Resurgent Financial Advisors LLC

CIK

1912339

Location

ATLANTA, GA

Portfolio Value

Small $193,148,765

Diversification

Diversified

Filing Date

Global Rank

#4,271 / 8,592 ▲ 1178

Top Industry

Semiconductors 10.7%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed May 13, 2026 · 37d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.7%

SPY

+76.8%

Annualised alpha

-4.5%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

146 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−1.4 pts

Top 5

28.8%

−0.5 pts

Top 10

41.3%

−2.8 pts

HHI

259

Diversified−21

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$53,489,079	26
Financial Services	15.3%	$29,527,954	25
Healthcare	12.5%	$24,059,061	19
Communication Services	9.4%	$18,206,017	6
Energy	9.1%	$17,564,027	13
Industrials	7.7%	$14,818,303	21
Unclassified	6.5%	$12,570,743	7
Consumer Defensive	4.3%	$8,315,284	8
Consumer Cyclical	4.1%	$7,951,997	8
Utilities	1.7%	$3,287,525	5
Real Estate	1.1%	$2,158,061	5
Basic Materials	0.6%	$1,200,714	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+39,813	70,429	$12,282,817
GOOGL	Alphabet Inc.	+27,114	44,171	$12,701,812
RXRX	Recursion Pharmaceuticals, Inc.	+23,900	44,200	$135,694
PFE	Pfizer Inc	+13,272	50,987	$1,431,714
MSFT	Microsoft Corp	+12,612	32,877	$12,170,079
V	Visa Inc.	+11,361	15,002	$4,534,204
AAPL	Apple Inc.	+10,690	43,983	$11,162,445
AVGO	Broadcom Inc.	+7,608	12,640	$3,912,206
JNJ	Johnson & Johnson	+7,461	19,700	$4,815,468
MA	Mastercard Inc	+4,671	6,267	$3,131,369
BZAI	Blaize Holdings, Inc.	+3,800	17,000	$30,940
LLY	ELI LILLY & Co	+3,780	4,745	$4,364,308
ETN	Eaton Corp plc	+3,751	9,149	$3,272,322
SPY	Spdr S&P 500 ETF Trust	+3,675	8,946	$5,817,941
LAES	SEALSQ Corp	+3,650	15,750	$41,265
BRK-B	Berkshire Hathaway Inc	+3,604	15,127	$7,248,858
META	Meta Platforms, Inc.	+3,545	5,587	$3,196,490
CSCO	Cisco Systems, Inc.	+3,483	13,444	$1,043,119
MDT	Medtronic plc	+2,870	7,536	$652,994
PEP	Pepsico Inc	+2,252	3,884	$603,146
XOM	Exxon Mobil Corp	+1,979	22,929	$3,890,134
MRK	Merck & Co., Inc.	+1,749	5,453	$655,941
PDI	PIMCO Dynamic Income Fund	+1,338	44,409	$759,837
WY	Weyerhaeuser Co	+1,310	11,386	$278,159
PLTR	Palantir Technologies Inc.	+1,194	2,730	$399,344
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−7,295	5,014	$244,432
IBIT	iShares Bitcoin Trust ETF	−6,230	18,900	$726,138
HOOD	Robinhood Markets, Inc.	−3,266	7,065	$489,604
KMI	Kinder Morgan, Inc.	−1,218	22,632	$758,850
