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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 4 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,631.0 $5.6M 0.29% +616.0 +12.3% $996.43 +5.7%
62 AMGN AMGEN INC Healthcare 15,261.0 $5.4M 0.28% +416.0 +2.8% $351.85 -8.4%
63 MPC MARATHON PETE CORP Energy 21,596.0 $5.3M 0.28% +184.0 +0.9% $244.18 +2.8%
64 PGR PROGRESSIVE CORP Financial Services 26,404.0 $5.2M 0.28% +1K +5.1% $198.24 +0.6%
65 BCI ABRDN ETFS 208,810.0 $5.1M 0.27% -15K -6.7% $24.29 +5.0%
66 AXP AMERICAN EXPRESS CO Financial Services 16,643.0 $5.0M 0.26% +121.0 +0.7% $302.48 +3.0%
67 JNJ JOHNSON & JOHNSON Healthcare 19,429.0 $4.7M 0.25% -13K -41.0% $244.44 -7.6%
68 AZO AUTOZONE INC Consumer Cyclical 1,370.0 $4.6M 0.24% +9.0 +0.7% $3377.78 -2.2%
69 IGSB ISHARES TR 87,861.0 $4.6M 0.24% -13K -12.6% $52.56 -0.5%
70 SPSM SPDR SERIES TRUST 95,194.0 $4.6M 0.24% -26K -21.8% $48.32 +8.1%
71 MA MASTERCARD INCORPORATED Financial Services 9,145.0 $4.6M 0.24% +852.0 +10.3% $499.66 -1.4%
72 EBAY EBAY INC. Consumer Cyclical 48,327.0 $4.4M 0.23% -897.0 -1.8% $91.02 +25.8%
73 MCD MCDONALDS CORP Consumer Cyclical 14,014.0 $4.4M 0.23% +754.0 +5.7% $310.79 -11.1%
74 QCOM QUALCOMM INC Technology 33,193.0 $4.3M 0.23% -180.0 -0.5% $128.78 +61.9%
75 GILD GILEAD SCIENCES INC Healthcare 30,046.0 $4.2M 0.22% +2K +7.7% $139.37 -6.5%
76 KR KROGER CO Consumer Defensive 55,775.0 $4.0M 0.21% +536.0 +1.0% $72.36 -7.9%
77 TSLA TESLA INC Consumer Cyclical 10,776.0 $4.0M 0.21% +2K +18.4% $371.75 +12.7%
78 XLE SELECT SECTOR SPDR TR 65,244.0 $4.0M 0.21% -347K -84.2% $61.26 -4.0%
79 PG PROCTER & GAMBLE CO Consumer Defensive 27,267.0 $3.9M 0.21% +2K +8.3% $144.44 -1.1%
80 JMUB J P MORGAN EXCHANGE TRADED F 78,223.0 $3.9M 0.20% -2K -2.7% $49.99 -0.0%
Page 4 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%