Resonant Capital Advisors, LLC
Filing Date
Global Rank
#2,430
/ 8,605
▲ 96
· as of Mar 2026
Top Industry
Semiconductors
10.7%
3Y Alpha vs SPY
-4.4%
Period ended 3 months ago
Filed Apr 29, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.9%
SPY
+75.5%
Annualised alpha
-4.4%
Max drawdown
−16.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
384 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.8%
−0.4 pts
Top 5
19.8%
−2.0 pts
Top 10
30.4%
−2.6 pts
HHI
143
Diversified−17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.4% | $151,661,426 |
| Financial Services | 14.8% | $84,842,063 |
| Healthcare | 11.9% | $68,496,975 |
| Unclassified | 9.8% | $56,477,088 |
| Consumer Cyclical | 8.9% | $51,218,833 |
| Energy | 6.9% | $39,611,583 |
| Communication Services | 6.7% | $38,438,082 |
| Industrials | 6.4% | $37,054,404 |
| Consumer Defensive | 4.8% | $27,365,648 |
| Basic Materials | 1.4% | $7,762,952 |
| Utilities | 1.3% | $7,287,087 |
| Real Estate | 0.8% | $4,317,139 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +29,318 | 139,101 | $24,259,214 | |
| MRK | Merck & Co., Inc. | +17,614 | 31,176 | $3,750,161 | |
| AAPL | Apple Inc. | +9,974 | 109,584 | $27,811,323 | |
| SONY | Sony Group Corp | +9,625 | 21,815 | $451,570 | |
| NFLX | Netflix Inc | +8,233 | 30,169 | $2,900,749 | |
| SAN | Banco Santander, S.A. | +7,616 | 19,994 | $225,532 | |
| IBN | Icici Bank Ltd | +6,997 | 13,809 | $357,653 | |
| AMZN | Amazon Com Inc | +5,964 | 66,062 | $13,758,732 | |
| GOOGL | Alphabet Inc. | +5,881 | 48,066 | $13,821,858 | |
| UNH | Unitedhealth Group Inc | +5,814 | 9,392 | $2,541,381 | |
| PYPL | PayPal Holdings, Inc. | +5,575 | 48,806 | $2,207,495 | |
| HLN | Haleon plc | +5,428 | 31,874 | $319,058 | |
| CMCSA | Comcast Corp | +4,927 | 78,598 | $2,256,548 | |
| BAC | Bank Of America Corp /De/ | +4,523 | 30,321 | $1,478,148 | |
| T | At&T Inc. | +4,502 | 27,497 | $797,138 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +4,381 | 30,412 | $516,091 | |
| VST | Vistra Corp. | +4,327 | 13,269 | $1,994,728 | |
| VZ | Verizon Communications Inc | +3,962 | 19,800 | $993,960 | |
| CHKP | Check Point Software Technologies Ltd | +3,886 | 11,934 | $1,704,771 | |
| INTC | Intel Corp | +3,755 | 15,000 | $661,950 | |
| WMT | Walmart Inc. | +3,741 | 22,797 | $2,833,211 | |
| V | Visa Inc. | +3,679 | 23,956 | $7,240,461 | |
| AER | AerCap Holdings N.V. | +3,559 | 6,105 | $837,483 | |
| BMY | Bristol Myers Squibb Co | +2,913 | 51,916 | $3,148,705 | |
| CSCO | Cisco Systems, Inc. | +2,905 | 78,496 | $6,090,504 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −77,434 | 61,057 | $1,714,480 | |
| IAU | Ishares Gold Trust | −68,578 | 184,360 | $16,253,177 | |
| WIT | Wipro Ltd | −31,901 | 16,552 | $35,090 | |
| USB | US Bancorp De | −23,609 | 43,305 | $2,252,293 | |
| JNJ | Johnson & Johnson | −13,483 | 19,429 | $4,749,224 | |
| WRB | Berkley W R Corp | −10,553 | 8,525 | $565,037 | |
| DHR | Danaher Corp /De/ | −9,396 | 7,004 | $1,327,958 | |
| SGOL | abrdn Gold ETF Trust | −5,351 | 47,659 | $2,126,544 | |
| ORLY | O Reilly Automotive Inc | −5,348 | 12,430 | $1,147,413 | |
| ORCL | Oracle Corp | −3,953 | 13,565 | $1,995,547 | |
| IT | Gartner Inc | −2,083 | 1,712 | $271,078 | |
| MDLZ | Mondelez International, Inc. | −1,488 | 9,407 | $542,219 | |
| DBX | Dropbox, Inc. | −1,420 | 16,296 | $370,245 | |
| LPL | LG Display Co., Ltd. | −1,180 | 14,202 | $55,103 | |
| CDW | CDW Corp | −1,111 | 4,388 | $531,035 | |
| EBAY | Ebay Inc | −897 | 48,327 | $4,398,723 | |
| FOXA | Fox Corp | −821 | 5,808 | $339,187 | |
