Resurgent Advisors 13F annual report
Resurgent Advisors is an investment fund managing more than $160 billion ran by Sarah Sutton. There are currently 129 companies in Mrs. Sutton’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $18.3 billion.
$160 billion Assets Under Management (AUM)
As of 7th August 2024, Resurgent Advisors’s top holding is 22,183 shares of Microsoft currently worth over $9.91 billion and making up 6.2% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Resurgent Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 39,630 shares of Apple Inc worth $8.35 billion, whose value grew 20.2% in the past six months.
The third-largest holding is NVIDIA Corp worth $4.5 billion and the next is Jpmorgan Chase Co. worth $4.11 billion, with 20,325 shares owned.
Currently, Resurgent Advisors's portfolio is worth at least $160 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Resurgent Advisors
The Resurgent Advisors office and employees reside in Atlanta, Georgia. According to the last 13-F report filed with the SEC, Sarah Sutton serves as the CCO at Resurgent Advisors.
Recent trades
In the most recent 13F filing, Resurgent Advisors revealed that it had opened a new position in
Honeywell International Inc and bought 2,447 shares worth $523 million.
This means they effectively own approximately 0.1% of the company.
Honeywell International Inc makes up
25.1%
of the fund's Industrials sector allocation and has grown its share price by 3.8% in the past year.
The investment fund also strengthened its position in NVIDIA Corp by buying
32,827 additional shares.
This makes their stake in NVIDIA Corp total 36,435 shares worth $4.5 billion.
NVIDIA Corp dropped 73.5% in the past year.
On the other hand, there are companies that Resurgent Advisors is getting rid of from its portfolio.
Resurgent Advisors closed its position in Invesco Exch Traded Fd Tr Ii on 14th August 2024.
It sold the previously owned 26,790 shares for $637 million.
Sarah Sutton also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $9.91 billion and 22,183 shares.
One of the smallest hedge funds
The two most similar investment funds to Resurgent Advisors are Aj Advisors and Aryeh Capital Management. They manage $160 billion and $160 billion respectively.
Sarah Sutton investment strategy
Resurgent Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 14.8% of
the total portfolio value.
The fund focuses on investments in the United States as
42.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
43% of the total holdings value.
On the other hand, small-cap stocks make up only 2.3% of the portfolio.
The average market cap of the portfolio companies is close to $244 billion.
The complete list of Resurgent Advisors trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
5.86%
22,183
|
$9,914,664,000 | 6.19% |
| Apple Inc |
2.46%
39,630
|
$8,346,910,000 | 5.21% |
| NVIDIA Corp |
909.84%
36,435
|
$4,501,205,000 | 2.81% |
| Jpmorgan Chase Co. |
3.36%
20,325
|
$4,111,022,000 | 2.57% |
| Berkshire Hathaway Inc. |
