Revisor Wealth Management LLC
Filing Date
Global Rank
#3,812
/ 8,232
▲ 153
Top Industry
Consumer Electronics
6.9%
3Y Alpha vs SPY
-7.9%
Period ended 2 months ago
Filed Apr 27, 2026 · 47d
13 quarters · since Mar 2023
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+44.3%
SPY
+76.5%
Annualised alpha
-7.8%
Max drawdown
−20.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
217 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.5%
−1.7 pts
Top 5
18.9%
−2.8 pts
Top 10
28.8%
−2.9 pts
HHI
145
Diversified−34
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.2% | $49,385,938 |
| Financial Services | 12.8% | $26,074,882 |
| Consumer Cyclical | 12.4% | $25,373,728 |
| Industrials | 8.4% | $17,107,182 |
| Healthcare | 8.3% | $16,922,041 |
| Consumer Defensive | 7.4% | $15,100,407 |
| Communication Services | 6.7% | $13,619,543 |
| Basic Materials | 5.5% | $11,164,320 |
| Unclassified | 5.0% | $10,290,663 |
| Energy | 4.0% | $8,080,311 |
| Utilities | 3.3% | $6,733,532 |
| Real Estate | 2.1% | $4,303,507 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LAC | Lithium Americas Corp. | +27,134 | 393,552 | $1,554,530 | |
| BITB | Bitwise Bitcoin ETF | +17,514 | 27,982 | $1,030,017 | |
| CDE | Coeur Mining, Inc. | +11,365 | 21,962 | $412,226 | |
| FIS | Fidelity National Information Services, Inc. | +7,236 | 23,550 | $1,104,730 | |
| CRDO | Credo Technology Group Holding Ltd | +5,709 | 9,477 | $889,605 | |
| NVDA | Nvidia Corp | +5,424 | 29,450 | $5,136,080 | |
| NUVB | Nuvation Bio Inc. | +5,317 | 18,520 | $79,450 | |
| JMIA | Jumia Technologies AG | +5,000 | 190,350 | $1,313,415 | |
| AMZN | Amazon Com Inc | +4,660 | 28,111 | $5,854,677 | |
| B | Barrick Mining Corp | +4,426 | 12,269 | $500,452 | |
| PLTR | Palantir Technologies Inc. | +3,741 | 7,757 | $1,134,693 | |
| IBIT | iShares Bitcoin Trust ETF | +2,821 | 20,738 | $796,753 | |
| ELV | Elevance Health, Inc. | +2,482 | 4,010 | $1,173,927 | |
| SSRM | Ssr Mining Inc. | +2,476 | 16,409 | $482,424 | |
| KVUE | Kenvue Inc. | +2,407 | 18,176 | $313,354 | |
| LUMN | Lumen Technologies, Inc. | +2,118 | 37,395 | $259,895 | |
| WLDN | Willdan Group, Inc. | +1,706 | 3,466 | $265,356 | |
| MSFT | Microsoft Corp | +1,611 | 23,897 | $8,845,952 | |
| SLV | iShares Silver Trust | +1,432 | 36,775 | $2,505,848 | |
| NEM | NEWMONT Corp /DE/ | +1,340 | 3,406 | $368,699 | |
| CTAS | Cintas Corp | +1,278 | 4,819 | $815,085 | |
| HRL | Hormel Foods Corp /De/ | +1,149 | 11,477 | $259,954 | |
| AMD | Advanced Micro Devices Inc | +1,149 | 2,004 | $407,673 | |
| UAMY | United States Antimony Corp | +1,125 | 13,650 | $119,164 | |
| MKC | Mccormick & Co Inc | +1,102 | 8,669 | $437,264 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −11,669 | 52,492 | $13,321,944 | |
| LYG | Lloyds Banking Group plc | −6,250 | 246,146 | $1,238,114 | |
| VISN | Vistance Networks, Inc. | −5,441 | 15,588 | $283,701 | |
| GSK | GSK plc | −3,186 | 31,080 | $1,715,305 | |
| ALB | Albemarle Corp | −2,457 | 3,041 | $545,950 | |
| WFC | Wells Fargo & Company/Mn | −2,344 | 30,192 | $2,403,585 | |
| KO | Coca Cola Co | −2,343 | 24,019 | $1,826,644 | |
| PPG | Ppg Industries Inc | −2,222 | 2,639 | $282,056 | |
| PARR | Par Pacific Holdings, Inc. | −2,170 | 3,776 | $236,528 | |
| OMC | Omnicom Group Inc. | −1,376 | 17,918 | $1,349,404 | |
| IBKR | Interactive Brokers Group, Inc. | −1,288 | 6,171 | $413,888 | |
| SKYW | Skywest Inc | −1,149 | 2,336 | $214,514 | |
| BEN | Franklin Resources Inc | −1,095 | 12,137 | $286,675 | |
