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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 19 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PLD PROLOGIS INC. Real Estate 2,831.0 $384K 0.02% +122.0 +4.5% $135.47 +5.3%
362 QLYS QUALYS INC Technology 2,776.0 $382K 0.02% NEW $137.49 +28.5%
363 SHY ISHARES TR 4,635.0 $381K 0.02% $82.11 -0.1%
364 EWBC EAST WEST BANCORP INC Financial Services 2,948.0 $381K 0.02% NEW $129.09 +1.0%
365 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,614.0 $380K 0.02% +493.0 +12.0% $82.40 -4.8%
366 COHR COHERENT CORP Technology 963.0 $380K 0.02% -27.0 -2.7% $394.47 -25.4%
367 FANG DIAMONDBACK ENERGY INC Energy 2,149.0 $378K 0.02% +154.0 +7.7% $175.78 +13.7%
368 EQIX EQUINIX INC Real Estate 361.0 $376K 0.02% +8.0 +2.3% $1042.39 +3.6%
369 O REALTY INCOME CORP Real Estate 6,030.0 $375K 0.02% +606.0 +11.2% $62.23 +0.0%
370 VRSK VERISK ANALYTICS INC Industrials 2,084.0 $374K 0.02% NEW $179.53 +4.6%
371 CMI CUMMINS INC Industrials 522.0 $372K 0.02% +3.0 +0.6% $713.21 -18.9%
372 ECL ECOLAB INC Basic Materials 1,333.0 $372K 0.02% -330.0 -19.8% $279.28 +4.1%
373 TECHNIPFMC PLC 5,603.0 $371K 0.02% NEW $66.30
374 PAYX PAYCHEX INC Industrials 3,768.0 $371K 0.02% NEW $98.33 +27.0%
375 NET CLOUDFLARE INC Technology 1,484.0 $364K 0.02% -232.0 -13.5% $245.28 +16.1%
376 TLN TALEN ENERGY CORP Utilities 931.0 $358K 0.02% NEW $384.26 -20.3%
377 IBMP ISHARES TR 13,914.0 $354K 0.02% $25.42 -0.1%
378 VIST VISTA ENERGY S.A.B. DE C.V. Energy 5,537.0 $353K 0.02% $63.80 +7.6%
379 VEU VANGUARD INTL EQUITY INDEX F 4,197.0 $351K 0.02% $83.75 +2.4%
380 CNR CORE NATURAL RESOURCES INC Energy 4,389.0 $351K 0.02% +644.0 +17.2% $80.02 +22.6%
Page 19 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%