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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 18 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GGG GRACO INC Industrials 5,366.0 $406K 0.02% +438.0 +8.9% $75.61 +5.3%
342 WM WASTE MGMT INC DEL Industrials 1,816.0 $405K 0.02% -349.0 -16.1% $222.88 -0.4%
343 SUSB ISHARES TR 16,190.0 $405K 0.02% $24.99 -0.4%
344 HWM HOWMET AEROSPACE INC Industrials 1,503.0 $404K 0.02% +77.0 +5.4% $268.86 +0.4%
345 TEX TEREX CORP NEW Industrials 5,581.0 $404K 0.02% +1K +22.6% $72.39 -10.2%
346 UPS UNITED PARCEL SVCS INC Industrials 3,755.0 $404K 0.02% +121.0 +3.3% $107.50 -0.7%
347 BIIB BIOGEN INC Healthcare 1,862.0 $402K 0.02% -12.0 -0.6% $216.06 +1.7%
348 SDY SPDR SERIES TRUST 2,640.0 $402K 0.02% $152.18 +4.3%
349 VLO VALERO ENERGY CORP Energy 1,534.0 $400K 0.02% -270.0 -15.0% $260.44 +33.2%
350 IGV ISHARES TR 4,380.0 $397K 0.02% NEW $90.60 +12.2%
351 VB VANGUARD INDEX FDS 1,307.0 $396K 0.02% $303.12 +0.2%
352 CACI CACI INTL INC Technology 854.0 $396K 0.02% NEW $463.26 +34.5%
353 SONY SONY GROUP CORP Technology 19,668.0 $395K 0.02% -2K -9.8% $20.06 +20.4%
354 MRSH MARSH & MCLENNAN COS INC Financial Services 2,352.0 $392K 0.02% +914.0 +63.6% $166.67 +16.5%
355 XLF SELECT SECTOR SPDR TR 7,310.0 $392K 0.02% $53.61 +8.7%
356 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,225.0 $390K 0.02% -57.0 -4.5% $318.75 -8.8%
357 AER AERCAP HOLDINGS NV Industrials 2,674.0 $390K 0.02% -3K -56.2% $145.78 +1.8%
358 INCY INCYTE CORP Healthcare 3,410.0 $387K 0.02% NEW $113.36 +13.3%
359 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,042.0 $386K 0.02% +44.0 +4.4% $370.59 -3.3%
360 LMT LOCKHEED MARTIN CORP Industrials 754.0 $384K 0.02% +36.0 +5.0% $509.46 +11.6%
Page 18 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%