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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 3 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AZO AUTOZONE INC Consumer Cyclical 1,405.0 $4.5M 0.21% +35.0 +2.5% $3195.94 -4.9%
42 PNC PNC FINL SVCS GROUP INC Financial Services 17,747.0 $4.4M 0.21% +172.0 +1.0% $246.22 -0.8%
43 PG PROCTER & GAMBLE CO Consumer Defensive 29,316.0 $4.3M 0.20% +2K +7.5% $146.64 -0.7%
44 NTRS NORTHERN TR CORP Financial Services 23,517.0 $4.1M 0.20% +156.0 +0.7% $174.62 +7.0%
45 MRK MERCK & CO INC Healthcare 31,697.0 $4.1M 0.20% +521.0 +1.7% $129.34 +20.8%
46 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,955.0 $4.1M 0.19% +2K +10.1% $225.59 +24.9%
47 VGIT VANGUARD SCOTTSDALE FDS 66,872.0 $3.9M 0.19% +9K +16.3% $58.98 -0.7%
48 EA ELECTRONIC ARTS INC Communication Services 19,055.0 $3.9M 0.19% +550.0 +3.0% $205.04 +2.3%
49 CSX CSX CORP Industrials 78,569.0 $3.7M 0.18% +2K +2.4% $47.53 +8.2%
50 CRM SALESFORCE INC Technology 23,373.0 $3.7M 0.17% +10K +77.3% $156.96 +31.2%
51 FNDB SCHWAB STRATEGIC TR 116,763.0 $3.6M 0.17% +23K +24.6% $30.46 +4.1%
52 BKNG BOOKING HOLDINGS INC Consumer Cyclical 19,927.0 $3.6M 0.17% +19K +2508.2% $178.24 +19.9%
53 SYK STRYKER CORPORATION Healthcare 11,059.0 $3.5M 0.17% +687.0 +6.6% $315.72 +5.0%
54 LRCX LAM RESEARCH CORP Technology 8,014.0 $3.5M 0.17% +203.0 +2.6% $433.59 -27.8%
55 CAT CATERPILLAR INC Industrials 2,943.0 $3.1M 0.15% +36.0 +1.2% $1064.90 -23.9%
56 SPEM SPDR INDEX SHS FDS 57,111.0 $3.0M 0.14% +7K +13.2% $51.78 +1.4%
57 WMT WALMART INC Consumer Defensive 23,921.0 $2.7M 0.13% +1K +4.9% $113.26 -6.7%
58 UBER UBER TECHNOLOGIES INC Technology 35,704.0 $2.6M 0.12% +28K +388.8% $72.16 +10.6%
59 VST VISTRA CORP Utilities 15,965.0 $2.5M 0.12% +3K +20.3% $158.63 -11.9%
60 INTC INTEL CORP Technology 17,574.0 $2.5M 0.12% +3K +17.2% $139.63 -37.4%
Page 3 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%