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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 12 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MDYV SPDR SERIES TRUST 7,078.0 $599K 0.03% NEW $84.64 +4.7%
222 GLD SPDR GOLD TR Financial Services 1,503.0 $596K 0.03% NEW $396.31 +4.4%
223 MDLZ MONDELEZ INTL INC Consumer Defensive 10,895.0 $592K 0.03% NEW $54.32 +13.5%
224 MDYG SPDR SERIES TRUST 6,331.0 $585K 0.03% NEW $92.42 +12.5%
225 SBUX STARBUCKS CORP Consumer Cyclical 6,916.0 $582K 0.03% NEW $84.21 +27.6%
226 IWO ISHARES TR 1,800.0 $581K 0.03% NEW $323.01 +9.8%
227 COP CONOCOPHILLIPS Energy 6,191.0 $580K 0.03% NEW $93.61 +33.9%
228 BSX BOSTON SCIENTIFIC CORP Healthcare 6,058.0 $578K 0.03% NEW $95.35 -40.9%
229 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 9,794.0 $577K 0.03% NEW $58.87 -6.3%
230 T AT&T INC Communication Services 22,995.0 $571K 0.03% NEW $24.84 -0.0%
231 SHOP SHOPIFY INC Technology 3,485.0 $561K 0.03% NEW $160.97 -36.9%
232 JCI JOHNSON CTLS INTL PLC Industrials 4,660.0 $560K 0.03% NEW $120.15 +13.9%
233 XPO XPO INC Industrials 4,097.0 $557K 0.03% NEW $135.91 +48.6%
234 INTU INTUIT Technology 822.0 $545K 0.03% NEW $662.42 -39.4%
235 MUSA MURPHY USA INC Consumer Cyclical 1,333.0 $538K 0.03% NEW $403.52 +40.8%
236 IJK ISHARES TR 5,500.0 $533K 0.03% NEW $96.88 +12.4%
237 CARR CARRIER GLOBAL CORPORATION Industrials 10,053.0 $531K 0.03% NEW $52.84 +17.9%
238 CTAS CINTAS CORP Industrials 2,822.0 $531K 0.03% NEW $188.07 -7.6%
239 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,253.0 $527K 0.03% NEW $161.96 -3.5%
240 SAP SAP SE Technology 2,122.0 $515K 0.03% NEW $242.91 -26.2%
Page 12 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%