Resonant Capital Advisors, LLC

CIK

1803236

Location

Madison, WI

Portfolio Value

Small $653,761,032

Diversification

Diversified

Filing Date

Global Rank

#2,388 / 8,517 ▼ 84

Top Industry

Semiconductors 13.9%

3Y Alpha vs SPY

+16.7%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+159.8%

SPY

+75.3%

Annualised alpha

+16.9%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

421 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.0%

+0.6 pts

Top 5

19.6%

−0.8 pts

Top 10

30.1%

−4.7 pts

HHI

140

Diversified−23

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.1%	$209,633,331	89
Financial Services	14.5%	$94,577,601	58
Healthcare	11.0%	$71,929,580	46
Unclassified	9.1%	$59,219,740	7
Consumer Cyclical	8.6%	$56,394,581	40
Industrials	6.8%	$44,144,279	69
Communication Services	6.1%	$39,827,012	18
Energy	4.7%	$30,876,392	32
Consumer Defensive	4.1%	$27,045,768	21
Utilities	1.3%	$8,492,236	18
Basic Materials	1.1%	$6,977,314	12
Real Estate	0.7%	$4,643,198	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	+47,387	63,939	$143,862
UBER	Uber Technologies, Inc	+28,399	35,704	$2,576,400
ZTS	Zoetis Inc.	+22,948	24,772	$1,780,115
BKNG	Booking Holdings Inc.	+19,163	19,927	$3,551,788
CRM	Salesforce, Inc.	+10,194	23,373	$3,661,614
APH	Amphenol Corp /De/	+6,807	27,339	$4,820,412
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5,567	11,740	$5,606,671
KLAC	Kla Corp	+5,475	6,063	$1,829,267
NVDA	Nvidia Corp	+4,696	143,797	$28,772,341
NVO	Novo Nordisk A S	+4,690	14,061	$674,084
MUFG	Mitsubishi Ufj Financial Group Inc	+3,003	33,415	$664,624
VST	Vistra Corp.	+2,696	15,965	$2,532,527
SLB	Slb Limited/Nv	+2,667	11,818	$549,418
BRO	Brown & Brown, Inc.	+2,643	13,984	$897,073
UL	Unilever PLC	+2,639	9,118	$548,174
INTC	Intel Corp	+2,574	17,574	$2,453,857
CRH	Crh Public Ltd Co	+2,454	5,203	$556,721
AMZN	Amazon Com Inc	+2,330	68,392	$16,300,549
AAPL	Apple Inc.	+2,296	111,880	$32,373,596
GNTX	Gentex Corp	+2,263	17,265	$436,286
DVN	Devon Energy Corp/De	+2,135	15,737	$650,252
QCOM	Qualcomm Inc/De	+2,121	35,314	$6,525,674
LPL	LG Display Co., Ltd.	+2,059	16,261	$63,255
PG	PROCTER & GAMBLE Co	+2,049	29,316	$4,298,898
BHP	BHP Group Ltd	+1,987	5,491	$457,455
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−46,629	49,500	$17,689,815
EBAY	Ebay Inc	−28,709	19,618	$2,192,311
CMCSA	Comcast Corp	−19,023	59,575	$1,462,566
EOG	Eog Resources Inc	−16,491	10,524	$1,365,278
BDX	Becton Dickinson & Co	−9,377	3,224	$487,887
FAST	Fastenal Co	−9,095	24,503	$1,176,879
PFE	Pfizer Inc	−8,284	52,773	$1,270,773
HLN	Haleon plc	−7,498	24,376	$227,428
XOM	ExxonMobil Holdings Corp	−6,514	54,845	$7,498,408
VZ	Verizon Communications Inc	−4,425	15,375	$650,977
RIG	Transocean Ltd.	−4,360	30,225	$147,800
MCHP	Microchip Technology Inc	−4,235	8,307	$757,598
