13F

Investor

Revisor Wealth Management LLC

CIK 0001887409 · filed 2026-04-27 · SEC filing

13F book

$362.1M

Positions

327

30 new · 33 sold

Largest name

5.1%

Schwab Us Aggregate Bond

Est. mark

−$15.1M

Price effect on 297 names still held. Flow $3.63M.
NameTickerSharesValueWeightEst. markChange
Schwab Us Aggregate Bond797.2K$18.5M5.1%−$131.3KAdded$1.19M
Apple Inc.AAPL52.5K$13.3M3.7%$203.3KCut−$2.71M
Vanguard Scottsdale Fds133.6K$11.1M3.1%−$141.4KCut−$352.3K
Vanguard Whitehall Fds108.4K$9.58M2.6%−$447.3KCut−$823.1K
Vanguard Scottsdale Fds119.5K$8.93M2.5%−$225KCut−$1.44M
Microsoft CorpMSFT23.9K$8.85M2.4%−$1.9MAdded−$1.31M
Spdr Index Shs Fds188.4K$8.84M2.4%−$373KCut−$948.5K
Ishares Inc224.7K$7.67M2.1%$197KCut−$349.7K
Spdr Series Trust215.6K$6.48M1.8%−$26.3KAdded$1.6M
Amazon Com IncAMZN28.1K$5.85M1.6%−$585.5KAdded$385.1K
Mcdonalds CorpMCD17.7K$5.51M1.5%$84.4KCut$73.7K
Nvidia CorpNVDA29.4K$5.14M1.4%−$256.9KAdded$689.1K
Salesforce, Inc.CRM25.6K$4.78M1.3%−$1.07MAdded−$1.07M
Tesla, Inc.TSLA11.8K$4.39M1.2%−$837.7KAdded−$448.5K
Cincinnati Finl Corp27.4K$4.34M1.2%$3.37KAdded$8.75K
Alphabet Inc13.1K$3.76M1.0%−$488KCut−$1.07M
Jpmorgan Chase & Co.11.2K$3.3M0.9%−$204.6KCut−$254.9K
Exxon Mobil Corp19.3K$3.27M0.9%$781.3KCut$689.4K
Spdr Series Trust34.9K$3.2M0.9%$3.68KCut−$1.07M
Schwab Strategic Tr108.8K$3.17M0.9%−$326.7KAdded−$271.4K
Meta Platforms, Inc.META5.28K$3.02M0.8%−$387.3KAdded−$172.2K
Alphabet Inc10.4K$2.98M0.8%−$396.9KCut−$580K
Northern Lts Fd Tr Iv62.2K$2.95M0.8%−$50.3KCut−$156K
Schwab Strategic Tr114.5K$2.83M0.8%$11.4KCut−$39.5K
Schwab Us Tips Etf101K$2.69M0.7%$9.26KCut−$506.6K
Ishares Tr53.5K$2.68M0.7%−$7.21KCut−$19.2K
Philip Morris Intl Inc16.1K$2.67M0.7%$11.2KCut$7.02K
Sherwin Williams CoSHW8.32K$2.67M0.7%−$227.2KCut−$233.4K
Berkshire Hathaway Inc Del5.37K$2.57M0.7%−$61.8KCut−$128.1K
Ishares Silver Tr36.8K$2.51M0.7%−$274KAdded−$176.4K
Wells Fargo Co New30.2K$2.4M0.7%−$329.7KCut−$541.9K
Vanguard Specialized Funds10.7K$2.3M0.6%−$73.8KCut−$104.6K
Spdr S&P 500 Etf Tr3.49K$2.27M0.6%−$127KCut−$253.6K
Vanguard Bd Index Fds29.1K$2.25M0.6%−$15KCut−$105.4K
Enbridge Inc39.6K$2.15M0.6%$257.1KCut$253.7K
J P Morgan Exchange Traded F41.8K$2.11M0.6%−$1.36KCut−$25.7K
Ishares Tr39.6K$2.11M0.6%−$28.5KCut−$734.7K
Vanguard World Fd14.1K$2.05M0.6%−$25.8KAdded$104.5K
Royal Caribbean Group7.43K$2.04M0.6%−$76.6KCut−$112K
Reddit, Inc.RDDT14.4K$1.94M0.5%−$1.26MCut−$1.28M
