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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 3 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 14,014.0 $4.4M 0.23% +754.0 +5.7% $310.79 -11.5%
42 GILD GILEAD SCIENCES INC Healthcare 30,046.0 $4.2M 0.22% +2K +7.7% $139.37 -5.2%
43 KR KROGER CO Consumer Defensive 55,775.0 $4.0M 0.21% +536.0 +1.0% $72.36 -7.7%
44 TSLA TESLA INC Consumer Cyclical 10,776.0 $4.0M 0.21% +2K +18.4% $371.75 +19.2%
45 PG PROCTER & GAMBLE CO Consumer Defensive 27,267.0 $3.9M 0.21% +2K +8.3% $144.44 -1.2%
46 EOG EOG RES INC Energy 27,015.0 $3.9M 0.20% +2K +5.9% $144.57 -5.9%
47 MRK MERCK & CO INC Healthcare 31,176.0 $3.8M 0.20% +18K +129.9% $121.05 -6.3%
48 PEP PEPSICO INC Consumer Defensive 24,202.0 $3.8M 0.20% +697.0 +3.0% $155.29 -4.3%
49 ABBV ABBVIE INC Healthcare 16,835.0 $3.7M 0.19% +1K +9.6% $217.49 -3.3%
50 PNC PNC FINL SVCS GROUP INC Financial Services 17,575.0 $3.7M 0.19% +348.0 +2.0% $208.09 +2.6%
51 LOW LOWES COS INC Consumer Cyclical 14,768.0 $3.5M 0.18% +455.0 +3.2% $236.28 -5.4%
52 SYK STRYKER CORPORATION Healthcare 10,372.0 $3.4M 0.18% +461.0 +4.7% $329.47 -7.3%
53 SCHW SCHWAB CHARLES CORP Financial Services 35,691.0 $3.4M 0.18% +1K +3.6% $93.98 -4.8%
54 ADP AUTOMATIC DATA PROCESSING IN Industrials 16,306.0 $3.3M 0.17% +2K +11.0% $204.65 +4.8%
55 NTRS NORTHERN TR CORP Financial Services 23,361.0 $3.3M 0.17% +360.0 +1.6% $140.29 +17.1%
56 BKNG BOOKING HOLDINGS INC Consumer Cyclical 764.0 $3.2M 0.17% +139.0 +22.2% $4210.32 -96.3%
57 BMY BRISTOL-MYERS SQUIBB CO Healthcare 51,916.0 $3.1M 0.17% +3K +5.9% $60.65 -6.0%
58 CSX CSX CORP Industrials 76,701.0 $3.1M 0.17% +2K +3.0% $41.05 +11.9%
59 PANW PALO ALTO NETWORKS INC Technology 19,480.0 $3.1M 0.16% +2K +10.2% $160.32 +48.6%
60 MDT MEDTRONIC PLC Healthcare 33,810.0 $3.0M 0.15% +1K +3.8% $87.34 -11.9%
Page 3 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%