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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 25 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HDB HDFC BANK LTD Financial Services 8,812.0 $228K 0.01% NEW $25.83 -8.2%
482 HLN HALEON PLC Healthcare 24,376.0 $227K 0.01% -7K -23.5% $9.33 +9.1%
483 ADSK AUTODESK INC Technology 1,167.0 $227K 0.01% -77.0 -6.2% $194.42 +28.6%
484 SNPS SYNOPSYS INC Technology 505.0 $225K 0.01% NEW $446.07 -8.6%
485 SNOW SNOWFLAKE INC Technology 885.0 $225K 0.01% NEW $254.50 +23.6%
486 ROP ROPER TECHNOLOGIES INC Industrials 662.0 $224K 0.01% +76.0 +13.0% $338.39 +22.0%
487 PODD INSULET CORP Healthcare 1,466.0 $223K 0.01% NEW $152.25 -6.4%
488 BSCR INVESCO EXCH TRD SLF IDX FD 11,259.0 $221K 0.01% $19.61 -0.1%
489 PHM PULTE GROUP INC Consumer Cyclical 1,599.0 $220K 0.01% NEW $137.47 -4.8%
490 WES WESTERN MIDSTREAM PARTNERS L Energy 5,000.0 $219K 0.01% $43.76 +10.3%
491 TRGP TARGA RES CORP Energy 813.0 $218K 0.01% +14.0 +1.8% $268.14 +8.5%
492 SU SUNCOR ENERGY INC NEW Energy 4,055.0 $218K 0.01% +814.0 +25.1% $53.68 +22.5%
493 WBD WARNER BROS DISCOVERY INC Communication Services 8,096.0 $216K 0.01% -2K -16.7% $26.66 +8.5%
494 SCMB SCHWAB STRATEGIC TR 8,349.0 $216K 0.01% $25.82 -2.0%
495 BP BP PLC Energy 5,831.0 $215K 0.01% -2K -20.7% $36.95 +16.7%
496 WTS WATTS WATER TECHNOLOGIES INC Industrials 550.0 $215K 0.01% NEW $391.45 -5.4%
497 UAL UNITED AIRLS HLDGS INC Industrials 1,571.0 $214K 0.01% NEW $135.99 -15.0%
498 PINS PINTEREST INC Communication Services 10,158.0 $214K 0.01% NEW $21.03 +11.9%
499 VMC VULCAN MATLS CO Basic Materials 723.0 $213K 0.01% -93.0 -11.4% $295.01 -7.0%
500 ONTO ONTO INNOVATION INC Technology 563.0 $213K 0.01% NEW $378.45 -23.2%
Page 25 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%