RESOURCES MANAGEMENT CORP /CT/ /ADV

CIK

749044

Location

WEST HARTFORD, CT

Portfolio Value

Small $843,111,109

Diversification

Diversified

Filing Date

Global Rank

#2,801 / 8,794 ▼ 133 · as of Jun 2026

Top Industry

Electronic Components 12.3%

Period ended 3 months ago

Filed Aug 14, 2026 · 50d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

175 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.9%

+5.1 pts

Top 5

29.6%

+7.3 pts

Top 10

41.1%

+5.9 pts

HHI

299

Diversified+100

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.7%	$309,759,049	25
Financial Services	11.7%	$98,657,313	29
Healthcare	11.2%	$94,611,076	21
Consumer Cyclical	10.2%	$85,671,540	14
Industrials	8.8%	$74,313,867	34
Communication Services	5.4%	$45,730,059	8
Consumer Defensive	5.0%	$41,998,237	8
Energy	3.4%	$28,454,980	8
Utilities	3.2%	$27,110,124	6
Unclassified	2.6%	$21,804,260	13
Real Estate	1.2%	$10,140,778	5
Basic Materials	0.6%	$4,859,826	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	+19,453	133,013	$4,204,540
OMC	Omnicom Group Inc.	+9,245	87,661	$6,384,350
SCI	Service Corp International	+8,145	49,698	$3,775,060
BSX	Boston Scientific Corp	+6,200	54,885	$2,342,491
ABT	Abbott Laboratories	+4,325	70,178	$6,367,951
CRH	Crh Public Ltd Co	+4,180	7,299	$780,993
TMUS	T-Mobile US, Inc.	+3,878	43,172	$7,241,239
ICE	Intercontinental Exchange, Inc.	+3,407	18,025	$2,219,057
XYL	Xylem Inc.	+3,267	26,599	$3,144,267
NOW	ServiceNow, Inc.	+2,765	18,055	$1,792,500
WM	Waste Management Inc	+2,718	37,168	$8,284,003
PEP	Pepsico Inc	+2,245	77,405	$10,480,637
EDV	Vanguard World Funds Extended Duration ETF	+2,232	25,509	$5,486,976
ACN	Accenture plc	+1,606	52,505	$6,533,722
PTC	Ptc Inc.	+1,598	4,266	$484,660
SE	Sea Ltd	+1,525	21,963	$2,104,714
WRB	Berkley W R Corp	+1,383	40,531	$2,858,651
DOC	Healthpeak Properties, Inc.	+1,225	100,190	$2,144,066
CNR	Core Natural Resources, Inc.	+1,163	6,631	$530,612
SYK	Stryker Corp	+1,011	23,544	$7,412,592
MA	Mastercard Inc	+1,006	6,741	$3,462,177
DUK	Duke Energy CORP	+840	22,838	$2,890,834
BX	Blackstone Inc.	+803	40,214	$4,731,981
CEG	Constellation Energy Corp	+705	7,934	$1,970,567
HLI	Houlihan Lokey, Inc.	+659	7,704	$1,033,337
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−21,005	285,539	$100,692,472
AAPL	Apple Inc.	−8,592	183,682	$53,150,223
