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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 12 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,908.0 $699K 0.04% +49.0 +1.3% $178.97 -5.4%
222 DVN DEVON ENERGY CORP NEW Energy 13,602.0 $684K 0.04% -281.0 -2.0% $50.32 -1.3%
223 RF REGIONS FINANCIAL CORP NEW Financial Services 25,952.0 $684K 0.04% +801.0 +3.2% $26.35 +2.3%
224 MLI MUELLER INDS INC Industrials 6,148.0 $681K 0.04% +2K +63.1% $110.80 +22.9%
225 SBUX STARBUCKS CORP Consumer Cyclical 7,526.0 $674K 0.04% +610.0 +8.8% $89.59 +19.0%
226 INTC INTEL CORP Technology 15,000.0 $662K 0.04% +4K +33.4% $44.13 +145.1%
227 AEM AGNICO EAGLE MINES LTD Basic Materials 3,231.0 $656K 0.03% +270.0 +9.1% $202.98 -14.6%
228 JCI JOHNSON CONTROLS INTERNATION Industrials 4,986.0 $655K 0.03% +326.0 +7.0% $131.35 +4.5%
229 GLD SPDR GOLD TR Financial Services 1,503.0 $647K 0.03% $430.29 -2.8%
230 OMC OMNICOM GROUP INC Communication Services 8,341.0 $634K 0.03% +399.0 +5.0% $76.02 -3.8%
231 SFM SPROUTS FMRS MKT INC Consumer Defensive 8,152.0 $629K 0.03% +196.0 +2.5% $77.13 +14.6%
232 OAKI HARRIS OAKMARK ETF TRUST 20,472.0 $621K 0.03% NEW $30.32 -17.7%
233 VDE VANGUARD WORLD FD 3,571.0 $618K 0.03% -7K -66.2% $173.04 +0.1%
234 COF CAPITAL ONE FINL CORP Financial Services 3,361.0 $613K 0.03% +262.0 +8.4% $182.43 +2.6%
235 EXEL EXELIXIS INC Healthcare 14,144.0 $607K 0.03% -740.0 -5.0% $42.89 +16.2%
236 SAP SAP SE Technology 3,529.0 $604K 0.03% +1K +66.3% $171.21 +2.0%
237 CARR CARRIER GLOBAL CORPORATION Industrials 10,576.0 $596K 0.03% +523.0 +5.2% $56.31 +9.1%
238 APA APA CORPORATION Energy 13,985.0 $594K 0.03% -99.0 -0.7% $42.44 -5.4%
239 MDYG SPDR SERIES TRUST 6,142.0 $589K 0.03% -189.0 -3.0% $95.96 +7.9%
240 MDYV SPDR SERIES TRUST 6,915.0 $589K 0.03% -163.0 -2.3% $85.15 +3.7%
Page 12 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%