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CIK: 0000749044
Total reported value
$793.5M
$793.5M
415 檔
22.1%
According to the latest 13F quarterly dataset, Resources Management CORP /ct/ /adv managed an equity portfolio of $793.5M at the end of Q1 2026, spanning 415 distinct U.S. exchange-listed positions.
In Q1 2026, Resources Management CORP /ct/ /adv adopted a defensive or profit-taking posture, trimming 102 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 415 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.48% | +0.22% | +0.30% | |
| 2 | APH | Amphenol Corp-cl A | Stock-Tech | 5.14% | +1.20% | -2.92% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.25% | +2.09% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.31% | +0.15% | -0.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.35% | -2.46% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 2.74% | -0.34% | -0.59% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.70% | -0.45% | +0.31% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.55% | -0.30% | -0.39% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.17% | -1.40% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.47% | +0.25% | +1.23% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | +0.05% | +0.30% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.93% | -0.08% | -2.23% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.78% | -0.24% | -0.44% | |
| 14 | BLK | Blackrock Inc | Stock-Financials | 1.77% | -0.11% | +0.33% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.03% | -0.90% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.55% | -0.07% | -0.77% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.55% | -0.23% | -1.01% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.37% | -0.78% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.45% | -0.12% | -1.63% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.34% | -0.52% | -0.94% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -1.23% | EXIT | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.12% | -0.07% | -1.00% | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.10% | -0.19% | +5.27% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 1.05% | -0.01% | +1.32% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.07% | +20.42% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.98% | -0.05% | +5.18% | |
| 27 | ITW | Illinois Tool Works | Stock-Industrials | 0.95% | -0.01% | -8.27% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | +0.01% | -1.06% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.10% | +23.88% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.19% | -1.01% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.83% | -0.12% | -4.07% | |
| 32 | VLO | Valero Energy CORP | Stock-Energy | 0.82% | -0.02% | -1.35% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | +0.09% | +0.11% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.12% | -3.69% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 0.78% | +0.02% | +14.35% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.77% | +0.03% | +10.06% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.08% | +1.90% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.05% | -2.14% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.73% | +0.50% | -7.30% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.72% | +0.56% | +5.04% | |
| 41 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.68% | -0.15% | +3.29% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.68% | +0.07% | -0.16% | |
| 43 | VAW | Vanguard Materials ETF | ETF-Other | 0.67% | -0.03% | -4.21% | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.66% | +0.07% | -2.64% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | +0.09% | -1.15% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | +0.24% | +6.34% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.60% | — | +10.14% | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.50% | +40.11% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.22% | -2.14% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.47% | -0.01% | -2.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +0.4% | -0.59% | Trim |
| 2 | CVX | Chevron CORP | +0.4% | -0.78% | Trim |
| 3 | FISV | Fiserv Inc | +0.4% | +1313.77% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -1.85% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.3% | -2.23% | Trim |
| 6 | VLO | Valero Energy CORP | +0.3% | -1.35% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.3% | -0.44% | Trim |
| 8 | PEP | Pepsico Inc | +0.1% | -1.01% | Trim |
| 9 | TJX | Tjx Companies Inc | +0.1% | -0.39% | Trim |
| 10 | EOG | Eog Resources Inc | +0.1% | -3.65% | Trim |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -1.06% | Trim |
| 12 | LRCX | Lam Research CORP | +0.1% | -7.30% | Trim |
| 13 | TMUS | T-mobile US Inc | +0.1% | +5.27% | Add |
| 14 | MCD | Mcdonald's CORP | +0.1% | +0.31% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +20.42% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +40.11% | Add |
| 17 | ADI | Analog Devices Inc | +0.1% | -1.15% | Trim |
| 18 | RTX | Rtx CORP | +0.1% | -1.63% | Trim |
| 19 | VZ | Verizon Communications Inc | +0.1% | +0.02% | Add |
| 20 | WM | Waste Management Inc | +0.1% | +1.32% | Add |
| 21 | XPO | Xpo Inc | +0.1% | -2.31% | Trim |
| 22 | MA | Mastercard Inc - A | +0.1% | +38.46% | Add |
| 23 | MRVL | Marvell Technology Inc | +0.1% | +5.27% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -6.69% | Trim |
| 25 | WMT | Walmart Inc | +0.1% | -3.69% | Trim |
| 26 | LMT | Lockheed Martin CORP | +0.1% | -1.98% | Trim |
| 27 | OMC | Omnicom Group | +0.1% | +14.35% | Add |
| 28 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 29 | PSX | Phillips 66 | +0.1% | -0.62% | Trim |
| 30 | ICE | Intercontinental Exchange In | +0.1% | +18.66% | Add |
| 31 | HON | Honeywell International Inc | +0.1% | -4.20% | Trim |
| 32 | DE | Deere & Co | 0% | -0.34% | Trim |
| 33 | DUK | Duke Energy CORP | 0% | -1.03% | Trim |
| 34 | O | Realty Income CORP | 0% | +2.07% | Add |
| 35 | DOC | Healthpeak Properties Inc | 0% | +14.78% | Add |
| 36 | TT | Trane Technologies plc | 0% | -2.64% | Trim |
| 37 | VAW | Vanguard Materials ETF | 0% | -4.21% | Trim |
| 38 | SCI | Service CORP International | 0% | -0.79% | Trim |
| 39 | ABT | Abbott Laboratories | 0% | +23.88% | Add |
| 40 | WRB | Wr Berkley CORP | 0% | +16.09% | Add |
| 41 | CRH | CRH plc | 0% | +255.64% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | +232.54% | Add |
| 43 | XLE | Ss Energy Select Sector | 0% | -2.03% | Trim |
| 44 | BMY | Bristol-myers Squibb Co | 0% | -0.81% | Trim |
| 45 | COP | Conocophillips | 0% | -10.26% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | 0% | +10.81% | Add |
| 47 | HASI | Ha Sustainable Infrastructur | 0% | -0.46% | Trim |
| 48 | LIN | Linde plc | 0% | -5.83% | Trim |
| 49 | CNR | Core Natural Resources Inc | 0% | +5.30% | Add |
| 50 | MCK | Mckesson CORP | 0% | -1.34% | 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 415 disclosed positions in Q1 2026.
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, APH, MSFT) accounted for 22.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
ADX
市值: $89.0K
Top Position Liquidated / Trimmed
SYU1
前期市值: $70.0K
During Q1 2026, Resources Management CORP /ct/ /adv's top holdings by market value included AAPL (6.5%)、APH (5.1%)、MSFT (4.4%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2026, Resources Management CORP /ct/ /adv made 169 total portfolio adjustments, initiating 5 new buys, adding to 54 positions, trimming 102 holdings, and fully liquidating 8 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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