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Portfolio (Quarterly) Guide ↗

Resonant Capital Advisors, LLC

· CIK 0001803236
13F Portfolio $2.1B AUM 538 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 85 New 203 Added 161 Reduced 42 Exited
Page 2 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HGER HARBOR ETF TRUST 377,427.0 $11.1M 0.53% +53K +16.2% $29.34 +18.3%
22 CSCO CISCO SYS INC Technology 79,264.0 $9.3M 0.45% +768.0 +1.0% $117.46 -5.6%
23 IDEV ISHARES TR 96,323.0 $8.6M 0.41% +4K +3.8% $89.01 +5.3%
24 V VISA INC Financial Services 24,257.0 $8.3M 0.40% +301.0 +1.3% $343.09 +11.6%
25 LLY ELI LILLY & CO Healthcare 6,392.0 $7.7M 0.37% +269.0 +4.4% $1199.43 +4.2%
26 SPMD SPDR SERIES TRUST 111,770.0 $7.6M 0.36% +5K +4.8% $67.56 -1.4%
27 SCHO SCHWAB STRATEGIC TR 286,539.0 $6.9M 0.33% +22K +8.2% $24.14 -0.1%
28 QCOM QUALCOMM INC Technology 35,314.0 $6.5M 0.31% +2K +6.4% $184.79 -13.7%
29 PGR PROGRESSIVE CORP Financial Services 26,770.0 $5.8M 0.28% +366.0 +1.4% $218.45 +1.5%
30 AMGN AMGEN INC Healthcare 15,803.0 $5.7M 0.27% +542.0 +3.5% $362.12 +22.9%
31 AXP AMERICAN EXPRESS CO Financial Services 16,878.0 $5.7M 0.27% +235.0 +1.4% $338.25 -0.3%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 11,740.0 $5.6M 0.27% +6K +90.2% $478.45 -13.2%
33 MPC MARATHON PETE CORP Energy 21,940.0 $5.6M 0.27% +344.0 +1.6% $255.67 +40.4%
34 SPSM SPDR SERIES TRUST 96,974.0 $5.6M 0.27% +2K +1.9% $57.67 -1.3%
35 MU MICRON TECHNOLOGY INC Technology 4,776.0 $5.5M 0.26% +445.0 +10.3% $1154.29 -20.2%
36 ASML ASML HLDG NV Technology 2,683.0 $5.3M 0.26% +1K +104.2% $1989.44 -12.3%
37 AMD ADVANCED MICRO DEVICES INC Technology 9,140.0 $5.3M 0.25% +591.0 +6.9% $580.91 -17.8%
38 TSLA TESLA INC Consumer Cyclical 11,580.0 $4.9M 0.23% +804.0 +7.5% $420.60 -16.1%
39 APH AMPHENOL CORP Technology 27,339.0 $4.8M 0.23% +7K +33.1% $176.54 -10.5%
40 UNH UNITEDHEALTH GROUP INC Healthcare 11,340.0 $4.7M 0.23% +2K +20.7% $415.63 -4.4%
Page 2 of 11  ·  203 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 32.1%
Financial Services 22.1%
Healthcare 11.2%
Consumer Cyclical 8.9%
Industrials 7.3%
Communication Services 6.2%
Energy 4.8%
Consumer Defensive 4.2%
Utilities 1.6%
Basic Materials 1.0%