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CIK: 0000749044
Total reported value
$793.5M
$793.5M
429 檔
19.3%
According to the latest 13F quarterly dataset, Resources Management CORP /ct/ /adv managed an equity portfolio of $793.5M at the end of Q2 2024, spanning 429 distinct U.S. exchange-listed positions.
During Q2 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 429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.26% | +0.22% | -1.79% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.17% | -0.25% | -1.57% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.72% | +0.15% | -1.41% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 3.60% | +1.20% | +97.94% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.52% | -0.45% | +0.76% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 2.38% | -0.34% | -1.44% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.30% | +0.05% | -0.99% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.21% | -0.52% | +1.23% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.04% | -0.30% | -1.74% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.03% | +0.25% | +0.47% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.35% | -1.90% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.98% | -0.07% | -0.70% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.77% | -0.23% | +0.71% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -0.08% | -1.41% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +0.17% | -3.26% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 1.66% | -0.12% | -1.56% | |
| 17 | BLKCHF | Blackrock Inc | Stock-Other | 1.63% | — | -0.59% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.52% | -0.24% | -2.52% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.44% | -0.01% | +0.68% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.03% | +844.33% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.26% | -0.37% | -0.21% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | +0.12% | +4.24% | |
| 23 | CVS | Cvs Health CORP | Stock-Healthcare | 1.01% | +0.11% | -2.50% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.00% | +0.24% | -1.33% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.99% | +0.01% | +1.81% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.05% | -1.51% | |
| 27 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.96% | -0.07% | +3.46% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.08% | -4.86% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -1.23% | EXIT | |
| 30 | FISV | Fiserv Inc | Stock-Other | 0.92% | -0.10% | -2.43% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | -0.10% | +0.87% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.86% | -0.40% | EXIT | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.12% | -0.88% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | +0.03% | -0.20% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | -0.05% | -0.14% | |
| 36 | TD | Toronto-dominion Bank | Stock-Financials | 0.78% | +0.08% | -6.96% | |
| 37 | VAW | Vanguard Materials ETF | ETF-Other | 0.76% | -0.03% | -2.53% | |
| 38 | OMC | Omnicom Group | Stock-Comm Services | 0.72% | +0.02% | +1.58% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.72% | +0.07% | -1.66% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.71% | +0.56% | -0.50% | |
| 41 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.69% | -0.02% | EXIT | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.69% | -0.19% | +6.71% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | +0.09% | +2.64% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.64% | — | +0.35% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.59% | -0.02% | -0.89% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.59% | -0.15% | +0.89% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.12% | -1.08% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.51% | -0.02% | +3.44% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.49% | +0.07% | -1.25% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.07% | +4.82% |
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 429 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 19.3% of total reported equity market value during Q2 2024.
During Q2 2024, Resources Management CORP /ct/ /adv's top holdings by market value included AAPL (6.3%)、MSFT (6.2%)、JPM (3.7%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q2 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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