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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FBT FIRST TR EXCHANGE-TRADED FD 975.0 $242K 0.01% NEW $247.89 +9.7%
42 LITE LUMENTUM HLDGS INC Technology 275.0 $236K 0.01% NEW $858.06 +5.5%
43 MOOG INC 555.0 $235K 0.01% NEW $423.84
44 NUE NUCOR CORP Basic Materials 1,052.0 $235K 0.01% NEW $223.32 +13.1%
45 BCS BARCLAYS PLC Financial Services 8,713.0 $234K 0.01% NEW $26.86 +1.1%
46 LFUS LITTELFUSE INC Technology 513.0 $234K 0.01% NEW $455.33 -8.7%
47 ABNB AIRBNB INC Consumer Cyclical 1,629.0 $233K 0.01% NEW $143.10 +32.0%
48 FLS FLOWSERVE CORP Industrials 3,109.0 $231K 0.01% NEW $74.38 +10.2%
49 DINO HF SINCLAIR CORP Energy 3,305.0 $230K 0.01% NEW $69.65 +36.3%
50 WWD WOODWARD INC Industrials 541.0 $230K 0.01% NEW $425.44 -18.8%
51 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,630.0 $230K 0.01% NEW $63.25 +22.4%
52 HDB HDFC BANK LTD Financial Services 8,812.0 $228K 0.01% NEW $25.83 -9.2%
53 SNPS SYNOPSYS INC Technology 505.0 $225K 0.01% NEW $446.07 -8.3%
54 SNOW SNOWFLAKE INC Technology 885.0 $225K 0.01% NEW $254.50 +23.8%
55 PODD INSULET CORP Healthcare 1,466.0 $223K 0.01% NEW $152.25 -6.2%
56 PHM PULTE GROUP INC Consumer Cyclical 1,599.0 $220K 0.01% NEW $137.47 -4.9%
57 WTS WATTS WATER TECHNOLOGIES INC Industrials 550.0 $215K 0.01% NEW $391.45 -3.7%
58 UAL UNITED AIRLS HLDGS INC Industrials 1,571.0 $214K 0.01% NEW $135.99 -14.0%
59 PINS PINTEREST INC Communication Services 10,158.0 $214K 0.01% NEW $21.03 +11.2%
60 ONTO ONTO INNOVATION INC Technology 563.0 $213K 0.01% NEW $378.45 -23.9%
Page 3 of 5  ·  85 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%