Resonant Capital Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by CEO and Chief Compliance Officer Benjamin N. Dickey, reports the firm held positions in 551 distinct companies at the end of the quarter.
The filing details the firm's portfolio composition, which includes a mix of large-cap technology names, financial institutions, and energy companies. Apple Inc. is the largest holding, with 11,804,300 shares reported. Other significant positions include Amazon.com Inc. (723,770 shares), Microsoft Corporation (not explicitly detailed in the snippet but implied by the list length), and Alphabet Inc. Class A (50,569 shares).
The portfolio also features substantial stakes in industrial and energy sectors. Caterpillar Inc. is listed with 3,008 shares, while Chevron Corporation holds 24,917 shares. The filing indicates that Resonant Capital Advisors holds sole voting and dispositive power over all reported securities.