CVX	Chevron Corp	−4,142	38,327	$6,353,083
ORLY	O Reilly Automotive Inc	−3,881	8,549	$787,277
AER	AerCap Holdings N.V.	−3,431	2,674	$389,815
BMY	Bristol Myers Squibb Co	−2,798	49,118	$2,830,179
COP	Conocophillips	−2,717	4,766	$495,473
BSX	Boston Scientific Corp	−2,539	4,948	$211,180
MDT	Medtronic plc	−2,388	31,422	$2,458,143
CDW	CDW Corp	−2,376	2,012	$282,967
SONY	Sony Group Corp	−2,147	19,668	$394,540
BABA	Alibaba Group Holding Ltd	−2,141	4,368	$419,240
AZN	Astrazeneca PLC	−2,006	1,566	$296,944
FLEX	Flex Ltd.	−1,942	6,025	$976,471
WRB	Berkley W R Corp	−1,746	6,779	$478,122
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CACI	Caci International Inc /De/	854	$395,624
INCY	Incyte Corp	3,410	$386,557
QLYS	Qualys, Inc.	2,776	$381,672
EWBC	East West Bancorp Inc	2,948	$380,557
VRSK	Verisk Analytics, Inc.	2,084	$374,140
FTI	TechnipFMC plc	5,603	$371,478
PAYX	Paychex Inc	3,768	$370,507
TLN	Talen Energy Corp	931	$357,746
ARM	Arm Holdings PLC /Uk	988	$350,315
AJG	Arthur J. Gallagher & Co.	1,495	$343,207
TXT	Textron Inc	3,709	$340,226
BMRN	Biomarin Pharmaceutical Inc	5,619	$321,519
DDOG	Datadog, Inc.	1,213	$315,816
LSCC	Lattice Semiconductor Corp	2,019	$308,826
TER	Teradyne, Inc	628	$303,851
SON	Sonoco Products Co	5,388	$303,613
SYY	Sysco Corp	3,625	$302,977
VNO	Vornado Realty Trust	7,626	$299,701
BE	Bloom Energy Corp	969	$293,316
HUM	Humana Inc	732	$290,765
CNC	Centene Corp	4,466	$286,672
CCJ	Cameco Corp	2,783	$283,476
HPE	Hewlett Packard Enterprise Co	5,999	$270,614
HONA	Honeywell Aerospace Inc.	1,210	$267,168
RY	Royal Bank Of Canada	1,280	$264,921
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	133,941	$28,805,351
FNDA	Schwab Fundamental U.S. Small Company ETF	771,733	$25,027,301
VIGI	Vanguard International Dividend Appreciation ETF	270,407	$23,920,203
VEA	Vanguard FTSE Developed Markets ETF	13,000	$833,040
CFG	Citizens Financial Group Inc/Ri	9,199	$551,664
INTU	Intuit Inc.	1,108	$479,077
JXN	Jackson Financial Inc.	3,847	$406,704
ABFL	Abacus FCF Leaders ETF	5,544	$394,400
DBX	Dropbox, Inc.	16,296	$370,245
VB	Vanguard Morningstar Small-Cap ETF	1,302	$341,019
FOXA	Fox Corp	5,808	$339,187
ALLY	Ally Financial Inc.	8,598	$337,299
CME	Cme Group Inc.	1,073	$316,910
VEU	Vanguard FTSE All-World Ex-US ETF	4,197	$315,194
TM	Toyota Motor Corp/	1,487	$306,455
RSG	Republic Services, Inc.	1,340	$293,486
OXY	Occidental Petroleum Corp /De/	4,321	$280,865
IT	Gartner Inc	1,712	$271,078
AIG	American International Group, Inc.	3,538	$266,234
FISV	Fiserv Inc	4,733	$264,101
YUM	Yum Brands Inc	1,651	$256,697
PDD	PDD Holdings Inc.	2,483	$253,712
IDXX	Idexx Laboratories Inc /De	436	$244,984
AU	AngloGold Ashanti PLC	2,499	$243,302
RGLD	Royal Gold Inc	939	$238,966
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

