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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 15 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DFIV DIMENSIONAL ETF TRUST 8,844.0 $467K 0.03% -160.0 -1.8% $52.78 +4.4%
282 HCA HCA HEALTHCARE INC Healthcare 973.0 $460K 0.02% +92.0 +10.4% $473.24 -15.3%
283 EXC EXELON CORP Utilities 9,392.0 $460K 0.02% +217.0 +2.4% $49.02 -10.2%
284 SONY SONY GROUP CORP Technology 21,815.0 $452K 0.02% +10K +79.0% $20.70 +11.9%
285 VLO VALERO ENERGY CORP Energy 1,804.0 $446K 0.02% +396.0 +28.1% $247.08 +3.8%
286 SHOP SHOPIFY INC Technology 3,748.0 $445K 0.02% +263.0 +7.5% $118.62 -13.4%
287 ECL ECOLAB INC Basic Materials 1,663.0 $443K 0.02% +528.0 +46.5% $266.60 -8.3%
288 MET METLIFE INC Financial Services 6,263.0 $443K 0.02% +424.0 +7.3% $70.72 +13.8%
289 CDNS CADENCE DESIGN SYSTEM INC Technology 1,572.0 $437K 0.02% +140.0 +9.8% $277.87 +23.5%
290 IYW ISHARES TR 2,407.0 $437K 0.02% $181.42 +30.3%
291 FICO FAIR ISAAC CORP Technology 409.0 $437K 0.02% +34.0 +9.1% $1067.54 +14.7%
292 PH PARKER-HANNIFIN CORP Industrials 486.0 $435K 0.02% +112.0 +29.9% $895.24 -5.3%
293 OKTA OKTA INC Technology 5,521.0 $435K 0.02% +421.0 +8.2% $78.71 +11.5%
294 LMT LOCKHEED MARTIN CORP Industrials 718.0 $434K 0.02% +128.0 +21.7% $604.39 -13.1%
295 SYF SYNCHRONY FINANCIAL Financial Services 6,363.0 $433K 0.02% +245.0 +4.0% $68.02 +2.8%
296 MGY MAGNOLIA OIL & GAS CORP Energy 13,512.0 $427K 0.02% -145.0 -1.1% $31.57 -5.2%
297 GM GENERAL MTRS CO Consumer Cyclical 5,710.0 $425K 0.02% +404.0 +7.6% $74.50 -4.2%
298 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,250.0 $425K 0.02% +138.0 +3.4% $100.09 -6.6%
299 CRUS CIRRUS LOGIC INC Technology 2,941.0 $425K 0.02% NEW $144.62 +11.3%
300 CTAS CINTAS CORP Industrials 2,508.0 $424K 0.02% -314.0 -11.1% $169.14 +2.1%
Page 15 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%