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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 9 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,042.0 $386K 0.02% +44.0 +4.4% $370.59 -3.5%
162 LMT LOCKHEED MARTIN CORP Industrials 754.0 $384K 0.02% +36.0 +5.0% $509.46 +9.2%
163 PLD PROLOGIS INC. Real Estate 2,831.0 $384K 0.02% +122.0 +4.5% $135.47 +5.8%
164 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,614.0 $380K 0.02% +493.0 +12.0% $82.40 -4.4%
165 FANG DIAMONDBACK ENERGY INC Energy 2,149.0 $378K 0.02% +154.0 +7.7% $175.78 +13.7%
166 EQIX EQUINIX INC Real Estate 361.0 $376K 0.02% +8.0 +2.3% $1042.39 +3.0%
167 O REALTY INCOME CORP Real Estate 6,030.0 $375K 0.02% +606.0 +11.2% $62.23 +1.0%
168 CMI CUMMINS INC Industrials 522.0 $372K 0.02% +3.0 +0.6% $713.21 -19.7%
169 CNR CORE NATURAL RESOURCES INC Energy 4,389.0 $351K 0.02% +644.0 +17.2% $80.02 +21.2%
170 AEP AMERICAN ELEC PWR CO INC Utilities 2,556.0 $350K 0.02% +35.0 +1.4% $136.81 -10.3%
171 CVE CENOVUS ENERGY INC Energy 13,702.0 $340K 0.02% +488.0 +3.7% $24.81 +24.0%
172 CALM CAL MAINE FOODS INC Consumer Defensive 4,207.0 $339K 0.02% +998.0 +31.1% $80.56 +4.4%
173 SPOT SPOTIFY TECHNOLOGY S A Communication Services 729.0 $335K 0.02% +42.0 +6.1% $459.13 +20.4%
174 CI THE CIGNA GROUP Healthcare 1,196.0 $330K 0.02% +27.0 +2.3% $275.68 +1.3%
175 D DOMINION ENERGY INC Utilities 4,811.0 $329K 0.02% +358.0 +8.0% $68.29 -2.0%
176 LNT ALLIANT ENERGY CORP Utilities 4,261.0 $325K 0.02% +79.0 +1.9% $76.29 -10.4%
177 RRX REGAL REXNORD CORPORATION Industrials 1,335.0 $318K 0.01% +20.0 +1.5% $238.54 -32.0%
178 BILL BILL HOLDINGS INC Technology 8,743.0 $316K 0.01% +392.0 +4.7% $36.16 +31.9%
179 G GENPACT LIMITED Technology 11,268.0 $310K 0.01% +2K +21.1% $27.50 +35.5%
180 BX BLACKSTONE INC Financial Services 2,542.0 $299K 0.01% +93.0 +3.8% $117.67 +21.9%
Page 9 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%