Medtronic PlcMDT22.1K$1.92M0.5%−$262.9KAdded−$249.8K
Vanguard Intl Equity Index F34.8K$1.88M0.5%−$67.1KAdded$215.7K
Coca Cola CoKO24K$1.83M0.5%$123.8KCut−$43K
Becton Dickinson & CoBDX11.3K$1.78M0.5%−$484.9KAdded−$466.3K
Gsk Plc31.1K$1.72M0.5%$205.5KCut$49.9K
Vanguard Index Fds6.37K$1.67M0.5%−$54.9KAdded$82.4K
Vanguard Index Fds5.1K$1.64M0.5%−$92.9KCut−$198.3K
Taiwan Semiconductor Mfg Ltd4.78K$1.62M0.4%$103.2KCut$57.9K
Walmart Inc.WMT12.9K$1.6M0.4%$90.5KCut$37.3K
Visa Inc.V5.17K$1.56M0.4%−$139.3KAdded$73.8K
Lithium Amers Corp New393.6K$1.55M0.4%−$475.4KAdded−$368.2K
Comcast Corp New53.1K$1.53M0.4%−$53.7KCut−$57.9K
Ea Series Trust12.4K$1.44M0.4%$12.8KCut−$3.21K
Duke Energy Corp New10.9K$1.43M0.4%$146.7KCut$140.7K
Lamar Advertising Co/NewLAMR11.3K$1.43M0.4%−$16.6KCut−$43.8K
Schwab Strategic Tr54.7K$1.4M0.4%−$81.1KAdded−$71.5K
Janus Detroit Str Tr27.4K$1.38M0.4%−$4.19KAdded$368.1K
Ishares Inc35.9K$1.38M0.4%$127.8KAdded$164.2K
Sysco CorpSYY19.1K$1.36M0.4%−$85.3KAdded−$81.4K
Omnicom Group Inc.OMC17.9K$1.36M0.4%−$76.1KCut−$186.2K
Micron Technology IncMU3.92K$1.32M0.4%−$43.6KAdded$223.3K
Air Prods & Chems Inc4.54K$1.32M0.4%$141.9KAdded$152.4K
Jumia Technologies AgJMIA190.3K$1.31M0.4%−$1.07MAdded−$1.03M
Schwab Strategic Tr42.5K$1.3M0.4%$95.7KCut$73K
Vanguard Index Fds6K$1.3M0.4%−$51.3KAdded$50.3K
Invesco Exch Traded Fd Tr Ii46.1K$1.29M0.4%−$26.3KCut−$107.5K
Booking Holdings Inc.BKNG303$1.28M0.4%−$185.7KAdded$332.2K
Entergy Corp New11.2K$1.26M0.3%$217.4KAdded$220.5K
Lloyds Banking Group Plc246.1K$1.24M0.3%−$94.8KCut−$128.6K
Vanguard Index Fds2.07K$1.24M0.3%−$71.4KCut−$128.9K
Vanguard Growth Etf2.81K$1.23M0.3%−$119.4KAdded$16K
Flaherty & Crumrine Dynamic61K$1.22M0.3%−$81.8KCut−$104.4K
Starbucks CorpSBUX13.4K$1.2M0.3%−$16.4KAdded−$6.18K
Vanguard Mun Bd Fds23.9K$1.19M0.3%−$13.7KCut−$179.6K
Vanguard Tax-Managed Fds18.4K$1.18M0.3%−$432Added$347.4K
Huntington Ingalls Inds Inc3.09K$1.18M0.3%−$6.78KAdded$29.7K
Elevance Health Inc Formerly4.01K$1.17M0.3%−$106.9KAdded$619.7K
American Tower Corp New6.79K$1.17M0.3%−$30.5KAdded$8.72K
General Dynamics CorpGD3.42K$1.17M0.3%−$52.2KAdded−$43.6K
Broadcom Inc.AVGO3.75K$1.16M0.3%−$66.6KAdded$27.5K
Applied Matls Inc3.37K$1.15M0.3%$172.9KCut$66K
Johnson & JohnsonJNJ4.71K$1.15M0.3%$120.4KAdded$148.1K
American Express CoAXP3.78K$1.14M0.3%−$251.1KCut−$271.8K
Ge Aerospace4.02K$1.14M0.3%−$45.6KCut−$48.3K
Palantir Technologies Inc.PLTR7.76K$1.13M0.3%−$80.5KAdded$466.7K
