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.

Limited to 30 biggest holdings

$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
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