Resources-Management-Corp-Ct-Adv

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "RGEN",
  "FIBK",
  "ITRI",
  "QRVO",
  "NTR",
  "NLY",
  "RJF",
  null,
  "AAL",
  "BEP",
  "SMCI",
  "AMR",
  "BCE",
  "ARI",
  "SNOW",
  "MU",
  "ACN",
  "ZS",
  "ITT",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "KTB",
  "ALL",
  "GOOGL",
  null,
  null,
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "ABR",
  "CP.TO",
  "AUB",
  "WRB",
  "BSX",
  "CMI",
  "LEG",
  null,
  "DUK",
  null,
  "D",
  "UTG",
  null,
  "EOG",
  "STNE",
  "FFBC",
  null,
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "ALTO",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  null,
  "UNP",
  "GBCI",
  "QCOM",
  "ISRG",
  null,
  "HLI",
  "ITW",
  "INGR",
  "RIVN",
  "EMR",
  "BCSF",
  "ICE",
  "META",
  "IVW",
  "IJH",
  "RPID",
  "ROG",
  "SWK",
  "KMI",
  "LRCX",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "MRVL",
  "MA",
  null,
  "MDT",
  "AHCO",
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  "MDLZ",
  "CNR",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "ELF",
  "EXC",
  "FHN",
  "FTV",
  "GE",
  "GPC",
  "GXO",
  "HIG",
  "NVS",
  "OMC",
  "ODFL",
  "ORLY",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "VHT",
  "DOC",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PKG",
  "PPG",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "BP",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "SNV",
  "NBTB",
  "MRNA",
  "OSIS",
  "TLN",
  "ALC",
  "NBBK",
  "AB",
  "SPH",
  "SUN",
  "PNW",
  "STAG",
  "VWO",
  "GUT",
  "TRMK",
  "VIG",
  "TSCO",
  "XLB",
  "IWN",
  null,
  "OHI",
  null,
  "RMD",
  null,
  null,
  "ETR",
  "VYM",
  "DD",
  null,
  "K",
  "TT",
  "HASI",
  "ARE",
  "SWX",
  "AEE",
  "HAL",
  "AVY",
  "AFL",
  "UBSI",
  "APH",
  "ALLE",
  "VFC",
  "FI",
  "NTRA",
  "WAB",
  "WSO",
  "F",
  "GNRC",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IR",
  null,
  "TTC",
  "AEP",
  "EKSO",
  "EVLV",
  "ES",
  "HIFS",
  "INDB",
  "JBLU",
  "AOS",
  "NVO",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "LCID",
  "KD",
  null,
  "NEU",
  null,
  "DKNG",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WASH",
  "WMT",
  "WSBC",
  "WBS",
  "WFC",
  "WWD",
  "XPO",
  "XYL",
  "ZBRA",
  "SOLV",
  "LNT",
  "PTC",
  "MTB",
  "FBNC",
  "NSC",
  null,
  "NXPI",
  "LH",
  "MFC",
  "KDP",
  "MGM",
  "SO",
  "TTD",
  "STBA",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "RBLX",
  "SCI",
  "RUN",
  null,
  null,
  "LYV",
  "LYB",
  "GEV",
  "MELI",
  "MCK",
  "NUE",
  "FDX",
  "AME",
  null,
  null,
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BKU",
  "BNS",
  "BBWI",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BOKF",
  "BA",
  "BMY",
  "BIP",
  "BR",
  "CNI",
  "CARR",
  "CAVA",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CHCO",
  "KO",
  "CCOI",
  "CMA",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CBU",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  "DVN",
  "DCOM",
  "DLR",
  "RSP",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 428
Total Value: 711113
Accession Number: 0000749044-25-000002
Form Type: 13F-HR
CIK: resources-management-corp-ct-adv
Manager Name: Resources-Management-Corp-Ct-Adv

Data Enrichment

90% identified

385 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

428 positions • $711.1K total value

SEC FilingSEC DataHachi Filing

Manager:

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BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.3K

Value:$321.0K

% of Portfolio:45.1% ($321.0K/$711.1K)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$313.0K

% of Portfolio:44.0% ($313.0K/$711.1K)

Meta Platforms, Inc.

META|30303M102

Shares:538

Value:$310.0K

% of Portfolio:43.6% ($310.0K/$711.1K)

FIRST BANCORP /NC/

FBNC|318910106

Shares:7.7K

Value:$309.0K

% of Portfolio:43.5% ($309.0K/$711.1K)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:600

Value:$307.0K

% of Portfolio:43.2% ($307.0K/$711.1K)

922908751

VB|922908751

Shares:1.3K

Value:$286.0K

% of Portfolio:40.2% ($286.0K/$711.1K)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:3.7K

Value:$283.0K

% of Portfolio:39.8% ($283.0K/$711.1K)

ONEOK INC /NEW/

OKE|682680103

Shares:2.9K

Value:$283.0K

% of Portfolio:39.8% ($283.0K/$711.1K)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.1K

Value:$275.0K

% of Portfolio:38.7% ($275.0K/$711.1K)

Tesla, Inc.

TSLA|88160R101

Shares:1.1K

Value:$272.0K

% of Portfolio:38.2% ($272.0K/$711.1K)

GENERAL MILLS INC

GIS|370334104

Shares:4.4K

Value:$265.0K

% of Portfolio:37.3% ($265.0K/$711.1K)

NIKE, Inc.