HON	Honeywell International Inc	−7,191	6,256	$1,400,718
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−6,525	12,819	$4,037,881
NVO	Novo Nordisk A S	−6,500	6,500	$311,610
GOOGL	Alphabet Inc.	−4,844	76,574	$27,352,908
NVDA	Nvidia Corp	−4,646	67,594	$13,524,883
AVGO	Broadcom Inc.	−4,636	56,110	$21,195,552
FISV	Fiserv Inc	−4,603	56,500	$2,771,325
NEE	Nextera Energy Inc	−4,585	217,406	$19,081,724
CMG	Chipotle Mexican Grill Inc	−4,360	10,380	$352,920
DHR	Danaher Corp /De/	−3,345	29,684	$5,654,208
—		−3,275	3,445	$263,266
LRCX	Lam Research Corp	−3,202	22,432	$9,720,458
MRVL	Marvell Technology, Inc.	−3,186	23,592	$7,027,820
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−2,922	13,911	$1,000,441
TJX	Tjx Companies Inc /De/	−2,648	117,855	$17,855,032
GXO	GXO Logistics, Inc.	−2,515	15,484	$785,038
JPM	Jpmorgan Chase & Co	−2,427	108,066	$35,373,243
VZ	Verizon Communications Inc	−2,197	56,044	$2,372,902
VB	Vanguard Morningstar Small-Cap ETF	−1,915	3,454	$1,934,834
JNJ	Johnson & Johnson	−1,488	57,899	$14,704,609
PFE	Pfizer Inc	−1,400	39,710	$956,216
SBUX	Starbucks Corp	−1,334	6,491	$663,315
KO	Coca Cola Co	−1,332	5,850	$475,429
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
HONA	Honeywell Aerospace Inc.	6,179	$1,366,053
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	705	$303,354
BNY	Bank of New York Mellon Corp	2,370	$281,153
META	Meta Platforms, Inc.	464	$265,468
INTU	Intuit Inc.	530	$229,161
OKE	Oneok Inc /New/	2,285	$206,541
CTSH	Cognizant Technology Solutions Corp	3,195	$196,013
MRSH	Marsh & Mclennan Companies, Inc.	1,125	$195,131
OSIS	Osi Systems Inc	700	$185,857
MTB	M&T Bank Corp	837	$173,024
ALLE	Allegion plc	1,188	$172,604
MO	Altria Group, Inc.	2,615	$172,563
FAST	Fastenal Co	3,600	$167,040
MPC	Marathon Petroleum Corp	650	$158,717
VLTO	Veralto Corp	1,752	$154,911
STZ	Constellation Brands, Inc.	1,027	$154,050
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,115	$151,989
BR	Broadridge Financial Solutions, Inc.	930	$151,106
PLTR	Palantir Technologies Inc.	1,000	$146,280
MDLZ	Mondelez International, Inc.	2,530	$145,829
BP	Bp PLC	3,100	$145,700
HAL	Halliburton Co	3,700	$144,263
KMB	Kimberly Clark Corp	1,349	$130,138
AEP	American Electric Power Co Inc	978	$128,196
WMB	Williams Companies, Inc.	1,749	$127,292
NKE	NIKE, Inc.	2,242	$118,422
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

