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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 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHD SCHWAB STRATEGIC TR 17,788.0 $564K 0.03% +2K +14.2% $31.71 +10.7%
122 CRH PLC 5,203.0 $557K 0.03% +2K +89.3% $107.00
123 TWLO TWILIO INC Communication Services 2,697.0 $556K 0.03% +159.0 +6.3% $206.33 +8.5%
124 SLB SLB LIMITED Energy 11,818.0 $552K 0.03% +3K +29.1% $46.72 +14.1%
125 UNILEVER PLC 9,118.0 $548K 0.03% +3K +40.7% $60.12
126 HSBC HSBC HLDGS PLC Financial Services 5,699.0 $542K 0.03% +1K +25.7% $95.09 +9.8%
127 AOS SMITH A O CORP Industrials 8,626.0 $541K 0.03% +700.0 +8.8% $62.72 -0.9%
128 MET METLIFE INC Financial Services 6,308.0 $534K 0.03% +45.0 +0.7% $84.61 +13.3%
129 OC OWENS CORNING NEW Industrials 3,344.0 $532K 0.03% +582.0 +21.1% $158.96 -7.8%
130 ALL ALLSTATE CORP Financial Services 2,213.0 $529K 0.03% +602.0 +37.4% $239.04 +7.8%
131 ENS ENERSYS Industrials 2,253.0 $527K 0.03% +105.0 +4.9% $234.08 -17.0%
132 AYI ACUITY INC Industrials 1,366.0 $515K 0.03% +166.0 +13.8% $376.66 -9.7%
133 EXC EXELON CORP Utilities 10,808.0 $504K 0.02% +1K +15.1% $46.62 -5.0%
134 VRT VERTIV HOLDINGS CO Industrials 1,452.0 $486K 0.02% +328.0 +29.2% $334.82 -23.6%
135 PWR QUANTA SVCS INC Industrials 662.0 $477K 0.02% +4.0 +0.6% $720.04 -16.1%
136 NOW SERVICENOW INC Technology 4,767.0 $473K 0.02% +777.0 +19.5% $99.28 +27.9%
137 APA APA CORPORATION Energy 14,477.0 $472K 0.02% +492.0 +3.5% $32.57 +27.0%
138 CRUS CIRRUS LOGIC INC Technology 3,158.0 $469K 0.02% +217.0 +7.4% $148.53 -25.0%
139 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,402.0 $463K 0.02% +38.0 +2.8% $330.46 -0.3%
140 BHP BHP BILLITON LIMITED Basic Materials 5,491.0 $457K 0.02% +2K +56.7% $83.31 +18.5%
Page 7 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%