9.61%
9,409
|
$3,827,581,000 | 2.39% |
| Vanguard Specialized Funds |
38.79%
20,177
|
$3,683,353,000 | 2.30% |
| Ishares Tr |
16.10%
192,923
|
$20,487,434,000 | 12.78% |
| Alphabet Inc |
11.08%
18,931
|
$3,450,270,000 | 2.15% |
| Amazon.com Inc. |
2.05%
15,983
|
$3,088,715,000 | 1.93% |
| Spdr Sp 500 Etf Tr |
3.70%
5,182
|
$2,820,030,000 | 1.76% |
| Home Depot, Inc. |
5.57%
7,660
|
$2,636,937,000 | 1.65% |
| Chevron Corp. |
6.70%
15,454
|
$2,417,313,000 | 1.51% |
| Conocophillips |
9.10%
20,461
|
$2,340,329,000 | 1.46% |
| Eaton Corp Plc |
6.63%
7,206
|
$2,259,441,000 | 1.41% |
| Texas Pacific Land Corporati |
No change
2,733
|
$2,006,760,000 | 1.25% |
| Exxon Mobil Corp. |
5.30%
16,797
|
$1,933,664,000 | 1.21% |
| Walmart Inc |
6.12%
26,153
|
$1,770,844,000 | 1.10% |
| Johnson Johnson |
5.18%
12,080
|
$1,765,640,000 | 1.10% |
| Wisdomtree Tr |
48.59%
51,227
|
$2,999,204,000 | 1.87% |
| Marathon Pete Corp |
3.20%
9,635
|
$1,671,480,000 | 1.04% |
| Invesco Exchange Traded Fd T |
30.78%
26,757
|
$1,924,110,000 | 1.20% |
| Merck Co Inc |
4.52%
12,388
|
$1,533,635,000 | 0.96% |
| Spdr Ser Tr |
25.38%
28,832
|
$1,996,241,000 | 1.25% |
| Mondelez International Inc. |
17.88%
21,421
|
$1,401,790,000 | 0.87% |
| J P Morgan Exchange Traded F |
19.06%
41,974
|
$2,291,007,000 | 1.43% |
| Stock Yds Bancorp Inc |
No change
27,328
|
$1,357,382,000 | 0.85% |
| Danaher Corp. |
26.28%
5,320
|
$1,329,202,000 | 0.83% |
| Disney Walt Co |
6.31%
12,795
|
$1,270,433,000 | 0.79% |
| Visa Inc |
20.69%
4,719
|
$1,238,638,000 | 0.77% |
| Quanta Svcs Inc |
1.15%
4,740
|
$1,204,387,000 | 0.75% |
| Costco Whsl Corp New |
0.88%
1,383
|
$1,175,536,000 | 0.73% |
| AMGEN Inc. |
8.68%
3,662
|
$1,144,192,000 | 0.71% |
| NextEra Energy Inc |
7.41%
15,559
|
$1,101,733,000 | 0.69% |
| Freeport-McMoRan Inc |
1.89%
22,190
|
$1,078,434,000 | 0.67% |
| Ishares Bitcoin Tr |
50.97%
31,108
|
$1,062,027,000 | 0.66% |
| Pepsico Inc |
5.17%
5,941
|
$979,849,000 | 0.61% |
| Motorola Solutions Inc |
1.97%
2,390
|
$922,660,000 | 0.58% |
| Crown Castle Inc |
12.76%
9,160
|
$894,932,000 | 0.56% |
| Blackrock Etf Trust |
122.46%
18,600
|
$873,084,000 | 0.54% |
| Invesco Exch Traded Fd Tr Ii |
35.38%
4,416
|
$870,375,000 | 0.54% |
| Broadcom Inc |
4.86%
539
|
$865,381,000 | 0.54% |
| Pacer Fds Tr |
8.67%
15,519
|
$845,630,000 | 0.53% |
| Vanguard Index Fds |
40.72%
7,509
|
$1,629,890,000 | 1.02% |
| VanEck ETF Trust |
52.27%
36,117
|
$1,719,900,000 | 1.07% |
| Procter And Gamble Co |
4.61%
4,878
|
$804,480,000 | 0.50% |
| Global X Fds |
28.40%
40,829
|
$1,612,635,000 | 1.01% |
| Vanguard Whitehall Fds |
45.62%
12,818
|
$1,161,878,000 | 0.72% |
| Crowdstrike Holdings Inc |
30.82%
2,033
|
$779,025,000 | 0.49% |
| CME Group Inc |
5.39%
3,899
|
$766,543,000 | 0.48% |
| Select Sector Spdr Tr |
66.61%
17,099
|
$1,305,464,000 | 0.81% |
| Pfizer Inc. |
27.12%
26,434
|
$739,636,000 | 0.46% |
| Chubb Limited |
2.50%
2,882
|
$735,141,000 | 0.46% |
| Etfs Gold Tr |
9.58%
32,930
|
$731,705,000 | 0.46% |
| Duke Energy Corp. |
31.56%
7,291
|
