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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 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DAL DELTA AIR LINES INC Industrials 3,606.0 $338K 0.02% -195.0 -5.1% $93.66 -11.2%
122 TRV TRAVELERS COMPANIES INC Financial Services 1,021.0 $337K 0.02% -32.0 -3.0% $330.12 +11.5%
123 CTAS CINTAS CORP Industrials 1,981.0 $337K 0.02% -527.0 -21.0% $170.08 +20.4%
124 WAT WATERS CORP Healthcare 897.0 $336K 0.02% -51.0 -5.4% $375.04 +10.3%
125 HCA HCA HEALTHCARE INC Healthcare 855.0 $333K 0.02% -118.0 -12.1% $389.89 +9.9%
126 F FORD MTR CO Consumer Cyclical 23,085.0 $321K 0.01% -135.0 -0.6% $13.90 +0.6%
127 TMUS T-MOBILE US INC Communication Services 1,902.0 $319K 0.01% -762.0 -28.6% $167.73 +8.2%
128 REGN REGENERON PHARMACEUTICALS Healthcare 495.0 $309K 0.01% -6.0 -1.2% $623.54 +34.0%
129 AZN ASTRAZENECA PLC Healthcare 1,566.0 $297K 0.01% -2K -56.2% $189.62 -10.5%
130 AEIS ADVANCED ENERGY INDS Industrials 777.0 $290K 0.01% -6.0 -0.8% $372.87 -26.2%
131 QRVO QORVO INC Technology 3,091.0 $288K 0.01% -69.0 -2.2% $93.27 +0.6%
132 CDW CDW CORP Technology 2,012.0 $283K 0.01% -2K -54.1% $140.64 -0.2%
133 AMT AMERICAN TOWER CORP Real Estate 1,642.0 $272K 0.01% -187.0 -10.2% $165.52 +7.5%
134 CENCORA INC 928.0 $263K 0.01% -23.0 -2.4% $282.98
135 MMM 3M CO Industrials 1,608.0 $260K 0.01% -482.0 -23.1% $161.91 +11.2%
136 MELI MERCADOLIBRE INC Consumer Cyclical 153.0 $260K 0.01% -3.0 -1.9% $1697.39 +17.7%
137 GSK GSK PLC Healthcare 4,832.0 $256K 0.01% -1K -21.2% $52.95 -1.6%
138 FICO FAIR ISAAC CORP Technology 213.0 $254K 0.01% -196.0 -47.9% $1194.78 -4.4%
139 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,631.0 $253K 0.01% -474.0 -15.3% $96.12 -49.3%
140 ISHARES TR 11,603.0 $251K 0.01% -476.0 -3.9% $21.65
Page 7 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%