421 tracked positions · $653,761,032 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 421 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	111,880	+2,296	$32,373,596	+16.4%	4.95%
SPY	Spdr S&P 500 ETF Trust	Reduced	42,366	-57	$31,637,657	+14.7%	4.84%
NVDA	Nvidia Corp Technology	Added	143,797	+4,696	$28,772,341	+18.6%	4.40%
MSFT	Microsoft Corp Technology	Reduced	47,447	-184	$17,698,679	+0.4%	2.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	49,500	-46,629	$17,689,815	−35.9%	2.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	68,392	+2,330	$16,300,549	+18.5%	2.49%
IAU	Ishares Gold Trust	Reduced	184,243	-117	$13,912,188	−14.4%	2.13%
AVGO	Broadcom Inc. Technology	Added	35,926	+472	$13,571,046	+23.7%	2.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	25,539	+890	$12,779,460	+8.2%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	35,882	-75	$11,745,255	+11.0%	1.80%
CSCO	Cisco Systems, Inc. Technology	Added	79,264	+768	$9,310,349	+52.9%	1.42%
ADI	Analog Devices Inc Technology	Reduced	21,300	-78	$8,459,721	+24.4%	1.29%
V	Visa Inc. Financial Services	Added	24,257	+301	$8,322,334	+14.9%	1.27%
META	Meta Platforms, Inc. Communication Services	Reduced	14,547	-574	$8,194,179	−5.3%	1.25%
LLY	ELI LILLY & Co Healthcare	Added	6,392	+269	$7,666,757	+36.1%	1.17%
XOM	ExxonMobil Holdings Corp Energy	Reduced	54,845	-6,514	$7,498,408	−28.0%	1.15%
PANW	Palo Alto Networks Inc Technology	Reduced	19,256	-224	$6,566,681	+110.3%	1.00%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	9,319	-20	$6,554,425	+13.8%	1.00%
MCK	Mckesson Corp Healthcare	Reduced	8,656	-246	$6,540,473	−15.1%	1.00%
QCOM	Qualcomm Inc/De Technology	Added	35,314	+2,121	$6,525,674	+52.7%	1.00%
CVX	Chevron Corp Energy	Reduced	38,327	-4,142	$6,353,083	−27.7%	0.97%
PGR	Progressive Corp/Oh/ Financial Services	Added	26,770	+366	$5,847,906	+11.7%	0.89%
AMGN	Amgen Inc Healthcare	Added	15,803	+542	$5,722,582	+6.6%	0.88%
AXP	American Express Co Financial Services	Added	16,878	+235	$5,708,983	+13.4%	0.87%
MPC	Marathon Petroleum Corp Energy	Added	21,940	+344	$5,609,399	+6.4%	0.86%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,740	+5,567	$5,606,671	+168.8%	0.86%
MU	Micron Technology Inc Technology	Added	4,776	+445	$5,512,889	+276.8%	0.84%
ASML	Asml Holding NV Technology	Added	2,683	+1,369	$5,337,667	+207.5%	0.82%
AMD	Advanced Micro Devices Inc Technology	Added	9,140	+591	$5,309,517	+205.3%	0.81%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,410	-221	$5,060,892	−9.8%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,580	+804	$4,870,548	+21.6%	0.75%
JNJ	Johnson & Johnson Healthcare	Reduced	19,135	-294	$4,859,715	+2.3%	0.74%
APH	Amphenol Corp /De/ Technology	Added	27,339	+6,807	$4,820,412	—	0.74%
UNH	Unitedhealth Group Inc Healthcare	Added	11,340	+1,948	$4,713,244	+85.5%	0.72%
AZO	Autozone Inc Consumer Cyclical	Added	1,405	+35	$4,490,295	−3.0%	0.69%
MA	Mastercard Inc Financial Services	Reduced	8,657	-488	$4,446,235	−2.7%	0.68%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	17,747	+172	$4,369,666	+19.5%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	29,316	+2,049	$4,298,898	+9.2%	0.66%
ABBV	AbbVie Inc. Healthcare	Reduced	16,399	-436	$4,126,644	+12.7%	0.63%
NTRS	Northern Trust Corp Financial Services	Added	23,517	+156	$4,088,195	+25.4%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	31,697	+521	$4,073,064	+8.6%	0.62%
ADP	Automatic Data Processing Inc Technology	Added	17,955	+1,649	$4,021,022	+21.4%	0.62%
EA	Electronic Arts Inc. Communication Services	Added	19,055	+550	$3,907,037	+3.6%	0.60%
GILD	Gilead Sciences, Inc. Healthcare	Added	30,095	+49	$3,802,202	−9.2%	0.58%
MCD	Mcdonalds Corp Consumer Cyclical	Added	14,015	+1	$3,788,394	−13.0%	0.58%
CSX	Csx Corp Industrials	Added	78,569	+1,868	$3,734,384	+18.6%	0.57%
CRM	Salesforce, Inc. Technology	Added	23,373	+10,194	$3,661,614	+48.8%	0.56%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	19,927	+19,163	$3,551,788	+10.4%	0.54%
SYK	Stryker Corp Healthcare	Added	11,059	+687	$3,481,815	+2.2%	0.53%
LRCX	Lam Research Corp Technology	Added	8,014	+203	$3,472,706	+108.1%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.