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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 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CENCORA INC 951.0 $299K 0.02% +157.0 +19.8% $314.14
242 ADSK AUTODESK INC Technology 1,244.0 $298K 0.02% +327.0 +35.7% $239.40 +1.7%
243 RSG REPUBLIC SVCS INC Industrials 1,340.0 $293K 0.01% +315.0 +30.7% $219.02 -4.9%
244 CRH PLC 2,749.0 $290K 0.01% +970.0 +54.5% $105.41
245 ENTERGY CORP NEW 2,549.0 $286K 0.01% +365.0 +16.7% $112.36
246 BX BLACKSTONE INC Financial Services 2,449.0 $282K 0.01% +24.0 +1.0% $114.99 +1.8%
247 INGERSOLL RAND INC 3,497.0 $280K 0.01% +426.0 +13.9% $80.12
248 CMI CUMMINS INC Industrials 519.0 $279K 0.01% +81.0 +18.5% $538.02 +26.0%
249 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,013.0 $275K 0.01% +334.0 +12.5% $91.37 -21.3%
250 D DOMINION ENERGY INC Utilities 4,453.0 $275K 0.01% +154.0 +3.6% $61.82 -0.1%
251 AMP AMERIPRISE FINL INC Financial Services 619.0 $275K 0.01% +71.0 +13.0% $444.40 +6.0%
252 MELI MERCADOLIBRE INC Consumer Cyclical 156.0 $270K 0.01% +11.0 +7.6% $1729.02 -10.5%
253 SPTI SPDR SERIES TRUST 9,390.0 $269K 0.01% +114.0 +1.2% $28.66 -1.5%
254 F FORD MTR CO Consumer Cyclical 23,220.0 $268K 0.01% +825.0 +3.7% $11.54 +16.1%
255 WBD WARNER BROS DISCOVERY INC Communication Services 9,721.0 $267K 0.01% +2K +30.5% $27.46 -1.7%
256 AIG AMERICAN INTL GROUP INC Financial Services 3,538.0 $266K 0.01% +921.0 +35.2% $75.25 +4.1%
257 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,086.0 $262K 0.01% +2K +17.8% $21.68 +46.0%
258 RWM PROSHARES TR 15,951.0 $259K 0.01% +605.0 +3.9% $16.22 -9.8%
259 CPNG COUPANG INC Consumer Cyclical 13,449.0 $254K 0.01% +1K +10.5% $18.88 -14.6%
260 QRVO QORVO INC Technology 3,160.0 $245K 0.01% +316.0 +11.1% $77.40 +19.2%
Page 13 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%