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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EOG RESOURCES INC

EOG|26875P101

Shares:20.7K

Value:$2.7M

% of Portfolio:373.4% ($2.7M/$711.1K)

VISA INC.

V|92826C839

Shares:7.5K

Value:$2.6M

% of Portfolio:367.7% ($2.6M/$711.1K)

REALTY INCOME CORP

O|756109104

Shares:42.4K

Value:$2.5M

% of Portfolio:346.2% ($2.5M/$711.1K)

Snap-on Inc

SNA|833034101

Shares:7.3K

Value:$2.5M

% of Portfolio:345.1% ($2.5M/$711.1K)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:30.4K

Value:$2.4M

% of Portfolio:342.8% ($2.4M/$711.1K)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:21.7K

Value:$2.4M

% of Portfolio:341.9% ($2.4M/$711.1K)

LOWES COMPANIES INC

LOW|548661107

Shares:10.3K

Value:$2.4M

% of Portfolio:336.5% ($2.4M/$711.1K)

EVERSOURCE ENERGY

ES|30040W108

Shares:37.9K

Value:$2.4M

% of Portfolio:331.2% ($2.4M/$711.1K)

464287200

IVV|464287200

Shares:4.1K

Value:$2.3M

% of Portfolio:324.4% ($2.3M/$711.1K)

Palo Alto Networks Inc

PANW|697435105

Shares:13.5K

Value:$2.3M

% of Portfolio:323.3% ($2.3M/$711.1K)

Xylem Inc.

XYL|98419M100

Shares:18.9K

Value:$2.3M

% of Portfolio:317.2% ($2.3M/$711.1K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:5.0K

Value:$2.2M

% of Portfolio:313.3% ($2.2M/$711.1K)

Mastercard Inc

MA|57636Q104

Shares:4.0K

Value:$2.2M

% of Portfolio:306.3% ($2.2M/$711.1K)

BERKLEY W R CORP

WRB|084423102

Shares:30.5K

Value:$2.2M

% of Portfolio:305.3% ($2.2M/$711.1K)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:34.7K

Value:$2.1M

% of Portfolio:297.4% ($2.1M/$711.1K)

LAM RESEARCH CORP

LRCX|512807306

Shares:29.0K

Value:$2.1M

% of Portfolio:296.3% ($2.1M/$711.1K)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:4.2K

Value:$2.1M

% of Portfolio:295.5% ($2.1M/$711.1K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.9K

Value:$2.1M

% of Portfolio:289.4% ($2.1M/$711.1K)

CATERPILLAR INC

CAT|149123101

Shares:6.2K

Value:$2.1M

% of Portfolio:289.0% ($2.1M/$711.1K)

