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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 7 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMLP ALPS ETF TR 41,426.0 $1.9M 0.11% NEW $47.02 +15.8%
122 IWF ISHARES TR 4,102.0 $1.9M 0.11% NEW $473.30 -73.8%
123 IBDV ISHARES TR 81,967.0 $1.8M 0.10% NEW $22.07 -1.7%
124 IQDG WISDOMTREE TR 42,649.0 $1.8M 0.10% NEW $41.48 +1.2%
125 HD HOME DEPOT INC Consumer Cyclical 5,040.0 $1.7M 0.10% NEW $344.10 -13.5%
126 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,583.0 $1.7M 0.09% NEW $304.69 +32.7%
127 ABT ABBOTT LABS Healthcare 13,457.0 $1.7M 0.09% NEW $125.29 -29.8%
128 SUSA ISHARES TR 12,073.0 $1.7M 0.09% NEW $139.34 +7.5%
129 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 17,778.0 $1.6M 0.09% NEW $91.21 -3.0%
130 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,300.0 $1.6M 0.09% NEW $481.61 +3.2%
131 AMD ADVANCED MICRO DEVICES INC Technology 7,386.0 $1.6M 0.09% NEW $214.16 +96.6%
132 CAH CARDINAL HEALTH INC Healthcare 7,666.0 $1.6M 0.09% NEW $205.50 -2.8%
133 MKL MARKEL GROUP INC Financial Services 714.0 $1.5M 0.08% NEW $2149.65 -14.2%
134 BSMQ INVESCO EXCH TRD SLF IDX FD 64,664.0 $1.5M 0.08% NEW $23.64 -0.5%
135 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,048.0 $1.5M 0.08% NEW $185.56 -31.4%
136 CAT CATERPILLAR INC Industrials 2,576.0 $1.5M 0.08% NEW $572.87 +50.8%
137 VMBS VANGUARD SCOTTSDALE FDS 31,160.0 $1.5M 0.08% NEW $47.08 -1.6%
138 TEL TE CONNECTIVITY PLC Technology 6,394.0 $1.5M 0.08% NEW $227.51 -9.8%
139 VST VISTRA CORP Utilities 8,942.0 $1.4M 0.08% NEW $161.33 -13.4%
140 MRK MERCK & CO INC Healthcare 13,562.0 $1.4M 0.08% NEW $106.11 +5.0%
Page 7 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%