RESOURCES MANAGEMENT CORP /CT/ /ADV

CIK

749044

Location

WEST HARTFORD, CT

Portfolio Value

Small $729,363,391

Diversification

Diversified

Filing Date

Global Rank

#2,122 / 8,605 ▲ 29 · as of Mar 2026

Top Industry

Drug Manufacturers - General 7.5%

3Y Alpha vs SPY

-4.2%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.5%

SPY

+76.5%

Annualised alpha

-4.3%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

325 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.7%

−0.3 pts

Top 5

24.0%

−2.4 pts

Top 10

37.4%

−2.0 pts

HHI

214

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.5%	$215,414,045	49
Financial Services	12.6%	$91,688,047	53
Healthcare	12.3%	$90,010,750	40
Consumer Cyclical	12.1%	$88,019,597	28
Industrials	9.7%	$70,943,011	50
Consumer Defensive	6.3%	$45,879,988	18
Communication Services	5.8%	$42,245,350	18
Energy	4.7%	$34,350,477	19
Utilities	4.0%	$29,070,815	18
Real Estate	1.3%	$9,626,927	10
Unclassified	1.0%	$7,293,442	6
Basic Materials	0.7%	$4,820,942	16

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	+56,781	61,103	$3,409,547
BSX	Boston Scientific Corp	+12,765	48,685	$3,054,983
DOC	Healthpeak Properties, Inc.	+12,740	98,965	$1,625,994
ABT	Abbott Laboratories	+12,695	65,853	$6,761,127
OMC	Omnicom Group Inc.	+9,842	78,416	$5,905,508
PANW	Palo Alto Networks Inc	+7,034	24,571	$3,939,222
AMZN	Amazon Com Inc	+6,311	37,224	$7,752,642
WRB	Berkley W R Corp	+5,426	39,148	$2,594,729
SE	Sea Ltd	+3,835	20,438	$1,692,470
BX	Blackstone Inc.	+3,629	39,411	$4,531,870
TSCO	Tractor Supply Co /De/	+3,622	113,560	$5,144,268
NOW	ServiceNow, Inc.	+3,575	15,290	$1,598,569
XYL	Xylem Inc.	+3,325	23,332	$2,788,174
ADP	Automatic Data Processing Inc	+2,611	28,567	$5,804,243
ICE	Intercontinental Exchange, Inc.	+2,299	14,618	$2,299,119
CRH	Crh Public Ltd Co	+2,242	3,119	$327,869
QCOM	Qualcomm Inc/De	+2,170	36,387	$4,685,917
BAC	Bank Of America Corp /De/	+2,165	116,142	$5,661,922
TMUS	T-Mobile US, Inc.	+1,966	39,294	$8,252,918
ARI	Apollo Commercial Real Estate Finance, Inc.	+1,918	8,618	$91,006
SNOW	Snowflake Inc.	+1,833	11,861	$1,788,876
MSFT	Microsoft Corp	+1,819	88,909	$32,911,444
CRM	Salesforce, Inc.	+1,639	13,904	$2,595,459
MA	Mastercard Inc	+1,593	5,735	$2,865,550
MRVL	Marvell Technology, Inc.	+1,341	26,778	$2,652,360
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−13,890	14,740	$471,827