PFIZER INC

PFE|717081103

Shares:78.5K

Value:$2.0M

% of Portfolio:279.8% ($2.0M/$711.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
EOG RESOURCES INC(EOGcusip26875P101)	20.7K	QoQ +17.30% (+3.1K) YoY +19.41% (+3.4K)	All Managers (Combined)	$2.7M	373.4% ($2.7M/$711.1K)	QoQ +22.74% (+$0) YoY +19.81% (+$0)
VISA INC.(Vcusip92826C839)	7.5K	QoQ -1.54% (-117) YoY -6.56% (-524)	All Managers (Combined)	$2.6M	367.7% ($2.6M/$711.1K)	QoQ +9.18% (-$0) YoY +17.31% (-$0)
REALTY INCOME CORP(Ocusip756109104)	42.4K	QoQ -1.96% (-851) YoY +13.35% (+5.0K)	All Managers (Combined)	$2.5M	346.2% ($2.5M/$711.1K)	QoQ +6.48% (-$0) YoY +21.58% (+$0)
Snap-on Inc(SNAcusip833034101)	7.3K	QoQ +5.26% (+364) YoY +563.71% (+6.2K)	All Managers (Combined)	$2.5M	345.1% ($2.5M/$711.1K)	QoQ +4.51% (+$0) YoY +655.07% (+$2)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	30.4K	QoQ +29.17% (+6.9K) YoY +30.84% (+7.2K)	All Managers (Combined)	$2.4M	342.8% ($2.4M/$711.1K)	QoQ +29.81% (+$1) YoY +41.41% (+$1)
GILEAD SCIENCES, INC.(GILDcusip375558103)	21.7K	QoQ -2.69% (-600) YoY -14.53% (-3.7K)	All Managers (Combined)	$2.4M	341.9% ($2.4M/$711.1K)	QoQ +18.06% (-$0) YoY +30.69% (-$1)
LOWES COMPANIES INC(LOWcusip548661107)	10.3K	QoQ -3.07% (-325) YoY -9.10% (-1.0K)	All Managers (Combined)	$2.4M	336.5% ($2.4M/$711.1K)	QoQ -8.38% (-$0) YoY -16.76% (-$0)
EVERSOURCE ENERGY(EScusip30040W108)	37.9K	QoQ -2.56% (-1.0K) YoY -0.82% (-314)	All Managers (Combined)	$2.4M	331.2% ($2.4M/$711.1K)	QoQ +5.36% (-$0) YoY +3.06% (-$0)
(IVVcusip464287200)	4.1K	QoQ -1.60% (-67) YoY -7.81% (-348)	All Managers (Combined)	$2.3M	324.4% ($2.3M/$711.1K)	QoQ -6.10% (-$0) YoY -1.49% (-$0)
Palo Alto Networks Inc(PANWcusip697435105)	13.5K	QoQ +3.05% (-399) YoY +104.47% (+6.9K)	All Managers (Combined)	$2.3M	323.3% ($2.3M/$711.1K)	QoQ -3.36% (-$0) YoY +22.80% (+$0)
Xylem Inc.(XYLcusip98419M100)	18.9K	QoQ +1.98% (+368) YoY +56.05% (+6.8K)	All Managers (Combined)	$2.3M	317.2% ($2.3M/$711.1K)	QoQ +5.02% (+$0) YoY +44.24% (+$1)
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.0K	QoQ -10.20% (-567) YoY -11.26% (-633)	All Managers (Combined)	$2.2M	313.3% ($2.2M/$711.1K)	QoQ -17.45% (-$0) YoY -12.86% (-$0)
Mastercard Inc(MAcusip57636Q104)	4.0K	QoQ -3.63% (-150) YoY +29.11% (+896)	All Managers (Combined)	$2.2M	306.3% ($2.2M/$711.1K)	QoQ +0.32% (-$0) YoY +46.96% (+$1)
BERKLEY W R CORP(WRBcusip084423102)	30.5K	QoQ +4.61% (+1.3K) YoY +108.63% (+15.9K)	All Managers (Combined)	$2.2M	305.3% ($2.2M/$711.1K)	QoQ +27.25% (+$0) YoY +67.90% (+$1)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	34.7K	QoQ -9.31% (-3.6K) YoY -41.31% (-24.4K)	All Managers (Combined)	$2.1M	297.4% ($2.1M/$711.1K)	QoQ -2.21% (-$0) YoY -33.98% (-$1)
LAM RESEARCH CORP(LRCXcusip512807306)	29.0K	QoQ +5.21% (+1.4K) YoY NEW(+29.0K)	All Managers (Combined)	$2.1M	296.3% ($2.1M/$711.1K)	QoQ +5.93% (+$0) YoY NEW(+$2)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	4.2K	QoQ +20.69% (+724) YoY +28.04% (+925)	All Managers (Combined)	$2.1M	295.5% ($2.1M/$711.1K)	QoQ +15.43% (+$0) YoY +9.59% (+$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.9K	QoQ -0.56% (-22) YoY -2.15% (-85)	All Managers (Combined)	$2.1M	289.4% ($2.1M/$711.1K)	QoQ +16.79% (-$0) YoY +23.90% (-$0)
CATERPILLAR INC(CATcusip149123101)	6.2K	QoQ -1.50% (-95) YoY -5.52% (-364)	All Managers (Combined)	$2.1M	289.0% ($2.1M/$711.1K)	QoQ -10.41% (-$0) YoY -14.94% (-$0)
PFIZER INC(PFEcusip717081103)	78.5K	QoQ -11.33% (-10.0K) YoY -36.78% (-45.7K)	All Managers (Combined)	$2.0M	279.8% ($2.0M/$711.1K)	QoQ -15.31% (-$0) YoY -42.28% (-$1)