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CIK: 0000749044
Total reported value
$793.5M
$793.5M
439 檔
17.9%
The Q1 2024 SEC filing reveals that Resources Management CORP /ct/ /adv held a total portfolio value of $793.5M, covering 439 public equity positions.
During Q1 2024, Resources Management CORP /ct/ /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 439 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | -0.25% | -5.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.22% | -3.55% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.76% | +0.15% | -6.56% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 3.13% | +1.20% | -2.02% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.78% | -0.45% | -3.75% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.60% | +0.05% | -1.90% | |
| 7 | ACN | Accenture plc | Stock-Tech | 2.51% | -0.52% | +1.86% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.18% | -0.34% | -0.03% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.15% | +0.25% | -7.61% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.97% | -0.07% | -4.95% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.92% | -0.30% | -1.94% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.90% | -0.08% | -6.43% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.87% | -0.23% | -1.64% | |
| 14 | BLKCHF | Blackrock Inc | Stock-Other | 1.75% | — | -6.01% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.35% | -4.75% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 1.69% | -0.12% | -0.84% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 1.63% | -0.01% | -4.57% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.17% | -18.20% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 1.41% | +0.11% | -3.85% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.24% | -10.93% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.37% | -5.93% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.03% | -25.46% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.06% | +0.01% | -4.58% | |
| 24 | FISV | Fiserv Inc | Stock-Other | 1.02% | -0.10% | -2.01% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.10% | -7.41% | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.00% | -0.07% | -11.96% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.12% | +10.40% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -1.23% | EXIT | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.08% | -3.04% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.93% | -0.40% | EXIT | |
| 31 | TD | Toronto-dominion Bank | Stock-Financials | 0.92% | +0.08% | -1.19% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.05% | -0.36% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.24% | -14.66% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.84% | -0.05% | -1.16% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | +0.03% | -0.45% | |
| 36 | VAW | Vanguard Materials ETF | ETF-Other | 0.83% | -0.03% | -2.32% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.82% | -0.12% | -2.60% | |
| 38 | OMC | Omnicom Group | Stock-Comm Services | 0.77% | +0.02% | +0.37% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.76% | +0.07% | -0.05% | |
| 40 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.74% | -0.02% | EXIT | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | +0.09% | -12.91% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.68% | — | -9.33% | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 0.65% | -0.02% | -10.11% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.61% | -0.19% | +4.24% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | +0.56% | -19.58% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | — | -11.39% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.22% | -11.26% | |
| 48 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.57% | -0.15% | -14.80% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.52% | -0.01% | +2.40% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.03% | -11.35% |
According to official SEC Form 13F filings, Resources Management CORP /ct/ /adv reported a total U.S. public equity portfolio value of $793.5M across 439 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 17.9% of total reported equity market value during Q1 2024.
During Q1 2024, Resources Management CORP /ct/ /adv's top holdings by market value included MSFT (5.9%)、AAPL (5.2%)、JPM (3.8%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q1 2024, Resources Management CORP /ct/ /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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