1y return+42.0%S&P 500 +20.9%
3y return+104.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $178 against $157 in the S&P 500.2
Resolute Capital Asset Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Ascendis Pharma A/SCUSIP K08588103 | $31.6M | 13.5% | New |
| ANDEAndersons Inc | $17.9M | 7.6% | −3.3% |
| AMZNAmazon.Com Inc | $13.1M | 5.6% | +60.2% |
| ARGXargenx SE | $11.1M | 4.8% | New |
| Spotify Technology SaCUSIP L8681T102 | $8.0M | 3.4% | New |
| TPLTexas Pacific Land Corp | $7.7M | 3.3% | −31.4% |
| LEGNLegend Biotech Corp | $7.5M | 3.2% | New |
| CLHClean Harbors Inc | $7.5M | 3.2% | +25.0% |
| LTHLife Time Group Holdings Inc | $6.9M | 3.0% | +36.0% |
| AGYSAgilysys Inc | $6.8M | 2.9% | New |
| UALUnited Airlines Holdings Inc | $5.6M | 2.4% | +106.5% |
| QCOMQualcomm Inc | $5.5M | 2.4% | New |
| DARDarling Ingredients Inc | $5.2M | 2.2% | +11.8% |
| UTIUniversal Technical Institute Inc | $5.2M | 2.2% | +70.1% |
| Versigent LtdCUSIP G9600F104 | $5.0M | 2.2% | New |
| VVVValvoline Inc | $4.9M | 2.1% | +66.7% |
| NOVTNovanta Inc | $4.9M | 2.1% | New |
| YSSYork Space Systems Inc | $4.5M | 1.9% | −9.8% |
| BABoeing Co | $4.3M | 1.8% | New |
| WMBWilliams Companies Inc | $3.7M | 1.6% | |
| FPSForgent Power Solutions Inc | $3.6M | 1.6% | +39.5% |
| EQTEQT Corp | $3.5M | 1.5% | |
| MIRMMirum Pharmaceuticals Inc | $3.5M | 1.5% | New |
| CRCrane Co | $3.3M | 1.4% | −14.3% |
| Amrize AgCUSIP H2927K103 | $3.2M | 1.4% | −20.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FPSForgent Power Solutions Inc | March 31, 2026 | +90.8% | $3.6M |
| AMZNAmazon.Com Inc | June 30, 2023 | +82.8% | $13.1M |
| ANDEAndersons Inc | September 30, 2025 | +71.8% | $17.9M |
| APGAPi Group Corp | December 31, 2021 | +64.3% | $3.2M |
| UTIUniversal Technical Institute Inc | December 31, 2025 | +63.7% | $5.2M |
| TPLTexas Pacific Land Corp | December 31, 2025 | +52.4% | $7.7M |
| DARDarling Ingredients Inc | December 31, 2025 | +51.7% | $5.2M |
| LTHLife Time Group Holdings Inc | March 31, 2026 | +51.6% | $6.9M |
| UALUnited Airlines Holdings Inc | March 31, 2026 | +47.7% | $5.6M |
| CRCrane Co | December 31, 2025 | +21.0% | $3.3M |
Sold off last quarter
- Ascendis Pharma A/SCUSIP 04351P101 was $22.6M
- NVDANVIDIA Corp was $6.1M
- UTHRUnited Therapeutics Corp was $5.9M
- CEGConstellation Energy Corp was $5.6M
- CVXChevron Corp was $5.2M
- ARMArm Holdings Plc was $4.2M
- DELLDell Technologies Inc was $4.1M
- CRSCarpenter Technology Corp was $3.9M
- AIRAAR Corp was $3.3M
- TDSTelephone and Data Systems Inc was $2.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.0% | +14.8% |
| March 31, 2026 | +7.4% | −4.6% |
| December 31, 2025 | +9.1% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +5.6% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +12.4% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −1.4% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +1.2% | +7.0% |
| December 31, 2022 | +4.1% | +7.1% |
| September 30, 2022 | −2.2% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Resolute Capital Asset Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1834913&type=13F-HR&dateb=&owner=include&count=40CIK 1834913
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1834913/000183491326000004/Filed August 14, 2026 · accession 0001834913-26-000004