Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

Latest Resources Investment Advisors, LLC. Stock Portfolio

$10.23Billion– No. of Holdings #1439

Resources Investment Advisors, LLC. Performance:
2026 Q1: -1.72%YTD: -1.72%2025: 12.69%
Performance for 2026 Q1 is -1.72%, and YTD is -1.72%, and 2025 is 12.69%.

About Resources Investment Advisors, LLC. and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, OneDigital Investment Advisors LLC reported an equity portfolio of $10.2 Billions as of 31 Mar, 2026.

The top stock holdings of OneDigital Investment Advisors LLC are BIL, ACWF, BECO. The fund has invested 5.3% of it's portfolio in SPDR SERIES TRUST and 3.4% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES U S ETF TR (CCRV), EXACT SCIENCES CORP (EXAS) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in EDWARDS LIFESCIENCES CORP (EW), ISHARES TR (ACWF) and STERIS PLC (STE). OneDigital Investment Advisors LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), PUTNAM ETF TRUST (PFUT) and ISHARES TR. The fund showed a lot of confidence in some stocks as they added substantially to JACOBS SOLUTIONS INC (J), ISHARES TR (AOA) and SPDR SERIES TRUST (BIL).
Resources Investment Advisors, LLC. Equity Portfolio Value
Last Reported on: 08 May, 2026

Resources Investment Advisors, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that OneDigital Investment Advisors LLC made a return of -1.72% in the last quarter. In trailing 12 months, it's portfolio return was 12.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust126,235,000
blackrock etf trust60,074,600
putnam etf trust11,298,600
ishares tr10,379,300
wisdomtree tr7,951,840
wisdomtree tr7,058,950
ishares tr3,702,380
innovator etfs trust3,701,870
New stocks bought by Resources Investment Advisors, LLC.

Additions

Ticker% Inc.
jacobs solutions inc1,632
ishares tr1,009
spdr series trust754
spdr series trust668
pgim rock etf tr521
spdr series trust394
vanguard scottsdale fds322
capital group growth etf197
Additions to existing portfolio by Resources Investment Advisors, LLC.

Reductions

Ticker% Reduced
ishares tr-81.83
automatic data processing in-77.93
spdr series trust-72.08
ishares tr-70.66
ishares tr-63.89
fidelity covington trust-52.01
schwab strategic tr-48.58
ishares tr-44.33
Resources Investment Advisors, LLC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Resources Investment Advisors, LLC.

Sector Distribution

OneDigital Investment Advisors LLC has about 82% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Consumer Defensive
Sector%
Others82
Technology5.8
Industrials2
Healthcare1.9
Consumer Cyclical1.7
Financial Services1.6
Communication Services1.4
Consumer Defensive1.2

Market Cap. Distribution

OneDigital Investment Advisors LLC has about 15.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED82
MEGA-CAP9.5
LARGE-CAP6.4
MID-CAP1.2

Stocks belong to which Index?

About 16.6% of the stocks held by OneDigital Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.5
S&P 50014.7
RUSSELL 20001.9
Top 5 Winners (%)%
sandisk corp
139.1 %
CRVS
corvus pharmaceuticals inc
84.5 %
LITE
lumentum hldgs inc
79.8 %
DOW
dow hldgs inc
76.5 %
MRNA
moderna inc
70.8 %
Top 5 Winners ($)$
IAU
ishares gold tr
7.7 M
AEMB
american centy etf tr
7.4 M
XOM
exxon mobil corp
6.3 M
AAXJ
ishares tr
5.6 M
BITS
global x fds
4.6 M
Top 5 Losers (%)%
PAR
par technology corp
-60.3 %
GENI
genius sports limited
-59.3 %
EVTL
vertical aerospace ltd
-58.5 %
EOSE
eos energy enterprises inc
-54.5 %
flutter entmt plc
-52.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-28.2 M
FNDA
schwab strategic tr
-25.6 M
BIL
spdr series trust
-24.4 M
AAPL
apple inc
-10.9 M
BECO
blackrock etf trust
-10.6 M

Resources Investment Advisors, LLC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Resources Investment Advisors, LLC.

OneDigital Investment Advisors LLC has 1439 stocks in it's portfolio. About 23.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for OneDigital Investment Advisors LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions