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CIK: 0000749044
Total reported value
$793.5M
$793.5M
428 檔
19.4%
In Q1 2025, Resources Management CORP /ct/ /adv's U.S. equity holdings reached a combined market value of $793.5M, distributed across 428 disclosed stock positions.
In Q1 2025, Resources Management CORP /ct/ /adv displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 428 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.32% | +0.22% | -0.73% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.82% | -0.25% | -0.98% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.23% | +0.15% | -1.31% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 3.35% | +1.20% | +0.02% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.94% | -0.45% | -1.12% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.51% | +0.25% | +0.19% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.32% | +0.05% | -0.52% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.27% | -0.34% | +0.66% | |
| 9 | ACN | Accenture plc | Stock-Tech | 2.19% | -0.52% | +0.17% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.14% | -0.30% | -0.20% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.96% | -0.07% | -1.04% | |
| 12 | BLK | Blackrock Inc | Stock-Financials | 1.87% | -0.11% | -0.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.35% | +3.99% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | -0.08% | -8.44% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.17% | -3.26% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | -0.24% | +1.17% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.58% | -0.23% | +1.41% | |
| 18 | ITW | Illinois Tool Works | Stock-Industrials | 1.44% | -0.01% | -0.16% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.30% | -0.12% | -2.74% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.37% | -0.35% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.28% | -0.10% | -0.89% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.22% | -0.07% | -1.42% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.03% | +3.14% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.12% | +1.64% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.10% | -0.12% | -0.89% | |
| 26 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.05% | -0.19% | +1.40% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.01% | -0.10% | -2.05% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 1.00% | +0.03% | +3.36% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -1.23% | EXIT | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | +0.09% | +0.32% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.91% | -0.05% | +4.20% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.05% | -0.97% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.08% | -4.94% | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.78% | +0.07% | +0.83% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.76% | +0.01% | -2.83% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.07% | +20.57% | |
| 37 | OMC | Omnicom Group | Stock-Comm Services | 0.74% | +0.02% | +8.61% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.24% | +0.85% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | +0.01% | +16.09% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.69% | — | +0.58% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.68% | +0.56% | +0.66% | |
| 42 | VAW | Vanguard Materials ETF | ETF-Other | 0.67% | -0.03% | -4.63% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.12% | -1.05% | |
| 44 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.63% | -0.15% | +4.78% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.40% | EXIT | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.60% | +0.07% | +26.67% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.01% | +8.24% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.58% | -0.02% | +3.96% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.57% | +0.11% | -29.52% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.22% | -0.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 5 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 6 | ABBV | Abbvie Inc | — | NEW | New buy |
| 7 | HD | Home Depot Inc | — | NEW | New buy |
| 8 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 9 | ACN | Accenture plc | — | NEW | New buy |
| 10 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | BLK | Blackrock Inc | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | PEP | Pepsico Inc | — | NEW | New buy |
| 18 | ITW | Illinois Tool Works | — | NEW | New buy |
| 19 | DHR | Danaher CORP | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | FISV | Fiserv Inc | — | NEW | New buy |
| 22 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 25 | RTX | Rtx CORP | — | NEW | New buy |
| 26 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 27 | ABT | Abbott Laboratories | — | NEW | New buy |
| 28 | ADP | Automatic Data Processing | — | NEW | New buy |
| 29 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 30 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 31 | SYK | Stryker CORP | — | NEW | New buy |
| 32 | ORCL | Oracle CORP | — | NEW | New buy |
| 33 | BAC | Bank Of America CORP | — | NEW | New buy |
| 34 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 35 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 36 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 37 | OMC | Omnicom Group | — | NEW | New buy |
| 38 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 39 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 40 | BX | Blackstone Inc | — | NEW | New buy |
| 41 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 42 | VAW | Vanguard Materials ETF | — | NEW | New buy |
| 43 | WMT | Walmart Inc | — | NEW | New buy |
| 44 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 45 | HON | Honeywell International Inc | — | NEW | New buy |
| 46 | TT | Trane Technologies plc | — | NEW | New buy |
| 47 | WM | Waste Management Inc | — | NEW | New buy |
| 48 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 49 | CVS | Cvs Health CORP | — | NEW | New buy |
| 50 | CSCO | Cisco Systems Inc | — | NEW | New buy |
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 Q1 2025.
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 19.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $44.9M
During Q1 2025, Resources Management CORP /ct/ /adv's top holdings by market value included AAPL (6.3%)、MSFT (4.8%)、JPM (4.2%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q1 2025, Resources Management CORP /ct/ /adv made 200 total portfolio adjustments, initiating 200 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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