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Livermore
Livermore
ZHEN

Resources Management Corp

SEC CIK
0000749044
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
428
−36 vs. Q3 2024
Portfolio value
$732.6M
−$8.67M (−1.2%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Resources Management Corp in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock203,729$51.0M7.0%−3,927−1.9%ReducedHistory
MSFTMicrosoft CorpStock92,249$38.9M5.3%−1,503−1.6%ReducedHistory
JPMJPMorgan Chase & CoStock124,306$29.8M4.1%−1,004−0.8%ReducedHistory
APHAmphenol CorpCL A362,577$25.2M3.4%−3,160−0.9%ReducedHistory
MCDMcDonalds CorpStock67,604$19.6M2.7%−135−0.2%ReducedHistory
HDHome Depot, Inc.Stock45,300$17.6M2.4%−186−0.4%ReducedHistory
ACNAccenture plcStock49,910$17.6M2.4%−69−0.1%ReducedHistory
AVGOBroadcom Inc.Stock70,999$16.5M2.2%−4,189−5.6%ReducedHistory
NEENextera Energy IncStock226,482$16.2M2.2%−264−0.1%ReducedHistory
TJXTJX Companies IncStock125,405$15.2M2.1%−303−0.2%ReducedHistory
ABBVAbbVie Inc.Stock85,176$15.1M2.1%+4,366+5.4%AddedHistory
GOOGLAlphabet Inc.Stock77,471$14.7M2.0%+152+0.2%AddedHistory
BLKBlackRock, Inc.Stock14,047$14.4M2.0%−328−2.3%ReducedHistory
PGProcter & Gamble CoStock82,460$13.8M1.9%−96−0.1%ReducedHistory
PEPPepsiCo IncStock74,073$11.3M1.5%+571+0.8%AddedHistory
JNJJohnson & JohnsonStock77,038$11.1M1.5%−785−1.0%ReducedHistory
COSTCostco Wholesale CorpStock12,006$11.0M1.5%−83−0.7%ReducedHistory
DHRDanaher CorpStock46,471$10.7M1.5%+1,017+2.2%AddedHistory
ITWIllinois Tool Works IncStock41,390$10.5M1.4%−328−0.8%ReducedHistory
NVDANVIDIA CorpStock73,728$9.90M1.4%−1,552−2.1%ReducedHistory
FISVFiserv IncStock41,445$8.51M1.2%−693−1.6%ReducedHistory
CVXChevron CorpStock54,694$7.92M1.1%−276−0.5%ReducedHistory
ORCLOracle CorpStock46,118$7.68M1.0%−363−0.8%ReducedHistory
UNHUnitedHealth Group IncStock14,781$7.48M1.0%+1,121+8.2%AddedHistory
ORLYO Reilly Automotive IncStock6,132$7.27M1.0%−76−1.2%ReducedHistory
BACBank of America CorpStock158,432$6.96M1.0%−2,227−1.4%ReducedHistory
RTXRTX CorpStock59,339$6.87M0.9%−79−0.1%ReducedHistory
ADPAutomatic Data Processing IncStock22,599$6.62M0.9%−269−1.2%ReducedHistory
UPSUnited Parcel Service IncStock50,877$6.42M0.9%+99+0.2%AddedHistory
ABTAbbott LaboratoriesStock55,447$6.27M0.9%−1,745−3.1%ReducedHistory
TMUST-Mobile US, Inc.Stock27,696$6.11M0.8%−101−0.4%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock31,344$6.04M0.8%−45−0.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM56,163$6.04M0.8%+206+0.4%AddedHistory
SYKStryker CorpStock16,625$5.99M0.8%−36−0.2%ReducedHistory
BXBlackstone Inc.COM34,691$5.98M0.8%−909−2.6%ReducedHistory
HONHoneywell International IncCOM25,432$5.75M0.8%−692−2.6%ReducedHistory
IBMInternational Business Machines CorpStock26,121$5.74M0.8%−505−1.9%ReducedHistory
QCOMQualcomm IncStock33,468$5.14M0.7%−1,101−3.2%ReducedHistory
AMZNAmazon Com IncStock22,947$5.03M0.7%−42−0.2%ReducedHistory
OMCOmnicom Group Inc.COM58,064$5.00M0.7%+2,954+5.4%AddedHistory
Vanguard Materials ETF92204A801ETF26,561$4.99M0.7%−427−1.6%Reduced–
