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Portfolio (Quarterly) Guide ↗

Resonant Capital Advisors, LLC

· CIK 0001803236
13F Portfolio $1.8B AUM 440 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 440 New
Page 5 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PNC PNC FINL SVCS GROUP INC Financial Services 17,227.0 $3.6M 0.20% NEW $208.73 +2.0%
82 SPGI S&P GLOBAL INC Financial Services 6,734.0 $3.5M 0.19% NEW $522.57 -22.9%
83 ABBV ABBVIE INC Healthcare 15,355.0 $3.5M 0.19% NEW $228.49 -8.4%
84 SYK STRYKER CORPORATION Healthcare 9,911.0 $3.5M 0.19% NEW $352.35 -12.9%
85 MPC MARATHON PETE CORP Energy 21,412.0 $3.5M 0.19% NEW $162.63 +56.8%
86 LOW LOWES COS INC Consumer Cyclical 14,313.0 $3.5M 0.19% NEW $241.16 -9.4%
87 KR KROGER CO Consumer Defensive 55,239.0 $3.5M 0.19% NEW $62.48 +5.7%
88 PFE PFIZER INC Healthcare 138,491.0 $3.4M 0.19% NEW $24.90 +1.7%
89 SCHW SCHWAB CHARLES CORP Financial Services 34,458.0 $3.4M 0.19% NEW $99.91 -9.0%
90 GILD GILEAD SCIENCES INC Healthcare 27,900.0 $3.4M 0.19% NEW $122.74 +5.6%
91 ORCL ORACLE CORP Technology 17,518.0 $3.4M 0.19% NEW $194.91 -1.0%
92 PEP PEPSICO INC Consumer Defensive 23,505.0 $3.4M 0.19% NEW $144.88 +2.9%
93 ADBE ADOBE INC Technology 9,642.0 $3.4M 0.18% NEW $349.99 -27.0%
94 BKNG BOOKING HOLDINGS INC Consumer Cyclical 625.0 $3.3M 0.18% NEW $5355.33 -97.1%
95 PANW PALO ALTO NETWORKS INC Technology 17,674.0 $3.3M 0.18% NEW $184.20 +31.8%
96 NTRS NORTHERN TR CORP Financial Services 23,001.0 $3.2M 0.17% NEW $137.31 +19.3%
97 MDT MEDTRONIC PLC Healthcare 32,573.0 $3.2M 0.17% NEW $96.77 -21.3%
98 DIS DISNEY WALT CO Communication Services 27,425.0 $3.1M 0.17% NEW $114.53 -10.3%
99 CRM SALESFORCE INC Technology 11,568.0 $3.1M 0.17% NEW $265.29 -34.6%
100 SCHP SCHWAB STRATEGIC TR 109,761.0 $2.9M 0.16% NEW $26.49 +0.6%
Page 5 of 22  ·  440 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 26.9%
Financial Services 25.2%
Healthcare 12.3%
Communication Services 9.3%
Consumer Cyclical 9.3%
Industrials 5.9%
Energy 4.6%
Consumer Defensive 4.1%
Utilities 1.1%
Basic Materials 0.8%