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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 17 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MPWR MONOLITHIC PWR SYS INC Technology 311.0 $431K 0.02% +15.0 +5.1% $1384.36 -5.8%
322 CRWD CROWDSTRIKE HLDGS INC Technology 563.0 $430K 0.02% NEW $190.79 -0.8%
323 VUG VANGUARD INDEX FDS 4,981.0 $429K 0.02% +4K +525.0% $86.14 +1.5%
324 SHOP SHOPIFY INC Technology 3,739.0 $427K 0.02% $114.18 +31.6%
325 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,368.0 $426K 0.02% -2K -32.9% $97.58 +22.8%
326 PH PARKER-HANNIFIN CORP Industrials 435.0 $425K 0.02% -51.0 -10.5% $978.12 +6.3%
327 TT TRANE TECHNOLOGIES PLC Industrials 863.0 $424K 0.02% -103.0 -10.7% $491.16 -5.7%
328 TPR TAPESTRY INC Consumer Cyclical 2,895.0 $424K 0.02% -108.0 -3.6% $146.38 -11.0%
329 ICICI BANK LIMITED 14,574.0 $423K 0.02% +765.0 +5.5% $29.03
330 VSGX VANGUARD WORLD FD 5,135.0 $423K 0.02% $82.34 +1.6%
331 SPG SIMON PPTY GROUP INC NEW Real Estate 1,873.0 $419K 0.02% +90.0 +5.0% $223.65 -2.9%
332 EW EDWARDS LIFESCIENCES CORP Healthcare 4,613.0 $417K 0.02% +436.0 +10.4% $90.46 +0.4%
333 GUNR FLEXSHARES TR 8,467.0 $417K 0.02% $49.28 +14.4%
334 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,076.0 $416K 0.02% +127.0 +13.4% $386.73 +4.1%
335 APPF APPFOLIO INC Technology 2,582.0 $414K 0.02% +475.0 +22.5% $160.35 +39.2%
336 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,166.0 $414K 0.02% -84.0 -2.0% $99.29 -9.9%
337 SCHF SCHWAB STRATEGIC TR 14,922.0 $413K 0.02% $27.70 +2.7%
338 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,328.0 $410K 0.02% -414.0 -11.1% $123.11 +31.5%
339 APOS APOLLO GLOBAL MGMT INC 3,447.0 $408K 0.02% +870.0 +33.8% $118.31
340 SO SOUTHERN CO Utilities 4,245.0 $406K 0.02% +272.0 +6.8% $95.71 -6.2%
Page 17 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%