Resources Management Corp /Ct/ /Adv Top Holdings and 13F Report (2025)

About Resources Management Corp /Ct/ /Adv

Investment Activity

Resources Management Corp /Ct/ /Adv has $732.60 thousand in total holdings as of December 31, 2024.
Resources Management Corp /Ct/ /Adv owns shares of 428 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 1.87% of the portfolio was purchased this quarter.
About 2.04% of the portfolio was sold this quarter.
This quarter, Resources Management Corp /Ct/ /Adv has purchased 464 new stocks and bought additional shares in 51 stocks.
Resources Management Corp /Ct/ /Adv sold shares of 160 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Apple: $51,018
Microsoft: $38,883
JPMorgan Chase & Co.: $29,797
Amphenol: $25,181
McDonald's: $19,598

Largest New Holdings this Quarter

ARISTA NETWORKS INC: $168 Holding
Corning: $21 Holding
Kellanova: $12 Holding
Nucor: $9 Holding
Keurig Dr Pepper: $6 Holding

Largest Purchases this Quarter

Tractor Supply: 62,996 shares (about $3.34K)
LAM RESEARCH CORP: 24,850 shares (about $1.79K)
Eli Lilly and Company: 1,655 shares (about $1.28K)
Palo Alto Networks: 6,506 shares (about $1.18K)
Merck & Co., Inc.: 9,089 shares (about $904.16)

