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Livermore
Livermore
ZHEN

Resources Management Corp

SEC CIK
0000749044
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
415
−14 vs. Q4 2025
Portfolio value
$753.4M
−$18.5M (−2.4%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Resources Management Corp in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock192,274$48.8M6.5%+578+0.3%AddedHistory
APHAmphenol CorpCL A306,544$38.7M5.1%−9,224−2.9%ReducedHistory
MSFTMicrosoft CorpStock88,909$32.9M4.4%+1,819+2.1%AddedHistory
JPMJPMorgan Chase & CoStock110,493$32.5M4.3%−71−0.1%ReducedHistory
GOOGLAlphabet Inc.Stock77,572$22.3M3.0%−1,954−2.5%ReducedHistory
NEENextera Energy IncStock221,991$20.6M2.7%−1,324−0.6%ReducedHistory
MCDMcDonalds CorpStock65,448$20.3M2.7%+204+0.3%AddedHistory
TJXTJX Companies IncStock120,503$19.2M2.6%−472−0.4%ReducedHistory
AVGOBroadcom Inc.Stock60,746$18.8M2.5%−862−1.4%ReducedHistory
ABBVAbbVie Inc.Stock85,442$18.6M2.5%+1,036+1.2%AddedHistory
HDHome Depot, Inc.Stock44,189$14.5M1.9%+130+0.3%AddedHistory
JNJJohnson & JohnsonStock59,387$14.5M1.9%−1,357−2.2%ReducedHistory
COSTCostco Wholesale CorpStock13,424$13.4M1.8%−59−0.4%ReducedHistory
BLKBlackRock, Inc.Stock13,865$13.3M1.8%+46+0.3%AddedHistory
NVDANVIDIA CorpStock72,240$12.6M1.7%−657−0.9%ReducedHistory
PGProcter & Gamble CoStock80,885$11.7M1.6%−626−0.8%ReducedHistory
PEPPepsiCo IncStock75,160$11.7M1.5%−764−1.0%ReducedHistory
CVXChevron CorpStock54,754$11.3M1.5%−431−0.8%ReducedHistory
RTXRTX CorpStock56,481$10.9M1.4%−937−1.6%ReducedHistory
ACNAccenture plcStock50,899$10.1M1.3%−482−0.9%ReducedHistory
XOMExxonMobil Holdings CorpCOM54,534$9.25M1.2%−1,027−1.8%ReducedHistory
ORLYO Reilly Automotive IncStock91,319$8.43M1.1%−921−1.0%ReducedHistory
TMUST-Mobile US, Inc.Stock39,294$8.25M1.1%+1,966+5.3%AddedHistory
WMWaste Management IncStock34,450$7.92M1.1%+450+1.3%AddedHistory
AMZNAmazon Com IncStock37,224$7.75M1.0%+6,311+20.4%AddedHistory
SYKStryker CorpStock22,533$7.40M1.0%+1,109+5.2%AddedHistory
ITWIllinois Tool Works IncStock27,599$7.18M1.0%−2,487−8.3%ReducedHistory
MRKMerck & Co., Inc.Stock58,980$7.09M0.9%−630−1.1%ReducedHistory
ABTAbbott LaboratoriesStock65,853$6.76M0.9%+12,695+23.9%AddedHistory
LLYEli Lilly & CoStock6,974$6.41M0.9%−71−1.0%ReducedHistory
DHRDanaher CorpStock33,029$6.26M0.8%−1,401−4.1%ReducedHistory
VLOValero Energy CorpStock24,927$6.16M0.8%−342−1.4%ReducedHistory
IBMInternational Business Machines CorpStock24,776$6.00M0.8%+27+0.1%AddedHistory
WMTWalmart Inc.Stock47,566$5.91M0.8%−1,824−3.7%ReducedHistory
OMCOmnicom Group Inc.COM78,416$5.91M0.8%+9,842+14.4%AddedHistory
ADPAutomatic Data Processing IncStock28,567$5.80M0.8%+2,611+10.1%AddedHistory
BACBank of America CorpStock116,142$5.66M0.8%+2,165+1.9%AddedHistory
ORCLOracle CorpStock37,596$5.53M0.7%−821−2.1%ReducedHistory
