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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 12 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALL ALLSTATE CORP Financial Services 1,611.0 $336K 0.02% +302.0 +23.1% $208.30 +6.1%
222 EW EDWARDS LIFESCIENCES CORP Healthcare 4,177.0 $334K 0.02% +373.0 +9.8% $80.08 +2.3%
223 O REALTY INCOME CORP Real Estate 5,424.0 $333K 0.02% +491.0 +9.9% $61.45 +0.2%
224 SPOT SPOTIFY TECHNOLOGY S A Communication Services 687.0 $333K 0.02% +75.0 +12.2% $484.91 -8.3%
225 SPG SIMON PPTY GROUP INC NEW Real Estate 1,783.0 $333K 0.02% +152.0 +9.3% $186.53 +7.4%
226 AEP AMERICAN ELEC PWR CO INC Utilities 2,521.0 $330K 0.02% +370.0 +17.2% $131.08 -3.8%
227 HWM HOWMET AEROSPACE INC Industrials 1,426.0 $329K 0.02% +316.0 +28.5% $230.46 +12.1%
228 GWW WW GRAINGER INC Industrials 301.0 $328K 0.02% +82.0 +37.4% $1090.81 +16.1%
229 MAR MARRIOTT INTL INC NEW Consumer Cyclical 998.0 $326K 0.02% +189.0 +23.4% $327.07 +10.2%
230 MPWR MONOLITHIC PWR SYS INC Technology 296.0 $324K 0.02% +43.0 +17.0% $1095.36 +36.0%
231 HLN HALEON PLC Healthcare 31,874.0 $319K 0.02% +5K +20.5% $10.01 -8.8%
232 CME CME GROUP INC Financial Services 1,073.0 $317K 0.02% +39.0 +3.8% $295.35 +2.9%
233 AMT AMERICAN TOWER CORP Real Estate 1,829.0 $316K 0.02% +277.0 +17.9% $172.58 +1.0%
234 VEU VANGUARD INTL EQUITY INDEX F 4,197.0 $315K 0.02% +137.0 +3.4% $75.10 +8.1%
235 CI THE CIGNA GROUP Healthcare 1,169.0 $312K 0.02% +65.0 +5.9% $266.75 +7.3%
236 TRV TRAVELERS COMPANIES INC Financial Services 1,053.0 $307K 0.02% +48.0 +4.8% $291.68 +4.4%
237 TM TOYOTA MOTOR CORP Consumer Cyclical 1,487.0 $306K 0.02% +357.0 +31.6% $206.09 -9.0%
238 MMM 3M CO Industrials 2,090.0 $304K 0.02% +627.0 +42.9% $145.23 +4.4%
239 OC OWENS CORNING NEW Industrials 2,762.0 $301K 0.02% +43.0 +1.6% $108.93 +3.9%
240 LNT ALLIANT ENERGY CORP Utilities 4,182.0 $300K 0.02% +184.0 +4.6% $71.76 -0.5%
Page 12 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%