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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 22 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ISHARES TR 12,079.0 $264K 0.01% $21.84
422 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,086.0 $262K 0.01% +2K +17.8% $21.68 +46.0%
423 RWM PROSHARES TR 15,951.0 $259K 0.01% +605.0 +3.9% $16.22 -9.8%
424 ISHARES TR 11,483.0 $258K 0.01% $22.43
425 IVW ISHARES TR 2,276.0 $257K 0.01% $113.10 +20.1%
426 YUM YUM BRANDS INC Consumer Cyclical 1,651.0 $257K 0.01% NEW $155.48 -3.5%
427 BHP BHP BILLITON LIMITED Basic Materials 3,504.0 $255K 0.01% NEW $72.74 +15.5%
428 CALM CAL MAINE FOODS INC Consumer Defensive 3,209.0 $254K 0.01% -26.0 -0.8% $79.15 -1.9%
429 CPNG COUPANG INC Consumer Cyclical 13,449.0 $254K 0.01% +1K +10.5% $18.88 -14.6%
430 PDD PDD HOLDINGS INC Consumer Cyclical 2,483.0 $254K 0.01% NEW $102.18 -6.2%
431 DAL DELTA AIR LINES INC Industrials 3,801.0 $253K 0.01% NEW $66.48 +5.6%
432 AEIS ADVANCED ENERGY INDS Industrials 783.0 $253K 0.01% NEW $322.71 -4.2%
433 OTIS OTIS WORLDWIDE CORP Industrials 3,262.0 $251K 0.01% $77.08 -7.9%
434 DELL DELL TECHNOLOGIES INC Technology 1,520.0 $249K 0.01% NEW $164.13 +47.5%
435 MRSH MARSH & MCLENNAN COS INC Financial Services 1,438.0 $249K 0.01% NEW $173.45 -7.1%
436 RRX REGAL REXNORD CORPORATION Industrials 1,315.0 $247K 0.01% -319.0 -19.5% $187.61 +5.1%
437 CTVA CORTEVA INC Basic Materials 2,937.0 $246K 0.01% NEW $83.71 -1.8%
438 IDXX IDEXX LABS INC Healthcare 436.0 $245K 0.01% NEW $561.89 -5.9%
439 QRVO QORVO INC Technology 3,160.0 $245K 0.01% +316.0 +11.1% $77.40 +19.2%
440 NKE NIKE INC Consumer Cyclical 4,582.0 $244K 0.01% -444.0 -8.8% $53.32 -21.5%
Page 22 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%