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CIK: 0000749044
Total reported value
$793.5M
$793.5M
428 檔
20.7%
The Q4 2024 SEC filing reveals that Resources Management CORP /ct/ /adv held a total portfolio value of $793.5M, covering 428 public equity positions.
In Q4 2024, Resources Management CORP /ct/ /adv adopted a defensive or profit-taking posture, trimming 118 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 428 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.96% | +0.22% | -1.89% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.31% | -0.25% | -1.60% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.07% | +0.15% | -0.80% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 3.44% | +1.20% | -0.86% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.68% | -0.45% | -0.20% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.41% | +0.05% | -0.41% | |
| 7 | ACN | Accenture plc | Stock-Tech | 2.40% | -0.52% | -0.14% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.25% | +0.17% | -5.57% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 2.22% | -0.34% | -0.12% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.07% | -0.30% | -0.24% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.07% | +0.25% | +5.40% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.35% | +0.20% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 1.97% | -0.11% | -2.28% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.89% | -0.07% | -0.12% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.54% | -0.23% | +0.78% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.08% | -1.01% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | -0.24% | -0.69% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.46% | -0.12% | +2.24% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.43% | -0.01% | -0.79% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.03% | -2.06% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.16% | -0.10% | -1.64% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.37% | -0.50% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.05% | -0.05% | -0.78% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.12% | +8.21% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.99% | -0.07% | -1.22% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.08% | -1.39% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.12% | -0.13% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.90% | +0.03% | -1.18% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.88% | +0.01% | +0.20% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | -0.10% | -3.05% | |
| 31 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.83% | -0.19% | -0.36% | |
| 32 | PNC | Pnc Financial Services Group | Stock-Financials | 0.83% | +0.07% | -0.14% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -1.23% | EXIT | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.05% | -0.22% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.82% | — | -2.55% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -0.40% | EXIT | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.09% | -1.90% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | +0.24% | -3.18% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.07% | -0.18% | |
| 40 | OMC | Omnicom Group | Stock-Comm Services | 0.68% | +0.02% | +5.36% | |
| 41 | VAW | Vanguard Materials ETF | ETF-Other | 0.68% | -0.03% | -1.58% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.12% | -0.86% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | +0.01% | +23.77% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.56% | +0.22% | |
| 45 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.56% | -0.15% | +423.53% | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.56% | -0.02% | EXIT | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | -0.02% | -1.91% | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.52% | +0.11% | -21.19% | |
| 49 | TD | Toronto-dominion Bank | Stock-Financials | 0.52% | +0.08% | -22.12% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.51% | +0.07% | -0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.5% | -0.80% | Trim |
| 2 | AVGO | Broadcom Inc | +0.5% | -5.57% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | -1.89% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.20% | Add |
| 5 | APH | Amphenol Corp-cl A | +0.2% | -0.86% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.2% | +96.78% | Add |
| 7 | FISV | Fiserv Inc | +0.1% | -1.64% | Trim |
| 8 | BLK | Blackrock Inc | +0.1% | -2.28% | Trim |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.22% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | -2.06% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | -0.18% | Trim |
| 12 | BAC | Bank Of America CORP | +0.1% | -1.39% | Trim |
| 13 | BX | Blackstone Inc | +0.1% | -2.55% | Trim |
| 14 | TJX | Tjx Companies Inc | +0.1% | -0.24% | Trim |
| 15 | MRVL | Marvell Technology Inc | +0.1% | -0.49% | Trim |
| 16 | LULU | Lululemon Athletica Inc | +0.1% | -11.02% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | -0.86% | Trim |
| 18 | SNOW | Snowflake Inc | +0.1% | +6.29% | Add |
| 19 | TMUS | T-mobile US Inc | +0.1% | -0.36% | Trim |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +23.77% | Add |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.91% | Trim |
| 22 | HON | Honeywell International Inc | +0.1% | -2.65% | Trim |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.93% | Trim |
| 24 | SNA | Snap-on Inc | +0.1% | -1.02% | Trim |
| 25 | WM | Waste Management Inc | +0.1% | +13.04% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -1.90% | Trim |
| 27 | V | Visa Inc-class A Shares | +0.1% | -0.92% | Trim |
| 28 | ADP | Automatic Data Processing | +0.1% | -1.18% | Trim |
| 29 | COST | Costco Wholesale CORP | +0.1% | -0.69% | Trim |
| 30 | PNC | Pnc Financial Services Group | +0.1% | -0.14% | Trim |
| 31 | TDG | Transdigm Group Inc | 0% | +67.93% | Add |
| 32 | CRM | Salesforce Inc | 0% | -6.66% | Trim |
| 33 | MCK | Mckesson CORP | 0% | +9.64% | Add |
| 34 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 35 | XPO | Xpo Inc | 0% | -2.84% | Trim |
| 36 | MA | Mastercard Inc - A | 0% | +0.37% | Add |
| 37 | C | Citigroup Inc | 0% | -0.05% | Trim |
| 38 | ORLY | O'reilly Automotive Inc | 0% | -1.22% | Trim |
| 39 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 40 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 41 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 42 | ICE | Intercontinental Exchange In | 0% | +33.67% | Add |
| 43 | BSX | Boston Scientific CORP | 0% | +6.13% | Add |
| 44 | SNPS | Synopsys Inc | 0% | +24.23% | Add |
| 45 | GILD | Gilead Sciences Inc | 0% | -2.88% | Trim |
| 46 | WBS | Webster Financial CORP | 0% | -1.46% | Trim |
| 47 | PANW | Palo Alto Networks Inc | 0% | +99.03% | Add |
| 48 | STT | State Street CORP | 0% | +1.09% | Add |
| 49 | BMO | Bank Of Montreal | 0% | -1.39% | Trim |
| 50 | AXP | American Express Co | 0% | — | Unchanged |
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 428 disclosed positions in Q4 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 20.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $168.0K
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $146.0K
During Q4 2024, Resources Management CORP /ct/ /adv's top holdings by market value included AAPL (7.0%)、MSFT (5.3%)、JPM (4.1%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q4 2024, Resources Management CORP /ct/ /adv made 163 total portfolio adjustments, initiating 1 new buys, adding to 39 positions, trimming 118 holdings, and fully liquidating 5 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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