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 $711.11 thousand in total holdings as of March 31, 2025.
Resources Management Corp /Ct/ /Adv owns shares of 428 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 2.05% of the portfolio was purchased this quarter.
About 2.76% of the portfolio was sold this quarter.
This quarter, Resources Management Corp /Ct/ /Adv has purchased 428 new stocks and bought additional shares in 87 stocks.
Resources Management Corp /Ct/ /Adv sold shares of 139 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Apple: $44,925
Microsoft: $34,289
JPMorgan Chase & Co.: $30,094
Amphenol: $23,787
McDonald's: $20,882

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $1,597 Holding
218937100 - CORE NATURAL RESOURCES INC: $88 Holding
427866108 - Hershey: $81 Holding
16411R208 - CHENIERE ENERGY INC: $69 Holding
018802108 - Alliant Energy: $64 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 2 shares (about $1.60K)
Trane Technologies: 2,677 shares (about $901.88)
Amazon.com: 4,721 shares (about $898.20)
Merck & Co., Inc.: 7,617 shares (about $683.73)
Service Co. International: 6,866 shares (about $550.64)

Largest Sales this Quarter

Constellation Brands: 9,631 shares (about $1.77K)
CVS Health: 25,032 shares (about $1.70K)
Johnson & Johnson: 6,500 shares (about $1.08K)
Honeywell International: 4,627 shares (about $979.67)
Walt Disney: 8,369 shares (about $825.80)

