Revisor Wealth Management LLC
Top Portfolio Positions
216 positions ·
$201,583,709 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
52,492 | $13,321,944 | 6.61% | |
| MSFT |
Microsoft Corp
Technology
|
23,897 | $8,845,952 | 4.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,111 | $5,854,677 | 2.90% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
17,735 | $5,511,860 | 2.73% | |
| NVDA |
Nvidia Corp
Technology
|
29,450 | $5,136,080 | 2.55% | |
| CRM |
Salesforce, Inc.
Technology
|
25,631 | $4,784,538 | 2.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
11,821 | $4,394,456 | 2.18% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
27,397 | $4,310,917 | 2.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,229 | $3,303,122 | 1.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,330 | $3,279,527 | 1.63% |
Portfolio Trend
Holdings in PLTM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,314 | 10,170 | Shares | Sole | 2026-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||