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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 24 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FBT FIRST TR EXCHANGE-TRADED FD 975.0 $242K 0.01% NEW $247.89 +9.9%
462 ES EVERSOURCE ENERGY Utilities 3,318.0 $240K 0.01% +22.0 +0.7% $72.27 -1.7%
463 NKE NIKE INC Consumer Cyclical 5,767.0 $239K 0.01% +1K +25.9% $41.46 -4.8%
464 WEC WEC ENERGY GROUP INC Utilities 2,039.0 $238K 0.01% -310.0 -13.2% $116.77 -8.6%
465 LITE LUMENTUM HLDGS INC Technology 275.0 $236K 0.01% NEW $858.06 +3.2%
466 ITW ILLINOIS TOOL WKS INC Industrials 867.0 $236K 0.01% -450.0 -34.2% $272.08 +3.5%
467 MOOG INC 555.0 $235K 0.01% NEW $423.84
468 NUE NUCOR CORP Basic Materials 1,052.0 $235K 0.01% NEW $223.32 +10.9%
469 BCS BARCLAYS PLC Financial Services 8,713.0 $234K 0.01% NEW $26.86 +1.4%
470 INGERSOLL RAND INC 2,850.0 $234K 0.01% -647.0 -18.5% $81.99
471 LFUS LITTELFUSE INC Technology 513.0 $234K 0.01% NEW $455.33 -11.0%
472 ABNB AIRBNB INC Consumer Cyclical 1,629.0 $233K 0.01% NEW $143.10 +33.1%
473 FLS FLOWSERVE CORP Industrials 3,109.0 $231K 0.01% NEW $74.38 +8.3%
474 DINO HF SINCLAIR CORP Energy 3,305.0 $230K 0.01% NEW $69.65 +33.9%
475 CTVA CORTEVA INC Basic Materials 2,718.0 $230K 0.01% -219.0 -7.5% $84.69 -1.9%
476 WWD WOODWARD INC Industrials 541.0 $230K 0.01% NEW $425.44 -20.2%
477 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,630.0 $230K 0.01% NEW $63.25 +21.4%
478 MSI MOTOROLA SOLUTIONS INC Technology 550.0 $229K 0.01% -156.0 -22.1% $416.53 +16.5%
479 WDAY WORKDAY INC Technology 1,868.0 $229K 0.01% +52.0 +2.9% $122.42 +58.8%
480 NOC NORTHROP GRUMMAN CORP Industrials 447.0 $228K 0.01% -49.0 -9.9% $509.31 +6.5%
Page 24 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%