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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 7 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SGOL ETFS GOLD TR Financial Services 47,659.0 $2.1M 0.11% -5K -10.1% $44.62 -2.7%
122 EFA ISHARES TR 21,767.0 $2.1M 0.11% -304.0 -1.4% $97.13 +5.7%
123 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,173.0 $2.1M 0.11% +590.0 +10.6% $338.90 +19.3%
124 CAT CATERPILLAR INC Industrials 2,907.0 $2.1M 0.11% +331.0 +12.8% $708.46 +21.9%
125 ORCL ORACLE CORP Technology 13,565.0 $2.0M 0.10% -4K -22.6% $147.11 +31.2%
126 VST VISTRA CORP Utilities 13,269.0 $2.0M 0.10% +4K +48.4% $150.33 -7.1%
127 BDX BECTON DICKINSON & CO Healthcare 12,601.0 $2.0M 0.10% +1K +9.2% $157.23 -9.5%
128 IQDG WISDOMTREE TR 49,134.0 $2.0M 0.10% +6K +15.2% $40.14 +4.6%
129 IBDV ISHARES TR 88,825.0 $1.9M 0.10% +7K +8.4% $21.89 -0.9%
130 IEF ISHARES TR 19,572.0 $1.9M 0.10% NEW $95.44 -2.1%
131 LIN LINDE PLC Basic Materials 3,741.0 $1.9M 0.10% +1K +41.6% $495.76 +2.1%
132 HD HOME DEPOT INC Consumer Cyclical 5,587.0 $1.8M 0.10% +547.0 +10.8% $328.89 -9.5%
133 DFAS DIMENSIONAL ETF TRUST 25,088.0 $1.8M 0.09% -12K -32.6% $71.13 +6.6%
134 IWF ISHARES TR 4,102.0 $1.7M 0.09% $426.40 -70.9%
135 AMD ADVANCED MICRO DEVICES INC Technology 8,549.0 $1.7M 0.09% +1K +15.8% $203.43 +106.9%
136 ASML ASML HLDG NV Technology 1,314.0 $1.7M 0.09% +256.0 +24.2% $1320.83 +11.5%
137 PFE PFIZER INC Healthcare 61,057.0 $1.7M 0.09% -77K -55.9% $28.08 -9.8%
138 LULU LULULEMON ATHLETICA INC Consumer Cyclical 11,153.0 $1.7M 0.09% NEW $153.10 -22.2%
139 CHKP CHECK POINT SOFTWARE TECH LT Technology 11,934.0 $1.7M 0.09% +4K +48.3% $142.85 -10.9%
140 EQT EQT CORP Energy 26,654.0 $1.7M 0.09% $63.64 -11.7%
Page 7 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%