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:

Search and click to pin securities to the top

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FISERV INC

FI|337738108

Shares:41.1K

Value:$9.1M

% of Portfolio:1275.6% ($9.1M/$711.1K)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:6.0K

Value:$8.7M

% of Portfolio:1217.8% ($8.7M/$711.1K)

NVIDIA CORP

NVDA|67066G104

Shares:76.0K

Value:$8.2M

% of Portfolio:1159.0% ($8.2M/$711.1K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:15.0K

Value:$7.9M

% of Portfolio:1106.6% ($7.9M/$711.1K)

RTX Corp

RTX|75513E101

Shares:58.8K

Value:$7.8M

% of Portfolio:1095.5% ($7.8M/$711.1K)

T-Mobile US, Inc.

TMUS|872590104

Shares:28.1K

Value:$7.5M

% of Portfolio:1053.4% ($7.5M/$711.1K)

ABBOTT LABORATORIES

ABT|002824100

Shares:54.3K

Value:$7.2M

% of Portfolio:1013.2% ($7.2M/$711.1K)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:23.4K

Value:$7.1M

% of Portfolio:1003.6% ($7.1M/$711.1K)

EXXON MOBIL CORP

XOM|30231G102

Shares:57.7K

Value:$6.9M

% of Portfolio:965.2% ($6.9M/$711.1K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:26.2K

Value:$6.5M

% of Portfolio:916.3% ($6.5M/$711.1K)

STRYKER CORP

SYK|863667101

Shares:17.3K

Value:$6.4M

% of Portfolio:906.7% ($6.4M/$711.1K)

ORACLE CORP

ORCL|68389X105

Shares:45.7K

Value:$6.4M

% of Portfolio:897.9% ($6.4M/$711.1K)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:150.6K

Value:$6.3M

% of Portfolio:883.7% ($6.3M/$711.1K)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:31.6K

Value:$5.6M

% of Portfolio:781.2% ($5.6M/$711.1K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:49.4K

Value:$5.4M

% of Portfolio:764.7% ($5.4M/$711.1K)

AMAZON COM INC

AMZN|023135106

Shares:27.7K

Value:$5.3M

% of Portfolio:740.2% ($5.3M/$711.1K)

OMNICOM GROUP INC.

OMC|681919106

Shares:63.1K

Value:$5.2M

% of Portfolio:735.2% ($5.2M/$711.1K)

QUALCOMM INC/DE

QCOM|747525103

Shares:33.8K

Value:$5.2M

% of Portfolio:729.1% ($5.2M/$711.1K)

Merck & Co., Inc.

MRK|58933Y105

Shares:54.9K

Value:$4.9M

% of Portfolio:693.6% ($4.9M/$711.1K)

Blackstone Inc.

