Revisor Wealth Management LLC
Net buyer this quarter
$416M
253
+$13.2M
15.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $15.2M | 3.66% | 0.00% | +0.3% | Q1 2023 |
 MSFT | $9.21M | 2.21% | 0.00% | +3.3% | Q1 2023 |
 AMZN | $7.16M | 1.72% | 0.00% | +6.9% | Q1 2023 |
 NVDA | $5.83M | 1.40% | 0.00% | -1.1% | Q1 2023 |
 CINF | $5.1M | 1.22% | 0.02% | 0.0% | Q1 2023 |
 MU | $5.03M | 1.21% | 0.00% | +11.1% | Q4 2025 |
 TSLA | $5M | 1.20% | 0.00% | +0.7% | Q1 2023 |
 MCD | $4.79M | 1.15% | 0.00% | -0.2% | Q1 2023 |
 GOOG | $4.58M | 1.10% | Not reported | -1.0% | Q1 2023 |
 CRM | $3.99M | 0.96% | 0.00% | -0.5% | Q1 2024 |
 JPM | $3.94M | 0.95% | 0.00% | +7.3% | Q4 2023 |
| GOOGL | $3.5M | 0.84% | 0.00% | -5.6% | Q1 2023 |
 META | $3.34M | 0.80% | Not reported | +12.1% | Q1 2023 |
 CRDO | $2.73M | 0.66% | 0.01% | +5.9% | Q3 2025 |
 PM | $2.7M | 0.65% | 0.00% | -7.8% | Q1 2025 |
 XOM | $2.66M | 0.64% | 0.00% | +0.7% | Q1 2023 |
 SPY | $2.62M | 0.63% | Not reported | +0.5% | Q4 2023 |
 BRK.B | $2.61M | 0.63% | Not reported | -2.9% | Q1 2023 |
 SHW | $2.57M | 0.62% | 0.00% | -10.1% | Q1 2023 |
 RDDT | $2.5M | 0.60% | Not reported | Not reported | Q3 2025 |
 WFC | $2.46M | 0.59% | 0.00% | -1.5% | Q2 2025 |
 RCL | $2.36M | 0.57% | 0.00% | 0.0% | Q1 2025 |
 SLV | $2.34M | 0.56% | 0.01% | +19.2% | Q3 2024 |
 TSM | $2.26M | 0.54% | 0.00% | -1.1% | Q1 2025 |
 KO | $2.24M | 0.54% | 0.00% | +14.2% | Q1 2023 |
 ENB | $2.12M | 0.51% | 0.00% | -1.3% | Q2 2025 |
 MDT | $2.06M | 0.50% | 0.00% | +18.7% | Q1 2023 |
 BDX | $1.89M | 0.45% | 0.00% | +10.7% | Q1 2023 |
 AMAT | $1.89M | 0.45% | 0.00% | -22.7% | Q2 2025 |
 V | $1.77M | 0.42% | 0.00% | -0.4% | Q1 2023 |
 CAT | $1.72M | 0.41% | 0.00% | +1.6% | Q1 2023 |
 GSK | $1.62M | 0.39% | 0.00% | -1.0% | Q2 2025 |
 SYY | $1.61M | 0.39% | 0.00% | +1.0% | Q1 2023 |
 LAC | $1.6M | 0.39% | 0.12% | +5.8% | Q3 2024 |
 ELV | $1.6M | 0.38% | 0.00% | +3.0% | Q2 2025 |
 BKNG | $1.59M | 0.38% | 0.00% | +17.4% | Q2 2025 |
 UNH | $1.47M | 0.35% | 0.00% | -3.4% | Q1 2023 |
 GE | $1.47M | 0.35% | 0.00% | -2.0% | Q3 2023 |
 JNJ | $1.43M | 0.34% | 0.00% | +19.3% | Q1 2023 |
 AXP | $1.42M | 0.34% | 0.00% | +11.4% | Q1 2023 |
 LYG | $1.42M | 0.34% | 0.00% | -1.0% | Q1 2025 |
 GD | $1.4M | 0.34% | 0.00% | +16.0% | Q1 2023 |
 QQQ | $1.38M | 0.33% | Not reported | -1.7% | Q1 2023 |
 AMD | $1.35M | 0.32% | 0.00% | +16.1% | Q4 2025 |
 JMIA | $1.34M | 0.32% | 0.08% | Not reported | Q2 2024 |
 AVGO | $1.34M | 0.32% | 0.00% | -5.3% | Q1 2025 |
 WMT | $1.33M | 0.32% | 0.00% | -8.9% | Q1 2023 |
 APD | $1.31M | 0.32% | 0.00% | -1.4% | Q1 2023 |
 OMC | $1.29M | 0.31% | 0.01% | -1.4% | Q2 2025 |