Caterpillar IncCAT1.59K$1.11M0.3%$103.5KCut$6.14K
Amgen IncAMGN3.14K$1.11M0.3%$44KAdded$56K
Fidelity Natl Information Sv23.6K$1.1M0.3%−$275.5KAdded$64K
Vanguard Index Fds3.84K$1.1M0.3%−$38.6KCut−$87.9K
Invesco Qqq Tr1.91K$1.1M0.3%−$3.4KCut−$162.7K
Genuine Parts CoGPC9.87K$1.05M0.3%−$243.6KAdded−$222.7K
Schwab Charles Corp11K$1.04M0.3%−$88KAdded−$83.7K
Verizon Communications IncVZ20.6K$1.03M0.3%$195.4KAdded$228.7K
Bitwise Bitcoin Etf Tr28K$1.03M0.3%−$121.3KAdded$523.4K
Ishares Tr9.96K$1.01M0.3%−$13.8KAdded$342.4K
Ishares 0-3 Month9.93K$999.9K0.3%$1.75KCut−$20.6K
Unitedhealth Group IncUNH3.67K$993.5K0.3%−$285.8KAdded−$220.8K
New York Life Investments Et29.4K$988.3K0.3%−$12.7KCut−$43.9K
Procter And Gamble CoPG6.65K$963K0.3%−$31.4KCut−$44.5K
Lowes Cos Inc3.99K$941.5K0.3%−$153.8KAdded−$149.6K
ConocophillipsCOP7.02K$926.2K0.3%$254.9KCut$197.5K
Pacer Fds Tr14.7K$921.5K0.3%$21.1KCut−$4.53K
Pimco Etf Tr17.6K$917.3K0.3%−$8.44KHeld
Fidelity Wise Origin Bitcoin15.3K$904.6K0.3%−$282.5KCut−$320.6K
Wec Energy Group, Inc.WEC7.74K$895.9K0.2%$64.1KAdded$71.9K
Credo Technology Group Holdi9.48K$889.6K0.2%−$171.1KAdded$364.9K
State Srt Spdr Prtfl Hgh37.5K$875.3K0.2%−$14.5KAdded$117.1K
Vanguard Index Fds2.88K$872K0.2%−$65.5KAdded−$9.91K
International Business Machs3.6K$871.5K0.2%−$178.2KAdded−$150.8K
Pfizer IncPFE31K$871.3K0.2%$77KAdded$88.7K
Howmet Aerospace Inc.HWM3.78K$870.4K0.2%$47.8KAdded$54.1K
Vanguard Bd Index Fds11.8K$867.6K0.2%−$5.67KCut−$11.5K
BlackRock, Inc.BLK900$865.5K0.2%−$129KCut−$134.5K
Chevron Corp NewCVX4.11K$844.2K0.2%$163KCut$135.8K
Cardinal Health IncCAH4.03K$842K0.2%$16.7KAdded$108K
Global X Fds10.9K$834.5K0.2%−$8.06KAdded$283K
Eversource EnergyES12K$828.6K0.2%−$304Cut−$66.5K
Cintas CorpCTAS4.82K$818.1K0.2%−$80.8KAdded$136.1K
Invesco Exch Traded Fd Tr Ii3.43K$815.8K0.2%−$53.9KAdded−$4.95K
Ishares Bitcoin Trust EtfIBIT20.7K$796.8K0.2%−$210.4KAdded−$102K
Ishares Tr1.18K$772.4K0.2%−$43.2KCut−$93.6K
Dimensional Etf Trust19.2K$746.9K0.2%−$36.3KHeld
Edison Intl10.1K$738.2K0.2%$124.6KCut$99.2K
Eli Lilly & CoLLY799$735.1K0.2%−$131.9KCut−$197K
AbbVie Inc.ABBV3.37K$732.8K0.2%−$8.64KAdded$52.4K
Illinois Tool Wks Inc2.76K$721.9K0.2%$8.63KCut−$12K
Northern Lts Fd Tr Iv30.1K$720.4K0.2%New
Celestica IncCLS2.56K$720.3K0.2%−$21.3KAdded$167.7K
Mastercard IncMA1.43K$716.6K0.2%−$60.1KAdded−$43.6K
Pepsico IncPEP4.51K$700.5K0.2%$49.5KCut$46.7K
Dover CorpDOV3.33K$691K0.2%−$962Added$114.5K