BX|09260D107

Shares:34.9K

Value:$4.9M

% of Portfolio:685.8% ($4.9M/$711.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	41.1K	QoQ -0.89% (-370) YoY -5.83% (-2.5K)	All Managers (Combined)	$9.1M	1275.6% ($9.1M/$711.1K)	QoQ +6.54% (-$1) YoY +30.10% (-$2)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	6.0K	QoQ -1.41% (-87) YoY +0.09% (+6)	All Managers (Combined)	$8.7M	1217.8% ($8.7M/$711.1K)	QoQ +19.10% (-$1) YoY +27.03% (+$2)
NVIDIA CORP(NVDAcusip67066G104)	76.0K	QoQ +3.14% (-2.3K) YoY +808.43% (+67.7K)	All Managers (Combined)	$8.2M	1159.0% ($8.2M/$711.1K)	QoQ -16.75% (-$2) YoY +8.96% (+$1)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	15.0K	QoQ +1.64% (+243) YoY +13.16% (+1.7K)	All Managers (Combined)	$7.9M	1106.6% ($7.9M/$711.1K)	QoQ +5.24% (+$0) YoY +19.82% (+$1)
RTX Corp(RTXcusip75513E101)	58.8K	QoQ -0.88% (-528) YoY +1.94% (+1.1K)	All Managers (Combined)	$7.8M	1095.5% ($7.8M/$711.1K)	QoQ +13.44% (-$1) YoY +38.46% (+$2)
T-Mobile US, Inc.(TMUScusip872590104)	28.1K	QoQ +1.40% (+389) YoY +10.73% (+2.7K)	All Managers (Combined)	$7.5M	1053.4% ($7.5M/$711.1K)	QoQ +22.54% (+$1) YoY +80.94% (+$3)
ABBOTT LABORATORIES(ABTcusip002824100)	54.3K	QoQ -2.04% (-1.1K) YoY -9.78% (-5.9K)	All Managers (Combined)	$7.2M	1013.2% ($7.2M/$711.1K)	QoQ +14.87% (-$1) YoY +5.29% (-$0)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	23.4K	QoQ +3.35% (+759) YoY +1.60% (+370)	All Managers (Combined)	$7.1M	1003.6% ($7.1M/$711.1K)	QoQ +7.89% (+$1) YoY +24.31% (+$1)
EXXON MOBIL CORP(XOMcusip30231G102)	57.7K	QoQ +2.76% (+1.6K) YoY +2.22% (+1.3K)	All Managers (Combined)	$6.9M	965.2% ($6.9M/$711.1K)	QoQ +13.62% (+$1) YoY +4.58% (+$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	26.2K	QoQ +0.31% (+83) YoY +0.03% (+10)	All Managers (Combined)	$6.5M	916.3% ($6.5M/$711.1K)	QoQ +13.47% (+$1) YoY +30.26% (+$2)
STRYKER CORP(SYKcusip863667101)	17.3K	QoQ +4.19% (+698) YoY +7.93% (+1.3K)	All Managers (Combined)	$6.4M	906.7% ($6.4M/$711.1K)	QoQ +7.71% (+$0) YoY +12.25% (+$1)
ORACLE CORP(ORCLcusip68389X105)	45.7K	QoQ -0.97% (-449) YoY -3.93% (-1.9K)	All Managers (Combined)	$6.4M	897.9% ($6.4M/$711.1K)	QoQ -16.91% (-$1) YoY +6.91% (-$0)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	150.6K	QoQ -4.94% (-7.8K) YoY -12.94% (-22.4K)	All Managers (Combined)	$6.3M	883.7% ($6.3M/$711.1K)	QoQ -9.75% (-$1) YoY -4.20% (-$0)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	31.6K	QoQ +0.82% (-260) YoY -1.84% (-593)	All Managers (Combined)	$5.6M	781.2% ($5.6M/$711.1K)	QoQ -8.10% (-$0) YoY +6.76% (-$0)
UNITED PARCEL SERVICE INC(UPScusip911312106)	49.4K	QoQ -2.82% (-1.4K) YoY +1.11% (-545)	All Managers (Combined)	$5.4M	764.7% ($5.4M/$711.1K)	QoQ -15.24% (-$1) YoY -25.16% (-$2)
AMAZON COM INC(AMZNcusip023135106)	27.7K	QoQ +20.57% (+4.7K) YoY +67.04% (+11.1K)	All Managers (Combined)	$5.3M	740.2% ($5.3M/$711.1K)	QoQ +4.56% (+$0) YoY +76.17% (+$2)
OMNICOM GROUP INC.(OMCcusip681919106)	63.1K	QoQ +8.60% (+5.0K) YoY +15.78% (-8.6K)	All Managers (Combined)	$5.2M	735.2% ($5.2M/$711.1K)	QoQ +4.64% (+$0) YoY -0.79% (-$0)
QUALCOMM INC/DE(QCOMcusip747525103)	33.8K	QoQ +0.85% (+286) YoY -3.77% (-1.3K)	All Managers (Combined)	$5.2M	729.1% ($5.2M/$711.1K)	QoQ +0.85% (+$0) YoY -12.69% (-$1)
Merck & Co., Inc.(MRKcusip58933Y105)	54.9K	QoQ +16.09% (+7.6K) YoY +111.51% (+29.0K)	All Managers (Combined)	$4.9M	693.6% ($4.9M/$711.1K)	QoQ +4.75% (+$0) YoY +43.87% (+$2)
Blackstone Inc.(BXcusip09260D107)	34.9K	QoQ +0.57% (-201) YoY -2.03% (-723)	All Managers (Combined)	$4.9M	685.8% ($4.9M/$711.1K)	QoQ -18.45% (-$1) YoY +4.23% (-$0)