Largest Sales this Quarter

Toronto-Dominion Bank: 20,160 shares (about $1.07K)
CVS Health: 22,797 shares (about $1.02K)
Apple: 3,927 shares (about $983.40)
Broadcom: 4,189 shares (about $971.15)
Bristol-Myers Squibb: 15,472 shares (about $875.27)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$51,018	$983 ▼	-1.9%	203,729	7.0%	Computer and Technology
MSFT Microsoft	$38,883	$634 ▼	-1.6%	92,249	5.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$29,797	$241 ▼	-0.8%	124,306	4.1%	Finance
APH Amphenol	$25,181	$219 ▼	-0.9%	362,577	3.4%	Computer and Technology
MCD McDonald's	$19,598	$39 ▼	-0.2%	67,604	2.7%	Retail/Wholesale
HD Home Depot	$17,621	$72 ▼	-0.4%	45,300	2.4%	Retail/Wholesale
ACN Accenture	$17,558	$24 ▼	-0.1%	49,910	2.4%	Computer and Technology
AVGO Broadcom	$16,460	$971 ▼	-5.6%	70,999	2.2%	Computer and Technology
NEE NextEra Energy	$16,236	$19 ▼	-0.1%	226,482	2.2%	Utilities
TJX TJX Companies	$15,150	$37 ▼	-0.2%	125,405	2.1%	Retail/Wholesale
ABBV AbbVie	$15,136	$776 ▲	5.4%	85,176	2.1%	Medical
GOOGL Alphabet	$14,665	$29 ▲	0.2%	77,471	2.0%	Computer and Technology
BLACKROCK INC	$14,400	$336 ▼	-2.3%	14,047	2.0%	Ordinary Share
PG Procter & Gamble	$13,824	$16 ▼	-0.1%	82,460	1.9%	Consumer Staples
PEP PepsiCo	$11,263	$87 ▲	0.8%	74,073	1.5%	Consumer Staples
JNJ Johnson & Johnson	$11,141	$114 ▼	-1.0%	77,038	1.5%	Medical
COST Costco Wholesale	$11,000	$76 ▼	-0.7%	12,006	1.5%	Retail/Wholesale
DHR Danaher	$10,667	$233 ▲	2.2%	46,471	1.5%	Medical
ITW Illinois Tool Works	$10,495	$83 ▼	-0.8%	41,390	1.4%	Industrial Products
NVDA NVIDIA	$9,901	$208 ▼	-2.1%	73,728	1.4%	Computer and Technology
FI Fiserv	$8,514	$142 ▼	-1.6%	41,445	1.2%	Business Services
CVX Chevron	$7,922	$40 ▼	-0.5%	54,694	1.1%	Oils/Energy
ORCL Oracle	$7,685	$60 ▼	-0.8%	46,118	1.0%	Computer and Technology
UNH UnitedHealth Group	$7,477	$567 ▲	8.2%	14,781	1.0%	Medical
ORLY O'Reilly Automotive	$7,271	$90 ▼	-1.2%	6,132	1.0%	Retail/Wholesale
BAC Bank of America	$6,963	$98 ▼	-1.4%	158,432	1.0%	Finance
RTX RTX	$6,867	$9 ▼	-0.1%	59,339	0.9%	Aerospace
ADP Automatic Data Processing	$6,615	$79 ▼	-1.2%	22,599	0.9%	Business Services
UPS United Parcel Service	$6,416	$12 ▲	0.2%	50,877	0.9%	Transportation
ABT Abbott Laboratories	$6,272	$197 ▼	-3.1%	55,447	0.9%	Medical
TMUS T-Mobile US	$6,113	$22 ▼	-0.4%	27,696	0.8%	Computer and Technology
PNC The PNC Financial Services Group	$6,045	$9 ▼	-0.1%	31,344	0.8%	Finance
XOM Exxon Mobil	$6,041	$22 ▲	0.4%	56,163	0.8%	Oils/Energy
SYK Stryker	$5,986	$13 ▼	-0.2%	16,625	0.8%	Medical
BX Blackstone	$5,981	$157 ▼	-2.6%	34,691	0.8%	Finance
HON Honeywell International	$5,745	$156 ▼	-2.6%	25,432	0.8%	Multi-Sector Conglomerates
IBM International Business Machines	$5,742	$111 ▼	-1.9%	26,121	0.8%	Computer and Technology
QCOM QUALCOMM	$5,141	$169 ▼	-3.2%	33,468	0.7%	Computer and Technology
AMZN Amazon.com	$5,034	$9 ▼	-0.2%	22,947	0.7%	Retail/Wholesale
OMC Omnicom Group	$4,996	$254 ▲	5.4%	58,064	0.7%	Business Services
VAW Vanguard Materials ETF	$4,989	$80 ▼	-1.6%	26,561	0.7%	ETF
WMT Walmart	$4,920	$43 ▼	-0.9%	54,460	0.7%	Retail/Wholesale
MRK Merck & Co., Inc.	$4,708	$904 ▲	23.8%	47,327	0.6%	Medical
CRWD CrowdStrike	$4,630	$10 ▲	0.2%	13,532	0.6%	Computer and Technology
TSCO Tractor Supply	$4,132	$3,343 ▲	423.5%	77,870	0.6%	Retail/Wholesale
STZ Constellation Brands	$4,125	$95 ▼	-2.2%	18,667	0.6%	Consumer Staples
APD Air Products and Chemicals	$3,885	$76 ▼	-1.9%	13,396	0.5%	Basic Materials
CVS CVS Health	$3,807	$1,023 ▼	-21.2%	84,807	0.5%	Medical
TD Toronto-Dominion Bank	$3,779	$1,073 ▼	-22.1%	70,984	0.5%	Finance
TT Trane Technologies	$3,707	$6 ▼	-0.2%	10,036	0.5%	Construction
