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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 23 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,653.0 $260K 0.01% NEW $34.00 +10.1%
442 MELI MERCADOLIBRE INC Consumer Cyclical 153.0 $260K 0.01% -3.0 -1.9% $1697.39 +17.7%
443 KB KB FINL GROUP INC Financial Services 2,444.0 $257K 0.01% NEW $104.96 +15.0%
444 GSK GSK PLC Healthcare 4,832.0 $256K 0.01% -1K -21.2% $52.95 -1.7%
445 MCO MOODYS CORP Financial Services 563.0 $255K 0.01% NEW $452.92 +13.3%
446 FICO FAIR ISAAC CORP Technology 213.0 $254K 0.01% -196.0 -47.9% $1194.78 -4.8%
447 HONEYWELL INTL INC 1,134.0 $254K 0.01% NEW $223.90
448 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,631.0 $253K 0.01% -474.0 -15.3% $96.12 -49.3%
449 ISHARES TR 11,603.0 $251K 0.01% -476.0 -3.9% $21.65
450 EPD ENTERPRISE PRODS PARTNERS L 6,800.0 $250K 0.01% -1K -15.0% $36.76
451 OTIS OTIS WORLDWIDE CORP Industrials 3,487.0 $250K 0.01% +225.0 +6.9% $71.60 -0.2%
452 NSC NORFOLK SOUTHN CORP Industrials 792.0 $249K 0.01% +14.0 +1.8% $314.59 +11.7%
453 LHX L3HARRIS TECHNOLOGIES INC Industrials 857.0 $249K 0.01% -135.0 -13.6% $290.59 -9.8%
454 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 653.0 $248K 0.01% NEW $380.37 -30.0%
455 DHI D R HORTON INC Consumer Cyclical 1,523.0 $248K 0.01% NEW $162.88 -7.4%
456 EMR EMERSON ELEC CO Industrials 1,730.0 $248K 0.01% -26.0 -1.5% $143.15 +8.2%
457 SE SEA LTD Consumer Cyclical 2,581.0 $247K 0.01% NEW $95.83 +28.5%
458 ISHARES TR 11,009.0 $246K 0.01% -474.0 -4.1% $22.37
459 VTV VANGUARD INDEX FDS 1,128.0 $246K 0.01% $217.93 +4.1%
460 SWKS SKYWORKS SOLUTIONS INC Technology 3,599.0 $244K 0.01% NEW $67.80 -3.1%
Page 23 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%