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CIK: 0000749044
Total reported value
$793.5M
$793.5M
421 檔
22.0%
As reported in its official Q2 2025 Form 13F filing, Resources Management CORP /ct/ /adv's tracked investment portfolio stood at $793.5M with 421 total positions.
In Q2 2025, Resources Management CORP /ct/ /adv adopted a defensive or profit-taking posture, trimming 97 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 421 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.01% | -0.25% | -2.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.57% | +0.22% | -1.09% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.76% | +0.15% | -1.35% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 4.74% | +1.20% | -2.62% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.64% | -0.45% | -0.32% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.52% | +0.17% | -2.00% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.24% | +0.05% | -0.29% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.15% | +0.25% | +0.09% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 2.14% | -0.34% | -0.58% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.07% | -0.30% | -1.24% | |
| 11 | ACN | Accenture plc | Stock-Tech | 2.01% | -0.52% | -0.76% | |
| 12 | BLK | Blackrock Inc | Stock-Financials | 2.00% | -0.11% | -0.10% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.35% | +2.19% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.07% | -0.33% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.03% | +0.40% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | -0.24% | -0.63% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.08% | -4.05% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.36% | -0.23% | +0.93% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.36% | -0.01% | -2.05% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.29% | -0.05% | -5.16% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.17% | -0.10% | +21.25% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.12% | -0.39% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.12% | -0.12% | -7.28% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.12% | -0.19% | +23.59% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.10% | -0.07% | +1392.14% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.37% | -0.42% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | +0.09% | -3.77% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.10% | -0.18% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.98% | +0.03% | +0.22% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.94% | +0.56% | -0.66% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | -0.05% | -0.77% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.07% | +3.31% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -1.23% | EXIT | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.80% | +0.07% | +0.07% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | +0.08% | -21.44% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.74% | +0.07% | -2.09% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.24% | +0.18% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.12% | +0.21% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.71% | — | +0.63% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.40% | EXIT | |
| 41 | VAW | Vanguard Materials ETF | ETF-Other | 0.65% | -0.03% | -2.44% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | +0.01% | +3.14% | |
| 43 | OMC | Omnicom Group | Stock-Comm Services | 0.60% | +0.02% | -2.60% | |
| 44 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.60% | -0.15% | +2.55% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.12% | -8.87% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | +0.01% | -15.47% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.01% | -0.11% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.54% | -0.02% | +1.58% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.19% | +42.06% | |
| 50 | TD | Toronto-dominion Bank | Stock-Financials | 0.51% | +0.08% | -11.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +1.4% | -2.62% | Trim |
| 2 | MSFT | Microsoft CORP | +1.2% | -2.61% | Trim |
| 3 | AVGO | Broadcom Inc | +0.9% | -2.00% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -1.35% | Trim |
| 5 | NVDA | Nvidia CORP | +0.5% | +0.40% | Add |
| 6 | ORCL | Oracle CORP | +0.4% | -5.16% | Trim |
| 7 | CCOI | Cogent Communications Holdin | +0.4% | +7241.39% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -0.66% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.19% | Add |
| 10 | TT | Trane Technologies plc | +0.1% | -2.09% | Trim |
| 11 | BLK | Blackrock Inc | +0.1% | -0.10% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.1% | +42.06% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +3.31% | Add |
| 14 | CEG | Constellation Energy | +0.1% | +4.60% | Add |
| 15 | MRVL | Marvell Technology Inc | +0.1% | +32.80% | Add |
| 16 | SNOW | Snowflake Inc | +0.1% | +1.60% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -3.77% | Trim |
| 18 | HON | Honeywell International Inc | +0.1% | +6.10% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | -0.19% | Trim |
| 20 | TMUS | T-mobile US Inc | +0.1% | +23.59% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | +29.99% | Add |
| 22 | ADI | Analog Devices Inc | +0.1% | +1.36% | Add |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.16% | Trim |
| 24 | RTX | Rtx CORP | +0.1% | -0.39% | Trim |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +0.73% | Add |
| 26 | SE | Sea Ltd-adr | +0.1% | +9250.00% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +0.21% | Add |
| 28 | NOW | Servicenow Inc | 0% | +1.41% | Add |
| 29 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 30 | NFLX | Netflix Inc | 0% | +1.97% | Add |
| 31 | OXLC 6.25 02-28-27 2027Bond | Oxford Lane Capital CORP | 0% | NEW | New buy |
| 32 | JPEF | Jpmorgan Equity Focus ETF | 0% | NEW | New buy |
| 33 | GXO | Gxo Logistics Inc | 0% | +1.84% | Add |
| 34 | USB V0 PERP ABond | US Bancorp | 0% | NEW | New buy |
| 35 | CMG | Chipotle Mexican Grill Inc | 0% | +2.95% | Add |
| 36 | SIGI | Selective Insurance Group | 0% | NEW | New buy |
| 37 | BX | Blackstone Inc | 0% | +0.63% | Add |
| 38 | PNC | Pnc Financial Services Group | 0% | +0.07% | Add |
| 39 | TD | Toronto-dominion Bank | 0% | -11.79% | Trim |
| 40 | SNPS | Synopsys Inc | 0% | +1.19% | Add |
| 41 | AXP | American Express Co | 0% | -0.11% | Trim |
| 42 | BSX | Boston Scientific CORP | 0% | +5.71% | Add |
| 43 | SCI | Service CORP International | 0% | +6.28% | Add |
| 44 | XPO | Xpo Inc | 0% | +1.50% | Add |
| 45 | STT | State Street CORP | 0% | -1.08% | Trim |
| 46 | GS | Goldman Sachs Group Inc | 0% | +10.67% | Add |
| 47 | WFC | Wells Fargo & Co | 0% | -2.64% | Trim |
| 48 | CNR | Core Natural Resources Inc | 0% | +190.61% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +3.35% | Add |
| 50 | GE | General Electric | 0% | -5.24% | Trim |
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 421 disclosed positions in Q2 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 MSFT, AAPL, JPM) accounted for 22.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
OXLC 6.25 02-28-27 2027
市值: $320.0K
Top Position Liquidated / Trimmed
UBSI
前期市值: $711.0K
During Q2 2025, Resources Management CORP /ct/ /adv's top holdings by market value included MSFT (6.0%)、AAPL (5.6%)、JPM (4.8%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q2 2025, Resources Management CORP /ct/ /adv made 177 total portfolio adjustments, initiating 8 new buys, adding to 58 positions, trimming 97 holdings, and fully liquidating 14 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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