$730,826,000 | 0.46% |
| Unitedhealth Group Inc |
2.78%
1,404
|
$715,001,000 | 0.45% |
| Mastercard Incorporated |
0.56%
1,596
|
$704,091,000 | 0.44% |
| Bank America Corp |
49.82%
573
|
$685,489,000 | 0.43% |
| Morgan Stanley |
3.34%
6,906
|
$671,194,000 | 0.42% |
| Union Pac Corp |
31.85%
2,902
|
$656,607,000 | 0.41% |
| Schwab Strategic Tr |
40.46%
31,852
|
$2,285,290,000 | 1.43% |
| Altria Group Inc. |
0.11%
14,147
|
$644,396,000 | 0.40% |
| Invesco Exch Traded Fd Tr Ii |
Closed
26,790
|
$636,816,000 | |
| Tesla Inc |
39.23%
3,201
|
$633,414,000 | 0.40% |
| Moodys Corp |
30.08%
1,492
|
$628,028,000 | 0.39% |
| Republic Svcs Inc |
12.37%
3,025
|
$587,879,000 | 0.37% |
| Lockheed Martin Corp. |
2.62%
1,254
|
$585,743,000 | 0.37% |
| Tjx Cos Inc New |
0.04%
5,265
|
$579,677,000 | 0.36% |
| Edwards Lifesciences Corp |
0.61%
6,270
|
$579,160,000 | 0.36% |
| Celsius Holdings Inc |
Closed
6,927
|
$574,387,000 | |
| Texas Instrs Inc |
10.53%
2,947
|
$573,280,000 | 0.36% |
| Intercontinental Exchange In |
17.77%
4,016
|
$549,750,000 | 0.34% |
| Meta Platforms Inc |
160.05%
1,087
|
$548,087,000 | 0.34% |
| Deere Co |
19.28%
1,457
|
$544,379,000 | 0.34% |
| Ishares Inc |
26.13%
18,951
|
$1,066,390,000 | 0.67% |
| Essential Utils Inc |
No change
14,413
|
$538,037,000 | 0.34% |
| Eli Lilly Co |
10.00%
594
|
$537,829,000 | 0.34% |
| Asml Holding N V |
16.21%
517
|
$528,751,000 | 0.33% |
| Honeywell International Inc |
Opened
2,447
|
$522,532,000 | 0.33% |
| Vanguard Index Fds |
Opened
4,500
|
$1,059,511,000 | 0.66% |
| Powershares Actively Managed |
1.84%
20,658
|
$519,342,000 | 0.32% |
| Trane Technologies plc |
No change
1,575
|
$518,065,000 | 0.32% |
| Spdr Index Shs Fds |
39.30%
25,977
|
$941,159,000 | 0.59% |
| Highwoods Pptys Inc |
56.92%
19,111
|
$502,039,000 | 0.31% |
| Verizon Communications Inc |
11.76%
12,005
|
$495,088,000 | 0.31% |
| Medtronic Plc |
28.80%
6,219
|
$489,497,000 | 0.31% |
| Markel Group Inc |
10.18%
303
|
$477,425,000 | 0.30% |
| Synopsys, Inc. |
2.21%
787
|
$468,312,000 | 0.29% |
| Hess Corporation |
Closed
3,027
|
$462,041,000 | |
| T-Mobile US, Inc. |
1.41%
2,590
|
$456,306,000 | 0.28% |
| Cintas Corporation |
1.52%
647
|
$453,068,000 | 0.28% |
| Abbvie Inc |
2.23%
2,611
|
$447,839,000 | 0.28% |
| Air Prods Chems Inc |
0.76%
1,724
|
$444,878,000 | 0.28% |
| First Tr Exchange Traded Fd |
28.40%
7,762
|
$437,932,000 | 0.27% |
| Adobe Inc |
14.05%
771
|
$428,321,000 | 0.27% |
| Vertex Pharmaceuticals, Inc. |
10.01%
899
|
$421,379,000 | 0.26% |
| Kkr Co Inc |
0.08%
3,760
|
$395,702,000 | 0.25% |
| IQVIA Holdings Inc |
Closed
1,559
|
$394,256,000 | |
| Ferguson Plc New |
10.19%
2,009
|
$389,043,000 | 0.24% |
| Linde Plc. |
2.11%
873
|
$383,081,000 | 0.24% |
| Oracle Corp. |
0.38%
2,675
|
$377,710,000 | 0.24% |
| Sprott Physical Gold Silve |
Closed
18,000
|
$366,120,000 | |
| American Wtr Wks Co Inc New |
61.77%
2,776
|
$358,548,000 | 0.22% |
| CVS Health Corp |
Closed
4,339
|
$346,079,000 | |
| M T Bk Corp |
10.19%
2,282
|
$345,404,000 | 0.22% |
| Comcast Corp New |