| NDSN | Nordson Corp | −1,086 | 1,459 | $388,181 | |
| DFP | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | −1,055 | 61,021 | $1,224,691 | |
| PAGP | Plains Gp Holdings LP | −1,052 | 17,876 | $434,029 | |
| NVS | Novartis AG | −1,031 | 3,426 | $523,321 | |
| ES | Eversource Energy | −955 | 11,960 | $828,588 | |
| SJM | J M SMUCKER Co | −895 | 3,556 | $342,940 | |
| TFC | Truist Financial Corp | −850 | 11,310 | $519,920 | |
| OKTA | Okta, Inc. | −773 | 3,274 | $257,696 | |
| UPS | United Parcel Service Inc | −759 | 6,701 | $659,244 | |
| BNY | Bank of New York Mellon Corp | −748 | 4,058 | $481,400 | |
| XOM | Exxon Mobil Corp | −713 | 19,330 | $3,279,527 | |
| TXN | Texas Instruments Inc | −611 | 3,147 | $610,958 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GM | General Motors Co | 5,755 | $428,747 | |
| ANRO | Alto Neuroscience, Inc. | 17,130 | $385,082 | |
| LITE | Lumentum Holdings Inc. | 513 | $360,515 | |
| AMCR | Amcor plc | 8,671 | $344,672 | |
| AMRZ | Amrize Ltd | 6,032 | $337,912 | |
| AON | Aon plc | 1,036 | $334,400 | |
| FN | Fabrinet | 512 | $267,018 | |
| ACN | Accenture plc | 1,246 | $247,069 | |
| PL | Planet Labs PBC | 8,710 | $243,444 | |
| TIGO | Millicom International Cellular SA | 3,138 | $235,161 | |
| ETHA | iShares Ethereum Trust ETF | 14,547 | $230,279 | |
| LEU | Centrus Energy Corp | 1,200 | $208,308 | |
| APP | AppLovin Corp | 504 | $200,592 | |
| PLTM | GraniteShares Platinum Trust | 10,170 | $192,314 | |
| USAR | USA Rare Earth, Inc. | 11,640 | $176,171 | |
| BLND | Blend Labs, Inc. | 12,422 | $21,117 | |
| NMTC | NEUROONE MEDICAL TECHNOLOGIES Corp | 19,580 | $15,213 | |
| NXXT | Nextnrg, Inc. | 16,400 | $6,560 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | 11,349 | $624,195 | |
| ADBE | Adobe Inc. | 902 | $315,690 | |
| KGC | Kinross Gold Corp | 9,550 | $268,928 | |
| U | Unity Software Inc. | 6,024 | $266,080 | |
| SWK | Stanley Black & Decker, Inc. | 3,360 | $249,580 | |
| ETHV | VanEck Ethereum ETF | 5,718 | $248,389 | |
| EBAY | Ebay Inc | 2,836 | $247,015 | |
| ADSK | Autodesk, Inc. | 768 | $227,335 | |
| TMUS | T-Mobile US, Inc. | 1,092 | $221,719 | |
| DAL | Delta Air Lines, Inc. | 2,987 | $207,297 | |
| TTC | Toro Co | 2,501 | $196,878 | |
| PSIX | Power Solutions International, Inc. | 3,432 | $196,104 | |
| NGD | New Gold Inc. /FI | 16,710 | $145,544 | |
| VFF | Village Farms International, Inc. | 26,843 | $97,976 | |
| IMPP | Imperial Petroleum Inc./Marshall Islands | 23,370 | $84,599 | |
| TLS | Telos Corp | 16,332 | $83,293 | |
| CYH | Community Health Systems Inc | 26,678 | $83,235 | |
| FINV | FinVolution Group | 13,530 | $70,761 | |
| CTM | Castellum, Inc. | 12,922 | $11,668 | |
| No positions match the current search. | ||||
217 positions ·
$204,156,054 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 217 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 52,492 | $13,321,944 | 6.53% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,897 | $8,845,952 | 4.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 28,111 | $5,854,677 | 2.87% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 17,735 | $5,511,860 | 2.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 29,450 | $5,136,080 | 2.52% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 25,631 | $4,784,538 | 2.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,821 | $4,394,456 | 2.15% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 27,397 | $4,310,917 | 2.