2026 Q2 Portfolio Activity
In 2026 Q2, Resurgent Financial Advisors LLC maintained a portfolio of 336 distinct positions. The most significant new addition was APPLIED MATLS INC, now representing 0.91% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 14286.2%. Conversely, Resurgent Financial Advisors LLC completely exited their position in ALPHABET INC.
Position History
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Total Positions
336
Quarter
2026 Q2
Top Holding
GOOGL (5.3%)
Top 10 Concentration
30.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 336
Resurgent Financial Advisors LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 5.34% | 4.59% |
#1
Prev: #1
|
6.6 |
—
|
9,585 | 21.7% |
P
S
|
53,756 | $19,210,820 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.80% | 4.40% |
#2
Prev: #2
|
5.9 |
—
|
16,488 | 23.6% |
P
S
|
86,317 | $17,271,265 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 4.44% | 4.03% |
#3
1
Prev: #4
|
5.3 |
—
|
11,163 | 25.4% |
P
S
|
55,146 | $15,957,147 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.15% | 4.39% |
#4
1
Prev: #3
|
4.7 |
—
|
7,131 | 21.7% |
P
S
|
40,008 | $14,923,734 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.63% | 2.62% |
#5
Prev: #5
|
4.1 |
—
|
3,739 | 24.7% |
P
S
|
18,866 | $9,440,358 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 1.89% | 1.64% |
#6
4
Prev: #10
|
3.3 |
—
|
4,759 | 31.7% |
P
S
|
19,761 | $6,779,774 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.86% | 1.58% |
#7
4
Prev: #11
|
2.7 |
—
|
835 | 17.6% |
P
S
|
5,580 | $6,692,546 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.80% | 1.41% |
#8
4
Prev: #12
|
3.2 |
—
|
4,460 | 35.3% |
P
S
|
17,100 | $6,459,420 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.59% | 1.73% |
#9
1
Prev: #8
|
2.6 |
—
|
1,892 | 8.5% |
P
S
|
24,228 | $5,732,913 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.58% | 1.74% |
#10
3
Prev: #7
|
2.6 |
—
|
2,660 | 13.5% |
P
S
|
22,360 | $5,678,680 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.52% | 1.72% |
#11
2
Prev: #9
|
1.1 |
—
|
499 | 3.1% |
P
S
|
16,655 | $5,451,770 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.36% | 1.30% |
#12
3
Prev: #15
|
2.5 |
—
|
3,330 | 19.3% |
P
S
|
20,557 | $4,899,555 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.33% | 1.15% |
#13
7
Prev: #20
|
3.5 |
—
|
2,871 | 51.4% |
P
S
|
8,458 | $4,764,494 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.27% | 1.84% |
#14
8
Prev: #6
|
0.5 |
—
|
-1,709 | -21.8% |
P
S
|
6,137 | $4,583,275 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.24% | 1.18% |
#15
4
Prev: #19
|
2.5 |
—
|
1,331 | 14.5% |
P
S
|
10,480 | $4,465,738 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 1.18% | 0.86% |
#16
11
Prev: #27
|
3.0 |
—
|
938 | 42.8% |
P
S
|
3,132 | $4,260,293 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.05% | 1.13% |
#17
4
Prev: #21
|
2.4 |
—
|
1,110 | 17.7% |
P
S
|
7,377 | $3,788,597 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.04% | 1.21% |
#18
Prev: #18
|
2.9 |
—
|
1,048 | 27.0% |
P
S
|
4,932 | $3,726,781 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWD
ISHARES TR
|
ETF | 1.01% | 1.24% |
#19
2
Prev: #17
|
0.9 |
—
|
-1,098 | -6.9% |
P
S
|
14,929 | $3,619,208 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.98% | 0.99% |
#20
3
Prev: #23
|
2.9 |
—
|
2,814 | 33.6% |
P
S
|
11,183 | $3,520,715 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.97% | 1.38% |
#21
7
Prev: #14
|
0.9 |
—
|
-86 | -1.1% |
P
S
|
7,954 | $3,480,989 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.95% | 0.91% |
#22
4
Prev: #26
|
2.4 |
—
|
702 | 18.1% |
P
S
|
4,577 | $3,427,666 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.95% | 1.40% |
#23
10
Prev: #13
|
2.4 |
—
|
1,972 | 8.6% |
P
S
|
24,901 | $3,404,404 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.95% | 1.26% |
