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CIK: 0000749044
Total reported value
$793.5M
$793.5M
464 檔
20.1%
During the Q3 2024 filing period, Resources Management CORP /ct/ /adv (CIK: 0000749044) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $793.5M across 464 reported positions.
In Q3 2024, Resources Management CORP /ct/ /adv adopted a defensive or profit-taking posture, trimming 92 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 464 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.53% | +0.22% | +1.74% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.44% | -0.25% | -1.13% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.56% | +0.15% | -0.96% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 3.21% | +1.20% | -0.45% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.78% | -0.45% | -0.27% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 2.59% | -0.34% | -1.66% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.49% | +0.05% | -0.78% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.38% | -0.52% | -0.26% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.15% | +0.25% | -0.67% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.99% | -0.30% | -1.45% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.93% | -0.07% | +0.19% | |
| 12 | BLK | Blackrock Inc | Stock-Financials | 1.84% | -0.11% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.75% | +0.17% | +926.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.73% | +0.35% | +1.70% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 1.70% | -0.12% | -0.33% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.08% | -3.93% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.69% | -0.23% | -0.15% | |
| 18 | ITW | Illinois Tool Works | Stock-Industrials | 1.47% | -0.01% | -0.06% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.24% | -1.56% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | +0.03% | -4.77% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.37% | -0.39% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.08% | +0.12% | -1.29% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.05% | -0.73% | |
| 24 | FISV | Fiserv Inc | Stock-Other | 1.02% | -0.10% | -1.00% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.12% | +3.91% | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.96% | -0.07% | -0.64% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.93% | +0.01% | +2.01% | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 0.91% | +0.11% | -8.83% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -1.23% | EXIT | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.10% | -5.82% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.08% | -2.38% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | +0.03% | -0.33% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.81% | -0.05% | +3.95% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | +0.09% | -0.97% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.79% | +0.24% | -0.13% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.78% | +0.07% | -0.87% | |
| 37 | TD | Toronto-dominion Bank | Stock-Financials | 0.78% | +0.08% | -6.16% | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.77% | -0.19% | +2.70% | |
| 39 | VAW | Vanguard Materials ETF | ETF-Other | 0.77% | -0.03% | -0.75% | |
| 40 | OMC | Omnicom Group | Stock-Comm Services | 0.77% | +0.02% | -0.39% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.74% | — | -0.39% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.73% | -0.40% | EXIT | |
| 43 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.66% | -0.02% | EXIT | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.12% | -0.33% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | +0.01% | +42.16% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.58% | -0.15% | -0.27% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.07% | +32.42% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.55% | -0.02% | -0.30% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.53% | +0.07% | -2.14% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.51% | +0.56% | +6.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.8% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 3 | AAPL | Apple Inc | +0.3% | +1.74% | Add |
| 4 | MCD | Mcdonald's CORP | +0.3% | -0.27% | Trim |
| 5 | NEE | Nextera Energy Inc | +0.2% | -1.66% | Trim |
| 6 | HD | Home Depot Inc | +0.2% | -0.78% | Trim |
| 7 | ACN | Accenture plc | +0.2% | -0.26% | Trim |
| 8 | RTX | Rtx CORP | +0.1% | +3.91% | Add |
| 9 | ABBV | Abbvie Inc | +0.1% | -0.67% | Trim |
| 10 | ORCL | Oracle CORP | +0.1% | -0.73% | Trim |
| 11 | IBM | Intl Business Machines CORP | +0.1% | -0.97% | Trim |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +42.16% | Add |
| 13 | FISV | Fiserv Inc | +0.1% | -1.00% | Trim |
| 14 | BX | Blackstone Inc | +0.1% | -0.39% | Trim |
| 15 | CEG | Constellation Energy | +0.1% | +97.28% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +32.42% | Add |
| 17 | TMUS | T-mobile US Inc | +0.1% | +2.70% | Add |
| 18 | MCK | Mckesson CORP | +0.1% | +207.45% | Add |
| 19 | SNPS | Synopsys Inc | +0.1% | +319.94% | Add |
| 20 | PNC | Pnc Financial Services Group | +0.1% | -0.87% | Trim |
| 21 | WMT | Walmart Inc | +0.1% | -0.33% | Trim |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -0.20% | Trim |
| 23 | O | Realty Income CORP | +0.1% | +7.64% | Add |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | -1.29% | Trim |
| 25 | ADP | Automatic Data Processing | +0.1% | -0.33% | Trim |
| 26 | OMC | Omnicom Group | +0.1% | -0.39% | Trim |
| 27 | MA | Mastercard Inc - A | +0.1% | +19.04% | Add |
| 28 | TDG | Transdigm Group Inc | +0.1% | +234.55% | Add |
| 29 | ROK | Rockwell Automation Inc | +0.1% | +511.20% | Add |
| 30 | DHR | Danaher CORP | 0% | -0.33% | Trim |
| 31 | AVGO | Broadcom Inc | 0% | +926.60% | Add |
| 32 | APD | Air Products & Chemicals Inc | 0% | -0.30% | Trim |
| 33 | TT | Trane Technologies plc | 0% | -2.14% | Trim |
| 34 | ES | Eversource Energy | 0% | +1.79% | Add |
| 35 | LOW | Lowe's Cos Inc | 0% | -2.74% | Trim |
| 36 | XYL | Xylem Inc | 0% | +27.09% | Add |
| 37 | WRB | Wr Berkley CORP | 0% | +84.08% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +58.85% | Add |
| 39 | SHW | Sherwin-williams Co/the | 0% | -0.83% | Trim |
| 40 | CARR | Carrier Global CORP | 0% | +28.38% | Add |
| 41 | USB V0 PERP ABond | US Bancorp | 0% | NEW | New buy |
| 42 | ITW | Illinois Tool Works | 0% | -0.06% | Trim |
| 43 | PLD | Prologis Inc | 0% | +2.71% | Add |
| 44 | SBUX | Starbucks CORP | 0% | -7.82% | Trim |
| 45 | PKG | Packaging CORP Of America | 0% | — | Unchanged |
| 46 | BMY | Bristol-myers Squibb Co | 0% | -5.48% | Trim |
| 47 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 48 | SNA | Snap-on Inc | 0% | +9.14% | Add |
| 49 | SYK | Stryker CORP | 0% | +3.95% | Add |
| 50 | ZTS | Zoetis Inc | 0% | +1.68% | Add |
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 464 disclosed positions in Q3 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 AAPL, MSFT, JPM) accounted for 20.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLK
市值: $13.7M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $11.2M
During Q3 2024, Resources Management CORP /ct/ /adv's top holdings by market value included AAPL (6.5%)、MSFT (5.4%)、JPM (3.6%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q3 2024, Resources Management CORP /ct/ /adv made 154 total portfolio adjustments, initiating 7 new buys, adding to 52 positions, trimming 92 holdings, and fully liquidating 3 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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