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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 12 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CARR CARRIER GLOBAL CORPORATION Industrials 10,672.0 $783K 0.04% +96.0 +0.9% $73.35 -19.9%
222 BK BANK OF NY MELLON CORP Financial Services 5,382.0 $778K 0.04% -689.0 -11.3% $144.61 -0.6%
223 EXEL EXELIXIS INC Healthcare 14,229.0 $774K 0.04% +85.0 +0.6% $54.41 +3.1%
224 ELAN ELANCO ANIMAL HEALTH INC Healthcare 31,426.0 $773K 0.04% -466.0 -1.5% $24.61 +1.9%
225 SBUX STARBUCKS CORP Consumer Cyclical 7,430.0 $759K 0.04% -96.0 -1.3% $102.19 +6.2%
226 MCHP MICROCHIP TECHNOLOGY INC. Technology 8,307.0 $758K 0.04% -4K -33.8% $91.20 -18.8%
227 UNP UNION PAC CORP Industrials 2,780.0 $756K 0.04% +450.0 +19.3% $272.00 +14.2%
228 NTAP NETAPP INC Technology 4,822.0 $746K 0.04% +1K +36.5% $154.76 +25.3%
229 JCI JOHNSON CONTROLS INTERNATION Industrials 5,063.0 $742K 0.04% +77.0 +1.5% $146.51 -1.5%
230 GLW CORNING INC Technology 2,889.0 $738K 0.04% $255.43 -40.2%
231 TDG TRANSDIGM GROUP INC Industrials 549.0 $731K 0.04% +69.0 +14.4% $1332.04 -9.4%
232 OKTA OKTA INC Technology 5,281.0 $721K 0.03% -240.0 -4.3% $136.45 -1.5%
233 MRVL MARVELL TECHNOLOGY INC Technology 2,414.0 $719K 0.03% +203.0 +9.2% $297.89 -17.7%
234 SFM SPROUTS FMRS MKT INC Consumer Defensive 8,414.0 $712K 0.03% +262.0 +3.2% $84.58 +2.7%
235 IWO ISHARES TR 1,800.0 $709K 0.03% $393.96 -2.2%
236 GD GENERAL DYNAMICS CORP Industrials 1,976.0 $700K 0.03% -168.0 -7.8% $354.24 +7.8%
237 IBMO ISHARES TR 27,052.0 $694K 0.03% -409.0 -1.5% $25.64 -0.0%
238 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 9,520.0 $683K 0.03% +178.0 +1.9% $71.74 +1.0%
239 NVO NOVO-NORDISK A S Healthcare 14,061.0 $674K 0.03% +5K +50.0% $47.94 -1.6%
240 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 33,415.0 $672K 0.03% +3K +9.9% $20.12 +11.5%
Page 12 of 27  ·  538 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%