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Portfolio (Quarterly) Guide ↗

Revisor Wealth Management LLC

· CIK 0001887409
13F Portfolio $416M AUM 371 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 146 Added 118 Reduced 21 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RFIL RF INDS LTD Industrials 9,434.0 $200K 0.05% NEW $21.21 -44.2%
62 PBR PETROLEO BRASILEIRO S A Energy 11,650.0 $189K 0.04% NEW $16.25 +15.0%
63 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 15,780.0 $102K 0.03% NEW $6.49 +45.0%
64 NGEN NERVGEN PHARMA CORP Healthcare 10,600.0 $22K 0.01% NEW $2.06 -16.7%
65 THM INTERNATIONAL TOWER HILL MIN Basic Materials 10,890.0 $22K 0.01% NEW $1.99 +39.4%
Page 4 of 4  ·  65 positions

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 27.5%
Financial Services 17.2%
Consumer Cyclical 11.8%
Healthcare 8.3%
Industrials 8.3%
Communication Services 8.3%
Consumer Defensive 6.6%
Basic Materials 4.5%
Energy 3.2%
Utilities 2.6%