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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 14 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 URI UNITED RENTALS INC Industrials 532.0 $603K 0.03% +11.0 +2.1% $1132.89 -6.6%
262 MTB M & T BK CORP Financial Services 2,522.0 $600K 0.03% +70.0 +2.9% $238.01 +1.5%
263 SAP SAP SE Technology 3,889.0 $599K 0.03% +360.0 +10.2% $154.11 +37.3%
264 CEG CONSTELLATION ENERGY CORP Utilities 2,349.0 $583K 0.03% -210.0 -8.2% $248.37 +12.5%
265 UMC UNITED MICROELECTRONICS CORP Technology 21,310.0 $580K 0.03% $27.21 -30.1%
266 FDX FEDEX CORP Industrials 1,830.0 $575K 0.03% +493.0 +36.9% $314.35 +6.9%
267 XLK SELECT SECTOR SPDR TR 2,996.0 $571K 0.03% NEW $190.52 -4.0%
268 SCHD SCHWAB STRATEGIC TR 17,788.0 $564K 0.03% +2K +14.2% $31.71 +10.5%
269 MKSI MKS INC. Technology 1,256.0 $559K 0.03% $444.80 -38.9%
270 CDNS CADENCE DESIGN SYSTEM INC Technology 1,488.0 $558K 0.03% -84.0 -5.3% $375.32 -10.8%
271 CRH PLC 5,203.0 $557K 0.03% +2K +89.3% $107.00
272 TWLO TWILIO INC Communication Services 2,697.0 $556K 0.03% +159.0 +6.3% $206.33 +10.7%
273 GLD SPDR GOLD TR Financial Services 1,503.0 $554K 0.03% $368.38 +14.4%
274 SLB SLB LIMITED Energy 11,818.0 $552K 0.03% +3K +29.1% $46.72 +14.7%
275 HUBB HUBBELL INC Industrials 1,055.0 $552K 0.03% -18.0 -1.7% $523.20 -9.7%
276 UNILEVER PLC 9,118.0 $548K 0.03% +3K +40.7% $60.12
277 DE DEERE & CO Industrials 857.0 $545K 0.03% -88.0 -9.3% $635.95 -0.2%
278 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,663.0 $545K 0.03% -245.0 -6.3% $148.69 +20.2%
279 HSBC HSBC HLDGS PLC Financial Services 5,699.0 $542K 0.03% +1K +25.7% $95.09 +9.0%
280 AOS SMITH A O CORP Industrials 8,626.0 $541K 0.03% +700.0 +8.8% $62.72 -0.4%
Page 14 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%