Cisco Sys Inc8.63K$669.8K0.2%$24.7KAdded$36.9K
Northern Lts Fd Tr Iv2.63K$660.3K0.2%−$5.51KAdded$457.9K
United Parcel Service IncUPS6.7K$659.3K0.2%−$45.4KCut−$125.2K
GE Vernova Inc.GEV753$658.1K0.2%$134.3KAdded$238.3K
Analog Devices IncADI2.03K$646.8K0.2%$54.5KCut−$54.7K
Atmos Energy CorpATO3.52K$646.4K0.2%$51.8KAdded$193K
Global X Fds6.89K$643.3K0.2%−$9.94KAdded$393.2K
Federal Rlty Invt Tr New6.05K$641.3K0.2%$27.1KCut$23.2K
Oracle Corp4.31K$633.4K0.2%−$142KAdded−$84.5K
Mosaic Co NewMOS24.7K$630.6K0.2%−$65.8KAdded−$65.7K
Conagra Brands Inc.CAG39.6K$622.5K0.2%−$66.2KHeld
Spdr Gold Tr1.44K$619.6K0.2%−$7.96KAdded$14.8K
Northern Lts Fd Tr Iv13.8K$612K0.2%−$5.2KAdded$351.6K
Texas Instrs Inc3.15K$611K0.2%$27KCut−$86.3K
RTX CorpRTX3.16K$609.1K0.2%$1.1KCut$718
Wisdomtree Tr6.96K$601.3K0.2%−$4.67KHeld
Emerson Elec Co4.59K$598.3K0.2%−$80.8KCut−$95.9K
Northern Lts Fd Tr Iv14.7K$589.8K0.2%−$34.3KCut−$64.2K
Automatic Data Processing In2.86K$589.3K0.2%−$146.1KAdded−$115.4K
Simplify Exchange Traded Fun24.4K$572.6K0.2%−$6.03KCut−$43.9K
Ishares Tr12.1K$564.9K0.2%−$73.4KCut−$95.1K
Linde PlcLIN1.1K$545.1K0.2%$54.1KCut$33.1K
Albemarle Corp3.04K$541.5K0.1%−$25.3KCut−$483.2K
Aflac IncAFL4.88K$535.1K0.1%$5.76KAdded$6.42K
Novartis Ag3.43K$523.3K0.1%$38.2KCut−$107.8K
Truist Finl Corp11.3K$519.9K0.1%−$36.6KCut−$78.5K
Nucor CorpNUE3.01K$507.2K0.1%−$29.9KCut−$82.5K
Vanguard Whitehall Fds7.73K$506.3K0.1%−$12.4KAdded$4.61K
Teucrium Commodity Tr21.4K$505.5K0.1%$62.1KAdded$123.8K
Profesionally Managed Portfo16.4K$505.1K0.1%−$48.6KCut−$201K
Nextera Energy Inc5.45K$503.3K0.1%$38.2KAdded$89.8K
Barrick Mng Corp12.3K$500.5K0.1%−$48.5KAdded$132.1K
Lamb Weston Hldgs Inc11.6K$491.9K0.1%−$8.57KAdded−$6.07K
Ecolab Inc.ECL1.84K$490.6K0.1%−$23.2KCut−$43K
Hubbell IncHUBB987$484.4K0.1%$17.6KAdded$86.8K
Ssr Mining In16.4K$482K0.1%$74.9KAdded$147.6K
Bank New York Mellon Corp4.06K$481.4K0.1%$2.01KCut−$86.4K
PENTAIR plcPNR5.52K$480.8K0.1%−$107.8KAdded−$91.8K
Ww Grainger Inc439$477.5K0.1%$11.1KCut−$9.09K
Global X Fds9.72K$470.9K0.1%−$11.4KAdded$44.8K
Vaneck Etf Trust5.11K$468.7K0.1%−$14.6KAdded$114.7K
Vanguard Index Fds2.52K$464.8K0.1%−$1.78KAdded$66.4K
Unilever Plc8.02K$458.8K0.1%−$62.9KAdded−$41.3K
Home Depot, Inc.HD1.39K$457.4K0.1%−$69.7KCut−$88.6K
Mckesson CorpMCK528$457.2K0.1%$25.1KCut−$197.5K
Chubb Limited1.39K$454K0.1%$34.2KCut$18.8K
Northern Lts Fd Tr Iv12.2K$453.4K0.1%−$18.6KCut−$86.4K
Archer-Daniels-Midland CoADM6.2K$446.9K0.1%$43.3KCut$19.4K