 CMCSA | $1.26M | 0.30% | 0.00% | -3.5% | Q2 2025 |
| Q1 2026 | |||||
| AAPL | $13.3M | 3.68% | 0.00% | -18.2% | Q1 2023 |
| MSFT | $8.85M | 2.44% | 0.00% | +7.2% | Q1 2023 |
| AMZN | $5.85M | 1.62% | 0.00% | +19.9% | Q1 2023 |
| MCD | $5.51M | 1.52% | 0.00% | -0.2% | Q1 2023 |
| NVDA | $5.14M | 1.42% | 0.00% | +22.6% | Q1 2023 |
| CRM | $4.78M | 1.32% | 0.00% | +0.1% | Q1 2024 |
| TSLA | $4.39M | 1.21% | 0.00% | +9.7% | Q1 2023 |
| CINF | $4.34M | 1.20% | 0.02% | +0.1% | Q1 2023 |
| GOOG | $3.76M | 1.04% | Not reported | -12.1% | Q1 2023 |
| JPM | $3.3M | 0.91% | 0.00% | -1.4% | Q4 2023 |
| XOM | $3.27M | 0.90% | 0.00% | -3.6% | Q1 2023 |
| META | $3.02M | 0.83% | Not reported | +7.7% | Q1 2023 |
| GOOGL | $2.98M | 0.82% | 0.00% | -5.1% | Q1 2023 |
| PM | $2.67M | 0.74% | 0.00% | -0.2% | Q1 2025 |
| SHW | $2.67M | 0.74% | 0.00% | -0.2% | Q1 2023 |
| BRK.B | $2.57M | 0.71% | Not reported | -2.5% | Q1 2023 |
| SLV | $2.51M | 0.69% | 0.01% | +4.1% | Q3 2024 |
| WFC | $2.4M | 0.66% | 0.00% | -7.2% | Q2 2025 |
| SPY | $2.27M | 0.63% | Not reported | -5.0% | Q4 2023 |
| ENB | $2.15M | 0.59% | 0.00% | -0.2% | Q2 2025 |
| RCL | $2.04M | 0.56% | 0.00% | -1.6% | Q1 2025 |
| RDDT | $1.94M | 0.54% | Not reported | -0.7% | Q3 2025 |
| MDT | $1.92M | 0.53% | 0.00% | +0.7% | Q1 2023 |
| KO | $1.83M | 0.51% | 0.00% | -8.9% | Q1 2023 |
| BDX | $1.78M | 0.49% | 0.00% | +1.1% | Q1 2023 |
| GSK | $1.72M | 0.48% | 0.00% | -9.3% | Q2 2025 |
| TSM | $1.62M | 0.45% | 0.00% | -2.9% | Q1 2025 |
| WMT | $1.6M | 0.44% | 0.00% | -3.4% | Q1 2023 |
| V | $1.56M | 0.43% | 0.00% | +15.8% | Q1 2023 |
| LAC | $1.55M | 0.43% | 0.11% | +7.4% | Q3 2024 |
| CMCSA | $1.53M | 0.42% | 0.00% | -0.3% | Q2 2025 |
| DUK | $1.43M | 0.40% | 0.00% | -0.5% | Q1 2024 |
 LAMR | $1.43M | 0.40% | Not reported | -1.8% | Q2 2025 |
| SYY | $1.36M | 0.38% | 0.00% | +0.3% | Q1 2023 |
| OMC | $1.36M | 0.37% | 0.01% | -7.1% | Q2 2025 |
| MU | $1.32M | 0.37% | 0.00% | +25.2% | Q4 2025 |
| APD | $1.32M | 0.36% | 0.00% | +0.8% | Q1 2023 |
| JMIA | $1.31M | 0.36% | 0.08% | +2.7% | Q2 2024 |
| BKNG | $1.28M | 0.35% | 0.00% | +68.3% | Q2 2025 |
 ETR | $1.26M | 0.35% | 0.00% | +0.3% | Q2 2025 |
| LYG | $1.24M | 0.34% | 0.00% | -2.5% | Q1 2025 |
 DFP | $1.22M | 0.34% | Not reported | -1.7% | Q3 2023 |
 SBUX | $1.2M | 0.33% | 0.00% | +0.9% | Q1 2025 |
 HII | $1.18M | 0.32% | 0.01% | +3.2% | Q2 2025 |
| ELV | $1.17M | 0.32% | 0.00% | +162.4% | Q2 2025 |
 AMT | $1.17M | 0.32% | 0.00% | +3.5% | Q2 2025 |
| GD | $1.17M | 0.32% | 0.00% | +0.7% | Q1 2023 |
| AVGO | $1.16M | 0.32% | 0.00% | +8.8% | Q1 2025 |
| AMAT | $1.15M | 0.32% | 0.00% | -9.8% | Q2 2025 |
| JNJ | $1.15M | 0.32% | 0.00% | +2.5% | Q1 2023 |
