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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 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SBUX STARBUCKS CORP Consumer Cyclical 7,526.0 $674K 0.04% +610.0 +8.8% $89.59 +19.2%
142 INTC INTEL CORP Technology 15,000.0 $662K 0.04% +4K +33.4% $44.13 +146.5%
143 AEM AGNICO EAGLE MINES LTD Basic Materials 3,231.0 $656K 0.03% +270.0 +9.1% $202.98 -11.7%
144 JCI JOHNSON CONTROLS INTERNATION Industrials 4,986.0 $655K 0.03% +326.0 +7.0% $131.35 +8.9%
145 OMC OMNICOM GROUP INC Communication Services 8,341.0 $634K 0.03% +399.0 +5.0% $76.02 -6.8%
146 SFM SPROUTS FMRS MKT INC Consumer Defensive 8,152.0 $629K 0.03% +196.0 +2.5% $77.13 +10.9%
147 COF CAPITAL ONE FINL CORP Financial Services 3,361.0 $613K 0.03% +262.0 +8.4% $182.43 +2.6%
148 SAP SAP SE Technology 3,529.0 $604K 0.03% +1K +66.3% $171.21 -1.0%
149 CARR CARRIER GLOBAL CORPORATION Industrials 10,576.0 $596K 0.03% +523.0 +5.2% $56.31 +14.6%
150 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,742.0 $589K 0.03% +489.0 +15.0% $157.28 -1.9%
151 JLL JONES LANG LASALLE INC Real Estate 1,906.0 $580K 0.03% +950.0 +99.4% $304.32 -5.3%
152 GNRC GENERAC HLDGS INC Industrials 2,966.0 $579K 0.03% +39.0 +1.3% $195.33 +35.0%
153 HON HONEYWELL INTL INC Industrials 2,547.0 $576K 0.03% +1K +95.2% $226.03 -5.7%
154 UNP UNION PAC CORP Industrials 2,330.0 $565K 0.03% +221.0 +10.5% $242.62 +11.5%
155 TMUS T-MOBILE US INC Communication Services 2,664.0 $560K 0.03% +606.0 +29.4% $210.03 -11.8%
156 BNL BROADSTONE NET LEASE INC Real Estate 29,360.0 $545K 0.03% +232.0 +0.8% $18.56 +9.0%
157 CL COLGATE PALMOLIVE CO Consumer Defensive 6,342.0 $541K 0.03% +1K +24.4% $85.23 +5.5%
158 DE DEERE & CO Industrials 945.0 $534K 0.03% +356.0 +60.4% $564.91 -0.5%
159 WELL WELLTOWER INC Real Estate 2,698.0 $533K 0.03% +312.0 +13.1% $197.71 +8.1%
160 HUBB HUBBELL INC Industrials 1,073.0 $527K 0.03% +60.0 +5.9% $490.74 -2.2%
Page 8 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%