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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 21 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VRT VERTIV HOLDINGS CO Industrials 1,124.0 $282K 0.01% NEW $250.58 +48.0%
402 BX BLACKSTONE INC Financial Services 2,449.0 $282K 0.01% +24.0 +1.0% $114.99 +1.8%
403 INGERSOLL RAND INC 3,497.0 $280K 0.01% +426.0 +13.9% $80.12
404 CMI CUMMINS INC Industrials 519.0 $279K 0.01% +81.0 +18.5% $538.02 +26.0%
405 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 949.0 $278K 0.01% -213.0 -18.3% $292.75 +34.1%
406 SANDISK CORP 434.0 $276K 0.01% NEW $635.34
407 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,013.0 $275K 0.01% +334.0 +12.5% $91.37 -21.3%
408 D DOMINION ENERGY INC Utilities 4,453.0 $275K 0.01% +154.0 +3.6% $61.82 -0.1%
409 AMP AMERIPRISE FINL INC Financial Services 619.0 $275K 0.01% +71.0 +13.0% $444.40 +6.0%
410 PSX PHILLIPS 66 Energy 1,501.0 $273K 0.01% NEW $182.18 -3.3%
411 ED CONSOLIDATED EDISON INC Utilities 2,407.0 $272K 0.01% NEW $113.18 -6.9%
412 WEC WEC ENERGY GROUP INC Utilities 2,349.0 $272K 0.01% NEW $115.77 -5.7%
413 IT GARTNER INC Technology 1,712.0 $271K 0.01% -2K -54.9% $158.34 -7.6%
414 MELI MERCADOLIBRE INC Consumer Cyclical 156.0 $270K 0.01% +11.0 +7.6% $1729.02 -10.5%
415 SPTI SPDR SERIES TRUST 9,390.0 $269K 0.01% +114.0 +1.2% $28.66 -1.5%
416 TEX TEREX CORP NEW Industrials 4,552.0 $269K 0.01% NEW $59.10 +1.7%
417 F FORD MTR CO Consumer Cyclical 23,220.0 $268K 0.01% +825.0 +3.7% $11.54 +16.1%
418 WBD WARNER BROS DISCOVERY INC Communication Services 9,721.0 $267K 0.01% +2K +30.5% $27.46 -1.7%
419 AIG AMERICAN INTL GROUP INC Financial Services 3,538.0 $266K 0.01% +921.0 +35.2% $75.25 +4.1%
420 FISV FISERV INC Technology 4,733.0 $264K 0.01% -317.0 -6.3% $55.80 -0.8%
Page 21 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%