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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 6 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHW SCHWAB CHARLES CORP Financial Services 34,666.0 $3.2M 0.15% -1K -2.9% $92.27 +22.0%
102 PEP PEPSICO INC Consumer Defensive 23,443.0 $3.2M 0.15% -759.0 -3.1% $135.40 +5.1%
103 CAT CATERPILLAR INC Industrials 2,943.0 $3.1M 0.15% +36.0 +1.2% $1064.90 -23.7%
104 KR KROGER CO Consumer Defensive 55,805.0 $3.1M 0.15% $55.53 +4.8%
105 SPEM SPDR INDEX SHS FDS 57,111.0 $3.0M 0.14% +7K +13.2% $51.78 +1.4%
106 QQQ INVESCO QQQ TR Financial Services 4,000.0 $2.9M 0.14% $737.21 -3.6%
107 IWR ISHARES TR 26,391.0 $2.9M 0.14% $110.32 +2.3%
108 BMY BRISTOL-MYERS SQUIBB CO Healthcare 49,118.0 $2.8M 0.14% -3K -5.4% $57.62 +17.5%
109 DIS DISNEY WALT CO Communication Services 28,319.0 $2.7M 0.13% $96.99 +14.8%
110 WMT WALMART INC Consumer Defensive 23,921.0 $2.7M 0.13% +1K +4.9% $113.26 -7.2%
111 SCHP SCHWAB STRATEGIC TR 101,548.0 $2.7M 0.13% -3K -2.9% $26.50 -1.6%
112 IBDT ISHARES TR 106,267.0 $2.7M 0.13% $25.25 -0.1%
113 USB US BANCORP Financial Services 43,186.0 $2.6M 0.13% $60.92 +2.3%
114 UBER UBER TECHNOLOGIES INC Technology 35,704.0 $2.6M 0.12% +28K +388.8% $72.16 +10.6%
115 VST VISTRA CORP Utilities 15,965.0 $2.5M 0.12% +3K +20.3% $158.63 -12.3%
116 MDT MEDTRONIC PLC Healthcare 31,422.0 $2.5M 0.12% -2K -7.1% $78.94 +16.6%
117 INTC INTEL CORP Technology 17,574.0 $2.5M 0.12% +3K +17.2% $139.63 -36.8%
118 SPGI S&P GLOBAL INC Financial Services 5,983.0 $2.4M 0.12% -370.0 -5.8% $407.24 +6.5%
119 HD HOME DEPOT INC Consumer Cyclical 6,788.0 $2.4M 0.11% +1K +21.5% $352.70 -4.4%
120 IQDG WISDOMTREE TR 54,717.0 $2.4M 0.11% +6K +11.4% $43.08 +4.2%
Page 6 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%