PFE	Pfizer Inc	−10,946	41,110	$1,154,368
APH	Amphenol Corp /De/	−9,224	306,544	$38,731,834
CCOI	Cogent Communications Holdings, Inc.	−4,658	5,869	$110,571
SBUX	Starbucks Corp	−3,785	7,825	$701,041
DOW	Dow Inc.	−3,347	771	$32,112
ITW	Illinois Tool Works Inc	−2,487	27,599	$7,183,743
LRCX	Lam Research Corp	−2,018	25,634	$5,476,960
GOOGL	Alphabet Inc.	−1,954	77,572	$22,306,604
WMT	Walmart Inc.	−1,824	47,566	$5,911,502
GXO	GXO Logistics, Inc.	−1,750	17,999	$933,248
CVS	CVS HEALTH Corp	−1,557	32,388	$2,326,106
DHR	Danaher Corp /De/	−1,401	33,029	$6,262,298
JNJ	Johnson & Johnson	−1,357	59,387	$14,516,558
NEE	Nextera Energy Inc	−1,324	221,991	$20,618,524
CSCO	Cisco Systems, Inc.	−1,084	49,621	$3,850,093
XOM	Exxon Mobil Corp	−1,027	54,534	$9,252,238
SOLS	Solstice Advanced Materials Inc.	−982	1,352	$102,968
RTX	RTX Corp	−937	56,481	$10,895,184
ORLY	O Reilly Automotive Inc	−921	91,319	$8,429,656
EOG	Eog Resources Inc	−920	24,279	$3,510,015
AVGO	Broadcom Inc.	−862	60,746	$18,801,494
T	At&T Inc.	−849	1,686	$48,877
ORCL	Oracle Corp	−821	37,596	$5,530,747
PEP	Pepsico Inc	−764	75,160	$11,671,596
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
VREOD	Vireo Growth Inc.	10,000	$114,030
ADX	Adams Diversified Equity Fund, Inc.	4,046	$88,566
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	2,200	$27,742
WAT	Waters Corp /De/	90	$26,802
PNFP	Pinnacle Financial Partners, Inc.	299	$25,755
SHOP	Shopify Inc.	20	$2,372
VSNT	Versant Media Group, Inc.	15	$555
PII	Polaris Inc.	9	$490
TRLV	Trulieve Cannabis Corp.	46	$257
CHUC	Charlie's Holdings, Inc.	200	$57
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
ITRI	Itron, Inc.	500	$46,430
SPGI	S&P Global Inc.	70	$34,608
HTD	John Hancock Tax-Advantaged Dividend Income Fund	1,250	$29,575
TROW	Price T Rowe Group Inc	205	$20,987
SMCI	Super Micro Computer, Inc.	600	$17,562
ENB	Enbridge Inc	335	$16,023
HPE	Hewlett Packard Enterprise Co	625	$15,012
HPQ	Hp Inc	625	$13,925
PYPL	PayPal Holdings, Inc.	222	$12,960
NUE	Nucor Corp	75	$12,233
CCI	Crown Castle Inc.	100	$8,887
SWX	Southwest Gas Holdings, Inc.	90	$7,201
PPL	PPL Corp	150	$5,253
BBWI	Bath & Body Works, Inc.	150	$3,012
KAI	Kadant Inc	10	$2,850
BNS	Bank Of Nova Scotia	35	$2,579
CAVA	Cava Group, Inc.	15	$880
OGN	Organon & Co.	45	$322
RYN	Rayonier Inc	11	$238
PRGO	PERRIGO Co plc	10	$139
PRTA	Prothena Corp Public Ltd Co	3	$28
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

