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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 10 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBM INTERNATIONAL BUSINESS MACHS Technology 3,882.0 $941K 0.05% -562.0 -12.7% $242.39 -9.5%
182 EME EMCOR GROUP INC Industrials 1,228.0 $907K 0.05% +82.0 +7.2% $738.31 +23.7%
183 BLK BLACKROCK INC Financial Services 936.0 $900K 0.05% +72.0 +8.3% $961.71 +12.5%
184 IWD ISHARES TR 4,165.0 $890K 0.05% +101.0 +2.5% $213.67 +8.9%
185 C CITIGROUP INC Financial Services 7,811.0 $886K 0.05% +1K +21.0% $113.41 +7.9%
186 DGRO ISHARES TR 12,579.0 $883K 0.05% $70.18 +5.1%
187 DOCU DOCUSIGN INC Technology 18,562.0 $880K 0.05% $47.41 +0.6%
188 JBL JABIL INC Technology 3,312.0 $880K 0.05% +113.0 +3.5% $265.63 +27.9%
189 TJX TJX COS INC NEW Consumer Cyclical 5,508.0 $880K 0.05% +995.0 +22.1% $159.70 -7.7%
190 ETN EATON CORP PLC Industrials 2,427.0 $868K 0.05% +251.0 +11.5% $357.67 +11.7%
191 KLAC KLA CORP Technology 588.0 $866K 0.04% +80.0 +15.8% $1472.41 +22.5%
192 ACGL ARCH CAP GROUP LTD Financial Services 8,827.0 $847K 0.04% +403.0 +4.8% $95.99 -0.1%
193 AER AERCAP HOLDINGS NV Industrials 6,105.0 $837K 0.04% +4K +139.8% $137.18 +1.9%
194 VEA VANGUARD TAX-MANAGED FDS 13,000.0 $833K 0.04% $64.08 +8.5%
195 VYM VANGUARD WHITEHALL FDS 5,600.0 $829K 0.04% $148.10 +5.8%
196 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,509.0 $817K 0.04% +2K +30.1% $125.46 +6.2%
197 BA BOEING CO Industrials 4,102.0 $816K 0.04% +403.0 +10.9% $199.03 +10.8%
198 XPO XPO INC Industrials 4,193.0 $816K 0.04% +96.0 +2.3% $194.55 +5.0%
199 MCHP MICROCHIP TECHNOLOGY INC. Technology 12,542.0 $810K 0.04% +118.0 +0.9% $64.61 +45.3%
200 T AT&T INC Communication Services 27,497.0 $797K 0.04% +5K +19.6% $28.99 -17.1%
Page 10 of 25  ·  495 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%