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	$44,925	$330 ▼	-0.7%	202,245	6.3%	Computer and Technology
MSFT Microsoft	$34,289	$341 ▼	-1.0%	91,341	4.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$30,094	$398 ▼	-1.3%	122,683	4.2%	Finance
APH Amphenol	$23,787	$6 ▲	0.0%	362,667	3.3%	Computer and Technology
MCD McDonald's	$20,882	$236 ▼	-1.1%	66,850	2.9%	Retail/Wholesale
ABBV AbbVie	$17,879	$33 ▲	0.2%	85,334	2.5%	Medical
HD Home Depot	$16,515	$86 ▼	-0.5%	45,064	2.3%	Retail/Wholesale
NEE NextEra Energy	$16,161	$106 ▲	0.7%	227,972	2.3%	Utilities
ACN Accenture	$15,600	$26 ▲	0.2%	49,993	2.2%	Computer and Technology
TJX TJX Companies	$15,243	$31 ▼	-0.2%	125,151	2.1%	Retail/Wholesale
PG Procter & Gamble	$13,907	$146 ▼	-1.0%	81,605	2.0%	Consumer Staples
BLACKROCK INC	$13,280	$15 ▼	-0.1%	14,031	1.9%	Ordinary Share
GOOGL Alphabet	$12,459	$478 ▲	4.0%	80,565	1.8%	Computer and Technology
JNJ Johnson & Johnson	$11,698	$1,078 ▼	-8.4%	70,538	1.6%	Medical
AVGO Broadcom	$11,500	$388 ▼	-3.3%	68,682	1.6%	Computer and Technology
COST Costco Wholesale	$11,488	$133 ▲	1.2%	12,147	1.6%	Retail/Wholesale
PEP PepsiCo	$11,263	$157 ▲	1.4%	75,117	1.6%	Consumer Staples
ITW Illinois Tool Works	$10,249	$16 ▼	-0.2%	41,324	1.4%	Industrials
DHR Danaher	$9,265	$261 ▼	-2.7%	45,197	1.3%	Medical
CVX Chevron	$9,118	$32 ▼	-0.3%	54,503	1.3%	Energy
FI Fiserv	$9,071	$82 ▼	-0.9%	41,075	1.3%	Business Services
ORLY O'Reilly Automotive	$8,660	$125 ▼	-1.4%	6,045	1.2%	Retail/Wholesale
NVDA NVIDIA	$8,242	$251 ▲	3.1%	76,045	1.2%	Computer and Technology
UNH UnitedHealth Group	$7,869	$127 ▲	1.6%	15,024	1.1%	Medical
RTX RTX	$7,790	$70 ▼	-0.9%	58,811	1.1%	Aerospace
TMUS T-Mobile US	$7,491	$104 ▲	1.4%	28,085	1.1%	Computer and Technology
ABT Abbott Laboratories	$7,205	$150 ▼	-2.0%	54,313	1.0%	Medical
ADP Automatic Data Processing	$7,137	$232 ▲	3.4%	23,358	1.0%	Business Services
XOM Exxon Mobil	$6,864	$185 ▲	2.8%	57,717	1.0%	Energy
IBM International Business Machines	$6,516	$21 ▲	0.3%	26,204	0.9%	Computer and Technology
SYK Stryker	$6,448	$260 ▲	4.2%	17,323	0.9%	Medical
ORCL Oracle	$6,385	$63 ▼	-1.0%	45,669	0.9%	Computer and Technology
BAC Bank of America	$6,284	$327 ▼	-4.9%	150,599	0.9%	Finance
PNC The PNC Financial Services Group	$5,555	$46 ▲	0.8%	31,604	0.8%	Finance
UPS United Parcel Service	$5,438	$158 ▼	-2.8%	49,439	0.8%	Transportation
AMZN Amazon.com	$5,264	$898 ▲	20.6%	27,668	0.7%	Retail/Wholesale
OMC Omnicom Group	$5,228	$414 ▲	8.6%	63,061	0.7%	Business Services
QCOM QUALCOMM	$5,185	$44 ▲	0.9%	33,754	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$4,932	$684 ▲	16.1%	54,944	0.7%	Medical
BX Blackstone	$4,877	$28 ▲	0.6%	34,892	0.7%	Finance
CRWD CrowdStrike	$4,803	$31 ▲	0.7%	13,621	0.7%	Computer and Technology
VAW Vanguard Materials ETF	$4,783	$232 ▼	-4.6%	25,332	0.7%	ETF
WMT Walmart	$4,731	$50 ▼	-1.1%	53,888	0.7%	Retail/Wholesale
TSCO Tractor Supply	$4,496	$205 ▲	4.8%	81,593	0.6%	Retail/Wholesale
HON Honeywell International	$4,405	$980 ▼	-18.2%	20,805	0.6%	Multi-Sector Conglomerates
TT Trane Technologies	$4,283	$902 ▲	26.7%	12,713	0.6%	Construction
WM Waste Management	$4,148	$316 ▲	8.2%	17,917	0.6%	Business Services
APD Air Products and Chemicals	$4,107	$157 ▲	4.0%	13,927	0.6%	Basic Materials
CVS CVS Health	$4,050	$1,696 ▼	-29.5%	59,775	0.6%	Medical
CSCO Cisco Systems	$3,705	$25 ▼	-0.7%	60,032	0.5%	Computer and Technology
