Resources Management Corp /ct/ /adv Holdings & Portfolio - 13F Filings Analysis - Stocknear

Resources Management Corp /ct/ /adv

CIK Number: 0000749044

736.43M
Market Value
399
# of Holdings
18 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
510.96
-2.19% 88.95K -2.61% 44.25M 326.86 6.01% Share
2 AAPL Apple Inc.
245.27
-3.45% 200.05K -1.09% 41.04M 189.64 5.57% Share
3 JPM JPMorgan Chase ...
301.06
-1.46% 121.03K -1.35% 35.09M 137.81 4.76% Share
4 APH Amphenol Corpor...
121.68
-3.62% 353.16K -2.62% 34.87M 41.69 4.74% Share
5 MCD McDonald's Corp...
297.09
+1.12% 66.64K -0.32% 19.47M 297.67 2.64% Share
6 AVGO Broadcom Inc.
324.63
-5.91% 67.31K -2% 18.55M 88.96 2.52% Share
7 HD The Home Depot,...
375.71
-0.52% 44.93K -0.29% 16.47M 309.03 2.24% Share
8 ABBV AbbVie Inc.
230.54
-0.07% 85.41K +0.09% 15.85M 131.56 2.15% Share
9 NEE NextEra Energy,...
83.38
-0.4% 226.65K -0.58% 15.73M 74.12 2.14% Share
10 TJX The TJX Compani...
140.42
+1.34% 123.59K -1.24% 15.26M 73.55 2.07% Share
11 ACN Accenture plc
241.10
-4.34% 49.62K -0.76% 14.83M 215.93 2.01% Share
12 BLK BlackRock, Inc.
1131.69
-3.06% 14.02K -0.1% 14.71M 949.57 2.00% Share
13 GOOGL Alphabet Inc.
236.59
-2.05% 82.33K +2.19% 14.51M 122.48 1.97% Share
14 PG The Procter & G...
149.68
-0.6% 81.33K -0.33% 12.96M 144.95 1.76% Share
15 NVDA NVIDIA Corporat...
183.04
-4.95% 76.35K +0.40% 12.06M 29.56 1.64% Share
16 COST Costco Wholesal...
930.01
-1.37% 12.07K -0.63% 11.95M 529.41 1.62% Share
17 JNJ Johnson & Johns...
190.71
-0.19% 67.68K -4.05% 10.34M 165.42 1.40% Share
18 PEP PepsiCo, Inc.
150.08
+3.71% 75.82K +0.93% 10.01M 177.6 1.36% Share
19 ITW Illinois Tool W...
244.93
-1.36% 40.48K -2.05% 10.01M 243.54 1.36% Share
20 ORCL Oracle Corporat...
293.04
-1.32% 43.31K -5.16% 9.47M 115.18 1.29% Share
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