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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 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPD ENTERPRISE PRODS PARTNERS L 6,800.0 $250K 0.01% -1K -15.0% $36.76
142 LHX L3HARRIS TECHNOLOGIES INC Industrials 857.0 $249K 0.01% -135.0 -13.6% $290.59 -9.5%
143 EMR EMERSON ELEC CO Industrials 1,730.0 $248K 0.01% -26.0 -1.5% $143.15 +9.1%
144 ISHARES TR 11,009.0 $246K 0.01% -474.0 -4.1% $22.37
145 WEC WEC ENERGY GROUP INC Utilities 2,039.0 $238K 0.01% -310.0 -13.2% $116.77 -8.1%
146 ITW ILLINOIS TOOL WKS INC Industrials 867.0 $236K 0.01% -450.0 -34.2% $272.08 +3.5%
147 INGERSOLL RAND INC 2,850.0 $234K 0.01% -647.0 -18.5% $81.99
148 CTVA CORTEVA INC Basic Materials 2,718.0 $230K 0.01% -219.0 -7.5% $84.69 -1.2%
149 MSI MOTOROLA SOLUTIONS INC Technology 550.0 $229K 0.01% -156.0 -22.1% $416.53 +16.7%
150 NOC NORTHROP GRUMMAN CORP Industrials 447.0 $228K 0.01% -49.0 -9.9% $509.31 +6.8%
151 HLN HALEON PLC Healthcare 24,376.0 $227K 0.01% -7K -23.5% $9.33 +8.9%
152 ADSK AUTODESK INC Technology 1,167.0 $227K 0.01% -77.0 -6.2% $194.42 +28.8%
153 WBD WARNER BROS DISCOVERY INC Communication Services 8,096.0 $216K 0.01% -2K -16.7% $26.66 +8.2%
154 BP BP PLC Energy 5,831.0 $215K 0.01% -2K -20.7% $36.95 +16.7%
155 VMC VULCAN MATLS CO Basic Materials 723.0 $213K 0.01% -93.0 -11.4% $295.01 -6.7%
156 BSX BOSTON SCIENTIFIC CORP Healthcare 4,948.0 $211K 0.01% -3K -33.9% $42.68 +16.9%
157 CPNG COUPANG INC Consumer Cyclical 11,948.0 $208K 0.01% -2K -11.2% $17.37 -4.8%
158 PCAR PACCAR INC Industrials 1,690.0 $203K 0.01% -172.0 -9.2% $120.12 +7.7%
159 KMI KINDER MORGAN INC DEL Energy 6,342.0 $203K 0.01% -288.0 -4.3% $31.97 -2.5%
160 NGG NATIONAL GRID PLC Utilities 2,431.0 $201K 0.01% -254.0 -9.5% $82.87 -1.9%
Page 8 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%