#24
8
Prev: #16
|
2.4 |
—
|
2,022 | 7.2% |
P
S
|
30,039 | $3,402,213 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.91% | 0.70% |
#25
6
Prev: #31
|
2.9 |
—
|
11,786 | 46.4% |
P
S
|
37,161 | $3,265,709 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.91% | — |
#26
Prev: #—
|
3.9 |
—
|
4,507 | — |
NEW
|
4,507 | $3,258,819 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.87% | 0.49% |
#27
23
Prev: #50
|
3.3 |
—
|
4,700 | 112.8% |
P
S
|
8,866 | $3,127,016 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.85% | 0.08% |
#28
206
Prev: #234
|
3.3 |
—
|
2,000 | 307.2% |
P
S
|
2,651 | $3,060,025 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IUSB
ISHARES TR
|
ETF | 0.72% | 0.60% |
#29
8
Prev: #37
|
3.3 |
—
|
19,674 | 54.4% |
P
S
|
55,822 | $2,576,185 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.71% | 0.73% |
#30
1
Prev: #29
|
0.8 |
—
|
-129 | -3.5% |
P
S
|
3,534 | $2,544,621 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 0.70% | 0.73% |
#31
1
Prev: #30
|
0.8 |
—
|
1,235 | 4.6% |
P
S
|
27,964 | $2,519,595 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.68% | 0.66% |
#32
2
Prev: #34
|
2.8 |
—
|
3,440 | 36.4% |
P
S
|
12,898 | $2,447,155 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.66% | 0.96% |
#33
9
Prev: #24
|
2.3 |
—
|
1,423 | 11.1% |
P
S
|
14,275 | $2,366,147 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.60% | 0.69% |
#34
2
Prev: #32
|
0.7 |
—
|
949 | 2.8% |
P
S
|
35,269 | $2,167,642 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FXE
INVESCO CURRENC...
|
Unknown | 0.60% | 0.92% |
#35
10
Prev: #25
|
0.7 |
—
|
-3,510 | -14.7% |
P
S
|
20,347 | $2,145,437 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.59% | 1.02% |
#36
14
Prev: #22
|
0.7 |
—
|
-1,006 | -4.7% |
P
S
|
20,454 | $2,126,443 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.56% | 0.38% |
#37
26
Prev: #63
|
2.7 |
—
|
3,068 | 37.1% |
P
S
|
11,344 | $2,000,208 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.53% | 0.59% |
#38
Prev: #38
|
2.7 |
—
|
821 | 21.4% |
P
S
|
4,656 | $1,896,203 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 0.52% | 0.64% |
#39
4
Prev: #35
|
0.7 |
—
|
-144 | -0.7% |
P
S
|
19,569 | $1,884,915 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVW
ISHARES TR
|
Warrant | 0.52% | 0.55% |
#40
1
Prev: #41
|
0.7 |
—
|
167 | 1.2% |
P
S
|
13,630 | $1,874,534 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.51% | 0.38% |
#41
23
Prev: #64
|
2.2 |
—
|
2,100 | 15.6% |
P
S
|
15,544 | $1,825,798 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.50% | 0.54% |
#42
2
Prev: #44
|
0.7 |
—
|
528 | 2.1% |
P
S
|
26,198 | $1,781,726 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.49% | 0.56% |
#43
3
Prev: #40
|
2.7 |
—
|
3,404 | 20.5% |
P
S
|
20,048 | $1,759,613 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.48% | — |
#44
Prev: #—
|
3.7 |
—
|
874 | — |
NEW
|
874 | $1,738,865 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLPX
GLOBAL X FDS
|
ETF | 0.48% | 0.59% |
#45
6
Prev: #39
|
2.2 |
—
|
1,504 | 6.8% |
P
S
|
23,531 | $1,733,293 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.47% | 0.46% |
#46
8
Prev: #54
|
2.7 |
—
|
1,096 | 30.6% |
P
S
|
4,679 | $1,694,455 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.46% | 0.41% |
#47
12
Prev: #59
|
0.7 |
—
|
110 | 3.3% |
P
S
|
3,485 | $1,664,464 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 0.46% | 0.19% |
#48
82
Prev: #130
|
0.7 |
—
|
74 | 0.6% |
P
S
|
11,770 | $1,643,445 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DE
DEERE & CO
|
Industrials | 0.46% | 0.25% |
#49
51
Prev: #100
|
3.2 |
—
|
1,358 | 110.5% |
P
S
|
2,587 | $1,641,012 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.45% | 0.55% |
#50
8
Prev: #42
|
0.7 |
—
|
104 | 1.7% |
P
S
|
6,292 | $1,608,676 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 336 holdings