RESOURCES MANAGEMENT CORP /CT/ /ADV

CIK

749044

Location

WEST HARTFORD, CT

Portfolio Value

Small $733,239,725

Diversification

Diversified

Filing Date

Global Rank

#2,117 / 8,586 ▲ 22

Top Industry

Drug Manufacturers - General 7.5%

3Y Alpha vs SPY

-5.1%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+56.6%

SPY

+78.1%

Annualised alpha

-5.1%

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

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

Top Position

6.7%

−0.3 pts

Top 5

23.9%

−2.4 pts

Top 10

37.2%

−2.0 pts

HHI

212

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.9%	$219,500,109	48
Financial Services	12.5%	$91,688,047	53
Healthcare	12.3%	$89,900,520	40
Consumer Cyclical	12.0%	$88,019,597	28
Industrials	9.7%	$70,851,297	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%	$4,813,156	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
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
VREOF	Vireo Growth Inc.	10,000	$3,800
SHOP	Shopify Inc.	20	$2,372
VSNT	Versant Media Group, Inc.	15	$555
PII	Polaris Inc.	9	$490
TCNNF	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

22 positions

Ticker	Company	Shares	Value
ITRI	Itron, Inc.	500	$46,430
SPGI	S&P Global Inc.	70	$36,581
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
CHRN	ChronoScale Corp	666	$5,754
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

324 positions · $733,239,725 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 324 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KD	Kyndryl Holdings, Inc. Technology	Held	3	0	$39	−50.6%	0.00%
LCID	Lucid Group, Inc. Consumer Cyclical	Held	5	0	$47	−9.6%	0.00%
CHUC	Charlie's Holdings, Inc. Consumer Defensive	NEW	200	NEW	$57	NEW	0.00%
VTRS	Viatris Inc Healthcare	Reduced	6	-135	$81	−95.4%	0.00%
KTB	Kontoor Brands, Inc. Consumer Cyclical	Held	3	0	$210	+14.8%	0.00%
TCNNF	Trulieve Cannabis Corp. Healthcare	NEW	46	NEW	$257	NEW	0.00%
DUOL	Duolingo, Inc. Technology	Held	4	0	$394	−43.9%	0.00%
VFC	V F Corp Consumer Cyclical	Held	25	0	$424	−6.2%	0.00%
DKNG	DraftKings Inc. Consumer Cyclical	Held	20	0	$432	−37.3%	0.00%
DG	Dollar General Corp Consumer Defensive	Reduced	4	-15	$474	−81.2%	0.00%
PII	Polaris Inc. Consumer Cyclical	NEW	9	NEW	$490	NEW	0.00%
VSNT	Versant Media Group, Inc. Communication Services	NEW	15	NEW	$555	NEW	0.00%
DJT	Trump Media & Technology Group Corp. Communication Services	Reduced	75	-200	$696	−80.9%	0.00%
AAL	American Airlines Group Inc. Industrials	Reduced	76	-20	$816	−44.5%	0.00%
UBER	Uber Technologies, Inc Technology	Reduced	12	-670	$863	−98.5%	0.00%
AMRN	Amarin Corp Plcuk Healthcare	Held	60	0	$867	+3.6%	0.00%
VRTS	Virtus Investment Partners, Inc. Financial Services	Held	7	0	$940	−17.7%	0.00%
UFI	Unifi Inc Consumer Cyclical	Held	275	0	$981	+2.0%	0.00%
RPID	Rapid Micro Biosystems, Inc. Healthcare	Held	500	0	$1,135	−21.7%	0.00%
ARE	Alexandria Real Estate Equities, Inc. Real Estate	Held	25	0	$1,160	−5.2%	0.00%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	50	-143	$1,373	−75.3%	0.00%
PSKY	Paramount Skydance Corp Communication Services	Held	176	0	$1,587	−32.7%	0.00%
EVLV	Evolv Technologies Holdings, Inc. Industrials	Held	280	0	$1,694	−15.5%	0.00%
MRNA	Moderna, Inc. Healthcare	Held	40	0	$2,032	+72.3%	0.00%
AWK	American Water Works Company, Inc. Utilities	Held	15	0	$2,041	+4.3%	0.00%
SHOP	Shopify Inc. Technology	NEW	20	NEW	$2,372	NEW	0.00%
AHCO	AdaptHealth Corp. Healthcare	Held	250	0	$2,975	+19.5%	0.00%
AEE	Ameren Corp Utilities	Held	30	0	$3,297	+10.1%	0.00%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	51	-25	$3,630	−41.8%	0.00%
VREOF	Vireo Growth Inc. Healthcare	NEW	10,000	NEW	$3,800	NEW	0.00%
DD	DuPont de Nemours, Inc. Basic Materials	Held	85	0	$3,893	+13.9%	0.00%
PRU	Prudential Financial Inc Financial Services	Held	41	0	$4,005	−13.5%	0.00%
MET	Metlife Inc Financial Services	Held	61	0	$4,313	−10.4%	0.00%
ABR	Arbor Realty Trust Inc Real Estate	Held	560	0	$4,317	−0.6%	0.00%
SHEL	Shell plc Energy	Reduced	50	-350	$4,650	−84.2%	0.00%
Q	Qnity Electronics, Inc. Technology	Held	42	0	$4,845	+41.3%	0.00%
SLB	Slb Limited/Nv Energy	Held	100	0	$5,139	+33.9%	0.00%
RBLX	Roblox Corp Communication Services	Held	100	0	$5,656	−30.2%	0.00%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	411	0	$6,185	−23.6%	0.00%
AMR	Alpha Metallurgical Resources, Inc. Basic Materials	Held	31	0	$6,363	+2.7%	0.00%
SOLV	Solventum Corp Healthcare	Held	100	0	$6,530	−17.6%	0.00%
CTVA	Corteva, Inc. Basic Materials	Held	85	0	$7,115	+24.9%	0.00%
NLY	Annaly Capital Management Inc Real Estate	Held	337	0	$7,127	−5.4%	0.00%
MDT	Medtronic plc Healthcare	Reduced	95	-480	$8,231	−85.1%	0.00%
GUT	Gabelli Utility Trust Financial Services	Held	1,601	0	$9,686	+0.3%	0.00%
NXPI	NXP Semiconductors N.V. Technology	Held	50	0	$9,843	−9.3%	0.00%
ORI	Old Republic International Corp Financial Services	Held	255	0	$10,174	−12.6%	0.00%
ANGI	Angi Inc. Communication Services	Held	1,619	0	$11,090	−47.0%	0.00%
EPD	Enterprise Products Partners L.P. Energy	Held	300	0	$11,352	+18.0%	0.00%
HTHIY	Hitachi Ltd Industrials	Held	400	0	$11,644	−6.7%	0.00%