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

Page 5 of 22

Sort by:

Salesforce, Inc.

CRM|79466L302

Shares:7.3K

Value:$2.0M

% of Portfolio:275.3% ($2.0M/$711.1K)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:20.0K

Value:$1.9M

% of Portfolio:268.5% ($1.9M/$711.1K)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:26.0K

Value:$1.9M

% of Portfolio:262.4% ($1.9M/$711.1K)

Chubb Ltd

CB|H1467J104

Shares:6.0K

Value:$1.8M

% of Portfolio:256.9% ($1.8M/$711.1K)

AMGEN INC

AMGN|031162100

Shares:5.7K

Value:$1.8M

% of Portfolio:248.6% ($1.8M/$711.1K)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:6.5K

Value:$1.7M

% of Portfolio:243.4% ($1.7M/$711.1K)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:9.0K

Value:$1.7M

% of Portfolio:233.2% ($1.7M/$711.1K)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:33.0K

Value:$1.7M

% of Portfolio:233.2% ($1.7M/$711.1K)

AMETEK INC/

AME|031100100

Shares:9.6K

Value:$1.7M

% of Portfolio:233.2% ($1.7M/$711.1K)

lululemon athletica inc.

LULU|550021109

Shares:5.7K

Value:$1.6M

% of Portfolio:227.5% ($1.6M/$711.1K)

Zoetis Inc.

ZTS|98978V103

Shares:9.8K

Value:$1.6M

% of Portfolio:227.2% ($1.6M/$711.1K)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:224.6% ($1.6M/$711.1K)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:15.4K

Value:$1.6M

% of Portfolio:218.4% ($1.6M/$711.1K)

UNION PACIFIC CORP

UNP|907818108

Shares:6.4K

Value:$1.5M

% of Portfolio:212.1% ($1.5M/$711.1K)

Snowflake Inc.

SNOW|833445109

Shares:10.2K

Value:$1.5M

% of Portfolio:208.7% ($1.5M/$711.1K)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:4.2K

Value:$1.5M

% of Portfolio:206.3% ($1.5M/$711.1K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.5K

Value:$1.4M

% of Portfolio:200.4% ($1.4M/$711.1K)

Avery Dennison Corp

AVY|053611109

Shares:7.7K

Value:$1.4M

% of Portfolio:193.6% ($1.4M/$711.1K)

Constellation Energy Corp

CEG|21037T109

Shares:6.5K

Value:$1.3M

% of Portfolio:185.6% ($1.3M/$711.1K)

