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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 5 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED Financial Services 8,657.0 $4.4M 0.21% -488.0 -5.3% $513.60 +16.7%
82 PNC PNC FINL SVCS GROUP INC Financial Services 17,747.0 $4.4M 0.21% +172.0 +1.0% $246.22 -0.9%
83 PG PROCTER & GAMBLE CO Consumer Defensive 29,316.0 $4.3M 0.20% +2K +7.5% $146.64 -0.8%
84 ABBV ABBVIE INC Healthcare 16,399.0 $4.1M 0.20% -436.0 -2.6% $251.64 +5.6%
85 NTRS NORTHERN TR CORP Financial Services 23,517.0 $4.1M 0.20% +156.0 +0.7% $174.62 +7.0%
86 MRK MERCK & CO INC Healthcare 31,697.0 $4.1M 0.20% +521.0 +1.7% $129.34 +20.9%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,955.0 $4.1M 0.19% +2K +10.1% $225.59 +25.4%
88 JMUB J P MORGAN EXCHANGE TRADED F 78,223.0 $4.0M 0.19% $50.66 -1.8%
89 VGIT VANGUARD SCOTTSDALE FDS 66,872.0 $3.9M 0.19% +9K +16.3% $58.98 -0.7%
90 EA ELECTRONIC ARTS INC Communication Services 19,055.0 $3.9M 0.19% +550.0 +3.0% $205.04 +2.3%
91 GILD GILEAD SCIENCES INC Healthcare 30,095.0 $3.8M 0.18% $126.34 +17.8%
92 MCD MCDONALDS CORP Consumer Cyclical 14,015.0 $3.8M 0.18% $270.31 -0.8%
93 CSX CSX CORP Industrials 78,569.0 $3.7M 0.18% +2K +2.4% $47.53 +8.4%
94 CRM SALESFORCE INC Technology 23,373.0 $3.7M 0.17% +10K +77.3% $156.96 +31.0%
95 FNDB SCHWAB STRATEGIC TR 116,763.0 $3.6M 0.17% +23K +24.6% $30.46 +4.1%
96 BKNG BOOKING HOLDINGS INC Consumer Cyclical 19,927.0 $3.6M 0.17% +19K +2508.2% $178.24 +19.9%
97 SYK STRYKER CORPORATION Healthcare 11,059.0 $3.5M 0.17% +687.0 +6.6% $315.72 +4.7%
98 LRCX LAM RESEARCH CORP Technology 8,014.0 $3.5M 0.17% +203.0 +2.6% $433.59 -27.4%
99 XLE SELECT SECTOR SPDR TR 64,145.0 $3.4M 0.16% -1K -1.7% $53.11 +16.9%
100 LOW LOWES COS INC Consumer Cyclical 14,621.0 $3.2M 0.15% -147.0 -1.0% $220.49 -2.7%
Page 5 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%