NKE|654106103

Shares:4.1K

Value:$260.0K

% of Portfolio:36.6% ($260.0K/$711.1K)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:466

Value:$249.0K

% of Portfolio:35.0% ($249.0K/$711.1K)

921908844

VIG|921908844

Shares:1.3K

Value:$249.0K

% of Portfolio:35.0% ($249.0K/$711.1K)

922042858

VWO|922042858

Shares:5.5K

Value:$248.0K

% of Portfolio:34.9% ($248.0K/$711.1K)

92204A702

VGT|92204A702

Shares:449

Value:$244.0K

% of Portfolio:34.3% ($244.0K/$711.1K)

Parker-Hannifin Corp

PH|701094104

Shares:400

Value:$243.0K

% of Portfolio:34.2% ($243.0K/$711.1K)

81369Y605

Shares:4.7K

Value:$234.0K

% of Portfolio:32.9% ($234.0K/$711.1K)

Dime Community Bancshares, Inc. /NY/

DCOM|25432X102

Shares:8.4K

Value:$234.0K

% of Portfolio:32.9% ($234.0K/$711.1K)

641069406

Shares:2.3K

Value:$233.0K

% of Portfolio:32.8% ($233.0K/$711.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.3K	QoQ -7.01% (-100) YoY -40.55% (-904)	All Managers (Combined)	$321.0K	45.1% ($321.0K/$711.1K)	QoQ -0.31% (-$0) YoY -29.75% (-$0)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$313.0K	44.0% ($313.0K/$711.1K)	QoQ +7.56% (+$0) YoY +19.92% (+$0)
Meta Platforms, Inc.(METAcusip30303M102)	538	QoQ -6.92% (-40) YoY -36.55% (-310)	All Managers (Combined)	$310.0K	43.6% ($310.0K/$711.1K)	QoQ -8.28% (-$0) YoY -24.75% (-$0)
FIRST BANCORP /NC/(FBNCcusip318910106)	7.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$309.0K	43.5% ($309.0K/$711.1K)	QoQ -8.84% (-$0) YoY +11.15% (+$0)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	600	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$307.0K	43.2% ($307.0K/$711.1K)	QoQ +8.86% (+$0) YoY +6.96% (+$0)
(VBcusip922908751)	1.3K	QoQ 0.00% (-0) YoY -3.36% (-45)	All Managers (Combined)	$286.0K	40.2% ($286.0K/$711.1K)	QoQ -7.74% (-$0) YoY -6.22% (-$0)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	3.7K	QoQ -7.50% (-300) YoY -12.27% (-517)	All Managers (Combined)	$283.0K	39.8% ($283.0K/$711.1K)	QoQ -7.81% (-$0) YoY -8.41% (-$0)
ONEOK INC /NEW/(OKEcusip682680103)	2.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$283.0K	39.8% ($283.0K/$711.1K)	QoQ -1.39% (-$0) YoY +23.58% (+$0)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.1K	QoQ -13.46% (-175) YoY -16.04% (-215)	All Managers (Combined)	$275.0K	38.7% ($275.0K/$711.1K)	QoQ -0.36% (-$0) YoY -0.36% (-$0)
Tesla, Inc.(TSLAcusip88160R101)	1.1K	QoQ -8.68% (-100) YoY -8.28% (-95)	All Managers (Combined)	$272.0K	38.2% ($272.0K/$711.1K)	QoQ -41.50% (-$0) YoY +35.32% (-$0)
GENERAL MILLS INC(GIScusip370334104)	4.4K	QoQ +8.18% (+335) YoY +4.11% (-175)	All Managers (Combined)	$265.0K	37.3% ($265.0K/$711.1K)	QoQ +1.53% (+$0) YoY -11.07% (-$0)
NIKE, Inc.(NKEcusip654106103)	4.1K	QoQ -29.26% (-1.7K) YoY -70.40% (-9.7K)	All Managers (Combined)	$260.0K	36.6% ($260.0K/$711.1K)	QoQ -40.50% (-$0) YoY -79.96% (-$1)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	466	QoQ 0.00% (-0) YoY -14.65% (-80)	All Managers (Combined)	$249.0K	35.0% ($249.0K/$711.1K)	QoQ -6.03% (-$0) YoY -18.09% (-$0)
(VIGcusip921908844)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$249.0K	35.0% ($249.0K/$711.1K)	QoQ -1.19% (-$0) YoY +5.95% (+$0)
(VWOcusip922042858)	5.5K	QoQ -8.93% (-537) YoY -20.51% (-1.4K)	All Managers (Combined)	$248.0K	34.9% ($248.0K/$711.1K)	QoQ -6.41% (-$0) YoY -13.58% (-$0)
(VGTcusip92204A702)	449	QoQ +1.58% (-7) YoY +1.58% (+7)	All Managers (Combined)	$244.0K	34.3% ($244.0K/$711.1K)	QoQ -11.27% (-$0) YoY +5.17% (+$0)
Parker-Hannifin Corp(PHcusip701094104)	400	QoQ 0.00% (-0) YoY -60.00% (-600)	All Managers (Combined)	$243.0K	34.2% ($243.0K/$711.1K)	QoQ -4.33% (-$0) YoY -56.29% (-$0)
(cusip81369Y605)✕	4.7K	QoQ +5.26% (+235) YoY -0.10% (-5)	All Managers (Combined)	$234.0K	32.9% ($234.0K/$711.1K)	QoQ +8.33% (+$0) YoY +18.18% (-$0)
Dime Community Bancshares, Inc. /NY/(DCOMcusip25432X102)	8.4K	QoQ 0.00% (-0) YoY -47.53% (-7.6K)	All Managers (Combined)	$234.0K	32.9% ($234.0K/$711.1K)	QoQ -9.30% (-$0) YoY -24.02% (-$0)
(cusip641069406)✕	2.3K	QoQ -4.16% (-100) YoY -22.03% (-650)	All Managers (Combined)	$233.0K	32.8% ($233.0K/$711.1K)	QoQ +18.87% (-$0) YoY -25.55% (-$0)