815.0 $233K 0.06% NEW $285.48 -25.4%
286 JD JD.COM INC Consumer Cyclical 7,894.0 $232K 0.06% NEW $29.36 +9.0%
287 NET CLOUDFLARE INC Technology 1,337.0 $232K 0.06% NEW $173.33 +14.0%
288 CDE COEUR MNG INC Basic Materials 10,597.0 $230K 0.06% NEW $21.75 -19.5%
289 DE DEERE & CO Industrials 450.0 $227K 0.06% NEW $504.53 +11.4%
290 FDS FACTSET RESH SYS INC Financial Services 784.0 $227K 0.06% NEW $288.93 -26.4%
291 TWLO TWILIO INC Communication Services 1,679.0 $226K 0.06% NEW $134.32 +47.6%
292 IMCV ISHARES TR 2,628.0 $225K 0.06% NEW $85.66 +2.9%
293 NUEM NUSHARES ETF TR 5,869.0 $223K 0.06% NEW $37.94 +6.4%
294 TTC TORO CO Industrials 2,501.0 $222K 0.06% NEW $88.92 -0.3%
295 AIRR FIRST TR EXCHANGE TRADED FD 1,924.0 $219K 0.06% NEW $113.70 +9.9%
296 FMB FIRST TR EXCH TRADED FD III 4,243.0 $218K 0.06% NEW $51.40 -1.1%
297 STRL STERLING INFRASTRUCTURE INC Industrials 647.0 $217K 0.06% NEW $334.93 +153.4%
298 AMD ADVANCED MICRO DEVICES INC Technology 855.0 $216K 0.06% NEW $252.91 +66.5%
299 IWP ISHARES TR 1,538.0 $216K 0.06% NEW $140.43 -3.2%
300 GVIP GOLDMAN SACHS ETF TR 1,362.0 $215K 0.06% NEW $158.01 +8.4%
Page 15 of 17  ·  330 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 24.4%
Financial Services 17.7%
Consumer Cyclical 12.3%
Communication Services 9.6%
Industrials 8.8%
Healthcare 7.9%
Consumer Defensive 7.1%
Basic Materials 4.6%
Energy 3.1%
Utilities 2.5%