Fidelity Merrimack Str Tr8.83K$442.8K0.1%−$1.1KCut−$2.4K
Mccormick & Co Inc8.67K$441.1K0.1%−$81.8KAdded−$25.7K
Eaton Corp PlcETN1.23K$439.6K0.1%$35.4KHeld
Vanguard Bd Index Fds5.57K$436.5K0.1%−$1.7KAdded$47.4K
Plains Gp Hldgs L P17.9K$434K0.1%$81.3KCut$60.6K
General Mtrs Co5.75K$428.7K0.1%New
Zacks Trust12.6K$426.3K0.1%New
Costco Whsl Corp New426$424.8K0.1%$17.1KCut−$2.08K
Zacks Trust15.4K$424.5K0.1%−$15.9KAdded$209.3K
Ishares Inc5.38K$423.3K0.1%$15.8KHeld
Netflix IncNFLX4.38K$421.1K0.1%$45.8KCut$44K
Schwab Strategic Tr16.4K$418.9K0.1%−$6.41KCut−$9.36K
General Mls IncGIS11.1K$414K0.1%−$95.4KCut−$98.8K
Interactive Brokers Group In6.17K$413.9K0.1%−$62KCut−$161.4K
Abbott LabsABT4K$413.4K0.1%−$27.4KAdded−$4.05K
Ttm Technologies IncTTMI4.24K$412.7K0.1%$53.3KAdded$115.6K
Consolidated Edison IncED3.65K$412.4K0.1%$35.8KCut$24K
Coeur Mng Inc22K$412.2K0.1%−$31.6KAdded$181.7K
First Tr Exchange Traded Fd3.71K$411K0.1%−$5.6KAdded$192.3K
Advanced Micro Devices IncAMD2K$407.6K0.1%−$42.3KAdded$191.4K
Vanguard Index Fds2.07K$406.9K0.1%−$2.41KAdded$87.8K
Smith A O CorpAOS6.13K$404.1K0.1%−$41.4KCut−$71.8K
Northern Lts Fd Tr Iv14K$402.8K0.1%New
Realty Income CorpO6.54K$401.8K0.1%$4.83KCut−$10.6K
Merck & Co., Inc.MRK3.32K$401.4K0.1%$39.2KAdded$46.2K
Spdr Series Trust2.74K$399.8K0.1%−$2.99KHeld
Ishares Tr5.07K$399.1K0.1%−$20.3KAdded$27.5K
Northrop Grumman Corp584$398.6K0.1%$28.3KCut$26.4K
Spdr Dow Jones Indl Average856$397.1K0.1%−$25.4KCut−$50.1K
S&P Global Inc.SPGI920$393.6K0.1%−$94KAdded−$64.4K
Invesco Exch Traded Fd Tr Ii16.9K$389.1K0.1%−$3.39KHeld
Nordson CorpNDSN1.46K$386.1K0.1%−$10.5KCut−$305.7K
Simplify Exchange Traded Fun19K$386K0.1%−$7.14KAdded−$5.8K
Alto Neuroscience, Inc.ANRO17.1K$385.1K0.1%New
Progressive Corp1.9K$377.1K0.1%−$17.9KHeld
Expeditors Intl Wash Inc2.65K$376.6K0.1%−$43.6KCut−$56.7K
C. H. Robinson Worldwide, Inc.CHRW2.29K$373.8K0.1%−$24.1KCut−$77.1K
Brown & Brown, Inc.BRO5.53K$370.8K0.1%−$63KAdded−$11.8K
Newmont Corp3.41K$368.7K0.1%−$11.9KAdded$133.2K
3M COMMM2.5K$362.2K0.1%−$36.8KCut−$39.3K
Simplify Exchange Traded Fun7.32K$361.8K0.1%−$6.01KAdded$66.7K
Lumentum Hldgs Inc513$360.6K0.1%New
Vaneck Etf Trust4.08K$359.1K0.1%New
Zacks Trust9.64K$357.4K0.1%New
Sanofi Sa7.21K$347.5K0.1%$5KAdded$11.8K
Smucker J M Co3.56K$344.4K0.1%−$19KCut−$110.5K
Invesco Exchange Traded Fd T16K$341.8K0.1%−$2.25KHeld
Essex Ppty Tr Inc1.38K$341.2K0.1%−$11.4KAdded$7.1K
