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Resonant Capital Advisors, LLC

All holdings · as of Dec 31, 2025

440 positions

CompanyClassValueShares% of portfolio
INTERNATIONAL BUSINESS MACHINES CORP—$1.32M4,4440.1%
Fastenal Co—$1.31M32,6790.1%
Docusign Inc—$1.26M18,4830.1%
WELLS FARGO & COMPANY/MN—$1.21M12,9580.1%
Ulta Beauty, Inc.—$1.20M1,9850.1%
Philip Morris International Inc.—$1.19M7,3580.1%
UNITEDHEALTH GROUP INC—$1.18M3,5780.1%
LAM RESEARCH CORP—$1.15M6,7150.1%
SELECT SECTOR SPDR TR—$1.15M26,9300.1%
ASML HOLDING N V—$1.13M1,0580.1%
LINDE PLC—$1.13M2,6410.1%
THERMO FISHER SCIENTIFIC INC.—$1.13M1,9410.1%
ROSS STORES, INC.—$1.12M6,2050.1%
Palantir Technologies Inc—$1.10M6,1960.1%
THE GOLDMAN SACHS GROUP, INC.—$1.09M1,2430.1%
ISHARES TR—$988.0K7,0000.1%
GARTNER INC—$957.4K3,7950.1%
LABCORP HOLDINGS INC.—$946.6K3,7730.1%
MICRON TECHNOLOGY INC—$933.4K3,2690.1%
COCA COLA CO—$931.3K13,3210.1%
REINSURANCE GROUP OF AMERICA INC—$927.6K4,5590.1%
BlackRock, Inc.—$924.8K8640.1%
Constellation Energy Corp—$909.3K2,5740.0%
Crane Co—$902.6K4,8940.0%
AMERICAN FINANCIAL GROUP INC—$887.5K6,4930.0%
ISHARES TR—$873.2K12,5790.0%
ISHARES TR—$867.6K41,0230.0%
Copart Inc—$866.0K22,1190.0%
ISHARES TR—$854.8K4,0640.0%
UNIVERSAL HEALTH SERVICES INC—$841.3K3,8590.0%
GE Vernova Inc.—$829.4K1,2690.0%
BROWN & BROWN, INC.—$822.3K10,3170.0%
RLI CORP—$812.9K12,7060.0%
Chubb Ltd—$812.4K2,5950.0%
VANGUARD TAX-MANAGED FDS—$812.1K13,0000.0%
ARCH CAPITAL GROUP LTD.—$808.0K8,4240.0%
VANGUARD WHITEHALL FDS—$803.7K5,6000.0%
The Boeing Company—$803.1K3,6990.0%
AppLovin Corp—$793.1K1,1770.0%
MICROCHIP TECHNOLOGY INC—$791.7K12,4240.0%
ISHARES TR—$767.9K14,0360.0%
CITIGROUP INC—$753.5K6,4570.0%
ISHARES TR—$752.1K5,0480.0%
NEXTERA ENERGY INC—$751.8K9,3650.0%
CAPITAL ONE FINANCIAL CORP—$751.1K3,0990.0%
CDW Corp—$749.0K5,4990.0%
Alibaba Group Holding LtdBABAADR$733.2K5,0020.0%
JABIL INC—$729.4K3,1990.0%
Booz Allen Hamilton Holding Corp—$725.6K8,6010.0%
Elanco Animal Health Inc—$718.6K31,7530.0%
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