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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 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UBER UBER TECHNOLOGIES INC Technology 7,305.0 $525K 0.03% +1K +23.3% $71.93 +4.4%
162 FLEX FLEXTRONICS INTL LTD Technology 7,967.0 $522K 0.03% +163.0 +2.1% $65.46 +110.6%
163 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 30,412.0 $516K 0.03% +4K +16.8% $16.97 +11.0%
164 NEM NEWMONT CORP Basic Materials 4,751.0 $514K 0.03% +318.0 +7.2% $108.25 +0.7%
165 SPDN DIREXION SHARES ETF TRUST 51,477.0 $512K 0.03% +11K +28.2% $9.95 -11.4%
166 MTB M & T BK CORP Financial Services 2,452.0 $507K 0.03% +79.0 +3.3% $206.72 -0.9%
167 ING ING GROEP N.V. Financial Services 19,372.0 $505K 0.03% +2K +14.4% $26.05 +12.9%
168 DUK DUKE ENERGY CORP NEW Utilities 3,782.0 $495K 0.03% +1K +36.2% $130.94 -7.6%
169 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,249.0 $490K 0.03% +61.0 +5.1% $392.46 +102.7%
170 HST HOST HOTELS & RESORTS INC Real Estate 25,255.0 $489K 0.03% +2K +8.8% $19.35 +10.5%
171 WDC WESTERN DIGITAL CORP Technology 1,779.0 $481K 0.03% +70.0 +4.1% $270.49 +78.2%
172 INTU INTUIT Technology 1,108.0 $479K 0.03% +286.0 +34.8% $432.38 -9.1%
173 FDX FEDEX CORP Industrials 1,337.0 $478K 0.03% +73.0 +5.8% $357.59 +5.1%
174 SCHD SCHWAB STRATEGIC TR 15,569.0 $478K 0.03% +1K +7.2% $30.68 +4.4%
175 SLB SLB LIMITED Energy 9,151.0 $473K 0.03% +1K +18.6% $51.65 +7.2%
176 BSX BOSTON SCIENTIFIC CORP Healthcare 7,487.0 $470K 0.03% +1K +23.6% $62.75 -10.9%
177 HCA HCA HEALTHCARE INC Healthcare 973.0 $460K 0.02% +92.0 +10.4% $473.24 -10.6%
178 EXC EXELON CORP Utilities 9,392.0 $460K 0.02% +217.0 +2.4% $49.02 -11.5%
179 SONY SONY GROUP CORP Technology 21,815.0 $452K 0.02% +10K +79.0% $20.70 +7.8%
180 VLO VALERO ENERGY CORP Energy 1,804.0 $446K 0.02% +396.0 +28.1% $247.08 +1.5%
Page 9 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%