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Revere Asset Management, Inc

Location
DALLAS, TX
Portfolio Value
Micro $4,629,524
Diversification
Highly concentrated
Filing Date
Global Rank
#8,550 / 8,698 ▼ 2227 · as of Mar 2026
Top Industry
Semiconductors 56.7%
3Y Alpha vs SPY
+65.2%
Period ended 5 months ago
Filed May 6, 2026 · 3mo
11 quarters · since Sep 2023

Clone Performance

Nov 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+476.9%
SPY
+73.0%
Annualised alpha
+67.0%
Max drawdown
−33.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

9 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
54.0%
+30.4 pts
Top 5
84.7%
+5.7 pts
Top 10
100.0%
+3.2 pts
HHI
3,226
Sep 2023 → Mar 2026 · range 849 – 6,228
Highly concentrated+1,753

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 78.6% $3,639,173
Basic Materials 6.1% $281,792
Utilities 5.1% $235,692
Unclassified 4.9% $227,084
Communication Services 4.5% $210,493
Industrials 0.8% $35,290

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
4 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
14 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
9 tracked positions · $4,629,524 total · filing declares 27 positions · $195,220,940 · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.