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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 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMR EMERSON ELEC CO Industrials 4,589.0 $598K 0.17% -102.0 -2.2% $130.39 +5.7%
62 ISMD NORTHERN LTS FD TR IV 14,716.0 $590K 0.16% -705.0 -4.6% $40.08 +11.0%
63 BUCK SIMPLIFY EXCHANGE TRADED FUN 24,358.0 $573K 0.16% -2K -6.1% $23.51 -0.1%
64 INDA ISHARES TR 12,060.0 $565K 0.16% -410.0 -3.3% $46.84 +2.5%
65 LIN LINDE PLC Basic Materials 1,102.0 $545K 0.15% -47.0 -4.1% $494.63 +3.4%
66 ALB ALBEMARLE CORP Basic Materials 3,041.0 $541K 0.15% -2K -44.7% $178.06 +1.3%
67 NVS NOVARTIS AG Healthcare 3,426.0 $523K 0.14% -1K -23.1% $152.75 -2.0%
68 TFC TRUIST FINL CORP Financial Services 11,310.0 $520K 0.14% -850.0 -7.0% $45.97 +2.5%
69 NUE NUCOR CORP Basic Materials 3,011.0 $507K 0.14% -295.0 -8.9% $168.45 +38.2%
70 CSMD PROFESIONALLY MANAGED PORTFO 16,447.0 $505K 0.14% -5K -21.6% $30.71 +6.9%
71 ECL ECOLAB INC Basic Materials 1,844.0 $491K 0.14% -71.0 -3.7% $266.06 -6.5%
72 BK BANK NEW YORK MELLON CORP Financial Services 4,058.0 $481K 0.13% -748.0 -15.6% $118.63 +13.8%
73 GWW WW GRAINGER INC Industrials 439.0 $477K 0.13% -19.0 -4.2% $1087.61 +18.1%
74 HD HOME DEPOT INC Consumer Cyclical 1,390.0 $457K 0.13% -50.0 -3.5% $329.08 -7.5%
75 MCK MCKESSON CORP Healthcare 528.0 $457K 0.13% -272.0 -34.0% $865.96 -13.7%
76 CB CHUBB LTD SWITZ Financial Services 1,394.0 $454K 0.12% -51.0 -3.5% $325.67 -0.5%
77 FDLS NORTHERN LTS FD TR IV 12,242.0 $453K 0.12% -2K -12.6% $37.03 +7.6%
78 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,200.0 $447K 0.12% -367.0 -5.6% $72.08 +11.5%
79 PAGP PLAINS GP HLDGS L P Energy 17,876.0 $434K 0.12% -1K -5.6% $24.28 -0.7%
80 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 426.0 $425K 0.12% -20.0 -4.5% $997.24 +4.4%
Page 4 of 6  ·  116 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%