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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 6 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COP CONOCOPHILLIPS Energy 7,017.0 $926K 0.26% -600.0 -7.9% $132.00 -5.3%
102 COWZ PACER FDS TR 14,730.0 $922K 0.26% -419.0 -2.8% $62.56 +0.9%
103 MUNI PIMCO ETF TR 17,577.0 $917K 0.25% $52.19 -0.5%
104 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 15,325.0 $905K 0.25% -491.0 -3.1% $59.03 +13.4%
105 WEC WEC ENERGY GROUP INC Utilities 7,739.0 $896K 0.25% +67.0 +0.9% $115.77 -5.3%
106 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 9,477.0 $890K 0.25% +6K +151.5% $93.87 +69.3%
107 SPHY SPDR SERIES TRUST 37,518.0 $875K 0.24% +6K +17.7% $23.33 -0.4%
108 VBK VANGUARD INDEX FDS 2,885.0 $872K 0.24% +184.0 +6.8% $302.26 +9.4%
109 IBM INTERNATIONAL BUSINESS MACHS Technology 3,595.0 $872K 0.24% +113.0 +3.2% $242.43 -7.8%
110 PFE PFIZER INC Healthcare 31,029.0 $871K 0.24% +415.0 +1.4% $28.08 -9.9%
111 HWM HOWMET AEROSPACE INC Industrials 3,777.0 $870K 0.24% +27.0 +0.7% $230.46 +9.9%
112 BND VANGUARD BD INDEX FDS 11,781.0 $868K 0.24% -79.0 -0.7% $73.64 -1.6%
113 BLK BLACKROCK INC Financial Services 900.0 $866K 0.24% -5.0 -0.6% $961.71 +11.0%
114 CVX CHEVRON CORPORATION Energy 4,108.0 $844K 0.23% -164.0 -3.8% $205.51 -5.6%
115 CAH CARDINAL HEALTH INC Healthcare 4,029.0 $842K 0.23% +437.0 +12.2% $208.97 -4.2%
116 COPX GLOBAL X FDS 10,930.0 $834K 0.23% +4K +53.5% $76.35 +3.9%
117 ES EVERSOURCE ENERGY Utilities 11,960.0 $829K 0.23% -955.0 -7.4% $69.28 -1.9%
118 CTAS CINTAS CORP Industrials 4,819.0 $818K 0.23% +1K +36.1% $169.77 +1.7%
119 QQQM INVESCO EXCH TRADED FD TR II 3,434.0 $816K 0.23% +206.0 +6.4% $237.56 +21.8%
120 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,738.0 $797K 0.22% +3K +15.7% $38.42 +13.2%
Page 6 of 17  ·  327 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%