| Q4 2025 | |||||
| AAPL | $16M | 4.29% | 0.00% | +16.8% | Q1 2023 |
| MSFT | $10.2M | 2.72% | 0.00% | +14.8% | Q1 2023 |
| CRM | $5.86M | 1.57% | 0.00% | +1.9% | Q1 2024 |
| AMZN | $5.47M | 1.46% | 0.00% | +62.7% | Q1 2023 |
| MCD | $5.44M | 1.46% | 0.00% | +0.5% | Q1 2023 |
| TSLA | $4.84M | 1.30% | 0.00% | +74.3% | Q1 2023 |
| GOOG | $4.83M | 1.29% | Not reported | +163.1% | Q1 2023 |
| NVDA | $4.45M | 1.19% | 0.00% | -0.3% | Q1 2023 |
| CINF | $4.33M | 1.16% | 0.02% | 0.0% | Q1 2023 |
| GOOGL | $3.56M | 0.95% | 0.00% | +31.6% | Q1 2023 |
| JPM | $3.56M | 0.95% | 0.00% | +65.2% | Q4 2023 |
| RDDT | $3.22M | 0.86% | Not reported | +93.7% | Q3 2025 |
| META | $3.19M | 0.86% | Not reported | +60.3% | Q1 2023 |
| WFC | $2.95M | 0.79% | 0.00% | +93.1% | Q2 2025 |
| SHW | $2.9M | 0.78% | 0.00% | +10.5% | Q1 2023 |
| BRK.B | $2.7M | 0.72% | Not reported | +27.6% | Q1 2023 |
| SLV | $2.68M | 0.72% | 0.01% | +85.2% | Q3 2024 |
| PM | $2.67M | 0.71% | 0.00% | +100.3% | Q1 2025 |
| XOM | $2.58M | 0.69% | 0.00% | +42.1% | Q1 2023 |
| SPY | $2.53M | 0.68% | Not reported | +44.2% | Q4 2023 |
| JMIA | $2.35M | 0.63% | 0.07% | Not reported | Q2 2024 |
| BDX | $2.24M | 0.60% | 0.00% | +65.8% | Q1 2023 |
| MDT | $2.17M | 0.58% | 0.00% | +70.1% | Q1 2023 |
| RCL | $2.16M | 0.58% | 0.00% | +1.9% | Q1 2025 |
| LAC | $1.92M | 0.51% | 0.12% | +123.7% | Q3 2024 |
| ENB | $1.89M | 0.51% | 0.00% | +96.8% | Q2 2025 |
| KO | $1.88M | 0.50% | 0.00% | +48.2% | Q1 2023 |
| GSK | $1.67M | 0.45% | 0.00% | +100.6% | Q2 2025 |
| CMCSA | $1.58M | 0.42% | 0.00% | +73.1% | Q2 2025 |
| WMT | $1.56M | 0.42% | 0.00% | -20.7% | Q1 2023 |
| TSM | $1.56M | 0.42% | 0.00% | +72.9% | Q1 2025 |
| OMC | $1.54M | 0.41% | 0.01% | +86.9% | Q2 2025 |
| V | $1.49M | 0.40% | 0.00% | +17.0% | Q1 2023 |
| LAMR | $1.48M | 0.39% | Not reported | +101.5% | Q2 2025 |
| SYY | $1.44M | 0.39% | 0.00% | +54.1% | Q1 2023 |
| AXP | $1.41M | 0.38% | 0.00% | +7.9% | Q1 2023 |
| LYG | $1.37M | 0.37% | 0.00% | +100.7% | Q1 2025 |
| DFP | $1.33M | 0.36% | Not reported | -2.4% | Q3 2023 |
| DUK | $1.29M | 0.35% | 0.00% | +53.6% | Q1 2024 |
 GPC | $1.27M | 0.34% | 0.01% | +50.1% | Q1 2023 |
| QQQ | $1.26M | 0.34% | Not reported | +47.6% | Q1 2023 |
 FBTC | $1.23M | 0.33% | 0.01% | +33.7% | Q1 2025 |
| UNH | $1.21M | 0.33% | 0.00% | -0.2% | Q1 2023 |
| GD | $1.21M | 0.32% | 0.00% | +31.7% | Q1 2023 |
| SBUX | $1.21M | 0.32% | 0.00% | +73.4% | Q1 2025 |
| GE | $1.19M | 0.32% | 0.00% | +5.3% | Q3 2023 |
| APD | $1.17M | 0.31% | 0.00% | +48.7% | Q1 2023 |
| AMT | $1.16M | 0.31% | 0.00% | +132.4% | Q2 2025 |
| HII | $1.15M | 0.31% | 0.01% | +107.9% | Q2 2025 |
