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 3 · 42 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	KREF	KKR REAL ESTATE FIN TR INC	Real Estate	11,269	$72K	0.00%	SOLD
42	PAYO	PAYONEER GLOBAL INC	Technology	10,178	$49K	0.00%	SOLD

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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%