Portfolio (Quarterly)
Guide ↗
Revolve Wealth Partners, LLC
· CIK 0001808992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | PANW | PALO ALTO NETWORKS INC | Technology | 1,355.0 | $462K | 0.05% | NEW | — | $341.02 | +14.4% |
| 202 | OHI | OMEGA HEALTHCARE INVS INC | Real Estate | 9,674.0 | $461K | 0.05% | NEW | — | $47.68 | -2.5% |
| 203 | Q | QNITY ELECTRONICS INC | Technology | 2,823.0 | $461K | 0.05% | NEW | — | $163.31 | -23.5% |
| 204 | SXI | STANDEX INTL CORP | Industrials | 1,279.0 | $457K | 0.05% | NEW | — | $357.67 | -22.1% |
| 205 | ED | CONSOLIDATED EDISON INC | Utilities | 4,117.0 | $455K | 0.05% | NEW | — | $110.64 | -7.6% |
| 206 | MS | MORGAN STANLEY | Financial Services | 2,151.0 | $450K | 0.05% | NEW | — | $209.07 | -7.4% |
| 207 | — | HONEYWELL INTL INC | — | 1,983.0 | $444K | 0.05% | NEW | — | $223.92 | — |
| 208 | HUM | HUMANA INC | Healthcare | 1,112.0 | $442K | 0.05% | NEW | — | $397.26 | -2.3% |
| 209 | ANET | ARISTA NETWORKS INC | Technology | 2,589.0 | $440K | 0.05% | NEW | — | $169.88 | +21.9% |
| 210 | APP | APPLOVIN CORP | Technology | 851.0 | $438K | 0.04% | NEW | — | $515.23 | -40.0% |
| 211 | PLXS | PLEXUS CORP | Technology | 1,446.0 | $435K | 0.04% | NEW | — | $300.67 | -11.3% |
| 212 | WCN | WASTE CONNECTIONS INC | Industrials | 2,600.0 | $433K | 0.04% | NEW | — | $166.69 | -6.3% |
| 213 | — | HONEYWELL AEROSPACE INC | — | 1,949.0 | $431K | 0.04% | NEW | — | $221.08 | — |
| 214 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 745.0 | $430K | 0.04% | NEW | — | $576.70 | -14.9% |
| 215 | DUK | DUKE ENERGY CORP NEW | Utilities | 3,389.0 | $429K | 0.04% | NEW | — | $126.57 | -10.8% |
| 216 | GBCI | GLACIER BANCORP INC NEW | Financial Services | 8,220.0 | $424K | 0.04% | NEW | — | $51.58 | -14.6% |
| 217 | FNV | FRANCO NEV CORP | Basic Materials | 2,023.0 | $422K | 0.04% | NEW | — | $208.44 | +17.9% |
| 218 | DXCM | DEXCOM INC | Healthcare | 6,253.0 | $421K | 0.04% | NEW | — | $67.35 | +28.9% |
| 219 | PRMB | PRIMO BRANDS CORPORATION | Consumer Defensive | 17,133.0 | $419K | 0.04% | NEW | — | $24.44 | -20.5% |
| 220 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,385.0 | $413K | 0.04% | NEW | — | $297.94 | -13.2% |
① 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
38.1%
Financial Services
17.0%
Healthcare
10.1%
Consumer Cyclical
8.8%
Industrials
8.6%
Communication Services
6.5%
Consumer Defensive
4.2%
Energy
2.8%
Utilities
1.8%
Basic Materials
1.2%