175 tracked positions · $843,111,109 total · filing declares 188 positions · $793,505,011 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 175 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	Reduced	285,539	-21,005	$100,692,472	+259872.3%	11.94%
AAPL	Apple Inc. Technology	Reduced	183,682	-8,592	$53,150,223	+8.9%	6.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	108,066	-2,427	$35,373,243	+8.8%	4.20%
MSFT	Microsoft Corp Technology	Reduced	87,649	-1,260	$32,694,829	−0.7%	3.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	76,574	-4,844	$27,352,908	+16.8%	3.24%
ABBV	AbbVie Inc. Healthcare	Added	85,694	+252	$21,564,038	+16.0%	2.56%
AVGO	Broadcom Inc. Technology	Reduced	56,110	-4,636	$21,195,552	+12.7%	2.51%
NEE	Nextera Energy Inc Utilities	Reduced	217,406	-4,585	$19,081,724	−7.5%	2.26%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	117,855	-2,648	$17,855,032	−7.2%	2.12%
MCD	Mcdonalds Corp Consumer Cyclical	Added	66,051	+603	$17,854,245	−12.2%	2.12%
HD	Home Depot, Inc. Consumer Cyclical	Added	44,613	+424	$15,734,112	+8.3%	1.87%
JNJ	Johnson & Johnson Healthcare	Reduced	57,899	-1,488	$14,704,609	+1.3%	1.74%
NVDA	Nvidia Corp Technology	Reduced	67,594	-4,646	$13,524,883	+7.4%	1.60%
BLK	BlackRock, Inc. Financial Services	Reduced	13,662	-203	$13,136,832	−1.5%	1.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	13,041	-383	$12,199,464	−8.8%	1.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	80,115	-770	$11,748,063	+0.6%	1.39%
RTX	RTX Corp Industrials	Reduced	55,632	-849	$10,555,059	−3.1%	1.25%
PEP	Pepsico Inc Consumer Defensive	Added	77,405	+2,245	$10,480,637	−10.2%	1.24%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	13,314	-665	$10,160,445	+86.2%	1.21%
LRCX	Lam Research Corp Technology	Reduced	22,432	-3,202	$9,720,458	+77.5%	1.15%
CVX	Chevron Corp Energy	Reduced	54,269	-485	$8,995,629	−20.6%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,529	-695	$8,706,321	+12.3%	1.03%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	90,739	-580	$8,356,154	−0.9%	0.99%
LLY	ELI LILLY & Co Healthcare	Reduced	6,910	-64	$8,288,061	+29.2%	0.98%
WM	Waste Management Inc Industrials	Added	37,168	+2,718	$8,284,003	+4.6%	0.98%
PANW	Palo Alto Networks Inc Technology	Reduced	23,774	-797	$8,107,409	+105.8%	0.96%
MRK	Merck & Co., Inc. Healthcare	Reduced	58,507	-473	$7,518,149	+6.0%	0.89%
ITW	Illinois Tool Works Inc Industrials	Reduced	27,509	-90	$7,440,359	+3.6%	0.88%
SYK	Stryker Corp Healthcare	Added	23,544	+1,011	$7,412,592	+0.1%	0.88%
XOM	ExxonMobil Holdings Corp Energy	Reduced	53,233	-1,301	$7,278,015	−21.3%	0.86%
TMUS	T-Mobile US, Inc. Communication Services	Added	43,172	+3,878	$7,241,239	−12.3%	0.86%
IBM	International Business Machines Corp Technology	Added	25,094	+318	$7,056,683	+17.5%	0.84%
MRVL	Marvell Technology, Inc. Technology	Reduced	23,592	-3,186	$7,027,820	+165.0%	0.83%
QCOM	Qualcomm Inc/De Technology	Added	36,728	+341	$6,786,967	+44.8%	0.80%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	115,643	-499	$6,589,338	+16.4%	0.78%
ACN	Accenture plc Technology	Added	52,505	+1,606	$6,533,722	−35.3%	0.77%
OMC	Omnicom Group Inc. Communication Services	Added	87,661	+9,245	$6,384,350	+8.1%	0.76%
ABT	Abbott Laboratories Healthcare	Added	70,178	+4,325	$6,367,951	−5.8%	0.76%
ADP	Automatic Data Processing Inc Technology	Reduced	28,424	-143	$6,365,554	+9.7%	0.76%
VLO	Valero Energy Corp/Tx Energy	Reduced	24,360	-567	$6,344,318	+3.0%	0.75%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	24,096	-466	$5,932,917	+16.1%	0.70%
ADI	Analog Devices Inc Technology	Reduced	14,596	-464	$5,797,093	+21.0%	0.69%
TT	Trane Technologies plc Industrials	Reduced	11,753	-240	$5,772,603	+15.5%	0.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	48,986	-635	$5,753,895	+49.4%	0.68%
DHR	Danaher Corp /De/ Healthcare	Reduced	29,684	-3,345	$5,654,208	−9.7%	0.67%
EDV	Vanguard World Funds Extended Duration ETF	Added	25,509	+2,232	$5,486,976	+6.2%	0.65%
ORCL	Oracle Corp Technology	Reduced	37,066	-530	$5,432,022	−1.8%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	46,360	-1,206	$5,250,733	−11.2%	0.62%
CAT	Caterpillar Inc Industrials	Reduced	4,650	-230	$4,951,785	+43.2%	0.59%
BX	Blackstone Inc. Financial Services	Added	40,214	+803	$4,731,981	+4.4%	0.56%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.