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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 8 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 7,811.0 $1.7M 0.09% +1K +16.3% $213.89 +33.1%
142 CAH CARDINAL HEALTH INC Healthcare 7,684.0 $1.6M 0.09% $211.31 -5.5%
143 IBDW ISHARES TR 76,605.0 $1.6M 0.08% +36K +86.7% $20.93 -1.0%
144 SUSA ISHARES TR 12,030.0 $1.6M 0.08% $132.10 +13.4%
145 FAST FASTENAL CO Industrials 33,598.0 $1.6M 0.08% +919.0 +2.8% $46.40 -6.8%
146 DIA STATE STR SPDR DOW JONES IND Financial Services 3,300.0 $1.5M 0.08% $464.18 +7.1%
147 BSMQ INVESCO EXCH TRD SLF IDX FD 63,821.0 $1.5M 0.08% -843.0 -1.3% $23.62 -0.4%
148 MS MORGAN STANLEY Financial Services 9,002.0 $1.5M 0.08% +923.0 +11.4% $164.57 +17.0%
149 BAC BANK AMERICA CORP Financial Services 30,321.0 $1.5M 0.08% +5K +17.5% $48.75 +2.1%
150 MU MICRON TECHNOLOGY INC Technology 4,331.0 $1.5M 0.08% +1K +32.5% $337.99 +114.4%
151 VMBS VANGUARD SCOTTSDALE FDS 31,160.0 $1.5M 0.08% $46.95 -1.3%
152 GE GE AEROSPACE Industrials 5,022.0 $1.4M 0.07% +366.0 +7.9% $284.23 -1.0%
153 ABT ABBOTT LABORATORIES Healthcare 13,860.0 $1.4M 0.07% +403.0 +3.0% $102.67 -14.4%
154 PRFZ INVESCO EXCHANGE TRADED FD T 30,390.0 $1.4M 0.07% +474.0 +1.6% $45.87 +8.2%
155 TEL TE CONNECTIVITY PLC Technology 6,585.0 $1.4M 0.07% +191.0 +3.0% $209.02 -1.9%
156 ROST ROSS STORES INC Consumer Cyclical 6,340.0 $1.4M 0.07% +135.0 +2.2% $216.63 -1.8%
157 SPYM SPDR SERIES TRUST 17,515.0 $1.3M 0.07% $76.54 +13.6%
158 DHR DANAHER CORP DEL Healthcare 7,004.0 $1.3M 0.07% -9K -57.3% $189.97 -14.8%
159 PM PHILIP MORRIS INTL INC Consumer Defensive 7,851.0 $1.3M 0.07% +493.0 +6.7% $166.81 +13.7%
160 GEV GE VERNOVA INC Utilities 1,478.0 $1.3M 0.07% +209.0 +16.5% $873.39 +20.1%
Page 8 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%