LRCXLam Research CorpStock25,634$5.48M0.7%−2,018−7.3%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock13,979$5.46M0.7%+671+5.0%AddedHistory
TSCOTractor Supply CoCOM113,560$5.14M0.7%+3,622+3.3%AddedHistory
PNCPNC Financial Services Group, Inc.Stock24,562$5.11M0.7%−40−0.2%ReducedHistory
Vanguard Materials ETF92204A801ETF22,543$5.08M0.7%−991−4.2%Reduced–
TTTrane Technologies plcSHS11,993$5.00M0.7%−325−2.6%ReducedHistory
ADIAnalog Devices IncStock15,060$4.79M0.6%−175−1.1%ReducedHistory
QCOMQualcomm IncStock36,387$4.69M0.6%+2,170+6.3%AddedHistory
BXBlackstone Inc.COM39,411$4.53M0.6%+3,629+10.1%AddedHistory
PANWPalo Alto Networks IncStock24,571$3.94M0.5%+7,034+40.1%AddedHistory
CSCOCisco Systems, Inc.Stock49,621$3.85M0.5%−1,084−2.1%ReducedHistory
PLDPrologis, Inc.REIT27,001$3.57M0.5%−571−2.1%ReducedHistory
EOGEOG Resources IncStock24,279$3.51M0.5%−920−3.7%ReducedHistory
CATCaterpillar IncStock4,880$3.46M0.5%−350−6.7%ReducedHistory
SCIService Corp InternationalCOM41,553$3.43M0.5%−331−0.8%ReducedHistory
FISVFiserv IncStock61,103$3.41M0.5%+56,781+1,313.8%AddedHistory
EMREmerson Electric CoStock24,211$3.17M0.4%−212−0.9%ReducedHistory
BSXBoston Scientific CorpStock48,685$3.06M0.4%+12,765+35.5%AddedHistory
HONHoneywell International IncCOM13,447$3.04M0.4%−590−4.2%ReducedHistory
PKGPackaging Corp of AmericaStock13,992$2.97M0.4%−420−2.9%ReducedHistory
VZVerizon Communications IncStock58,241$2.92M0.4%+120.0%AddedHistory
DUKDuke Energy CORPStock21,998$2.88M0.4%−229−1.0%ReducedHistory
MAMastercard IncStock5,735$2.87M0.4%+1,593+38.5%AddedHistory
GILDGilead Sciences, Inc.Stock20,373$2.84M0.4%00.0%UnchangedHistory
ORealty Income CorpREIT45,664$2.79M0.4%+925+2.1%AddedHistory
XYLXylem Inc.COM23,332$2.79M0.4%+3,325+16.6%AddedHistory
SNASnap-on IncCOM7,443$2.70M0.4%−182−2.4%ReducedHistory
MCKMcKesson CorpStock3,090$2.67M0.4%−42−1.3%ReducedHistory
iShares Core S&P 500 ETF464287200ETF4,089$2.67M0.4%+399+10.8%Added–
MRVLMarvell Technology, Inc.COM26,778$2.65M0.4%+1,341+5.3%AddedHistory
CRMSalesforce, Inc.Stock13,904$2.60M0.3%+1,639+13.4%AddedHistory
WRBBerkley W R CorpCOM39,148$2.60M0.3%+5,426+16.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF3,969$2.58M0.3%−75−1.9%ReducedHistory
UPSUnited Parcel Service IncStock26,225$2.58M0.3%−575−2.1%ReducedHistory
TDToronto Dominion BankStock25,961$2.42M0.3%−490−1.9%ReducedHistory
CVSCVS Health CorpStock32,388$2.33M0.3%−1,557−4.6%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock14,618$2.30M0.3%+2,299+18.7%AddedHistory
LMTLockheed Martin CorpStock3,720$2.25M0.3%−75−2.0%ReducedHistory
TDGTransDigm Group INCCOM1,937$2.25M0.3%−21−1.1%ReducedHistory
VVisa Inc.Stock7,238$2.19M0.3%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock7,951$2.15M0.3%−149−1.8%ReducedHistory
CBChubb LtdStock6,305$2.06M0.3%00.0%UnchangedHistory
CEGConstellation Energy CorpStock7,229$2.02M0.3%+534+8.0%AddedHistory
WFCWells Fargo & CompanyStock25,352$2.02M0.3%−13−0.1%ReducedHistory
