Revisor Wealth Management LLC
Top Portfolio Positions
217 positions ·
$204,232,122 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
52,492 | $13,321,944 | 6.52% | |
| MSFT |
Microsoft Corp
Technology
|
23,897 | $8,845,952 | 4.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,111 | $5,854,677 | 2.87% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
17,735 | $5,511,860 | 2.70% | |
| NVDA |
Nvidia Corp
Technology
|
29,450 | $5,136,080 | 2.51% | |
| CRM |
Salesforce, Inc.
Technology
|
25,631 | $4,784,538 | 2.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
11,821 | $4,394,456 | 2.15% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
27,397 | $4,310,917 | 2.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,229 | $3,303,122 | 1.62% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,330 | $3,279,527 | 1.61% |
Portfolio Trend
13 quarters · across all stocks
Holdings in INCR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,923 | 11,882 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,812 | 11,882 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $20,742 | 12,648 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $18,592 | 12,648 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||