| AVGO | $1.13M | 0.30% | 0.00% | +16.0% | Q1 2025 |
| Q3 2025 | |||||
| AAPL | $14M | 4.82% | 0.00% | +2.0% | Q1 2023 |
| MSFT | $10.1M | 3.50% | 0.00% | -0.6% | Q1 2023 |
| CRM | $6.17M | 2.13% | 0.00% | -0.3% | Q1 2024 |
| MCD | $5.19M | 1.79% | 0.00% | -0.8% | Q1 2023 |
| NVDA | $4.63M | 1.60% | 0.00% | -1.8% | Q1 2023 |
| CINF | $4.45M | 1.53% | 0.02% | -1.0% | Q1 2023 |
| AMZN | $3.28M | 1.13% | 0.00% | +14.9% | Q1 2023 |
| TSLA | $2.69M | 0.93% | 0.00% | -10.3% | Q1 2023 |
| SHW | $2.52M | 0.87% | 0.00% | -5.4% | Q1 2023 |
| JMIA | $2.39M | 0.82% | 0.08% | Not reported | Q2 2024 |
| RCL | $2.28M | 0.79% | 0.00% | -0.1% | Q1 2025 |
| META | $2.24M | 0.77% | Not reported | -10.4% | Q1 2023 |
| BRK.B | $2.14M | 0.74% | Not reported | -8.4% | Q1 2023 |
| JPM | $2.12M | 0.73% | 0.00% | -2.8% | Q4 2023 |
| GOOGL | $2.01M | 0.69% | 0.00% | -16.4% | Q1 2023 |
| WMT | $1.71M | 0.59% | 0.00% | -4.9% | Q1 2023 |
| SPY | $1.71M | 0.59% | Not reported | +14.2% | Q4 2023 |
| XOM | $1.59M | 0.55% | 0.00% | +5.0% | Q1 2023 |
| RDDT | $1.58M | 0.55% | Not reported | New | Q3 2025 |
| DFP | $1.39M | 0.48% | Not reported | -3.8% | Q3 2023 |
| GOOG | $1.37M | 0.47% | Not reported | +5.1% | Q1 2023 |
| WFC | $1.35M | 0.46% | 0.00% | +2.3% | Q2 2025 |
| V | $1.33M | 0.46% | 0.00% | -7.0% | Q1 2023 |
| LAC | $1.32M | 0.45% | 0.07% | -11.1% | Q3 2024 |
| BDX | $1.28M | 0.44% | 0.00% | +8.1% | Q1 2023 |
| PM | $1.27M | 0.44% | 0.00% | +3.2% | Q1 2025 |
| UNH | $1.26M | 0.44% | 0.00% | +172.3% | Q1 2023 |
| MDT | $1.25M | 0.43% | 0.00% | -4.0% | Q1 2023 |
| FBTC | $1.25M | 0.43% | 0.01% | -16.6% | Q1 2025 |
| KO | $1.18M | 0.41% | 0.00% | -1.0% | Q1 2023 |
| AXP | $1.15M | 0.40% | 0.00% | +3.3% | Q1 2023 |
| GE | $1.15M | 0.40% | 0.00% | +3.1% | Q3 2023 |
| AVGO | $1.02M | 0.35% | 0.00% | -12.4% | Q1 2025 |
 IBM | $1.02M | 0.35% | 0.00% | -2.9% | Q1 2023 |
 PG | $980K | 0.34% | 0.00% | +4.3% | Q1 2023 |
| SYY | $970K | 0.33% | 0.00% | +8.7% | Q1 2023 |
| ETR | $969K | 0.33% | 0.00% | +7.0% | Q2 2025 |
| ENB | $968K | 0.33% | 0.00% | +3.0% | Q2 2025 |
| CMCSA | $936K | 0.32% | 0.00% | +12.4% | Q2 2025 |
 LOW | $909K | 0.31% | 0.00% | -9.8% | Q1 2023 |
| QQQ | $904K | 0.31% | Not reported | -27.8% | Q1 2023 |
| DUK | $892K | 0.31% | 0.00% | -0.2% | Q1 2024 |
| GD | $879K | 0.30% | 0.00% | -10.1% | Q1 2023 |
| JNJ | $875K | 0.30% | 0.00% | -13.7% | Q1 2023 |
| TSM | $855K | 0.30% | 0.00% | +9.2% | Q1 2025 |
| SLV | $853K | 0.29% | 0.00% | +6.0% | Q3 2024 |
| CAT | $849K | 0.29% | 0.00% | -10.4% | Q1 2023 |
| GPC | $847K | 0.29% | 0.00% | -4.9% | Q1 2023 |
 MOS | $827K | 0.29% | 0.01% | +0.2% | Q1 2025 |
 IBKR | $808K | 0.28% | 0.00% | +6.2% | Q1 2023 |