Arkolith/Funds/Revere Asset Management, Inc

Revere Asset Management, Inc

CIK 1849529
Holdings as of Jun 30, 2026·disclosed Sep 14, 2026·~76-day 13F lag·13F-HR
Active Filer

Revere Asset Management, Inc holds a concentrated book of 37 reported positions worth $260.6M as of Q2 2026 (disclosed Sep 14, 2026, a ~76-day 13F lag). This quarter they opened Fortinet Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 46% of the reported non-option book. Cloning the disclosed picks since 2026 would be +11% (+21.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Added to
4
already held, bought more
+1 more · largest first
Trimmed
4
sold some, still holds it
+1 more · largest first
Sold out
12
exited the position entirely
+9 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.4%
+21.6%/yr · since Feb '26
Their reported book
+88.3%
held from quarter-end
S&P 500
+10.6%
same window
$9K$9K$10K$11K$11KFeb '26Apr '26May '26Jun '26Aug '26Sep '26
Revere Asset Management, Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +88.3%, a 76.9-point gap that is the cost of the ~76-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Revere Asset Management, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~76 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
78%
Top 10 holdings
90%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

25% mapped to company sectors

ETFs / funds
73%
Information Technology
23%
No sector on file yet
2%
Health Care
2%

+3 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Revere Asset Management, Inc

Manager / fundShared namesTheir $ in those
Power Alpha Investment Ltd4 / 37$993.6M
Ironclad Investments LLC3 / 37$233.0M
Innovator Capital Management, LLC5 / 37$2.9B
Donor Advised Charitable Giving, Inc.6 / 37$4.4B
Pandi, LLC3 / 37$648.8M
Shanda Asset Management Holdings Ltd4 / 37$2.0B
Swiss Re Ltd13 / 37$1.0B
Michael & Susan Dell Foundation3 / 37$3.5B

Ranked by the share of each fund's own book sitting in the names it shares with Revere Asset Management, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

37 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$119.9M1.36M
46.0%
+13%
Added · +156K sh
2Proshares TR
ULTRPRO S&P500
$55.8M393.4K
21.4%
+116%
Added · +212K sh
3Fortinet Inc
COM
$10.0M64.9K
3.8%
New
New position
4Twilio Inc
CL A
$8.9M43.3K
3.4%
New
New position
5Stmicroelectronics N V
NY REGISTRY
$8.4M112.7K
3.2%
New
New position
6Marvell Technology Inc
COM
$7.2M24.1K
2.8%
New
New position
7Flex Ltd
ORD
$6.9M42.4K
2.6%
New
New position
8Vanguard Index FDS
S&P 500 ETF SHS
$6.8M9.8K
2.6%
−0.1%
Reduced · −6 sh
9Dell Technologies Inc
CL C
$5.5M12.8K
2.1%
New
New position
10Tidal Trust II
DEFIANCE DAILY
$4.3M156.0K
1.7%
New
New position
11Guardant Health Inc
COM
$4.0M26.6K
1.5%
New
New position
12Direxion Shares ETF Trust
DA 500 BU 3X ETF
$3.8M14.0K
1.5%
Held
13Datadog Inc
CL A COM
$2.8M10.6K
1.1%
New
New position
14Nvidia Corporation
COM
$2.7M13.6K
1.0%
−5.1%
Reduced · −725 sh
15Nebius Group N.V.
SHS CLASS A
$2.5M9.0K
1.0%
New
New position
16Crowdstrike Hldgs Inc
CL A
$1.9M2.5K
0.7%
New
New position
17Maxlinear Inc
COM
$1.1M8.9K
0.4%
New
New position
18Intel Corp
COM
$1.1M7.7K
0.4%
New
New position
19State STR SPDR S&P 500 ETF T
TR UNIT
$711K952
0.3%
New
New position
20Ishares TR
CORE S&P500 ETF
$693K926
0.3%
−20%
Reduced · −236 sh
21Direxion Shares ETF Trust
DA BI BU 3X ETF
$666K2.3K
0.3%
New
New position
22Alphabet Inc
CAP STK CL A
$529K1.5K
0.2%
+102%
Added · +749 sh
23Apple Inc
COM
$418K1.4K
0.2%
+5.1%
Added · +70 sh
24Invesco QQQ TR
UNIT SER 1
$414K562
0.2%
New
New position
25Ishares TR
0-3 MTH TREASURY
$376K3.7K
0.1%
−97%
Reduced · −107K sh
26Advanced Micro Devices Inc
COM
$369K636
0.1%
New
New position
27Berkshire Hathaway Inc Del
CL B NEW
$350K700
0.1%
New
New position
28SPDR Index SHS FDS
ST STR PO EX ETF
$350K6.9K
0.1%
Held
29Vanguard Index FDS
TOTAL STK MKT
$336K908
0.1%
Held
30Solstice Advanced Matls Inc
COM SHS
$328K3.7K
0.1%
Held
31Microsoft Corp
COM
$298K800
0.1%
New
New position
32Vanguard Index FDS
SMALL CP ETF
$263K867
0.1%
Held
33SPDR Series Trust
ST STR P500VAL
$238K3.9K
0.1%
New
New position
34Duke Energy Corp New
COM NEW
$228K1.8K
0.1%
Held
35Vanguard Index FDS
MID CAP ETF
$217K2.7K
0.1%
New
New position
36Vanguard World FD
INF TECH ETF
$202K1.7K
0.1%
New
New position
37American Battery Technology
COM NEW
$36K12.6K
<0.1%
Held
Showing all 37 positions
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Filing history

As-of date vs the date the SEC received each filing

$260.6M · Q2 2026Q3 2023 · $41.3MQ2 2026 · $260.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Sep 14, 202676d37$260.6M13F-HR
Q1 2026Mar 31, 2026May 6, 202636d27$195.2M13F-HR
Q4 2024Dec 31, 2024Feb 25, 2026421d24$117.9M13F-HR
Q3 2024Sep 30, 2024Feb 26, 2026514d25$125.3M13F-HR
Q2 2024Jun 30, 2024Feb 26, 2026606d16$100.5M13F-HR
Q1 2024Mar 31, 2024Feb 26, 2026697d13$77.2M13F-HR
Q4 2023Dec 31, 2023Feb 26, 2026788d18$92.9M13F-HR
Q3 2023Sep 30, 2023Feb 26, 2026880d6$41.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.