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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 17 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HSBC HSBC HLDGS PLC Financial Services 4,195.0 $330K 0.02% NEW $78.67 +13.5%
322 PH PARKER-HANNIFIN CORP Industrials 374.0 $329K 0.02% NEW $878.96 -3.5%
323 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,188.0 $328K 0.02% NEW $276.13 +167.6%
324 HDB HDFC BANK LTD Financial Services 8,936.0 $327K 0.02% NEW $36.54 -34.3%
325 FCX FREEPORT-MCMORAN INC Basic Materials 6,420.0 $326K 0.02% NEW $50.79 +16.7%
326 DUK DUKE ENERGY CORP NEW Utilities 2,777.0 $325K 0.02% NEW $117.21 +5.1%
327 EW EDWARDS LIFESCIENCES CORP Healthcare 3,804.0 $324K 0.02% NEW $85.25 -4.4%
328 SWKS SKYWORKS SOLUTIONS INC Technology 5,099.0 $323K 0.02% NEW $63.41 +12.1%
329 NKE NIKE INC Consumer Cyclical 5,026.0 $323K 0.02% NEW $64.17 -34.8%
330 JLL JONES LANG LASALLE INC Real Estate 956.0 $322K 0.02% NEW $336.47 -14.5%
331 VRSK VERISK ANALYTICS INC Industrials 1,419.0 $317K 0.02% NEW $223.69 -23.0%
332 SONY SONY GROUP CORP Technology 12,190.0 $312K 0.02% NEW $25.60 -9.5%
333 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,071.0 $308K 0.02% NEW $287.25 +9.7%
334 OC OWENS CORNING NEW Industrials 2,719.0 $304K 0.02% NEW $111.91 -3.5%
335 CI THE CIGNA GROUP Healthcare 1,104.0 $304K 0.02% NEW $275.23 +2.9%
336 SPG SIMON PPTY GROUP INC NEW Real Estate 1,631.0 $302K 0.02% NEW $185.11 +7.5%
337 SO SOUTHERN CO Utilities 3,448.0 $301K 0.02% NEW $87.20 +7.5%
338 MGY MAGNOLIA OIL & GAS CORP Energy 13,657.0 $299K 0.02% NEW $21.89 +36.7%
339 ECL ECOLAB INC Basic Materials 1,135.0 $299K 0.02% NEW $263.25 -7.2%
340 VEU VANGUARD INTL EQUITY INDEX F 4,060.0 $299K 0.02% NEW $73.56 +9.6%
Page 17 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%