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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 11 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FANG DIAMONDBACK ENERGY INC Energy 1,995.0 $395K 0.02% +658.0 +49.2% $197.79 +2.9%
202 FCX FREEPORT MCMORAN INC Basic Materials 6,677.0 $392K 0.02% +257.0 +4.0% $58.78 +7.2%
203 GLW CORNING INC Technology 2,878.0 $391K 0.02% +593.0 +25.9% $135.97 +41.1%
204 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,589.0 $391K 0.02% +2K +49.1% $59.32 +11.8%
205 REGN REGENERON PHARMACEUTICALS Healthcare 501.0 $387K 0.02% +69.0 +16.0% $772.64 -9.6%
206 HSBC HSBC HLDGS PLC Financial Services 4,535.0 $386K 0.02% +340.0 +8.1% $85.20 +3.7%
207 SDY SPDR SERIES TRUST 2,640.0 $385K 0.02% +1K +66.0% $145.94 +1.3%
208 SO SOUTHERN CO Utilities 3,973.0 $383K 0.02% +525.0 +15.2% $96.52 -4.1%
209 FORTINET INC 4,616.0 $377K 0.02% +2K +63.6% $81.72
210 CSL CARLISLE COS INC Industrials 1,124.0 $375K 0.02% +80.0 +7.7% $333.62 -0.8%
211 CVS CVS HEALTH CORP Healthcare 5,132.0 $369K 0.02% +824.0 +19.1% $71.82 +33.5%
212 PWR QUANTA SVCS INC Industrials 658.0 $361K 0.02% +91.0 +16.1% $549.02 +40.2%
213 PLD PROLOGIS INC. Real Estate 2,709.0 $358K 0.02% +657.0 +32.0% $132.18 +6.3%
214 ICICI BANK LIMITED 13,809.0 $358K 0.02% +7K +102.7% $25.90
215 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,282.0 $355K 0.02% +442.0 +52.6% $276.60 -5.9%
216 NET CLOUDFLARE INC Technology 1,716.0 $354K 0.02% +461.0 +36.7% $206.34 -4.3%
217 ITW ILLINOIS TOOL WKS INC Industrials 1,317.0 $345K 0.02% +481.0 +57.5% $261.90 -5.4%
218 BIIB BIOGEN INC Healthcare 1,874.0 $344K 0.02% +190.0 +11.3% $183.33 +5.2%
219 LHX L3HARRIS TECHNOLOGIES INC Industrials 992.0 $342K 0.02% +239.0 +31.7% $345.15 -12.1%
220 NOC NORTHROP GRUMMAN CORP Industrials 496.0 $338K 0.02% +88.0 +21.6% $682.24 -20.7%
Page 11 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%