BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 38,327.0 $6.4M 0.30% -4K -9.8% $165.76 +21.4%
62 IBDR ISHARES TR 247,125.0 $6.0M 0.29% -10K -3.9% $24.23 -0.0%
63 PGR PROGRESSIVE CORP Financial Services 26,770.0 $5.8M 0.28% +366.0 +1.4% $218.45 +1.4%
64 AMGN AMGEN INC Healthcare 15,803.0 $5.7M 0.27% +542.0 +3.5% $362.12 +22.8%
65 AXP AMERICAN EXPRESS CO Financial Services 16,878.0 $5.7M 0.27% +235.0 +1.4% $338.25 -0.2%
66 IBDS ISHARES TR 233,352.0 $5.7M 0.27% $24.22 -0.1%
67 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 11,740.0 $5.6M 0.27% +6K +90.2% $478.45 -13.1%
68 MPC MARATHON PETE CORP Energy 21,940.0 $5.6M 0.27% +344.0 +1.6% $255.67 +40.7%
69 SPSM SPDR SERIES TRUST 96,974.0 $5.6M 0.27% +2K +1.9% $57.67 -1.3%
70 MU MICRON TECHNOLOGY INC Technology 4,776.0 $5.5M 0.26% +445.0 +10.3% $1154.29 -19.9%
71 ASML ASML HLDG NV Technology 2,683.0 $5.3M 0.26% +1K +104.2% $1989.44 -11.8%
72 AMD ADVANCED MICRO DEVICES INC Technology 9,140.0 $5.3M 0.25% +591.0 +6.9% $580.91 -18.6%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,410.0 $5.1M 0.24% -221.0 -3.9% $935.47 +3.1%
74 TSLA TESLA INC Consumer Cyclical 11,580.0 $4.9M 0.23% +804.0 +7.5% $420.60 -16.6%
75 JNJ JOHNSON & JOHNSON Healthcare 19,135.0 $4.9M 0.23% -294.0 -1.5% $253.97 +7.5%
76 APH AMPHENOL CORP Technology 27,339.0 $4.8M 0.23% +7K +33.1% $176.54 -10.3%
77 UNH UNITEDHEALTH GROUP INC Healthcare 11,340.0 $4.7M 0.23% +2K +20.7% $415.63 -4.4%
78 BCI ABRDN ETFS 208,595.0 $4.7M 0.22% $22.34 +12.5%
79 IGSB ISHARES TR 87,816.0 $4.6M 0.22% $52.41 -0.4%
80 AZO AUTOZONE INC Consumer Cyclical 1,405.0 $4.5M 0.21% +35.0 +2.5% $3195.94 -5.5%
Page 4 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%