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Portfolio (Quarterly) Guide ↗

Resonant Capital Advisors, LLC

· CIK 0001803236
13F Portfolio $1.9B AUM 495 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 85 New 267 Added 90 Reduced 30 Exited
Page 10 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHOP SHOPIFY INC Technology 3,748.0 $445K 0.02% +263.0 +7.5% $118.62 -15.5%
182 ECL ECOLAB INC Basic Materials 1,663.0 $443K 0.02% +528.0 +46.5% $266.60 -7.1%
183 MET METLIFE INC Financial Services 6,263.0 $443K 0.02% +424.0 +7.3% $70.72 +12.8%
184 CDNS CADENCE DESIGN SYSTEM INC Technology 1,572.0 $437K 0.02% +140.0 +9.8% $277.87 +24.5%
185 FICO FAIR ISAAC CORP Technology 409.0 $437K 0.02% +34.0 +9.1% $1067.54 +2.9%
186 PH PARKER-HANNIFIN CORP Industrials 486.0 $435K 0.02% +112.0 +29.9% $895.24 -3.6%
187 OKTA OKTA INC Technology 5,521.0 $435K 0.02% +421.0 +8.2% $78.71 +5.2%
188 LMT LOCKHEED MARTIN CORP Industrials 718.0 $434K 0.02% +128.0 +21.7% $604.39 -14.6%
189 SYF SYNCHRONY FINANCIAL Financial Services 6,363.0 $433K 0.02% +245.0 +4.0% $68.02 +4.9%
190 GM GENERAL MTRS CO Consumer Cyclical 5,710.0 $425K 0.02% +404.0 +7.6% $74.50 +0.5%
191 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,250.0 $425K 0.02% +138.0 +3.4% $100.09 -6.5%
192 TPR TAPESTRY INC Consumer Cyclical 3,003.0 $424K 0.02% +178.0 +6.3% $141.11 -8.4%
193 ZM ZOOM COMMUNICATIONS INC Technology 5,257.0 $423K 0.02% +490.0 +10.3% $80.39 +24.6%
194 CIEN CIENA CORP Technology 1,077.0 $418K 0.02% +174.0 +19.3% $388.23 +35.1%
195 GGG GRACO INC Industrials 4,928.0 $417K 0.02% +257.0 +5.5% $84.65 -10.5%
196 NOW SERVICENOW INC Technology 3,990.0 $417K 0.02% +1K +39.0% $104.55 -9.1%
197 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,364.0 $415K 0.02% +293.0 +27.4% $304.08 +4.0%
198 TXN TEXAS INSTRS INC Technology 2,091.0 $406K 0.02% +659.0 +46.0% $194.14 +55.9%
199 HAL HALLIBURTON CO Energy 10,391.0 $405K 0.02% +2K +22.8% $38.99 +7.1%
200 TT TRANE TECHNOLOGIES PLC Industrials 966.0 $403K 0.02% +302.0 +45.5% $416.74 +12.0%
Page 10 of 14  ·  267 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 25.7%
Financial Services 22.3%
Healthcare 11.8%
Consumer Cyclical 9.4%
Communication Services 9.0%
Energy 6.9%
Industrials 6.8%
Consumer Defensive 4.7%
Utilities 1.4%
Basic Materials 1.3%