| CR | Crane Co | −747 | 4,147 | $709,137 | |
| EXEL | Exelixis, Inc. | −740 | 14,144 | $606,636 | |
| IBM | International Business Machines Corp | −562 | 3,882 | $940,957 | |
| NTAP | NetApp, Inc. | −489 | 3,534 | $361,846 | |
| APO | Apollo Global Management, Inc. | −486 | 2,577 | $287,129 | |
| TMHC | Taylor Morrison Home Corp | −452 | 9,342 | $544,078 | |
| NKE | NIKE, Inc. | −444 | 4,582 | $242,021 | |
| AFG | American Financial Group Inc | −408 | 6,085 | $777,115 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LULU | lululemon athletica inc. | 11,153 | $1,707,524 | |
| AZN | Astrazeneca PLC | 3,572 | $704,469 | |
| CFG | Citizens Financial Group Inc/Ri | 9,199 | $551,664 | |
| AOS | Smith A O Corp | 7,926 | $522,640 | |
| CRUS | Cirrus Logic, Inc. | 2,941 | $425,327 | |
| VIST | Vista Energy, S.A.B. de C.V. | 5,537 | $417,877 | |
| JXN | Jackson Financial Inc. | 3,847 | $406,704 | |
| ENS | EnerSys | 2,148 | $373,150 | |
| CVE | Cenovus Energy Inc. | 13,214 | $350,567 | |
| G | Genpact LTD | 9,301 | $346,462 | |
| EQIX | Equinix Inc | 353 | $346,024 | |
| BP | Bp PLC | 7,354 | $345,638 | |
| GSK | GSK plc | 6,131 | $338,369 | |
| ALLY | Ally Financial Inc. | 8,598 | $337,299 | |
| CHD | Church & Dwight Co Inc /De/ | 3,611 | $336,978 | |
| AYI | Acuity Inc. (De) | 1,200 | $336,264 | |
| APPF | Appfolio Inc | 2,107 | $332,526 | |
| RMBS | Rambus Inc | 3,819 | $328,548 | |
| GNTX | Gentex Corp | 15,002 | $327,793 | |
| BILL | BILL Holdings, Inc. | 8,351 | $319,843 | |
| TWLO | Twilio Inc | 2,538 | $319,331 | |
| MSI | Motorola Solutions, Inc. | 706 | $306,382 | |
| MKSI | Mks Inc | 1,250 | $287,262 | |
| BUD | Anheuser-Busch InBev SA/NV | 4,121 | $285,873 | |
| WAT | Waters Corp /De/ | 948 | $282,314 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RLI | Rli Corp | 12,706 | $812,929 | |
| BAH | Booz Allen Hamilton Holding Corp | 8,601 | $725,580 | |
| GIS | General Mills Inc | 9,097 | $423,010 | |
| GDDY | GoDaddy Inc. | 3,328 | $412,938 | |
| MGEE | Mge Energy Inc | 4,960 | $388,963 | |
| QLYS | Qualys, Inc. | 2,816 | $374,246 | |
| TTE | TotalEnergies SE | 5,549 | $363,015 | |
| PINS | Pinterest, Inc. | 13,783 | $356,841 | |
| HDB | Hdfc Bank Ltd | 8,936 | $326,521 | |
| SWKS | Skyworks Solutions, Inc. | 5,099 | $323,327 | |
| VRSK | Verisk Analytics, Inc. | 1,419 | $317,416 | |
| RPM | Rpm International Inc/De/ | 2,829 | $294,216 | |
| MCO | Moodys Corp /De/ | 512 | $261,555 | |
| LEN | Lennar Corp /New/ | 2,508 | $257,822 | |
| IQV | Iqvia Holdings Inc. | 1,094 | $246,598 | |
| BXP | BXP, Inc. | 3,594 | $242,523 | |
| ICLR | Icon PLC | 1,293 | $235,610 | |
| DASH | DoorDash, Inc. | 1,028 | $232,821 | |
| SE | Sea Ltd | 1,820 | $232,177 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | 1,353 | $231,741 | |
| SJM | J M SMUCKER Co | 2,216 | $216,746 | |
| XYL | Xylem Inc. | 1,554 | $211,623 | |
| SNOW | Snowflake Inc. | 939 | $205,979 | |
| FIS | Fidelity National Information Services, Inc. | 3,041 | $202,104 | |
| HOOD | Robinhood Markets, Inc. | 1,778 | $201,091 | |
| No positions match the current search. | ||||
384 positions ·
$574,533,280 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 384 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 109,584 | $27,811,323 | 4.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 42,423 | $27,589,373 | 4.80% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 139,101 | $24,259,214 | 4.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 47,631 | $17,631,567 | 3.07% | |
| IAU |
Ishares Gold Trust
|