COP	Conocophillips	−1,186	21,460	$2,832,720
MS	Morgan Stanley	−796	5,322	$875,841
JPM	Jpmorgan Chase & Co	−613	16,156	$4,752,448
DHR	Danaher Corp /De/	−613	4,718	$894,532
TSLA	Tesla, Inc.	−407	2,431	$903,724
HD	Home Depot, Inc.	−406	4,166	$1,370,155
SGOL	abrdn Gold ETF Trust	−332	25,741	$1,148,563
BMY	Bristol Myers Squibb Co	−263	4,094	$248,301
HIW	Highwoods Properties, Inc.	−184	19,153	$410,065
GLW	Corning Inc /Ny	−172	3,761	$511,383
PWR	Quanta Services, Inc.	−170	3,663	$2,011,060
INTC	Intel Corp	−159	11,696	$516,144
CEF	Sprott Physical Gold & Silver Trust	−120	7,080	$337,857
SIDU	Sidus Space Inc.	−100	12,000	$27,840
TT	Trane Technologies plc	−79	806	$335,892
MU	Micron Technology Inc	−78	651	$219,933
IBM	International Business Machines Corp	−73	1,627	$394,368
KTOS	Kratos Defense & Security Solutions, Inc.	−64	4,168	$293,885
DUK	Duke Energy CORP	−40	3,162	$414,032
MPC	Marathon Petroleum Corp	−38	6,188	$1,510,985
LMT	Lockheed Martin Corp	−37	746	$450,874
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MCK	Mckesson Corp	3,884	$3,361,058
SYK	Stryker Corp	8,369	$2,749,969
GWW	W.W. Grainger, Inc.	2,194	$2,393,237
INTU	Intuit Inc.	5,466	$2,363,389
RTX	RTX Corp	9,458	$1,824,448
SPGI	S&P Global Inc.	3,835	$1,631,178
QQQ	Invesco Qqq Trust, Series 1	2,652	$1,530,681
ADP	Automatic Data Processing Inc	6,417	$1,303,806
NOW	ServiceNow, Inc.	11,177	$1,168,555
APH	Amphenol Corp /De/	8,276	$1,045,672
UBER	Uber Technologies, Inc	12,070	$868,195
SLV	iShares Silver Trust	8,008	$545,665
WM	Waste Management Inc	1,997	$458,890
SO	Southern Co	4,723	$455,863
GEV	GE Vernova Inc.	473	$412,881
UTHR	UNITED THERAPEUTICS Corp	677	$401,447
FIX	Comfort Systems USA Inc	279	$384,738
PHYS	Sprott Physical Gold Trust	10,000	$354,400
UTG	Reaves Utility Income Fund	8,393	$329,677
OHI	Omega Healthcare Investors Inc	7,022	$307,704
ED	Consolidated Edison Inc	2,574	$291,325
GLD	Spdr Gold Trust	596	$256,452
TRGP	Targa Resources Corp.	1,000	$250,730
LAND	GLADSTONE LAND Corp	24,192	$246,758
BX	Blackstone Inc.	2,141	$246,193
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
MCO	Moodys Corp /De/	1,285	$656,442
KKR	KKR & Co. Inc.	3,908	$498,191
GLDM	World Gold Trust	3,822	$326,284
AEM	Agnico Eagle Mines Ltd	1,587	$269,044
DIS	Walt Disney Co	2,061	$234,479
CRM	Salesforce, Inc.	845	$223,848
GE	General Electric Co	703	$216,545
BPRE	Bluerock Private Real Estate Fund	10,234	$153,510
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

