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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 15 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PVAL PUTNAM ETF TRUST 6,442.0 $328K 0.08% -497.0 -7.2% $50.94 +6.3%
282 PL PLANET LABS PBC Industrials 9,893.0 $328K 0.08% +1K +13.6% $33.13 -29.5%
283 TROW PRICE T ROWE GROUP INC Financial Services 2,860.0 $325K 0.08% +90.0 +3.2% $113.69 -3.0%
284 SBUX STARBUCKS CORP Consumer Cyclical 3,159.0 $323K 0.08% -10K -76.5% $102.17 +3.8%
285 JVAL J P MORGAN EXCHANGE TRADED F 5,486.0 $322K 0.08% NEW $58.64 +1.6%
286 NOC NORTHROP GRUMMAN CORP Industrials 630.0 $321K 0.08% +46.0 +7.9% $509.69 +15.6%
287 USMV ISHARES TR 3,273.0 $316K 0.08% $96.47 +4.2%
288 GRNY TIDAL TRUST I 11,416.0 $316K 0.08% +330.0 +3.0% $27.65 +0.3%
289 TWLO TWILIO INC Communication Services 1,526.0 $315K 0.08% -349.0 -18.6% $206.27 +12.5%
290 HRL HORMEL FOODS CORP Consumer Defensive 12,637.0 $314K 0.07% +1K +10.1% $24.82 -1.9%
291 VYM VANGUARD WHITEHALL FDS 1,985.0 $314K 0.07% $157.97 +4.8%
292 SPMO INVESCO EXCH TRADED FD TR II 1,941.0 $313K 0.07% NEW $161.50 -6.6%
293 ERIE ERIE INDTY CO Financial Services 1,303.0 $312K 0.07% +294.0 +29.1% $239.79 +7.2%
294 SCHO SCHWAB STRATEGIC TR 12,824.0 $310K 0.07% +291.0 +2.3% $24.14 -0.1%
295 SCHA SCHWAB STRATEGIC TR 8,534.0 $308K 0.07% $36.13 -3.1%
296 AIFD TCW ETF TRUST 5,558.0 $308K 0.07% NEW $55.43 -6.1%
297 COWG PACER FDS TR 7,558.0 $303K 0.07% +152.0 +2.0% $40.15 -1.3%
298 LRCX LAM RESEARCH CORP Technology 692.0 $300K 0.07% NEW $433.53 -24.4%
299 ROP ROPER TECHNOLOGIES INC Industrials 867.0 $294K 0.07% -36.0 -4.0% $338.57 +16.4%
300 IQVIA HLDGS INC 1,508.0 $291K 0.07% -16.0 -1.1% $193.22
Page 15 of 19  ·  371 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%