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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 16 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NOW SERVICENOW INC Technology 4,767.0 $473K 0.02% +777.0 +19.5% $99.28 +26.7%
302 APA APA CORPORATION Energy 14,477.0 $472K 0.02% +492.0 +3.5% $32.57 +26.5%
303 VT VANGUARD INTL EQUITY INDEX F 3,000.0 $471K 0.02% $156.95 +2.5%
304 CRUS CIRRUS LOGIC INC Technology 3,158.0 $469K 0.02% +217.0 +7.4% $148.53 -25.7%
305 NUSC NUSHARES ETF TR 8,959.0 $467K 0.02% $52.12 -0.1%
306 SHEL SHELL PLC Energy 6,021.0 $467K 0.02% -2K -20.1% $77.54 +17.5%
307 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,402.0 $463K 0.02% +38.0 +2.8% $330.46 +0.6%
308 DUK DUKE ENERGY CORP NEW Utilities 3,660.0 $463K 0.02% -122.0 -3.2% $126.58 -3.7%
309 BHP BHP BILLITON LIMITED Basic Materials 5,491.0 $457K 0.02% +2K +56.7% $83.31 +15.6%
310 CROX CROCS INC Consumer Cyclical 3,767.0 $454K 0.02% -22.0 -0.6% $120.64 +2.5%
311 GM GENERAL MTRS CO Consumer Cyclical 5,888.0 $454K 0.02% +178.0 +3.1% $77.08 +12.0%
312 CL COLGATE PALMOLIVE CO Consumer Defensive 4,949.0 $454K 0.02% -1K -22.0% $91.68 +0.4%
313 FCX FREEPORT MCMORAN INC Basic Materials 7,205.0 $453K 0.02% +528.0 +7.9% $62.89 +25.7%
314 CSL CARLISLE COS INC Industrials 1,238.0 $449K 0.02% +114.0 +10.1% $362.75 +0.8%
315 SPDN DIREXION SHARES ETF TRUST 51,477.0 $446K 0.02% $8.67 -1.6%
316 ZM ZOOM COMMUNICATIONS INC Technology 5,114.0 $441K 0.02% -143.0 -2.7% $86.31 +8.7%
317 GWW WW GRAINGER INC Industrials 323.0 $439K 0.02% +22.0 +7.3% $1360.40 -1.8%
318 GNTX GENTEX CORP Consumer Cyclical 17,265.0 $436K 0.02% +2K +15.1% $25.27 -5.5%
319 NEM NEWMONT CORP Basic Materials 4,664.0 $436K 0.02% -87.0 -1.8% $93.40 +40.9%
320 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,050.0 $435K 0.02% +461.0 +7.0% $61.76 -7.0%
Page 16 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%