SBUX Starbucks	$3,631	$88 ▼	-2.4%	37,022	0.5%	Retail/Wholesale
TD Toronto-Dominion Bank	$3,488	$767 ▼	-18.0%	58,191	0.5%	Finance
VLO Valero Energy	$3,443	$45 ▼	-1.3%	26,071	0.5%	Energy
VZ Verizon Communications	$3,409	$200 ▼	-5.5%	75,159	0.5%	Computer and Technology
PLD Prologis	$3,277	$100 ▼	-3.0%	29,315	0.5%	Finance
ADI Analog Devices	$3,119	$180 ▲	6.1%	15,466	0.4%	Computer and Technology
PKG Packaging Co. of America	$2,879	$230 ▲	8.7%	14,537	0.4%	Industrials
LLY Eli Lilly and Company	$2,865	$86 ▲	3.1%	3,469	0.4%	Medical
DUK Duke Energy	$2,796	$2 ▼	-0.1%	22,928	0.4%	Utilities
EMR Emerson Electric	$2,784	$15 ▼	-0.5%	25,393	0.4%	Industrials
EOG EOG Resources	$2,655	$392 ▲	17.3%	20,700	0.4%	Energy
V Visa	$2,615	$41 ▼	-1.5%	7,462	0.4%	Business Services
O Realty Income	$2,462	$49 ▼	-2.0%	42,434	0.3%	Finance
SNA Snap-on	$2,454	$123 ▲	5.3%	7,281	0.3%	Consumer Discretionary
SCI Service Co. International	$2,438	$551 ▲	29.2%	30,400	0.3%	Consumer Staples
GILD Gilead Sciences	$2,431	$67 ▼	-2.7%	21,696	0.3%	Medical
LOW Lowe's Companies	$2,393	$76 ▼	-3.1%	10,259	0.3%	Retail/Wholesale
ES Eversource Energy	$2,355	$62 ▼	-2.6%	37,920	0.3%	Utilities
IVV iShares Core S&P 500 ETF	$2,307	$38 ▼	-1.6%	4,107	0.3%	ETF
PANW Palo Alto Networks	$2,299	$68 ▲	3.1%	13,475	0.3%	Computer and Technology
XYL Xylem	$2,256	$44 ▲	2.0%	18,884	0.3%	Business Services
LMT Lockheed Martin	$2,228	$253 ▼	-10.2%	4,988	0.3%	Aerospace
MA Mastercard	$2,178	$82 ▼	-3.6%	3,973	0.3%	Business Services
WRB W. R. Berkley	$2,171	$96 ▲	4.6%	30,502	0.3%	Finance
BMY Bristol-Myers Squibb	$2,115	$217 ▼	-9.3%	34,673	0.3%	Medical
LAM RESEARCH CORP	$2,107	$104 ▲	5.2%	28,976	0.3%	Ordinary Share
TMO Thermo Fisher Scientific	$2,101	$360 ▲	20.7%	4,223	0.3%	Medical
BRK.B Berkshire Hathaway	$2,058	$12 ▼	-0.6%	3,865	0.3%	Finance
CAT Caterpillar	$2,055	$31 ▼	-1.5%	6,230	0.3%	Industrials
PFE Pfizer	$1,990	$254 ▼	-11.3%	78,538	0.3%	Medical
CRM Salesforce	$1,958	$453 ▲	30.1%	7,296	0.3%	Computer and Technology
BMO Bank of Montreal	$1,909	$15 ▼	-0.8%	19,985	0.3%	Finance
WFC Wells Fargo & Company	$1,866	$18 ▼	-1.0%	25,990	0.3%	Finance
CB Chubb	$1,827	$21 ▼	-1.1%	6,048	0.3%	Finance
AMGN Amgen	$1,768	$21 ▲	1.2%	5,675	0.2%	Medical
TRV Travelers Companies	$1,731		0.0%	6,546	0.2%	Finance
AME AMETEK	$1,658	$91 ▼	-5.2%	9,629	0.2%	Computer and Technology
CMG Chipotle Mexican Grill	$1,658	$294 ▲	21.6%	33,030	0.2%	Retail/Wholesale
STZ Constellation Brands	$1,658	$1,767 ▼	-51.6%	9,036	0.2%	Consumer Staples
LULU Lululemon Athletica	$1,618	$230 ▼	-12.4%	5,715	0.2%	Consumer Discretionary
ZTS Zoetis	$1,616	$793 ▼	-32.9%	9,815	0.2%	Medical
BRK.A Berkshire Hathaway	$1,597	$1,597 ▲	New Holding	2	0.2%	Finance
BSX Boston Scientific	$1,553	$199 ▲	14.7%	15,398	0.2%	Medical
UNP Union Pacific	$1,508	$65 ▲	4.5%	6,385	0.2%	Transportation
SNOW Snowflake	$1,484	$89 ▲	6.4%	10,156	0.2%	Computer and Technology
SHW Sherwin-Williams	$1,467	$14 ▲	1.0%	4,201	0.2%	Basic Materials
SPY SPDR S&P 500 ETF Trust	$1,425	$22 ▼	-1.5%	2,547	0.2%	Finance
AVY Avery Dennison	$1,377	$12 ▼	-0.8%	7,738	0.2%	Industrials
CEG Constellation Energy	$1,320	$209 ▲	18.8%	6,549	0.2%	Energy
MCK McKesson	$1,316	$7 ▲	0.5%	1,955	0.2%	Medical

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

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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