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CIK: 0000749044
Total reported value
$793.5M
$793.5M
429 檔
24.9%
As reported in its official Q4 2025 Form 13F filing, Resources Management CORP /ct/ /adv's tracked investment portfolio stood at $793.5M with 429 total positions.
Resources Management CORP /ct/ /adv executed strategic sector rebalancing during Q4 2025, establishing 19 new positions while fully exiting 3 holdings and trimming 98 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, APH, MSFT) accounted for 24.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
XETYX
市值: $878.0K
Top Position Liquidated / Trimmed
MSI
前期市值: $69.0K
Showing top 200 holdings (of 429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.75% | +0.22% | -1.80% | |
| 2 | APH | Amphenol Corp-cl A | Stock-Tech | 5.53% | +1.20% | -5.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.46% | -0.25% | -0.64% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.62% | +0.15% | -1.16% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.22% | +0.35% | -2.76% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.76% | +0.17% | -4.89% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.58% | -0.45% | -0.73% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.50% | +0.25% | -0.31% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.41% | -0.30% | -1.84% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 2.32% | -0.34% | -0.90% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.96% | +0.05% | -0.13% | |
| 12 | BLK | Blackrock Inc | Stock-Financials | 1.92% | -0.11% | -0.67% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.79% | -0.52% | +0.56% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.03% | -2.51% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | -0.08% | -1.14% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.07% | +2.18% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | -0.24% | +9.88% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.41% | -0.23% | -1.78% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.36% | -0.12% | -0.14% | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.09% | -0.07% | +3.30% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.37% | +2.82% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.02% | -0.12% | -7.17% | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.98% | -0.19% | +6.26% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.19% | +1.28% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.98% | -0.05% | +15.20% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.05% | -3.07% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 0.97% | -0.01% | +21.42% | |
| 28 | ITW | Illinois Tool Works | Stock-Industrials | 0.96% | -0.01% | -12.76% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | +0.09% | -1.19% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.07% | +7.78% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -1.23% | EXIT | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | +0.03% | +3.76% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | -0.10% | +0.49% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | +0.01% | +0.79% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | +0.08% | -1.04% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.81% | +0.56% | -1.04% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.24% | +1.15% | |
| 38 | OMC | Omnicom Group | Stock-Comm Services | 0.72% | +0.02% | +7.61% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.71% | — | +2.28% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.12% | -2.27% | |
| 41 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.71% | -0.15% | +32.06% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.67% | +0.07% | -1.43% | |
| 43 | VAW | Vanguard Materials ETF | ETF-Other | 0.63% | -0.03% | -3.35% | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.62% | +0.07% | +0.88% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.61% | +0.50% | -1.71% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.54% | +0.09% | -1.94% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.53% | -0.02% | -2.07% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.22% | -0.26% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.46% | -0.01% | +1.70% | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.44% | -0.11% | +24.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -2.76% | Trim |
| 2 | AAPL | Apple Inc | +0.3% | -1.80% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.3% | +1.28% | Add |
| 4 | APH | Amphenol Corp-cl A | +0.2% | -5.44% | Trim |
| 5 | MRK | Merck & Co. Inc. | +0.2% | +0.79% | Add |
| 6 | WM | Waste Management Inc | +0.2% | +21.42% | Add |
| 7 | ACN | Accenture plc | +0.2% | +0.56% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | -1.14% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +61.76% | Add |
| 10 | SE | Sea Ltd-adr | +0.1% | +166.20% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | -1.71% | Trim |
| 12 | NEE | Nextera Energy Inc | +0.1% | -0.90% | Trim |
| 13 | DOC | Healthpeak Properties Inc | +0.1% | +251.65% | Add |
| 14 | RTX | Rtx CORP | +0.1% | -0.14% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | +7.78% | Add |
| 16 | TJX | Tjx Companies Inc | +0.1% | -1.84% | Trim |
| 17 | TSCO | Tractor Supply Company | +0.1% | +32.06% | Add |
| 18 | SYK | Stryker CORP | +0.1% | +15.20% | Add |
| 19 | LIN | Linde plc | +0.1% | +112.47% | Add |
| 20 | BSX | Boston Scientific CORP | +0.1% | +24.07% | Add |
| 21 | DHR | Danaher CORP | +0.1% | -7.17% | Trim |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | +7.65% | Add |
| 23 | DE | Deere & Co | +0.1% | +50.61% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -1.88% | Trim |
| 25 | XOM | Exxon Mobil CORP | +0.1% | +0.49% | Add |
| 26 | SCI | Service CORP International | +0.1% | +23.54% | Add |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -0.26% | Trim |
| 28 | ICE | Intercontinental Exchange In | +0.1% | +31.43% | Add |
| 29 | PLD | Prologis Inc | +0.1% | +1.70% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -1.16% | Trim |
| 31 | NTRA | Natera Inc | +0.1% | -3.66% | Trim |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +174.73% | Add |
| 33 | CRM | Salesforce Inc | +0.1% | +1.52% | Add |
| 34 | LYV | Live Nation Entertainment In | +0.1% | +79.52% | Add |
| 35 | PANW | Palo Alto Networks Inc | +0.1% | +24.61% | Add |
| 36 | OMC | Omnicom Group | +0.1% | +7.61% | Add |
| 37 | ADI | Analog Devices Inc | +0.1% | -1.94% | Trim |
| 38 | BAC | Bank Of America CORP | 0% | -1.04% | Trim |
| 39 | WMT | Walmart Inc | 0% | -2.27% | Trim |
| 40 | WFC | Wells Fargo & Co | 0% | +1.86% | Add |
| 41 | COST | Costco Wholesale CORP | 0% | +9.88% | Add |
| 42 | IBM | Intl Business Machines CORP | 0% | -1.19% | Trim |
| 43 | CMI | Cummins Inc | 0% | -0.98% | Trim |
| 44 | CB | Chubb Limited | 0% | +2.39% | Add |
| 45 | SPOT | Spotify Technology S.A. | 0% | +2150.00% | Add |
| 46 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 47 | QCOM | Qualcomm Inc | 0% | +1.15% | Add |
| 48 | MCK | Mckesson CORP | 0% | +2.76% | Add |
| 49 | TDG | Transdigm Group Inc | 0% | +6.36% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -8.30% | 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 429 disclosed positions in Q4 2025.
During Q4 2025, Resources Management CORP /ct/ /adv's top holdings by market value included AAPL (6.8%)、APH (5.5%)、MSFT (5.5%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q4 2025, Resources Management CORP /ct/ /adv made 184 total portfolio adjustments, initiating 19 new buys, adding to 64 positions, trimming 98 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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