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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 13 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FORTINET INC 4,313.0 $663K 0.03% -303.0 -6.6% $153.62
242 MDLZ MONDELEZ INTL INC Consumer Defensive 11,208.0 $654K 0.03% +2K +19.1% $58.34 +8.0%
243 VZ VERIZON COMMUNICATIONS INC Communication Services 15,375.0 $651K 0.03% -4K -22.4% $42.34 +18.5%
244 DVN DEVON ENERGY CORP NEW Energy 15,737.0 $650K 0.03% +2K +15.7% $41.32 +13.3%
245 IJK ISHARES TR 5,500.0 $646K 0.03% $117.50 -1.8%
246 CVS CVS HEALTH CORP Healthcare 6,237.0 $645K 0.03% +1K +21.5% $103.45 -8.8%
247 CPRT COPART INC Industrials 22,718.0 $640K 0.03% +452.0 +2.0% $28.19 +15.9%
248 MUSA MURPHY USA INC Consumer Cyclical 1,184.0 $638K 0.03% $538.87 -1.3%
249 DELL DELL TECHNOLOGIES INC Technology 1,471.0 $635K 0.03% -49.0 -3.2% $431.46 +7.5%
250 CF CF INDUSTRIES HOLD Basic Materials 5,816.0 $630K 0.03% -92.0 -1.6% $108.26 +16.1%
251 HST HOST HOTELS & RESORTS INC Real Estate 25,516.0 $628K 0.03% +261.0 +1.0% $24.63 -8.9%
252 WELL WELLTOWER INC Real Estate 2,753.0 $625K 0.03% +55.0 +2.0% $226.97 +6.5%
253 SYF SYNCHRONY FINANCIAL Financial Services 8,216.0 $625K 0.03% +2K +29.1% $76.05 +4.9%
254 ING ING GROEP N.V. Financial Services 19,778.0 $621K 0.03% +406.0 +2.1% $31.38 +13.4%
255 BNL BROADSTONE NET LEASE INC Real Estate 29,592.0 $620K 0.03% +232.0 +0.8% $20.96 +1.7%
256 COF CAPITAL ONE FINL CORP Financial Services 3,070.0 $616K 0.03% -291.0 -8.7% $200.62 +8.3%
257 OMC OMNICOM GROUP INC Communication Services 8,256.0 $608K 0.03% -85.0 -1.0% $73.60 +19.4%
258 IYW ISHARES TR 2,407.0 $607K 0.03% $252.23 -2.2%
259 JLL JONES LANG LASALLE INC Real Estate 1,958.0 $607K 0.03% +52.0 +2.7% $309.95 +24.6%
260 APP APPLOVIN CORP Technology 1,172.0 $604K 0.03% +216.0 +22.6% $515.23 -40.2%
Page 13 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%