Republic Svcs Inc1.55K$340K0.1%$6.03KCut$431
Sterling Infrastructure, Inc.STRL834$339.7K0.1%$46.8KAdded$123K
Colgate Palmolive CoCL3.97K$339.3K0.1%−$3.27KCut−$21.5K
Amrize LtdAMRZ6.03K$337.9K0.1%New
Church & Dwight Co Inc3.59K$336.9K0.1%$2.58KCut−$28.5K
Aon plcAON1.04K$334.4K0.1%New
Disney Walt Co3.45K$332.6K0.1%−$58.7KCut−$66.5K
Uber Technologies, IncUBER4.59K$329.9K0.1%−$45.5KAdded−$34.5K
Carmax IncKMX7.84K$326.1K0.1%−$12KAdded$14.4K
Invesco Exchange Traded Fd T1.7K$326K0.1%New
Roper Technologies IncROP903$325.1K0.1%−$41.1KAdded$12.2K
Ishares Tr2.67K$323.5K0.1%−$15.9KHeld
Healthpeak Properties, Inc.DOC19.6K$322.8K0.1%$6.61KAdded$18.9K
Putnam Etf Trust6.94K$322K0.1%$933Cut−$16.1K
West Pharmaceutical Svsc Inc1.27K$318.4K0.1%$1.72KAdded$53K
Echostar CorpECHO2.71K$316.9K0.1%−$24.7KAdded−$17.6K
Target CorpTGT2.63K$316.6K0.1%$38.3KCut$17.9K
Kenvue Inc.KVUE18.2K$313.4K0.1%−$7.66KAdded$33.8K
Amcor Plc Com New8.67K$311.9K0.1%New
Vanguard Index Fds1.03K$307.8K0.1%−$19.1KHeld
Schwab Strategic Tr12.5K$304.2K0.1%−$1.14KCut−$23.3K
Ishares Tr3.27K$303.6K0.1%−$6.55KHeld
Janus Detroit Str Tr5.83K$301.4K0.1%−$2.45KAdded$24.6K
Vanguard Admiral Fds Inc738$301.1K0.1%−$26.5KHeld
Farmers & Merchants BancorpFMCB11.6K$298K0.1%−$11.6KHeld
Zacks Trust10.9K$294.5K0.1%New
Vanguard Whitehall Fds1.99K$293.9K0.1%−$606Held
First Tr Exchange Traded Fd1.79K$292.6K0.1%$12.1KAdded$35K
Ati IncATI1.99K$289.2K0.1%$45.6KCut$38.2K
Franklin Resources IncBEN12.1K$288.5K0.1%−$20.7KCut−$48.6K
Cloudflare, Inc.NET1.39K$286.9K0.1%$44.2KAdded$55.1K
Commscope Hldg Co IncVISN15.6K$283.7K0.1%$1.25KCut−$97.3K
Ppg Inds Inc2.64K$282.1K0.1%−$16.7KCut−$268.3K
United Nat Foods Inc6.19K$278.8K0.1%$65.5KAdded$78K
Fastenal CoFAST6.01K$278.7K0.1%$11.5KCut−$1.36K
Vanguard Malvern Fds3.59K$277.6K0.1%−$2.28KCut−$3.37K
ServiceNow, Inc.NOW2.64K$275.6K0.1%−$72.3KAdded−$43.8K
Wisdomtree Tr2.5K$272.5K0.1%$7.27KHeld
Northern Lts Fd Tr Iv7.26K$269.9K0.1%New
Ishares Tr1.41K$269.6K0.1%−$12.7KCut−$26.4K
FabrinetFN512$266.8K0.1%New
Willdan Group, Inc.WLDN3.47K$265.4K0.1%−$75.5KAdded$55.1K
Tidal Trust I11.1K$264.6K0.1%−$14.5KCut−$37K
Marsh & Mclennan Cos Inc1.52K$264.2K0.1%−$11.9KCut−$17.2K
Hormel Foods Corp11.5K$262.1K0.1%−$19.9KAdded$6.35K
Factset Resh Sys Inc1.2K$260.6K0.1%−$56.4KAdded$34.1K
Iqvia Hldgs Inc1.52K$259.9K0.1%−$91.7KAdded−$85.2K
Lumen Technologies, Inc.LUMN37.4K$259.9K0.1%−$60.5KAdded−$45.8K
Select Sector Spdr Tr1.77K$258.9K0.1%−$16.4KAdded$19.1K
