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Revere Asset Management, INC 13F Filings, Portfolio & Analysis

CIK: 0001849529
Dallas 17103 Preston Road #225N
Zip Code: 75249
Latest Portfolio Value
$260.58 M
+33.48%
Total Holdings
37
10
Latest Report Date
Q2 2026
Top 10 Concentration
89.69%

Revere Asset Management, INC — Portfolio Overview & Company Profile

Revere Asset Management, INC (CIK: 0001849529) is a financial institution headquartered at 17103 Preston Road #225N, , Dallas, Texas 75249. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $260.58 M, comprising 37 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 89.7%. Quarterly turnover: 31.3%. ▲ 22 new, +4 added, −4 reduced, ×12 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+33.48%
$260.58 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
1.36 M $119.93 M 46.02% ▲ 155,538 Add 12.9%
393,443 $55.79 M 21.41% ▲ 211,506 Add 116.3%
64,888 $9.97 M 3.83% ▲ 64,888 New Buy
43,317 $8.94 M 3.43% ▲ 43,317 New Buy
112,662 $8.44 M 3.24% ▲ 112,662 New Buy
24,100 $7.18 M 2.76% ▲ 24,100 New Buy
42,412 $6.87 M 2.64% ▲ 42,412 New Buy
9,842 $6.76 M 2.59% ▼ 6 Reduce -0.1%
12,804 $5.52 M 2.12% ▲ 12,804 New Buy
155,976 $4.33 M 1.66% ▲ 155,976 New Buy

Historical Portfolio Charts