9.07%
8,630
|
$337,945,000 | 0.21% |
| Microchip Technology, Inc. |
No change
3,654
|
$334,341,000 | 0.21% |
| Salesforce Inc |
6.05%
1,297
|
$333,459,000 | 0.21% |
| Mcdonalds Corp |
1.36%
1,302
|
$331,888,000 | 0.21% |
| Shell Plc |
70.60%
4,432
|
$319,888,000 | 0.20% |
| Devon Energy Corp. |
Closed
6,361
|
$319,173,000 | |
| Phillips 66 |
Closed
1,891
|
$308,876,000 | |
| Cisco Sys Inc |
17.86%
6,451
|
$306,487,000 | 0.19% |
| Select Sector Spdr Tr |
Closed
2,031
|
$300,038,000 | |
| American Tower Corp. |
0.96%
1,540
|
$299,345,000 | 0.19% |
| Spdr Sp Midcap 400 Etf Tr |
Closed
522
|
$290,200,000 | |
| Williams Cos Inc |
26.07%
6,806
|
$289,243,000 | 0.18% |
| Thermo Fisher Scientific Inc. |
10.87%
520
|
$287,560,000 | 0.18% |
| Eog Res Inc |
0.18%
2,251
|
$283,333,000 | 0.18% |
| Ishares Tr |
Closed
19,209
|
$1,392,931,000 | |
| Target Corp |
9.99%
1,783
|
$263,955,000 | 0.16% |
| Etf Ser Solutions |
28.10%
4,199
|
$263,655,000 | 0.16% |
| Intel Corp. |
7.87%
8,421
|
$260,803,000 | 0.16% |
| Listed Fd Tr |
Closed
12,196
|
$252,832,000 | |
| Bristol-Myers Squibb Co. |
Opened
6,068
|
$252,004,000 | 0.16% |
| Blackrock Etf Trust Ii |
Opened
4,805
|
$250,821,000 | 0.16% |
| Nxp Semiconductors N V |
2.56%
915
|
$246,217,000 | 0.15% |
| Rio Tinto plc |
Closed
3,851
|
$245,463,000 | |
| Alliance Resource Partners L |
No change
10,000
|
$244,600,000 | 0.15% |
| Ishares Tr |
Opened
4,071
|
$459,871,000 | 0.29% |
| Truist Finl Corp |
Closed
5,945
|
$231,720,000 | |
| Citigroup Inc |
Closed
3,636
|
$229,977,000 | |
| Petroleo Brasileiro Sa Petro |
No change
15,620
|
$226,334,000 | 0.14% |
| Schwab Strategic Tr |
Opened
4,957
|
$225,940,000 | 0.14% |
| Spdr Gold Tr |
41.92%
1,039
|
$223,395,000 | 0.14% |
| Philip Morris International Inc |
2.62%
2,189
|
$221,811,000 | 0.14% |
| BP plc |
Closed
5,874
|
$221,332,000 | |
| Principal Financial Group In |
Closed
2,532
|
$218,537,000 | |
| Goldman Sachs Group, Inc. |
Closed
523
|
$218,452,000 | |
| Direxion Shs Etf Tr |
1.91%
2,395
|
$212,532,000 | 0.13% |
| Vanguard Scottsdale Fds |
0.23%
2,614
|
$208,937,000 | 0.13% |
| Proshares Tr |
Closed
19,764
|
$207,116,000 | |
| Invesco Exchange Traded Fd T |
Closed
4,559
|
$206,249,000 | |
| Palo Alto Networks Inc |
Opened
605
|
$205,101,000 | 0.13% |
| Netflix Inc. |
Opened
302
|
$203,814,000 | 0.13% |
| Novo-nordisk A S |
Closed
1,587
|
$203,771,000 | |
| Vanguard World Fd |
Opened
641
|
$201,409,000 | 0.13% |
| Marathon Oil Corporation |
Opened
7,024
|
$201,378,000 | 0.13% |
| Advanced Micro Devices Inc. |
3.96%
1,237
|
$200,654,000 | 0.13% |
| Bandwidth Inc |
14.86%
10,081
|
$170,167,000 | 0.11% |
| Cambria Etf Tr |
50.00%
10,000
|
$115,900,000 | 0.07% |
| Nuveen Pfd Income Opportun |
Closed
13,728
|
$98,698,000 | |
| Nuscale Pwr Corp |
Closed
14,800
|
$78,588,000 | |
| Hecla Mng Co |
Closed
10,000
|
$48,100,000 | |
| Iamgold Corp. |
Closed
10,000
|
$33,300,000 | |
| No transactions found | |||
| Showing first 500 out of 154 holdings | |||
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