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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 23 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ANGLOGOLD ASHANTI PLC 2,499.0 $243K 0.01% NEW $97.36
442 RGLD ROYAL GOLD INC Basic Materials 939.0 $239K 0.01% NEW $254.49 -10.3%
443 WDAY WORKDAY INC Technology 1,816.0 $236K 0.01% NEW $129.92 -3.8%
444 COHR COHERENT CORP Technology 990.0 $236K 0.01% NEW $238.21 +52.3%
445 MOS MOSAIC CO Basic Materials 9,223.0 $235K 0.01% NEW $25.50 -14.7%
446 AFL AFLAC INC Financial Services 2,138.0 $235K 0.01% NEW $109.71 +8.2%
447 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,283.0 $234K 0.01% -67.0 -2.0% $71.18 -14.6%
448 EMR EMERSON ELEC CO Industrials 1,756.0 $230K 0.01% +213.0 +13.8% $131.02 +1.5%
449 RIG TRANSOCEAN LTD Energy 34,585.0 $229K 0.01% $6.63 +6.2%
450 ES EVERSOURCE ENERGY Utilities 3,296.0 $228K 0.01% +143.0 +4.5% $69.28 -3.0%
451 NGG NATIONAL GRID PLC Utilities 2,685.0 $227K 0.01% NEW $84.60 -4.7%
452 USFD US FOODS HLDG CORP Consumer Defensive 2,458.0 $227K 0.01% NEW $92.21 -10.7%
453 DOW DOW HLDGS INC Basic Materials 5,420.0 $226K 0.01% NEW $41.65 -7.0%
454 SAN BANCO SANTANDER SA Financial Services 19,994.0 $226K 0.01% +8K +61.5% $11.28 +4.1%
455 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,105.0 $225K 0.01% NEW $72.46 +20.2%
456 TGT TARGET CORP Consumer Defensive 1,845.0 $224K 0.01% NEW $121.20 +0.3%
457 NSC NORFOLK SOUTHN CORP Industrials 778.0 $223K 0.01% +83.0 +11.9% $287.00 +10.1%
458 KMI KINDER MORGAN INC DEL Energy 6,630.0 $222K 0.01% NEW $33.53 +0.3%
459 VMC VULCAN MATLS CO Basic Materials 816.0 $222K 0.01% -16.0 -1.9% $272.30 -1.6%
460 DNOW DNOW INC Energy 18,655.0 $222K 0.01% +2K +9.4% $11.91 +10.3%
Page 23 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%