AMEAmetek IncCOM9,036$1.94M0.3%−15−0.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,004$1.92M0.3%−10−0.2%ReducedHistory
TRVTravelers Companies, Inc.Stock6,483$1.89M0.3%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock3,740$1.84M0.2%−240−6.0%ReducedHistory
LOWLowes Companies IncStock7,710$1.82M0.2%−50−0.6%ReducedHistory
XPOXPO, Inc.COM9,312$1.81M0.2%−220−2.3%ReducedHistory
SNOWSnowflake Inc.Stock11,861$1.79M0.2%+1,833+18.3%AddedHistory
SESea LtdSPONSORD ADS20,438$1.69M0.2%+3,835+23.1%AddedHistory
CMICummins IncStock3,112$1.67M0.2%−34−1.1%ReducedHistory
BMYBristol Myers Squibb CoStock27,575$1.67M0.2%−225−0.8%ReducedHistory
DEDeere & CoStock2,939$1.66M0.2%−10−0.3%ReducedHistory
DOCHealthpeak Properties, Inc.COM98,965$1.63M0.2%+12,740+14.8%AddedHistory
NOWServiceNow, Inc.Stock15,290$1.60M0.2%+3,575+30.5%AddedHistory
UNPUnion Pacific CorpStock6,155$1.49M0.2%00.0%UnchangedHistory
ESEversource EnergyStock20,782$1.44M0.2%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A2$1.44M0.2%00.0%UnchangedHistory
SHWSherwin Williams CoCOM4,336$1.39M0.2%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2,314$1.38M0.2%+31+1.4%Added–

Sold out since Q4 2025 (31)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Resources Management Corp sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
SNVSynovus Financial CorpCOM NEW1,400$70.0K<0.1%History
iShares Select Dividend ETF464287168ETF400$56.0K<0.1%–
ITRIItron, Inc.COM500$46.0K<0.1%History
SPGIS&P Global Inc.Stock70$37.0K<0.1%History
iShares Tr46434V464LOW CA OP MS ETF150$35.0K<0.1%–
Hingham Instn SVGS Mass433323102COM125$35.0K<0.1%–
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM1,250$30.0K<0.1%History
Schwab Fundamental U.S. Large Company ETF808524771ETF995$27.0K<0.1%–
TROWPrice T Rowe Group IncStock205$21.0K<0.1%History
SMCISuper Micro Computer, Inc.Stock600$18.0K<0.1%History
ENBEnbridge IncStock335$16.0K<0.1%History
HPEHewlett Packard Enterprise CoCOM625$15.0K<0.1%History
HPQHP IncStock625$14.0K<0.1%History
PYPLPayPal Holdings, Inc.Stock222$13.0K<0.1%History
NUENucor CorpCOM75$12.0K<0.1%History
SPDR Series Trust78464A805ST STR PR SP1500130$11.0K<0.1%–
CCICrown Castle Inc.REIT100$9.00K<0.1%History
SPDR Series Trust78468R796ST STR SP500FF168$9.00K<0.1%–
Engine No 1 ETF Trust29287L106TRANSFRM 500 ETF112$9.00K<0.1%–
SWXSouthwest Gas Holdings, Inc.COM90$7.00K<0.1%History
CHRNChronoScale Holdings CorpCOM NEW666$6.00K<0.1%History
PPLPPL CorpCOM150$5.00K<0.1%History
BBWIBath & Body Works, Inc.COM150$3.00K<0.1%History
BNSBank of Nova ScotiaCOM35$3.00K<0.1%History
KAIKadant IncCOM10$3.00K<0.1%History
CAVACava Group, Inc.COM15$1.00K<0.1%History
Subaru Corp86428V104ADR125$1.00K<0.1%–
OGNOrganon & Co.Stock45$00.0%History
PRTAProthena Corp Public Ltd CoSHS3$00.0%History
PRGOPERRIGO Co plcSHS10$00.0%History
RYNRayonier IncCOM11$00.0%History