146 positions · $193,148,765 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 146 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	44,171	+27,114	$12,701,812	+137.9%	6.58%
NVDA	Nvidia Corp Technology	Added	70,429	+39,813	$12,282,817	+115.1%	6.36%
MSFT	Microsoft Corp Technology	Added	32,877	+12,612	$12,170,079	+24.2%	6.30%
AAPL	Apple Inc. Technology	Added	43,983	+10,690	$11,162,445	+23.3%	5.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,127	+3,604	$7,248,858	+25.2%	3.75%
SPY	Spdr S&P 500 ETF Trust	Added	8,946	+3,675	$5,817,941	+61.9%	3.01%
JNJ	Johnson & Johnson Healthcare	Added	19,700	+7,461	$4,815,468	+90.1%	2.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,156	-613	$4,752,448	−12.0%	2.46%
V	Visa Inc. Financial Services	Added	15,002	+11,361	$4,534,204	+255.1%	2.35%
LLY	ELI LILLY & Co Healthcare	Added	4,745	+3,780	$4,364,308	+320.8%	2.26%
AVGO	Broadcom Inc. Technology	Added	12,640	+7,608	$3,912,206	+124.6%	2.03%
XOM	Exxon Mobil Corp Energy	Added	22,929	+1,979	$3,890,134	+54.3%	2.01%
TPL	Texas Pacific Land Corp Energy	Reduced	8,040	-30	$3,815,462	+64.6%	1.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,227	+926	$3,587,867	−4.6%	1.86%
WMT	Walmart Inc. Consumer Defensive	Added	28,017	+938	$3,481,952	+15.4%	1.80%
MCK	Mckesson Corp Healthcare	NEW	3,884	NEW	$3,361,058	NEW	1.74%
ETN	Eaton Corp plc Industrials	Added	9,149	+3,751	$3,272,322	+90.3%	1.69%
META	Meta Platforms, Inc. Communication Services	Added	5,587	+3,545	$3,196,490	+137.1%	1.65%
MA	Mastercard Inc Financial Services	Added	6,267	+4,671	$3,131,369	+243.7%	1.62%
COP	Conocophillips Energy	Reduced	21,460	-1,186	$2,832,720	+33.6%	1.47%
SYK	Stryker Corp Healthcare	NEW	8,369	NEW	$2,749,969	NEW	1.42%
CVX	Chevron Corp Energy	Added	12,852	+1,137	$2,659,078	+48.9%	1.38%
FXE	Invesco CurrencyShares Euro Trust	Added	23,857	+393	$2,545,303	+0.0%	1.32%
GWW	W.W. Grainger, Inc. Industrials	NEW	2,194	NEW	$2,393,237	NEW	1.24%
INTU	Intuit Inc. Technology	NEW	5,466	NEW	$2,363,389	NEW	1.22%
PWR	Quanta Services, Inc. Industrials	Reduced	3,663	-170	$2,011,060	+24.3%	1.04%
RTX	RTX Corp Industrials	NEW	9,458	NEW	$1,824,448	NEW	0.94%
SPGI	S&P Global Inc. Financial Services	NEW	3,835	NEW	$1,631,178	NEW	0.84%
NEE	Nextera Energy Inc Utilities	Added	16,644	+1,065	$1,545,894	+23.6%	0.80%
QQQ	Invesco Qqq Trust, Series 1	NEW	2,652	NEW	$1,530,681	NEW	0.79%
MPC	Marathon Petroleum Corp Energy	Reduced	6,188	-38	$1,510,985	+49.2%	0.78%
PFE	Pfizer Inc Healthcare	Added	50,987	+13,272	$1,431,714	+52.5%	0.74%
MO	Altria Group, Inc. Consumer Defensive	Added	21,313	+1,039	$1,406,444	+20.3%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,379	+217	$1,374,076	+37.1%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,166	-406	$1,370,155	−12.9%	0.71%
ADP	Automatic Data Processing Inc Technology	NEW	6,417	NEW	$1,303,806	NEW	0.68%
AMGN	Amgen Inc Healthcare	Added	3,583	+859	$1,260,678	+41.4%	0.65%
NOW	ServiceNow, Inc. Technology	NEW	11,177	NEW	$1,168,555	NEW	0.61%
SGOL	abrdn Gold ETF Trust	Reduced	25,741	-332	$1,148,563	+7.2%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,375	+573	$1,140,581	+33.9%	0.59%
APH	Amphenol Corp /De/ Technology	NEW	8,276	NEW	$1,045,672	NEW	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	13,444	+3,483	$1,043,119	+35.9%	0.54%
VZ	Verizon Communications Inc Communication Services	Added	19,595	+663	$983,669	+27.6%	0.51%
O	Realty Income Corp Real Estate	Added	14,962	+603	$915,375	+13.1%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,431	-407	$903,724	−29.2%	0.47%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	5,625	+6	$898,312	+4.1%	0.47%
DHR	Danaher Corp /De/ Healthcare	Reduced	4,718	-613	$894,532	−26.7%	0.46%
CB	Chubb Ltd Financial Services	Added	2,733	+605	$890,766	+34.1%	0.46%
MS	Morgan Stanley Financial Services	Reduced	5,322	-796	$875,841	−19.4%	0.45%
UBER	Uber Technologies, Inc Technology	NEW	12,070	NEW	$868,195	NEW	0.45%