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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 17 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 REGN REGENERON PHARMACEUTICALS Healthcare 501.0 $387K 0.02% +69.0 +16.0% $772.64 -9.6%
322 HSBC HSBC HLDGS PLC Financial Services 4,535.0 $386K 0.02% +340.0 +8.1% $85.20 +3.7%
323 SDY SPDR SERIES TRUST 2,640.0 $385K 0.02% +1K +66.0% $145.94 +1.3%
324 SO SOUTHERN CO Utilities 3,973.0 $383K 0.02% +525.0 +15.2% $96.52 -4.1%
325 DGRW WISDOMTREE TR 4,365.0 $383K 0.02% $87.83 +9.0%
326 SHY ISHARES TR 4,635.0 $383K 0.02% $82.57 -0.6%
327 APP APPLOVIN CORP Technology 956.0 $380K 0.02% -221.0 -18.8% $398.00 +23.7%
328 URI UNITED RENTALS INC Industrials 521.0 $380K 0.02% $728.56 +31.9%
329 FORTINET INC 4,616.0 $377K 0.02% +2K +63.6% $81.72
330 CSL CARLISLE COS INC Industrials 1,124.0 $375K 0.02% +80.0 +7.7% $333.62 -0.8%
331 UNILEVER PLC 6,479.0 $373K 0.02% -298.0 -4.4% $57.62
332 ENS ENERSYS Industrials 2,148.0 $373K 0.02% NEW $173.72 +36.4%
333 DBX DROPBOX INC Technology 16,296.0 $370K 0.02% -1K -8.0% $22.72 +18.0%
334 SCHF SCHWAB STRATEGIC TR 14,922.0 $369K 0.02% -937.0 -5.9% $24.75 +8.6%
335 CVS CVS HEALTH CORP Healthcare 5,132.0 $369K 0.02% +824.0 +19.1% $71.82 +33.5%
336 VSGX VANGUARD WORLD FD 5,121.0 $367K 0.02% -28.0 -0.5% $71.73 +10.0%
337 NTAP NETAPP INC Technology 3,534.0 $362K 0.02% -489.0 -12.2% $102.39 +17.1%
338 PWR QUANTA SVCS INC Industrials 658.0 $361K 0.02% +91.0 +16.1% $549.02 +40.2%
339 XLF SELECT SECTOR SPDR TR 7,310.0 $361K 0.02% $49.37 +4.8%
340 PLD PROLOGIS INC. Real Estate 2,709.0 $358K 0.02% +657.0 +32.0% $132.18 +6.3%
Page 17 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%