CSCO Cisco Systems	$3,578	$69 ▼	-1.9%	60,435	0.5%	Computer and Technology
SBUX Starbucks	$3,460	$5 ▼	-0.1%	37,921	0.5%	Retail/Wholesale
WM Waste Management	$3,340	$385 ▲	13.0%	16,553	0.5%	Business Services
VLO Valero Energy	$3,238	$65 ▼	-2.0%	26,414	0.4%	Oils/Energy
PLD Prologis	$3,194	$65 ▲	2.1%	30,214	0.4%	Finance
VZ Verizon Communications	$3,182	$9 ▼	-0.3%	79,564	0.4%	Computer and Technology
EMR Emerson Electric	$3,164	$30 ▼	-0.9%	25,531	0.4%	Industrial Products
ADI Analog Devices	$3,097	$113 ▲	3.8%	14,575	0.4%	Computer and Technology
PKG Packaging Co. of America	$3,012	$34 ▼	-1.1%	13,378	0.4%	Industrial Products
LMT Lockheed Martin	$2,699	$24 ▼	-0.9%	5,555	0.4%	Aerospace
LOW Lowe's Companies	$2,612		0.0%	10,584	0.4%	Retail/Wholesale
LLY Eli Lilly and Company	$2,598	$1,278 ▲	96.8%	3,365	0.4%	Medical
LULU Lululemon Athletica	$2,496	$309 ▼	-11.0%	6,527	0.3%	Consumer Discretionary
DUK Duke Energy	$2,472	$11 ▼	-0.5%	22,944	0.3%	Utilities
IVV iShares Core S&P 500 ETF	$2,457	$41 ▼	-1.6%	4,174	0.3%	ETF
V Visa	$2,395	$22 ▼	-0.9%	7,579	0.3%	Business Services
ZTS Zoetis	$2,384	$13 ▲	0.5%	14,631	0.3%	Medical
PANW Palo Alto Networks	$2,379	$1,184 ▲	99.0%	13,076	0.3%	Computer and Technology
PFE Pfizer	$2,350	$258 ▼	-9.9%	88,575	0.3%	Medical
SNA Snap-on	$2,348	$24 ▼	-1.0%	6,917	0.3%	Consumer Discretionary
O Realty Income	$2,312	$21 ▲	0.9%	43,285	0.3%	Finance
CAT Caterpillar	$2,294	$98 ▼	-4.1%	6,325	0.3%	Industrial Products
ES Eversource Energy	$2,235		0.0%	38,920	0.3%	Utilities
MA Mastercard	$2,171	$8 ▲	0.4%	4,123	0.3%	Business Services
EOG EOG Resources	$2,163	$36 ▲	1.7%	17,647	0.3%	Oils/Energy
BMY Bristol-Myers Squibb	$2,163	$875 ▼	-28.8%	38,235	0.3%	Medical
XYL Xylem	$2,148	$377 ▲	21.3%	18,516	0.3%	Business Services
DIS Walt Disney	$2,108	$678 ▼	-24.3%	18,929	0.3%	Consumer Discretionary
GILD Gilead Sciences	$2,059	$61 ▼	-2.9%	22,296	0.3%	Medical
LAM RESEARCH CORP	$1,989	$1,795 ▲	923.4%	27,541	0.3%	Ordinary Share
BMO Bank of Montreal	$1,955	$28 ▼	-1.4%	20,140	0.3%	Finance
SCI Service Co. International	$1,878	$3 ▲	0.2%	23,534	0.3%	Consumer Staples
CRM Salesforce	$1,875	$134 ▼	-6.7%	5,607	0.3%	Computer and Technology
WFC Wells Fargo & Company	$1,843	$17 ▼	-0.9%	26,240	0.3%	Finance
AME AMETEK	$1,831		0.0%	10,157	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$1,820	$62 ▲	3.6%	3,499	0.2%	Medical
BRK.B Berkshire Hathaway	$1,762	$45 ▼	-2.5%	3,887	0.2%	Finance
WRB W. R. Berkley	$1,706	$52 ▲	3.1%	29,157	0.2%	Finance
CB Chubb	$1,690	$14 ▲	0.8%	6,116	0.2%	Finance
CMG Chipotle Mexican Grill	$1,638	$39 ▼	-2.3%	27,165	0.2%	Retail/Wholesale
TRV Travelers Companies	$1,577		0.0%	6,546	0.2%	Finance
TGT Target	$1,575	$32 ▼	-2.0%	11,648	0.2%	Retail/Wholesale
MRVL Marvell Technology	$1,561	$8 ▼	-0.5%	14,132	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,516	$32 ▼	-2.1%	2,587	0.2%	Finance
SNOW Snowflake	$1,474	$87 ▲	6.3%	9,544	0.2%	Computer and Technology
AMGN Amgen	$1,461	$141 ▲	10.7%	5,606	0.2%	Medical
AVY Avery Dennison	$1,460	$82 ▲	6.0%	7,804	0.2%	Industrial Products
SHW Sherwin-Williams	$1,414	$15 ▼	-1.1%	4,161	0.2%	Basic Materials
UNP Union Pacific	$1,393		0.0%	6,110	0.2%	Transportation
NOW ServiceNow	$1,363		0.0%	1,286	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Resources Management Corp /Ct/ /Adv Top Holdings and 13F Report (2025)

About Resources Management Corp /Ct/ /Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Resources Management Corp /Ct/ /Adv Top Holdings and 13F Report (2025)

About Resources Management Corp /Ct/ /Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofResources Management Corp /Ct/ /Adv

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools