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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 20 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VEU VANGUARD INTL EQUITY INDEX F 4,197.0 $315K 0.02% +137.0 +3.4% $75.10 +8.5%
382 CROX CROCS INC Consumer Cyclical 3,789.0 $315K 0.02% -275.0 -6.8% $83.02 +14.4%
383 CI THE CIGNA GROUP Healthcare 1,169.0 $312K 0.02% +65.0 +5.9% $266.75 +7.5%
384 MSI MOTOROLA SOLUTIONS INC Technology 706.0 $307K 0.02% NEW $435.17 -9.6%
385 TRV TRAVELERS COMPANIES INC Financial Services 1,053.0 $307K 0.02% +48.0 +4.8% $291.68 +2.8%
386 TM TOYOTA MOTOR CORP Consumer Cyclical 1,487.0 $306K 0.02% +357.0 +31.6% $206.09 -7.5%
387 MMM 3M CO Industrials 2,090.0 $304K 0.02% +627.0 +42.9% $145.23 +0.7%
388 EPD ENTERPRISE PRODS PARTNERS L Energy 8,000.0 $303K 0.02% $37.84 +3.7%
389 OC OWENS CORNING NEW Industrials 2,762.0 $301K 0.02% +43.0 +1.6% $108.93 +4.7%
390 LNT ALLIANT ENERGY CORP Utilities 4,182.0 $300K 0.02% +184.0 +4.6% $71.76 -1.2%
391 CENCORA INC 951.0 $299K 0.02% +157.0 +19.8% $314.14
392 ADSK AUTODESK INC Technology 1,244.0 $298K 0.02% +327.0 +35.7% $239.40 +1.7%
393 RSG REPUBLIC SVCS INC Industrials 1,340.0 $293K 0.01% +315.0 +30.7% $219.02 -4.9%
394 CRH PLC 2,749.0 $290K 0.01% +970.0 +54.5% $105.41
395 MKSI MKS INC. Technology 1,250.0 $287K 0.01% NEW $229.81 +31.9%
396 APOS APOLLO GLOBAL MGMT INC Financial Services 2,577.0 $287K 0.01% -486.0 -15.9% $111.42 -76.8%
397 ENTERGY CORP NEW 2,549.0 $286K 0.01% +365.0 +16.7% $112.36
398 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,121.0 $286K 0.01% NEW $69.37 +17.2%
399 WAT WATERS CORP Healthcare 948.0 $282K 0.01% NEW $297.80 +10.6%
400 OXY OCCIDENTAL PETE CORP Energy 4,321.0 $282K 0.01% NEW $65.26 -8.6%
Page 20 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%