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Portfolio (Quarterly) Guide ↗

Resurgent Financial Advisors LLC

· CIK 0001912339
13F Portfolio $277M AUM 260 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New 104 Added 61 Reduced 13 Exited
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SIDUS SPACE INC 12,000.0 $28K 0.01% -100.0 -0.8% $2.32
Page 4 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 17.8%
Healthcare 13.1%
Communication Services 10.1%
Energy 9.5%
Industrials 8.6%
Consumer Defensive 4.5%
Consumer Cyclical 4.3%
Utilities 2.0%
Real Estate 1.2%