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Fund Overview
About
Investment Strategy
Activity Summary — 2025 Q4
Q4 2025 13F Filed:
Feb 23, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
| GOOGL ALPHABET INC.. | +6.27% |
| AVGO BROADCOM INC.. | +4.96% |
| RBRK RUBRIK INC... | +3.93% |
| BROS DUTCH BROS INC.. | +3.27% |
| GEV GE VERNOVA INC.. | +3.09% |
| RDDT REDDIT INC.. | +2.54% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| SPLG SPDR SER TR.. | -31.75% |
| SSO PROSHARES TR.. | -27.24% |
| PPH VANECK ETF TRUS.. Sold All 😨 Was: 5.90% | -13.26% |
| HOOD ROBINHOOD MKTS .. Sold All 😨 Was: 4.69% | -10.54% |
| UPRO PROSHARES TR.. | -10.17% |
| TSLA TESLA INC.. | -9.23% |
Activity Summary
Market Value
$118M
AUM Change
-55.53%
New Positions
10
Increased Positions
4
Closed Positions
21
Top 10 Concentration
+84.13%
Portfolio Turnover
+34.69%
Alt Turnover
+97.13%
Sector Allocation Trends
Free View: Last 6 Quarters. Subscribe to see full
history
Holdings Analysis
Size: % of Portfolio
Color: Qtr Return
No data
Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Revere Asset Management, Inc risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
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Real-time Analytics
High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Best Strategy vs. Benchmarks
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Returns
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1-Year Return
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Ann. Return
Risk
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Std Deviation
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Max Drawdown
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Beta vs SPY
Quality
--
Sharpe
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--
Win Rate
Edge Metrics
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Alpha annualized
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Up Capture
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Down Capture
Strategy Backtester: Revere Asset Management, Inc
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Underperformance Analysis — Top 10 Holdings vs SPY
Backtesting Revere Asset Management, Inc's top 10 holdings against SPY identified 1 underperformance period. Worst drawdown: 2025-12 – 2026-01 (-1.5% vs SPY, 2 quarters).
Avg. lag: -1.5% vs SPY
•
Avg. duration: 2.0 quarters
Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of Revere Asset Management, Inc's top holdings contributed to portfolio returns quarter by quarter. Current top positions: SPLG (44.5%), UPRO (7.0%), GOOGL (6.4%), NVDA (5.0%) .
Strategy ann.: 24.0%
•
SPY ann.: 3.6%
•
Period:
2025–2026
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.