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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLAB SILICON LABORATORIES INC Technology 1,050.0 $219K 0.01% NEW $208.15 +4.0%
62 GRMN GARMIN LTD Technology 935.0 $217K 0.01% NEW $232.01 -2.4%
63 BKR BAKER HUGHES COMPANY Energy 3,552.0 $217K 0.01% NEW $61.05 +4.5%
64 LNG CHENIERE ENERGY INC Energy 761.0 $216K 0.01% NEW $283.76 -14.8%
65 ZTS ZOETIS INC Healthcare 1,824.0 $216K 0.01% NEW $118.21 -36.6%
66 KEYS KEYSIGHT TECHNOLOGIES INC Technology 763.0 $215K 0.01% NEW $282.37 +24.3%
67 PCAR PACCAR INC Industrials 1,862.0 $215K 0.01% NEW $115.50 -4.4%
68 SU SUNCOR ENERGY INC NEW Energy 3,241.0 $214K 0.01% NEW $66.11 +2.7%
69 SHW SHERWIN WILLIAMS CO Basic Materials 664.0 $213K 0.01% NEW $320.55 -6.0%
70 AA ALCOA CORP Basic Materials 3,195.0 $212K 0.01% NEW $66.33 -5.5%
71 ROP ROPER TECHNOLOGIES INC Industrials 586.0 $207K 0.01% NEW $353.86 -9.0%
72 SNY SANOFI SA Healthcare 4,289.0 $207K 0.01% NEW $48.18 -10.5%
73 WES WESTERN MIDSTREAM PARTNERS L Energy 5,000.0 $206K 0.01% NEW $41.17 +11.3%
74 TRGP TARGA RES CORP Energy 799.0 $200K 0.01% NEW $250.73 +8.0%
75 RDY DR REDDYS LABS LTD Healthcare 10,526.0 $146K 0.01% NEW $13.85 -1.4%
76 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 11,918.0 $134K 0.01% NEW $11.27 +13.2%
77 WU WESTERN UN CO Financial Services 15,195.0 $133K 0.01% NEW $8.73 -5.0%
78 APARTMENT INVT & MGMT CO 30,127.0 $123K 0.01% NEW $4.07
79 TIC TIC SOLUTIONS INC Industrials 17,874.0 $118K 0.01% NEW $6.58 +35.7%
80 AGNC AGNC INVT CORP Real Estate 10,414.0 $106K 0.01% NEW $10.15 +2.1%
Page 4 of 5  ·  85 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%