Resources Management Corp /ct/ /adv

Investment Portfolio & 13F Holdings Analysis

About

RESOURCES MANAGEMENT CORP /CT/ /ADV is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 428 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 • $711.113K total value

428 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 1 of 22

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Apple Inc.

AAPL|037833100

Shares:202.2K

Value:$44.9M

MICROSOFT CORP

MSFT|594918104

Shares:91.3K

Value:$34.3M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:122.7K

Value:$30.1M

AMPHENOL CORP /DE/

APH|032095101

Shares:362.7K

Value:$23.8M

MCDONALDS CORP

MCD|580135101

Shares:66.8K

Value:$20.9M

AbbVie Inc.

ABBV|00287Y109

Shares:85.3K

Value:$17.9M

HOME DEPOT, INC.

HD|437076102

Shares:45.1K

Value:$16.5M

NEXTERA ENERGY INC

NEE|65339F101

Shares:228.0K

Value:$16.2M

Accenture plc

ACN|G1151C101

Shares:50.0K

Value:$15.6M

TJX COMPANIES INC /DE/

TJX|872540109

Shares:125.2K

Value:$15.2M

PROCTER & GAMBLE Co

PG|742718109

Shares:81.6K

Value:$13.9M

BlackRock, Inc.

BLK|09290D101

Shares:14.0K

Value:$13.3M

Alphabet Inc.

GOOGL|02079K305

Shares:80.6K

Value:$12.5M

JOHNSON & JOHNSON

JNJ|478160104

Shares:70.5K

Value:$11.7M

Broadcom Inc.

AVGO|11135F101

Shares:68.7K

Value:$11.5M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:12.1K

Value:$11.5M

PEPSICO INC

PEP|713448108

Shares:75.1K

Value:$11.3M

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:41.3K

Value:$10.2M

DANAHER CORP /DE/

DHR|235851102

Shares:45.2K

Value:$9.3M

CHEVRON CORP

CVX|166764100

Shares:54.5K

Value:$9.1M

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	202.2K	QoQ -0.72% (-1.5K) YoY -2.68% (-5.6K)	All Managers (Combined)	$44.9M	QoQ -11.94% (-$6) YoY +26.06% (-$9)
MICROSOFT CORP(MSFTcusip594918104)	91.3K	QoQ -0.98% (-908) YoY -5.18% (-5.0K)	All Managers (Combined)	$34.3M	QoQ -11.81% (-$5) YoY -15.40% (-$6)
JPMORGAN CHASE & CO(JPMcusip46625H100)	122.7K	QoQ -1.30% (-1.6K) YoY -4.40% (-5.7K)	All Managers (Combined)	$30.1M	QoQ +0.99% (-$0) YoY +17.06% (-$4)
AMPHENOL CORP /DE/(APHcusip032095101)	362.7K	QoQ +0.02% (-90) YoY +95.39% (+177.1K)	All Managers (Combined)	$23.8M	QoQ -5.53% (-$1) YoY +11.10% (+$2)
MCDONALDS CORP(MCDcusip580135101)	66.8K	QoQ -1.11% (-754) YoY -0.83% (-563)	All Managers (Combined)	$20.9M	QoQ +6.55% (-$1) YoY +9.86% (-$2)
AbbVie Inc.(ABBVcusip00287Y109)	85.3K	QoQ +0.18% (+158) YoY +5.38% (+4.4K)	All Managers (Combined)	$17.9M	QoQ +18.12% (+$3) YoY +21.25% (+$3)
HOME DEPOT, INC.(HDcusip437076102)	45.1K	QoQ -0.52% (-236) YoY -2.67% (-1.2K)	All Managers (Combined)	$16.5M	QoQ -6.27% (-$1) YoY -7.02% (-$1)
NEXTERA ENERGY INC(NEEcusip65339F101)	228.0K	QoQ +0.65% (-1.5K) YoY -2.54% (-6.0K)	All Managers (Combined)	$16.2M	QoQ -0.46% (-$0) YoY +8.09% (-$1)
Accenture plc(ACNcusipG1151C101)	50.0K	QoQ +0.16% (-83) YoY +0.98% (-490)	All Managers (Combined)	$15.6M	QoQ -11.15% (-$2) YoY -9.08% (-$2)
TJX COMPANIES INC /DE/(TJXcusip872540109)	125.2K	QoQ -0.20% (-254) YoY -3.58% (-4.7K)	All Managers (Combined)	$15.2M	QoQ +0.61% (-$0) YoY +15.78% (-$2)
PROCTER & GAMBLE Co(PGcusip742718109)	81.6K	QoQ -1.03% (-855) YoY -1.66% (-1.4K)	All Managers (Combined)	$13.9M	QoQ +0.60% (-$0) YoY +3.29% (-$0)
BlackRock, Inc.(BLKcusip09290D101)	14.0K	QoQ -0.11% (-16) YoY NEW(+14.0K)	All Managers (Combined)	$13.3M	QoQ -7.77% (-$1) YoY NEW(+$13)
Alphabet Inc.(GOOGLcusip02079K305)	80.6K	QoQ +3.99% (-3.1K) YoY +3.95% (+3.1K)	All Managers (Combined)	$12.5M	QoQ -15.04% (-$2) YoY +6.51% (+$1)
JOHNSON & JOHNSON(JNJcusip478160104)	70.5K	QoQ -8.43% (-6.5K) YoY -14.14% (-11.6K)	All Managers (Combined)	$11.7M	QoQ +4.99% (-$1) YoY -9.99% (-$1)
Broadcom Inc.(AVGOcusip11135F101)	68.7K	QoQ -3.26% (-2.3K) YoY +807.17% (+61.1K)	All Managers (Combined)	$11.5M	QoQ -30.13% (-$5) YoY +14.59% (+$1)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	12.1K	QoQ +1.17% (+141) YoY -3.57% (-451)	All Managers (Combined)	$11.5M	QoQ +4.43% (+$0) YoY +24.46% (-$2)
PEPSICO INC(PEPcusip713448108)	75.1K	QoQ +1.40% (+1.0K) YoY +2.77% (-2.0K)	All Managers (Combined)	$11.3M	QoQ 0.00% (+$0) YoY -11.94% (-$2)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	41.3K	QoQ -0.15% (-66) YoY -0.33% (-139)	All Managers (Combined)	$10.2M	QoQ -2.34% (-$0) YoY -7.88% (-$1)
DANAHER CORP /DE/(DHRcusip235851102)	45.2K	QoQ -2.74% (-1.3K) YoY -2.43% (-1.1K)	All Managers (Combined)	$9.3M	QoQ -13.14% (-$1) YoY -19.90% (-$2)
CHEVRON CORP(CVXcusip166764100)	54.5K	QoQ -0.34% (-191) YoY -1.44% (-800)	All Managers (Combined)	$9.1M	QoQ +15.09% (-$1) YoY +4.51% (-$0)