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Portfolio (Quarterly) Guide ↗

Resonant Capital Advisors, LLC

· CIK 0001803236
13F Portfolio $1.8B AUM 440 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 440 New
Page 21 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DNOW DNOW INC Energy 17,059.0 $226K 0.01% NEW $13.25 -0.8%
402 FORTINET INC 2,822.0 $224K 0.01% NEW $79.41
403 AIG AMERICAN INTL GROUP INC Financial Services 2,617.0 $224K 0.01% NEW $85.55 -8.4%
404 CMI CUMMINS INC Industrials 438.0 $224K 0.01% NEW $510.45 +32.8%
405 CBRE CBRE GROUP INC Real Estate 1,389.0 $223K 0.01% NEW $160.79 -18.9%
406 BSCR INVESCO EXCH TRD SLF IDX FD 11,259.0 $222K 0.01% NEW $19.74 -0.7%
407 CRH PLC 1,779.0 $222K 0.01% NEW $124.80
408 SDY SPDR SERIES TRUST 1,590.0 $221K 0.01% NEW $139.16 +6.2%
409 LHX L3HARRIS TECHNOLOGIES INC Industrials 753.0 $221K 0.01% NEW $293.57 +3.3%
410 GWW WW GRAINGER INC Industrials 219.0 $221K 0.01% NEW $1009.05 +26.1%
411 RSG REPUBLIC SVCS INC Industrials 1,025.0 $217K 0.01% NEW $211.93 -1.7%
412 SJM SMUCKER J M CO Consumer Defensive 2,216.0 $217K 0.01% NEW $97.81 +2.8%
413 VTV VANGUARD INDEX FDS 1,128.0 $215K 0.01% NEW $190.99 +8.6%
414 SCMB SCHWAB STRATEGIC TR 8,349.0 $215K 0.01% NEW $25.76 -1.2%
415 WBD WARNER BROS DISCOVERY INC Communication Services 7,449.0 $215K 0.01% NEW $28.82 -6.4%
416 ES EVERSOURCE ENERGY Utilities 3,153.0 $212K 0.01% NEW $67.33 -0.2%
417 XYL XYLEM INC Industrials 1,554.0 $212K 0.01% NEW $136.18 -20.6%
418 CIEN CIENA CORP Technology 903.0 $211K 0.01% NEW $233.87 +124.3%
419 SPIP SPDR SERIES TRUST 7,997.0 $208K 0.01% NEW $25.95 -0.2%
420 ITW ILLINOIS TOOL WKS INC Industrials 836.0 $207K 0.01% NEW $247.91 -0.1%
Page 21 of 22  ·  440 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 26.9%
Financial Services 25.2%
Healthcare 12.3%
Communication Services 9.3%
Consumer Cyclical 9.3%
Industrials 5.9%
Energy 4.6%
Consumer Defensive 4.1%
Utilities 1.1%
Basic Materials 0.8%