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CIK: 0000749044
Total reported value
$793.5M
$793.5M
413 檔
24.3%
At the close of Q3 2025, Resources Management CORP /ct/ /adv disclosed equity holdings valued at approximately $793.5M, spread across 413 reported holdings.
In Q3 2025, Resources Management CORP /ct/ /adv adopted a defensive or profit-taking posture, trimming 106 positions and completely liquidating 22 holdings to manage risk exposure.
Showing top 200 holdings (of 413 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.42% | +0.22% | -2.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.87% | -0.25% | -1.47% | |
| 3 | APH | Amphenol Corp-cl A | Stock-Tech | 5.34% | +1.20% | -5.44% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.56% | +0.15% | -7.58% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.76% | +0.17% | -3.77% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.58% | -0.45% | -1.37% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | +0.35% | -0.67% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.53% | +0.25% | -0.87% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.31% | +0.05% | -1.81% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.30% | -0.30% | -0.29% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 2.20% | -0.34% | -0.58% | |
| 12 | BLK | Blackrock Inc | Stock-Financials | 2.10% | -0.11% | -0.75% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.03% | -2.06% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.63% | -0.52% | +2.98% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.58% | -0.07% | -1.92% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.08% | -9.21% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.47% | -0.24% | +1.66% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.44% | -0.05% | -8.49% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.40% | -0.23% | +1.95% | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.24% | -0.07% | -1.01% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.24% | -0.12% | -1.84% | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 1.16% | -0.01% | -14.80% | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.09% | -0.19% | +1.21% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.37% | -1.11% | |
| 25 | FISV | Fiserv Inc | Stock-Other | 1.03% | -0.10% | +24.39% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 0.95% | -0.12% | -11.50% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.95% | +0.03% | +6.86% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | -0.10% | -2.42% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.91% | +0.09% | -0.68% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.89% | -0.05% | +8.19% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.85% | +0.56% | -0.61% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.07% | +0.34% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -1.23% | EXIT | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.80% | -0.01% | +56.46% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.77% | — | -0.37% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | +0.08% | -2.65% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.24% | +0.04% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.19% | +41.15% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.12% | -6.42% | |
| 40 | OMC | Omnicom Group | Stock-Comm Services | 0.67% | +0.02% | +3.74% | |
| 41 | TT | Trane Technologies plc | Stock-Industrials | 0.67% | +0.07% | -1.90% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.65% | +0.07% | -21.08% | |
| 43 | VAW | Vanguard Materials ETF | ETF-Other | 0.64% | -0.03% | -1.47% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | +0.01% | +4.37% | |
| 45 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.61% | -0.15% | -0.51% | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.57% | -0.02% | +0.65% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.50% | -0.02% | -0.14% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.49% | +0.09% | -0.89% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.49% | +0.50% | -2.73% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.40% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +2% | -5.44% | Trim |
| 2 | AVGO | Broadcom Inc | +1.1% | -3.77% | Trim |
| 3 | MSFT | Microsoft CORP | +1.1% | -1.47% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.67% | Add |
| 5 | NVDA | Nvidia CORP | +0.6% | -2.06% | Trim |
| 6 | ORCL | Oracle CORP | +0.5% | -8.49% | Trim |
| 7 | CCOI | Cogent Communications Holdin | +0.5% | +66.40% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -7.58% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.3% | +41.15% | Add |
| 10 | BLK | Blackrock Inc | +0.2% | -0.75% | Trim |
| 11 | WM | Waste Management Inc | +0.2% | +56.46% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | -2.73% | Trim |
| 13 | TDG | Transdigm Group Inc | +0.2% | +192.22% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -0.61% | Trim |
| 15 | TJX | Tjx Companies Inc | +0.2% | -0.29% | Trim |
| 16 | BSX | Boston Scientific CORP | +0.2% | +77.86% | Add |
| 17 | MRVL | Marvell Technology Inc | +0.2% | +8.45% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -1.84% | Trim |
| 19 | SE | Sea Ltd-adr | +0.1% | +108.46% | Add |
| 20 | NTRA | Natera Inc | +0.1% | +972.63% | Add |
| 21 | MCK | Mckesson CORP | +0.1% | +54.88% | Add |
| 22 | AAPL | Apple Inc | +0.1% | -2.42% | Trim |
| 23 | CEG | Constellation Energy | +0.1% | -1.09% | Add |
| 24 | DE | Deere & Co | +0.1% | +459.43% | Add |
| 25 | VLO | Valero Energy CORP | +0.1% | +0.65% | Trim |
| 26 | CRM | Salesforce Inc | +0.1% | +27.38% | Add |
| 27 | SNOW | Snowflake Inc | +0.1% | +0.24% | Add |
| 28 | BX | Blackstone Inc | +0.1% | -0.37% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | +0.34% | Add |
| 30 | TT | Trane Technologies plc | +0.1% | -1.90% | Trim |
| 31 | ICE | Intercontinental Exchange In | +0.1% | +73.03% | Add |
| 32 | ADI | Analog Devices Inc | +0.1% | -0.89% | Add |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | +3.68% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.32% | Add |
| 35 | TMUS | T-mobile US Inc | 0% | +1.21% | Add |
| 36 | XYL | Xylem Inc | 0% | — | Trim |
| 37 | CAT | Caterpillar Inc | 0% | -14.45% | Trim |
| 38 | NOW | Servicenow Inc | 0% | +18.59% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -3.34% | Trim |
| 40 | DOC | Healthpeak Properties Inc | 0% | +332.45% | Add |
| 41 | CNR | Core Natural Resources Inc | 0% | +47.43% | Add |
| 42 | EMR | Emerson Electric Co | 0% | -3.16% | Trim |
| 43 | CMI | Cummins Inc | 0% | — | Add |
| 44 | HLI | Houlihan Lokey Inc | 0% | — | Add |
| 45 | GE | General Electric | 0% | -0.61% | Trim |
| 46 | GS | Goldman Sachs Group Inc | 0% | -2.64% | Add |
| 47 | ABBV | Abbvie Inc | 0% | -0.87% | Trim |
| 48 | ORLY | O'reilly Automotive Inc | 0% | -1.01% | Add |
| 49 | SCI | Service CORP International | 0% | +4.94% | Add |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.26% | 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 413 disclosed positions in Q3 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, APH) accounted for 24.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
OXLC 6.25 02-28-27 2027
市值: $324.0K
Top Position Liquidated / Trimmed
FITB
前期市值: $1.1M
During Q3 2025, Resources Management CORP /ct/ /adv's top holdings by market value included AAPL (6.4%)、MSFT (5.9%)、APH (5.3%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q3 2025, Resources Management CORP /ct/ /adv made 191 total portfolio adjustments, initiating 7 new buys, adding to 56 positions, trimming 106 holdings, and fully liquidating 22 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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