Resurgent Financial Advisors LLC
Long book
$274.4M
Q1 2026
Positions
256
Top-10 weight
29%
concentration
Last quarter
+9.7%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsResurgent Financial Advisors LLC is an institutional manager, running a $274.4M US long book across 256 positions.
The portfolio is moderately concentrated (top 10 ≈ 29% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ALPHABET INC-CL A, NVIDIA CORP, MICROSOFT CORP, APPLE INC, BERKSHIRE HATHAWAY INC-CL B.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.7%
Q2 2024
+6.1%
Q3 2024
+1.1%
Q4 2024
-1.4%
Q1 2025
+7.7%
Q2 2025
+7.1%
Q3 2025
+1.2%
Q4 2025
+0.4%
Q1 2026
+9.7%
Sector allocation
Technology 39%
Financials 12%
Healthcare 11%
Consumer discretionary 10%
Industrials 7%
Energy 6%
Services media 6%
Utilities 3%
Long book by quarter
What does Resurgent Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 44.2K | $12.7M | 4.6% | +159.0% |
| NVDA NVIDIA CORP | Technology | 69.8K | $12.2M | 4.4% | +128.1% |
| MSFT MICROSOFT CORP | Technology | 32.9K | $12.2M | 4.4% | +62.2% |
| AAPL APPLE INC | Technology | 44.0K | $11.2M | 4.1% | +32.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 15.1K | $7.2M | 2.6% | +31.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 19.7K | $4.8M | 1.8% | +61.0% |
| JPM JPMORGAN CHASE & CO | Financials | 16.2K | $4.8M | 1.7% | -3.7% |
| V VISA INC-CLASS A SHARES | Services media | 15.0K | $4.5M | 1.7% | +312.0% |
| LLY ELI LILLY & CO | Healthcare | 4.7K | $4.4M | 1.6% | +391.7% |
| AVGO BROADCOM INC | Technology | 12.6K | $3.9M | 1.4% | +151.2% |
| XOM EXXON MOBIL CORP | Energy | 22.9K | $3.9M | 1.4% | +9.4% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 8.0K | $3.8M | 1.4% | -0.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 17.2K | $3.6M | 1.3% | +5.7% |
| WMT WALMART INC | Consumer discretionary | 28.0K | $3.5M | 1.3% | +3.5% |
| MCK MCKESSON CORP | Consumer discretionary | 3.9K | $3.4M | 1.2% | New |
| ETN EATON CORP PLC | Industrials | 9.1K | $3.3M | 1.2% | +69.5% |
| META META PLATFORMS INC-CLASS A | Technology | 5.6K | $3.2M | 1.2% | +173.6% |
| MA MASTERCARD INC - A | Services media | 6.3K | $3.1M | 1.1% | +292.7% |
| COP CONOCOPHILLIPS | Energy | 21.5K | $2.8M | 1.0% | -5.2% |
| SYK STRYKER CORP | Healthcare | 8.4K | $2.8M | 1.0% | New |
| CVX CHEVRON CORP | Energy | 12.9K | $2.7M | 1.0% | +9.7% |
| GWW WW GRAINGER INC | Consumer discretionary | 2.2K | $2.4M | 0.9% | New |
| INTU INTUIT INC | Technology | 5.5K | $2.4M | 0.9% | New |
| PWR QUANTA SERVICES INC | Industrials | 3.7K | $2.0M | 0.7% | -4.4% |
| RTX RTX CORP | Industrials | 9.5K | $1.8M | 0.7% | New |
| SPGI S&P GLOBAL INC | Services media | 3.8K | $1.6M | 0.6% | New |
| NEE NEXTERA ENERGY INC | Utilities | 16.6K | $1.5M | 0.6% | +6.8% |
| MPC MARATHON PETROLEUM CORP | Energy | 6.2K | $1.5M | 0.6% | -0.6% |
| PFE PFIZER INC | Healthcare | 51.0K | $1.4M | 0.5% | +35.2% |
| MO ALTRIA GROUP INC | Consumer staples | 21.3K | $1.4M | 0.5% | +5.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.4K | $1.4M | 0.5% | +18.7% |
| HD HOME DEPOT INC | Consumer discretionary | 4.2K | $1.4M | 0.5% | -8.9% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 6.4K | $1.3M | 0.5% | New |
| AMGN AMGEN INC | Healthcare | 3.6K | $1.3M | 0.5% | +31.5% |
| NOW SERVICENOW INC | Technology | 11.2K | $1.2M | 0.4% | New |
| APH AMPHENOL CORP-CL A | Technology | 8.3K | $1.0M | 0.4% | New |
| CSCO CISCO SYSTEMS INC | Technology | 13.4K | $1.0M | 0.4% | +35.0% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 19.6K | $984K | 0.4% | +3.5% |
| TSLA TESLA INC | Industrials | 2.4K | $904K | 0.3% | -14.3% |
| TJX TJX COMPANIES INC | Consumer discretionary | 5.6K | $898K | 0.3% | +0.1% |
| DHR DANAHER CORP | Technology | 4.7K | $895K | 0.3% | -11.5% |
| CB CHUBB LTD | Financials | 2.7K | $891K | 0.3% | +28.4% |
| MS MORGAN STANLEY | Financials | 5.3K | $876K | 0.3% | -13.0% |
| UBER UBER TECHNOLOGIES INC | Services media | 12.1K | $868K | 0.3% | New |
| CME CME GROUP INC | Financials | 2.9K | $867K | 0.3% | +0.5% |
| ABBV ABBVIE INC | Healthcare | 3.9K | $858K | 0.3% | +43.3% |
| KMI KINDER MORGAN INC | Utilities | 22.6K | $759K | 0.3% | -5.1% |
| MKL MARKEL GROUP INC | Financials | 395 | $756K | 0.3% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 5.1K | $737K | 0.3% | +2.9% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 1.7K | $720K | 0.3% | +0.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 260 | $276.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 216 | $199.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 207 | $203.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 186 | $182.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 181 | $166.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 179 | $169.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 181 | $171.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 177 | $160.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 193 | $187.6M | canonical | SEC ↗ |
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