WMTWalmart Inc.Stock54,460$4.92M0.7%−474−0.9%ReducedHistory
MRKMerck & Co., Inc.Stock47,327$4.71M0.6%+9,089+23.8%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock13,532$4.63M0.6%+30+0.2%AddedHistory
TSCOTractor Supply CoCOM77,870$4.13M0.6%+3,500+4.7%AddedConverted for a 5-for-1 splitHistory
STZConstellation Brands, Inc.Stock18,667$4.13M0.6%−429−2.2%ReducedHistory
APDAir Products & Chemicals, Inc.Stock13,396$3.88M0.5%−261−1.9%ReducedHistory
CVSCVS Health CorpStock84,807$3.81M0.5%−22,797−21.2%ReducedHistory
TDToronto Dominion BankStock70,984$3.78M0.5%−20,160−22.1%ReducedHistory
TTTrane Technologies plcSHS10,036$3.71M0.5%−16−0.2%ReducedHistory
CSCOCisco Systems, Inc.Stock60,435$3.58M0.5%−1,169−1.9%ReducedHistory
SBUXStarbucks CorpStock37,921$3.46M0.5%−54−0.1%ReducedHistory
WMWaste Management IncStock16,553$3.34M0.5%+1,909+13.0%AddedHistory
VLOValero Energy CorpStock26,414$3.24M0.4%−530−2.0%ReducedHistory
PLDPrologis, Inc.REIT30,214$3.19M0.4%+614+2.1%AddedHistory
VZVerizon Communications IncStock79,564$3.18M0.4%−220−0.3%ReducedHistory
EMREmerson Electric CoStock25,531$3.16M0.4%−240−0.9%ReducedHistory
ADIAnalog Devices IncStock14,575$3.10M0.4%+533+3.8%AddedHistory
PKGPackaging Corp of AmericaStock13,378$3.01M0.4%−153−1.1%ReducedHistory
LMTLockheed Martin CorpStock5,555$2.70M0.4%−50−0.9%ReducedHistory
LOWLowes Companies IncStock10,584$2.61M0.4%00.0%UnchangedHistory
LLYEli Lilly & CoStock3,365$2.60M0.4%+1,655+96.8%AddedHistory
LULUlululemon athletica inc.Stock6,527$2.50M0.3%−808−11.0%ReducedHistory
DUKDuke Energy CORPStock22,944$2.47M0.3%−106−0.5%ReducedHistory
iShares Core S&P 500 ETF464287200ETF4,174$2.46M0.3%−70−1.6%Reduced–
VVisa Inc.Stock7,579$2.40M0.3%−70−0.9%ReducedHistory
ZTSZoetis Inc.Stock14,631$2.38M0.3%+77+0.5%AddedHistory
PANWPalo Alto Networks IncStock13,076$2.38M0.3%00.0%UnchangedConverted for a 2-for-1 splitHistory
PFEPfizer IncStock88,575$2.35M0.3%−9,730−9.9%ReducedHistory
SNASnap-on IncCOM6,917$2.35M0.3%−71−1.0%ReducedHistory
ORealty Income CorpREIT43,285$2.31M0.3%+399+0.9%AddedHistory
CATCaterpillar IncStock6,325$2.29M0.3%−269−4.1%ReducedHistory
ESEversource EnergyStock38,920$2.23M0.3%00.0%UnchangedHistory
MAMastercard IncStock4,123$2.17M0.3%+15+0.4%AddedHistory
BMYBristol Myers Squibb CoStock38,235$2.16M0.3%−15,472−28.8%ReducedHistory
EOGEOG Resources IncStock17,647$2.16M0.3%+290+1.7%AddedHistory
XYLXylem Inc.COM18,516$2.15M0.3%+3,251+21.3%AddedHistory
DISWalt Disney CoStock18,929$2.11M0.3%−6,087−24.3%ReducedHistory
GILDGilead Sciences, Inc.Stock22,296$2.06M0.3%−660−2.9%ReducedHistory
LRCXLam Research CorpStock27,541$1.99M0.3%+631+2.3%AddedConverted for a 10-for-1 splitHistory
BMOBank of MontrealCOM20,140$1.96M0.3%−284−1.4%ReducedHistory
SCIService Corp InternationalCOM23,534$1.88M0.3%+38+0.2%AddedHistory
CRMSalesforce, Inc.Stock5,607$1.88M0.3%−400−6.7%ReducedHistory
WFCWells Fargo & CompanyStock26,240$1.84M0.3%−240−0.9%ReducedHistory
AMEAmetek IncCOM10,157$1.83M0.2%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock3,499$1.82M0.2%+120+3.6%AddedHistory