MCKESSON CORP

MCK|58155Q103

Shares:2.0K

Value:$1.3M

% of Portfolio:185.1% ($1.3M/$711.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	7.3K	QoQ +30.12% (+1.7K) YoY +29.84% (+1.7K)	All Managers (Combined)	$2.0M	275.3% ($2.0M/$711.1K)	QoQ +4.42% (+$0) YoY +15.72% (+$0)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	20.0K	QoQ -0.76% (-155) YoY -10.93% (-2.5K)	All Managers (Combined)	$1.9M	268.5% ($1.9M/$711.1K)	QoQ -2.35% (-$0) YoY -12.91% (-$0)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	26.0K	QoQ -0.95% (-250) YoY -3.65% (-985)	All Managers (Combined)	$1.9M	262.4% ($1.9M/$711.1K)	QoQ +1.24% (-$0) YoY +19.38% (-$0)
Chubb Ltd(CBcusipH1467J104)	6.0K	QoQ -1.11% (-68) YoY -3.77% (-237)	All Managers (Combined)	$1.8M	256.9% ($1.8M/$711.1K)	QoQ +8.10% (-$0) YoY +12.15% (-$0)
AMGEN INC(AMGNcusip031162100)	5.7K	QoQ +1.23% (+69) YoY +29.56% (+1.3K)	All Managers (Combined)	$1.8M	248.6% ($1.8M/$711.1K)	QoQ +21.01% (+$0) YoY +42.00% (+$1)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	6.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.7M	243.4% ($1.7M/$711.1K)	QoQ +9.76% (+$0) YoY +14.86% (+$0)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	9.0K	QoQ -51.59% (-9.6K) YoY -51.61% (-9.6K)	All Managers (Combined)	$1.7M	233.2% ($1.7M/$711.1K)	QoQ -59.80% (-$2) YoY -67.33% (-$3)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	33.0K	QoQ +21.59% (+5.9K) YoY +6191.42% (+32.5K)	All Managers (Combined)	$1.7M	233.2% ($1.7M/$711.1K)	QoQ +1.22% (+$0) YoY +8.65% (+$0)
AMETEK INC/(AMEcusip031100100)	9.6K	QoQ -5.19% (-528) YoY -5.19% (-528)	All Managers (Combined)	$1.7M	233.2% ($1.7M/$711.1K)	QoQ -9.44% (-$0) YoY -10.76% (-$0)
lululemon athletica inc.(LULUcusip550021109)	5.7K	QoQ -12.44% (-812) YoY -1.71% (-100)	All Managers (Combined)	$1.6M	227.5% ($1.6M/$711.1K)	QoQ -35.17% (-$1) YoY -28.78% (-$1)
Zoetis Inc.(ZTScusip98978V103)	9.8K	QoQ -32.91% (-4.8K) YoY -26.00% (-3.4K)	All Managers (Combined)	$1.6M	227.2% ($1.6M/$711.1K)	QoQ -32.21% (-$1) YoY -27.98% (-$1)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6M	224.6% ($1.6M/$711.1K)	QoQ NEW(+$2) YoY NEW(+$2)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	15.4K	QoQ +14.71% (+2.0K) YoY +26.02% (+3.2K)	All Managers (Combined)	$1.6M	218.4% ($1.6M/$711.1K)	QoQ +29.52% (+$0) YoY +85.54% (+$1)
UNION PACIFIC CORP(UNPcusip907818108)	6.4K	QoQ +4.50% (+275) YoY +2.32% (-145)	All Managers (Combined)	$1.5M	212.1% ($1.5M/$711.1K)	QoQ +8.25% (+$0) YoY -1.75% (-$0)
Snowflake Inc.(SNOWcusip833445109)	10.2K	QoQ +6.41% (+612) YoY +87.58% (+4.7K)	All Managers (Combined)	$1.5M	208.7% ($1.5M/$711.1K)	QoQ +0.67% (+$0) YoY +69.60% (+$1)
SHERWIN WILLIAMS CO(SHWcusip824348106)	4.2K	QoQ +0.96% (+40) YoY -0.30% (-13)	All Managers (Combined)	$1.5M	206.3% ($1.5M/$711.1K)	QoQ +3.74% (+$0) YoY +0.20% (-$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.5K	QoQ -1.54% (-40) YoY -2.11% (-55)	All Managers (Combined)	$1.4M	200.4% ($1.4M/$711.1K)	QoQ -6.00% (-$0) YoY +4.70% (-$0)
Avery Dennison Corp(AVYcusip053611109)	7.7K	QoQ -0.84% (-66) YoY +3.00% (-226)	All Managers (Combined)	$1.4M	193.6% ($1.4M/$711.1K)	QoQ -5.68% (-$0) YoY -17.88% (-$0)
Constellation Energy Corp(CEGcusip21037T109)	6.5K	QoQ +18.77% (+1.0K) YoY +164.82% (+4.1K)	All Managers (Combined)	$1.3M	185.6% ($1.3M/$711.1K)	QoQ +6.96% (+$0) YoY +188.84% (+$1)
MCKESSON CORP(MCKcusip58155Q103)	2.0K	QoQ +0.51% (+10) YoY +242.38% (+1.4K)	All Managers (Combined)	$1.3M	185.1% ($1.3M/$711.1K)	QoQ +18.77% (+$0) YoY +328.66% (+$1)