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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 20 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HAL HALLIBURTON CO Energy 10,332.0 $351K 0.02% -59.0 -0.6% $33.95 -0.4%
382 ARM ARM HOLDINGS PLC Technology 988.0 $350K 0.02% NEW $354.57 -31.9%
383 AEP AMERICAN ELEC PWR CO INC Utilities 2,556.0 $350K 0.02% +35.0 +1.4% $136.81 -10.3%
384 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,559.0 $345K 0.02% -52.0 -1.4% $96.88 +5.8%
385 MGY MAGNOLIA OIL & GAS CORP Energy 13,444.0 $344K 0.02% -68.0 -0.5% $25.58 +3.4%
386 AJG GALLAGHER ARTHUR J & CO Financial Services 1,495.0 $343K 0.02% NEW $229.57 +17.0%
387 TXT TEXTRON INC Industrials 3,709.0 $340K 0.02% NEW $91.75 -10.8%
388 CVE CENOVUS ENERGY INC Energy 13,702.0 $340K 0.02% +488.0 +3.7% $24.81 +24.0%
389 CALM CAL MAINE FOODS INC Consumer Defensive 4,207.0 $339K 0.02% +998.0 +31.1% $80.56 +4.4%
390 DAL DELTA AIR LINES INC Industrials 3,606.0 $338K 0.02% -195.0 -5.1% $93.66 -10.7%
391 TRV TRAVELERS COMPANIES INC Financial Services 1,021.0 $337K 0.02% -32.0 -3.0% $330.12 +12.0%
392 CTAS CINTAS CORP Industrials 1,981.0 $337K 0.02% -527.0 -21.0% $170.08 +20.4%
393 WAT WATERS CORP Healthcare 897.0 $336K 0.02% -51.0 -5.4% $375.04 +10.5%
394 SPOT SPOTIFY TECHNOLOGY S A Communication Services 729.0 $335K 0.02% +42.0 +6.1% $459.13 +20.4%
395 HCA HCA HEALTHCARE INC Healthcare 855.0 $333K 0.02% -118.0 -12.1% $389.89 +10.0%
396 TTC TORO CO Industrials 3,373.0 $330K 0.02% $97.81 +1.8%
397 CI THE CIGNA GROUP Healthcare 1,196.0 $330K 0.02% +27.0 +2.3% $275.68 +1.3%
398 D DOMINION ENERGY INC Utilities 4,811.0 $329K 0.02% +358.0 +8.0% $68.29 -2.0%
399 LNT ALLIANT ENERGY CORP Utilities 4,261.0 $325K 0.02% +79.0 +1.9% $76.29 -10.4%
400 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,619.0 $322K 0.01% NEW $57.22 +15.6%
Page 20 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%