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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 2 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 19,135.0 $4.9M 0.23% -294.0 -1.5% $253.97 +7.5%
22 MA MASTERCARD INCORPORATED Financial Services 8,657.0 $4.4M 0.21% -488.0 -5.3% $513.60 +16.7%
23 ABBV ABBVIE INC Healthcare 16,399.0 $4.1M 0.20% -436.0 -2.6% $251.64 +5.8%
24 XLE SELECT SECTOR SPDR TR 64,145.0 $3.4M 0.16% -1K -1.7% $53.11 +17.9%
25 LOW LOWES COS INC Consumer Cyclical 14,621.0 $3.2M 0.15% -147.0 -1.0% $220.49 -2.0%
26 SCHW SCHWAB CHARLES CORP Financial Services 34,666.0 $3.2M 0.15% -1K -2.9% $92.27 +22.0%
27 PEP PEPSICO INC Consumer Defensive 23,443.0 $3.2M 0.15% -759.0 -3.1% $135.40 +5.1%
28 BMY BRISTOL-MYERS SQUIBB CO Healthcare 49,118.0 $2.8M 0.14% -3K -5.4% $57.62 +17.5%
29 SCHP SCHWAB STRATEGIC TR 101,548.0 $2.7M 0.13% -3K -2.9% $26.50 -1.6%
30 MDT MEDTRONIC PLC Healthcare 31,422.0 $2.5M 0.12% -2K -7.1% $78.94 +16.6%
31 SPGI S&P GLOBAL INC Financial Services 5,983.0 $2.4M 0.12% -370.0 -5.8% $407.24 +6.5%
32 RTX RTX CORPORATION Industrials 12,097.0 $2.3M 0.11% -669.0 -5.2% $189.73 +10.4%
33 EBAY EBAY INC. Consumer Cyclical 19,618.0 $2.2M 0.10% -29K -59.4% $111.75 -5.1%
34 IBDU ISHARES TR 94,399.0 $2.2M 0.10% -877.0 -0.9% $23.16 -0.3%
35 PYPL PAYPAL HLDGS INC Financial Services 48,086.0 $2.1M 0.10% -720.0 -1.5% $43.18 +43.9%
36 NFLX NETFLIX INC. Communication Services 28,757.0 $2.1M 0.10% -1K -4.7% $71.40 +15.2%
37 ADBE ADOBE INC Technology 9,941.0 $2.0M 0.10% -172.0 -1.7% $205.02 +33.2%
38 JEPI J P MORGAN EXCHANGE TRADED F 35,568.0 $2.0M 0.10% -17K -32.0% $56.48 +3.0%
39 IBDV ISHARES TR 87,893.0 $1.9M 0.09% -932.0 -1.1% $21.80 -0.7%
40 MS MORGAN STANLEY Financial Services 8,847.0 $1.8M 0.09% -155.0 -1.7% $209.04 +3.0%
Page 2 of 9  ·  161 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%