Reduced | 184,360 | $16,253,177 | 2.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 48,066 | $13,821,858 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 66,062 | $13,758,732 | 2.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 24,649 | $11,811,800 | 2.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 35,454 | $10,973,367 | 1.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 35,957 | $10,577,111 | 1.84% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 61,359 | $10,410,167 | 1.81% | |
| CVX |
Chevron Corp
Energy
|
Added | 42,469 | $8,786,836 | 1.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 15,121 | $8,651,177 | 1.51% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 8,902 | $7,703,434 | 1.34% | |
| V |
Visa Inc.
Financial Services
|
Added | 23,956 | $7,240,461 | 1.26% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 21,378 | $6,801,196 | 1.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 78,496 | $6,090,504 | 1.06% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 9,339 | $5,759,921 | 1.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 6,123 | $5,631,751 | 0.98% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 5,631 | $5,610,897 | 0.98% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 15,261 | $5,369,582 | 0.93% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 21,596 | $5,273,311 | 0.92% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 26,404 | $5,234,328 | 0.91% | |
| AXP |
American Express Co
Financial Services
|
Added | 16,643 | $5,034,174 | 0.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 19,429 | $4,749,224 | 0.83% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 1,370 | $4,627,558 | 0.81% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 9,145 | $4,569,390 | 0.80% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 48,327 | $4,398,723 | 0.77% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 14,014 | $4,355,411 | 0.76% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 33,193 | $4,274,594 | 0.74% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 30,046 | $4,187,511 | 0.73% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 55,775 | $4,035,879 | 0.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 10,776 | $4,005,978 | 0.70% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 27,267 | $3,938,445 | 0.69% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 27,015 | $3,905,558 | 0.68% | |
| EA |
Electronic Arts Inc.
Communication Services
|
Added | 18,505 | $3,772,614 | 0.66% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 24,202 | $3,758,328 | 0.65% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 31,176 | $3,750,161 | 0.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 16,835 | $3,661,444 | 0.64% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 17,575 | $3,657,181 | 0.64% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 14,768 | $3,489,383 | 0.61% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 10,372 | $3,408,135 | 0.59% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 35,691 | $3,354,240 | 0.58% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 16,306 | $3,313,053 | 0.58% | |
| NTRS |
Northern Trust Corp
Financial Services
|
Added | 23,361 | $3,260,494 | 0.57% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 51,916 | $3,148,705 | 0.55% | |
| CSX |
Csx Corp
Industrials
|
Added | 76,701 | $3,148,576 | 0.55% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 19,480 | $3,123,033 | 0.54% | |
| ACN |
Accenture plc
Technology
|
Added | 14,882 | $2,950,951 | 0.51% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 33,810 | $2,929,636 | 0.51% |