Kimberly Clark CorpKMB2.6K$258K0.1%−$10.6KAdded$10.8K
Okta, Inc.OKTA3.27K$257.7K0.1%−$36.1KCut−$105.5K
Deere & CoDE450$254K0.1%$26.9KHeld
Erie Indty Co1.01K$253.5K0.1%−$27.9KAdded$20.8K
Pacer Fds Tr7.41K$249.9K0.1%−$13.8KAdded$997
Price T Rowe Group IncTROW2.77K$249.8K0.1%−$41KAdded−$21.1K
Schwab Strategic Tr8.53K$248.2K0.1%−$17KHeld
Accenture Plc Ireland1.25K$247.1K0.1%New
Incyte CorpINCY2.63K$247.1K0.1%−$20.8KAdded−$95
Bitwise 10 Crypto Index EtfBITW5.54K$246.9K0.1%−$80.6KAdded−$77.5K
Planet Labs PbcPL8.71K$243.4K0.1%New
Ishares Tr1.96K$243.2K0.1%−$11.9KHeld
Lockheed Martin CorpLMT400$241.8K0.1%$5.63KCut−$34.5K
Leidos Holdings, Inc.LDOS1.55K$240.7K0.1%−$58.6KAdded−$58.3K
Invesco Exchange Traded Fd T4.66K$238.3K0.1%−$7.22KHeld
Par Pac Holdings Inc3.78K$236.5K0.1%$102.2KCut$25K
Twilio IncTWLO1.88K$236K0.1%−$14.2KAdded$10.5K
Qualcomm Inc1.83K$235.5K0.1%−$62.2KCut−$64.3K
Millicom Intl Cellular S A3.14K$235.2K0.1%New
Clorox Co Del2.23K$233.6K0.1%−$17KCut−$26.6K
Jd.Com Inc7.89K$233.4K0.1%$1.64KHeld
Ishares Ethereum Tr14.5K$230.3K0.1%New
Vaneck Etf Trust10.2K$230K0.1%−$3.35KHeld
Brown Forman Corp8.35K$223.9K0.1%−$9.58KCut−$13.4K
Gold Fields Ltd4.87K$221.2K0.1%−$11.2KAdded$6.92K
STERIS plcSTE1K$221.1K0.1%−$39KHeld
Schwab Strategic Tr7.08K$219.2K0.1%−$8.62KAdded$4.94K
Janus Detroit Str Tr4.67K$218.1K0.1%New
Ameriprise Finl Inc486$216K0.1%−$30.9KHeld
Nushares Etf Tr5.87K$215.6K0.1%−$7.05KHeld
First Tr Exch Traded Fd Iii4.24K$214.9K0.1%−$3.16KHeld
Skywest IncSKYW2.34K$214.5K0.1%−$24KCut−$141.3K
Ishares Tr2.53K$214.3K0.1%−$2.21KCut−$10.9K
Ishares Tr1.95K$212K0.1%−$2.79KAdded−$2.58K
Centrus Energy CorpLEU1.2K$208.3K0.1%New
Global X Fds2.31K$208.3K0.1%New
Honeywell Intl Inc919$207.7K0.1%$3.21KHeld
Ishares Tr4.87K$205.9K0.1%New
Select Sector Spdr Tr4.44K$203.8K0.1%New
Thermo Fisher Scientific Inc.TMO410$201.6K0.1%−$60.5KAdded−$60.1K
Applovin CorpAPP504$200.6K0.1%New
Graniteshares Platinum Tr10.2K$192.3K0.1%New
USA Rare Earth, Inc.USAR11.6K$176.2K0.0%New
United States Antimony CorpUAMY13.7K$119.2K0.0%$9.37KAdded$19.2K
Nuvation Bio Inc.NUVB18.5K$79.5K0.0%−$33.4KAdded−$10.6K
High Tide Inc.HITI12K$27.6K0.0%−$3.86KHeld
Blend Labs, Inc.BLND12.4K$21.1K0.0%New
Neuroone Med Technologies Co19.6K$15.2K0.0%New
SNDL Inc.SNDL10.6K$14K0.0%−$3.3KHeld
Intercure Ltd.INCR11.9K$8.92K0.0%−$2.2KHeld
Nextnrg, Inc.NXXT16.4K$6.56K0.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.