325 positions · $729,363,391 total · as of Mar 31, 2026

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

Showing 1–50 of 325 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	192,274	+578	$48,797,218	−6.4%	6.69%
APH	Amphenol Corp /De/ Technology	Reduced	306,544	-9,224	$38,731,834	−9.2%	5.31%
MSFT	Microsoft Corp Technology	Added	88,909	+1,819	$32,911,444	−21.9%	4.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	110,493	-71	$32,502,620	−8.8%	4.46%
GOOGL	Alphabet Inc. Communication Services	Reduced	77,572	-1,954	$22,306,604	−10.4%	3.06%
NEE	Nextera Energy Inc Utilities	Reduced	221,991	-1,324	$20,618,524	+15.0%	2.83%
MCD	Mcdonalds Corp Consumer Cyclical	Added	65,448	+204	$20,340,583	+2.0%	2.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	120,503	-472	$19,244,329	+3.6%	2.64%
AVGO	Broadcom Inc. Technology	Reduced	60,746	-862	$18,801,494	−11.8%	2.58%
ABBV	AbbVie Inc. Healthcare	Added	85,442	+1,036	$18,582,780	−3.6%	2.55%
HD	Home Depot, Inc. Consumer Cyclical	Added	44,189	+130	$14,533,320	−4.1%	1.99%
JNJ	Johnson & Johnson Healthcare	Reduced	59,387	-1,357	$14,516,558	+15.5%	1.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	13,424	-59	$13,376,076	+15.0%	1.83%
BLK	BlackRock, Inc. Financial Services	Added	13,865	+46	$13,334,109	−9.9%	1.83%
NVDA	Nvidia Corp Technology	Reduced	72,240	-657	$12,598,656	−7.3%	1.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	80,885	-626	$11,683,029	+0.0%	1.60%
PEP	Pepsico Inc Consumer Defensive	Reduced	75,160	-764	$11,671,596	+7.1%	1.60%
CVX	Chevron Corp Energy	Reduced	54,754	-431	$11,328,602	+34.7%	1.55%
RTX	RTX Corp Industrials	Reduced	56,481	-937	$10,895,184	+3.5%	1.49%
ACN	Accenture plc Technology	Reduced	50,899	-482	$10,092,762	−26.8%	1.38%
XOM	Exxon Mobil Corp Energy	Reduced	54,534	-1,027	$9,252,238	+38.4%	1.27%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	91,319	-921	$8,429,656	+0.2%	1.16%
TMUS	T-Mobile US, Inc. Communication Services	Added	39,294	+1,966	$8,252,918	+8.9%	1.13%
WM	Waste Management Inc Industrials	Added	34,450	+450	$7,916,265	+6.0%	1.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	37,224	+6,311	$7,752,642	+8.7%	1.06%
SYK	Stryker Corp Healthcare	Added	22,533	+1,109	$7,404,118	−1.7%	1.02%
ITW	Illinois Tool Works Inc Industrials	Reduced	27,599	-2,487	$7,183,743	−3.1%	0.98%
MRK	Merck & Co., Inc. Healthcare	Reduced	58,980	-630	$7,094,704	+13.1%	0.97%
ABT	Abbott Laboratories Healthcare	Added	65,853	+12,695	$6,761,127	+1.5%	0.93%
LLY	ELI LILLY & Co Healthcare	Reduced	6,974	-71	$6,414,475	−15.3%	0.88%
DHR	Danaher Corp /De/ Healthcare	Reduced	33,029	-1,401	$6,262,298	−20.5%	0.86%
VLO	Valero Energy Corp/Tx Energy	Reduced	24,927	-342	$6,158,963	+49.7%	0.84%
IBM	International Business Machines Corp Technology	Added	24,776	+27	$6,005,454	−18.1%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	47,566	-1,824	$5,911,502	+7.4%	0.81%
OMC	Omnicom Group Inc. Communication Services	Added	78,416	+9,842	$5,905,508	+6.6%	0.81%
ADP	Automatic Data Processing Inc Technology	Added	28,567	+2,611	$5,804,243	−13.1%	0.80%
BAC	Bank Of America Corp /De/ Financial Services	Added	116,142	+2,165	$5,661,922	−9.7%	0.78%
ORCL	Oracle Corp Technology	Reduced	37,596	-821	$5,530,747	−26.1%	0.76%
LRCX	Lam Research Corp Technology	Reduced	25,634	-2,018	$5,476,960	+15.7%	0.75%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	113,560	+3,622	$5,144,268	−6.4%	0.71%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	24,562	-40	$5,111,106	−0.5%	0.70%
TT	Trane Technologies plc Industrials	Reduced	11,993	-325	$4,997,962	+4.3%	0.69%
ADI	Analog Devices Inc Technology	Reduced	15,060	-175	$4,791,188	+16.0%	0.66%
QCOM	Qualcomm Inc/De Technology	Added	36,387	+2,170	$4,685,917	−19.9%	0.64%
BX	Blackstone Inc. Financial Services	Added	39,411	+3,629	$4,531,870	−17.8%	0.62%
PANW	Palo Alto Networks Inc Technology	Added	24,571	+7,034	$3,939,222	+21.9%	0.54%
CSCO	Cisco Systems, Inc. Technology	Reduced	49,621	-1,084	$3,850,093	−1.4%	0.53%
PLD	Prologis, Inc. Real Estate	Reduced	27,001	-571	$3,568,992	+1.4%	0.49%
EOG	Eog Resources Inc Energy	Reduced	24,279	-920	$3,510,015	+32.6%	0.48%
CAT	Caterpillar Inc Industrials	Reduced	4,880	-350	$3,457,284	+15.4%	0.47%