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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 4 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 14,882.0 $3.0M 0.15% +712.0 +5.0% $198.29 -15.4%
62 NFLX NETFLIX INC. Communication Services 30,169.0 $2.9M 0.15% +8K +37.5% $96.15 -9.1%
63 WMT WALMART INC Consumer Defensive 22,797.0 $2.8M 0.15% +4K +19.6% $124.53 +5.6%
64 DIS DISNEY WALT CO Communication Services 28,394.0 $2.7M 0.14% +969.0 +3.5% $96.38 +6.6%
65 IBDT ISHARES TR 106,798.0 $2.7M 0.14% +6K +5.9% $25.33 -0.4%
66 UNH UNITEDHEALTH GROUP INC Healthcare 9,392.0 $2.5M 0.13% +6K +162.5% $270.59 +42.6%
67 RTX RTX CORPORATION Industrials 12,766.0 $2.5M 0.13% +1K +12.1% $192.90 -11.0%
68 CRM SALESFORCE INC Technology 13,179.0 $2.5M 0.13% +2K +13.9% $186.67 -6.9%
69 ADBE ADOBE INC Technology 10,113.0 $2.5M 0.13% +471.0 +4.9% $243.08 +1.5%
70 AMLP ALPS ETF TR 43,528.0 $2.3M 0.12% +2K +5.1% $52.64 +2.3%
71 CMCSA COMCAST CORP NEW Communication Services 78,598.0 $2.3M 0.12% +5K +6.7% $28.71 -13.7%
72 IBDU ISHARES TR 95,276.0 $2.2M 0.12% +11K +12.7% $23.26 -0.6%
73 PYPL PAYPAL HLDGS INC Financial Services 48,806.0 $2.2M 0.12% +6K +12.9% $45.23 -1.4%
74 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,173.0 $2.1M 0.11% +590.0 +10.6% $338.90 +19.2%
75 CAT CATERPILLAR INC Industrials 2,907.0 $2.1M 0.11% +331.0 +12.8% $708.46 +24.9%
76 VST VISTRA CORP Utilities 13,269.0 $2.0M 0.10% +4K +48.4% $150.33 -9.3%
77 BDX BECTON DICKINSON & CO Healthcare 12,601.0 $2.0M 0.10% +1K +9.2% $157.23 -8.8%
78 IQDG WISDOMTREE TR 49,134.0 $2.0M 0.10% +6K +15.2% $40.14 +4.5%
79 IBDV ISHARES TR 88,825.0 $1.9M 0.10% +7K +8.4% $21.89 -0.8%
80 LIN LINDE PLC Basic Materials 3,741.0 $1.9M 0.10% +1K +41.6% $495.76 +2.0%
Page 4 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%