BRK.BBerkshire Hathaway IncStock3,887$1.76M0.2%−100−2.5%ReducedHistory
WRBBerkley W R CorpCOM29,157$1.71M0.2%+890+3.1%AddedHistory
CBChubb LtdStock6,116$1.69M0.2%+50+0.8%AddedHistory
CMGChipotle Mexican Grill IncCOM27,165$1.64M0.2%−640−2.3%ReducedHistory
TRVTravelers Companies, Inc.Stock6,546$1.58M0.2%00.0%UnchangedHistory
TGTTarget CorpStock11,648$1.57M0.2%−233−2.0%ReducedHistory
MRVLMarvell Technology, Inc.COM14,132$1.56M0.2%−70−0.5%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF2,587$1.52M0.2%−55−2.1%ReducedHistory
SNOWSnowflake Inc.Stock9,544$1.47M0.2%+565+6.3%AddedHistory
AMGNAmgen IncStock5,606$1.46M0.2%+541+10.7%AddedHistory
AVYAvery Dennison CorpCOM7,804$1.46M0.2%+439+6.0%AddedHistory
SHWSherwin Williams CoCOM4,161$1.41M0.2%−45−1.1%ReducedHistory
UNPUnion Pacific CorpStock6,110$1.39M0.2%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock1,286$1.36M0.2%00.0%UnchangedHistory

Sold out since Q3 2024 (42)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Resources Management Corp sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
SPDR Series Trust78464A763ST STR SP DIV600$85.0K<0.1%–
Barnes Group Inc067806109COM1,825$74.0K<0.1%–
Columbia ETF Tr I19761L870SELIGMAN SEMICON1,200$31.0K<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF411$26.0K<0.1%–
SYYSysco CorpStock250$20.0K<0.1%History
HIIHuntington Ingalls Industries, Inc.COM63$17.0K<0.1%History
ARK Innovation ETF00214Q104ETF300$14.0K<0.1%–
HAEHaemonetics CorpCOM140$11.0K<0.1%History
LHXL3HARRIS Technologies, Inc.Stock41$10.0K<0.1%History
GSKGSK plcADR240$10.0K<0.1%History
DTEDte Energy CoCOM70$9.00K<0.1%History
HBANHuntington Bancshares IncCOM500$7.00K<0.1%History
Flexshares Tr33939L407MORNSTAR UPSTR150$6.00K<0.1%–
SMGScotts Miracle-Gro CoStock35$3.00K<0.1%History
HLNHaleon plcADR300$3.00K<0.1%History
GMGeneral Motors CoCOM66$3.00K<0.1%History
OGNOrganon & Co.Stock106$2.00K<0.1%History
iShares MSCI USA Quality Factor ETF46432F339ETF9$2.00K<0.1%–
AVNSAvanos Medical, Inc.Stock78$2.00K<0.1%History
HPQHP IncStock59$2.00K<0.1%History
Daimler Truck Holding NPVD1T3RZ100Com62$2.00K<0.1%–
iShares S&P 100 ETF464287101ETF2$1.00K<0.1%–
WBDWarner Bros. Discovery, Inc.Stock77$1.00K<0.1%History
CCChemours CoStock40$1.00K<0.1%History
HPEHewlett Packard Enterprise CoCOM59$1.00K<0.1%History
iShares Tr464288877EAFE VALUE ETF20$1.00K<0.1%–
MGAMagna International IncCOM35$1.00K<0.1%History
iShares Tr464288885EAFE GRWTH ETF7$1.00K<0.1%–
VVXV2X, Inc.COM22$1.00K<0.1%History
RYAMRayonier Advanced Materials Inc.COM88$1.00K<0.1%History
DXCDXC Technology CoStock5$00.0%History
LUMNLumen Technologies, Inc.Stock16$00.0%History
EVRGEvergy, Inc.Stock7$00.0%History
iShares Tr46435U713US INFRASTRUC4$00.0%–
NWSANews CorpCL A6$00.0%History
VACMarriott Vacations Worldwide CorpCOM3$00.0%History
iShares Inc46434G764MSCI EMRG CHN3$00.0%–
FOXAFox CorpCL A COM8$00.0%History
iShares Tr464287341GLOBAL ENERG ETF4$00.0%–
HSTHost Hotels & Resorts, Inc.COM28$00.0%History
AMCAMC Entertainment Holdings, Inc.CL A NEW76$00.0%History
Gabelli Util Tr36240A184RIGHT 10/21/20242,770$00.0%–