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 11,229 | $3,303,122 | 1.62% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 19,330 | $3,279,527 | 1.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,282 | $3,021,990 | 1.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,373 | $2,982,859 | 1.46% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 8,319 | $2,666,655 | 1.31% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 16,105 | $2,662,800 | 1.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,368 | $2,572,345 | 1.26% | |
| SLV |
iShares Silver Trust
|
Added | 36,775 | $2,505,848 | 1.23% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 30,192 | $2,403,585 | 1.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,486 | $2,267,085 | 1.11% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 39,633 | $2,145,730 | 1.05% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Reduced | 7,430 | $2,044,587 | 1.00% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Reduced | 14,400 | $1,938,960 | 0.95% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 22,090 | $1,914,098 | 0.94% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 24,019 | $1,826,644 | 0.89% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 11,285 | $1,774,340 | 0.87% | |
| GSK |
GSK plc
Healthcare
|
Reduced | 31,080 | $1,715,305 | 0.84% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 4,783 | $1,616,414 | 0.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 12,929 | $1,606,816 | 0.79% | |
| V |
Visa Inc.
Financial Services
|
Added | 5,175 | $1,564,092 | 0.77% | |
| LAC |
Lithium Americas Corp.
Basic Materials
|
Added | 393,552 | $1,554,530 | 0.76% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 53,137 | $1,525,563 | 0.75% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 10,933 | $1,431,567 | 0.70% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
Reduced | 11,300 | $1,431,258 | 0.70% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 19,097 | $1,362,189 | 0.67% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Reduced | 17,918 | $1,349,404 | 0.66% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,921 | $1,324,670 | 0.65% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 4,545 | $1,320,277 | 0.65% | |
| JMIA |
Jumia Technologies AG
Consumer Cyclical
|
Added | 190,350 | $1,313,415 | 0.64% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 303 | $1,275,726 | 0.62% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 11,247 | $1,263,712 | 0.62% | |
| LYG |
Lloyds Banking Group plc
Financial Services
|
Reduced | 246,146 | $1,238,114 | 0.61% | |
| DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Financial Services
|
Reduced | 61,021 | $1,224,691 | 0.60% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 13,428 | $1,203,014 | 0.59% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Added | 3,094 | $1,175,410 | 0.58% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 4,010 | $1,173,927 | 0.58% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 3,417 | $1,172,782 | 0.57% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 6,791 | $1,171,990 | 0.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,748 | $1,160,043 | 0.57% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 3,373 | $1,152,857 | 0.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,713 | $1,152,045 | 0.56% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 3,779 | $1,143,071 | 0.56% |