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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 6 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLES NORTHERN LTS FD TR IV 21,862.0 $1.1M 0.25% +8K +58.8% $48.09 +3.0%
102 BITB BITWISE BITCOIN ETF TR Financial Services 32,586.0 $1.0M 0.25% +5K +16.4% $31.86 +10.1%
103 HWM HOWMET AEROSPACE INC Industrials 3,777.0 $1.0M 0.24% $268.86 +8.8%
104 CAH CARDINAL HEALTH INC Healthcare 4,244.0 $1.0M 0.24% +215.0 +5.3% $237.55 -1.1%
105 IGIB ISHARES TR 18,725.0 $996K 0.24% -21K -52.7% $53.17 -1.9%
106 SCHW SCHWAB CHARLES CORP Financial Services 10,720.0 $989K 0.24% -308.0 -2.8% $92.27 +21.0%
107 MUNI PIMCO ETF TR 18,677.0 $982K 0.24% +1K +6.3% $52.60 -1.7%
108 VTEB VANGUARD MUN BD FDS 19,230.0 $973K 0.23% -5K -19.7% $50.58 -2.1%
109 CLS CELESTICA INC Technology 2,627.0 $958K 0.23% +70.0 +2.7% $364.80 -14.9%
110 LAMR LAMAR ADVERTISING CO Real Estate 6,128.0 $956K 0.23% -5K -45.8% $155.98 -2.7%
111 ARGT GLOBAL X FDS 10,379.0 $951K 0.23% +3K +50.6% $91.63 -2.7%
112 LOW LOWES COS INC Consumer Cyclical 4,268.0 $941K 0.23% +282.0 +7.1% $220.51 -2.2%
113 FIS FIDELITY NATL INFORMATION SV Technology 24,118.0 $938K 0.23% +568.0 +2.4% $38.88 +5.3%
114 GEV GE VERNOVA INC Utilities 796.0 $936K 0.23% +43.0 +5.7% $1175.90 -14.6%
115 HFXI NEW YORK LIFE INVESTMENTS ET 24,540.0 $935K 0.23% -5K -16.6% $38.09 -0.6%
116 TXN TEXAS INSTRS INC Technology 3,121.0 $930K 0.22% -26.0 -0.8% $298.09 -8.7%
117 COWZ PACER FDS TR 14,914.0 $928K 0.22% +184.0 +1.2% $62.20 +13.2%
118 LIN LINDE PLC Basic Materials 1,772.0 $919K 0.22% +670.0 +60.8% $518.86 -7.7%
119 FNDF SCHWAB STRATEGIC TR 17,332.0 $914K 0.22% NEW $52.76 +4.1%
120 WEC WEC ENERGY GROUP INC Utilities 7,689.0 $898K 0.22% -50.0 -0.7% $116.77 -4.9%
Page 6 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%