Institutions / Resonant Capital Advisors, LLC / Holdings
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Resonant Capital Advisors, LLC

All holdings · as of Dec 31, 2025

440 positions

CompanyClassValueShares% of portfolio
SAP SE—$515.5K2,1220.0%
Intercontinental Exchange, Inc.—$526.9K3,2530.0%
CINTAS CORP—$530.7K2,8220.0%
CARRIER GLOBAL Corp—$531.2K10,0530.0%
ISHARES TR—$532.8K5,5000.0%
Murphy USA Inc.—$537.9K1,3330.0%
INTUIT INC.—$544.5K8220.0%
XPO Inc—$556.8K4,0970.0%
Johnson Controls International plc—$559.9K4,6600.0%
SHOPIFY INC—$561.0K3,4850.0%
AT&T INC.—$571.2K22,9950.0%
Taylor Morrison Home Corp—$576.6K9,7940.0%
BOSTON SCIENTIFIC CORP—$577.6K6,0580.0%
ConocoPhillips—$579.5K6,1910.0%
ISHARES TR—$581.4K1,8000.0%
STARBUCKS CORP—$582.4K6,9160.0%
SPDR SERIES TRUST—$585.1K6,3310.0%
Mondelez International, Inc.—$591.8K10,8950.0%
SPDR GOLD TR—$595.7K1,5030.0%
SPDR SERIES TRUST—$599.1K7,0780.0%
KLA CORP—$617.3K5080.0%
APPLIED MATERIALS INC /DE—$625.8K2,4350.0%
Sprouts Farmers Market, Inc.—$633.9K7,9560.0%
FAIR ISAAC CORP—$634.0K3750.0%
NOVARTIS AG—$639.7K4,6400.0%
VERIZON COMMUNICATIONS INC—$645.1K15,8380.0%
OMNICOM GROUP INC.—$647.1K7,9420.0%
EXELIXIS, INC.—$652.4K14,8840.0%
TransDigm Group Inc.—$663.6K4990.0%
GENERAL DYNAMICS CORP—$664.6K1,9740.0%
Bank of New York Mellon Corp/The—$672.6K5,7940.0%
Regions Financial Corp—$687.6K25,1510.0%
WILLIAMS SONOMA INC—$688.5K3,8550.0%
STEEL DYNAMICS INC—$690.8K4,0660.0%
Eaton Corp plc—$693.1K2,1760.0%
TJX Cos Inc/The—$693.2K4,5130.0%
Arista Networks, Inc.ANETCommon Stock$695.4K5,3070.0%
EMCOR Group Inc—$701.1K1,1460.0%
ISHARES TR—$704.0K27,4610.0%
VERTEX PHARMACEUTICALS INC / MA—$710.0K1,5660.0%
Elanco Animal Health Inc—$718.6K31,7530.0%
Booz Allen Hamilton Holding Corp—$725.6K8,6010.0%
JABIL INC—$729.4K3,1990.0%
Alibaba Group Holding LtdBABAADR$733.2K5,0020.0%
CDW Corp—$749.0K5,4990.0%
CAPITAL ONE FINANCIAL CORP—$751.1K3,0990.0%
NEXTERA ENERGY INC—$751.8K9,3650.0%
ISHARES TR—$752.1K5,0480.0%
CITIGROUP INC—$753.5K6,4570.0%
ISHARES TR—$767.9K14,0360.0%
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