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 / 8,588 ▲ 22

Top Industry

Drug Manufacturers - General 7.5%

3Y Alpha vs SPY

-5.1%

Period ended 3 months ago

Filed May 15, 2026 · 33d

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

+57.2%

SPY

+76.8%

Annualised alpha

-4.7%

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 51–100 of 324 positions by value · page 2 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EXC	Exelon Corp Utilities	Held	240	0	$11,764	+12.5%	0.00%
NEU	Newmarket Corp Basic Materials	Held	20	0	$12,819	−6.7%	0.00%
ED	Consolidated Edison Inc Utilities	Held	117	0	$13,242	+14.0%	0.00%
KMI	Kinder Morgan, Inc. Energy	Held	400	0	$13,412	+22.0%	0.00%
UTG	Reaves Utility Income Fund Financial Services	Held	356	0	$13,983	+7.4%	0.00%
BEP	Brookfield Renewable Partners L.P. Utilities	Held	450	0	$14,688	+21.0%	0.00%
MGM	MGM Resorts International Consumer Cyclical	Held	400	0	$14,804	+1.4%	0.00%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Held	450	0	$16,254	+4.0%	0.00%
TLN	Talen Energy Corp Utilities	Held	51	0	$16,280	−14.8%	0.00%
TTC	Toro Co Industrials	Held	180	0	$16,819	+18.7%	0.00%
CINF	Cincinnati Financial Corp Financial Services	Held	107	0	$16,836	−3.7%	0.00%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	225	0	$17,698	+6.8%	0.00%
SPH	Suburban Propane Partners LP Utilities	Held	930	0	$18,311	+6.2%	0.00%
RAL	Ralliant Corp Technology	Reduced	452	-82	$18,798	−30.9%	0.00%
ENPH	Enphase Energy, Inc. Technology	Held	515	0	$19,472	+18.0%	0.00%
FTNT	Fortinet, Inc. Technology	Held	250	0	$20,430	+2.9%	0.00%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	350	0	$20,573	+15.7%	0.00%
AOS	Smith A O Corp Industrials	Held	350	0	$23,079	−1.4%	0.00%
PPG	Ppg Industries Inc Basic Materials	Reduced	220	-30	$23,513	−8.2%	0.00%
SWKS	Skyworks Solutions, Inc. Technology	Held	447	0	$23,936	−15.6%	0.00%
ALTO	Alto Ingredients, Inc. Basic Materials	Held	5,000	0	$24,200	+68.1%	0.00%
INTC	Intel Corp Technology	Held	550	0	$24,271	+19.6%	0.00%
GLW	Corning Inc /Ny Technology	Reduced	180	-120	$24,474	−6.8%	0.00%
NTR	Nutrien Ltd. Basic Materials	Held	334	0	$25,203	+22.3%	0.00%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	299	NEW	$25,755	NEW	0.00%
C	Citigroup Inc Financial Services	Held	230	0	$26,084	−2.8%	0.00%
CMCSA	Comcast Corp Communication Services	Reduced	933	-275	$26,786	−20.8%	0.00%
WAT	Waters Corp /De/ Healthcare	NEW	90	NEW	$26,802	NEW	0.00%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	204	0	$27,586	−1.9%	0.00%
NFJ	Virtus Dividend, Interest & Premium Strategy Fund Financial Services	NEW	2,200	NEW	$27,742	NEW	0.00%
LULU	lululemon athletica inc. Consumer Cyclical	Held	185	0	$28,323	−26.3%	0.00%
RGEN	Repligen Corp Healthcare	Held	250	0	$29,455	−28.1%	0.00%
OHI	Omega Healthcare Investors Inc Real Estate	Added	696	+96	$30,498	+14.6%	0.00%
ZBRA	Zebra Technologies Corp Technology	Held	150	0	$31,362	−13.9%	0.00%
NBBK	NB Bancorp, Inc. Financial Services	Held	1,500	0	$31,605	+6.3%	0.00%
DOW	Dow Inc. Basic Materials	Reduced	771	-3,347	$32,112	−66.6%	0.00%
ASML	Asml Holding NV Technology	Held	25	0	$33,020	+23.5%	0.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	100	0	$33,795	+11.2%	0.00%
CTAS	Cintas Corp Industrials	Held	200	0	$33,828	−10.1%	0.00%
AZN	Astrazeneca PLC Healthcare	Reduced	175	-175	$34,513	−46.4%	0.00%
F	Ford Motor Co Consumer Cyclical	Held	3,000	0	$34,620	−12.0%	0.00%
LNT	Alliant Energy Corp Utilities	Reduced	500	-500	$35,880	−44.8%	0.00%
WSO	Watsco Inc Industrials	Reduced	105	-20	$38,197	−9.3%	0.01%
ITT	Itt Inc. Industrials	Held	202	0	$38,487	+9.8%	0.01%
CNI	Canadian National Railway Co Industrials	Held	400	0	$41,108	+4.0%	0.01%
TGT	Target Corp Consumer Defensive	Reduced	340	-20	$41,208	+17.1%	0.01%
ZS	Zscaler, Inc. Technology	Held	300	0	$42,087	−37.6%	0.01%
COR	Cencora, Inc. Healthcare	Held	135	0	$42,408	−7.0%	0.01%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Held	82	0	$42,862	−13.6%	0.01%
AMD	Advanced Micro Devices Inc Technology	Added	211	+11	$42,923	+0.2%	0.01%