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
-4.7%
Period ended 3 months ago
Filed May 15, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 29.9% | $219,500,109 |
| Financial Services | 12.5% | $91,688,047 |
| Healthcare | 12.3% | $89,900,520 |
| Consumer Cyclical | 12.0% | $88,019,597 |
| Industrials | 9.7% | $70,851,297 |
| Consumer Defensive | 6.3% | $45,879,988 |
| Communication Services | 5.8% | $42,245,350 |
| Energy | 4.7% | $34,350,477 |
| Utilities | 4.0% | $29,070,815 |
| Real Estate | 1.3% | $9,626,927 |
| Unclassified | 1.0% | $7,293,442 |
| Basic Materials | 0.7% | $4,813,156 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,880 | $3,457,284 | 0.47% | |
| SCI |
Service Corp International
Consumer Cyclical
|
Reduced | 41,553 | $3,428,538 | 0.47% | |
| FISV |
Fiserv Inc
|
Added | 61,103 | $3,409,547 | 0.46% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 24,211 | $3,172,125 | 0.43% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 48,685 | $3,054,983 | 0.42% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 13,447 | $3,039,425 | 0.41% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Reduced | 13,992 | $2,969,382 | 0.40% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 58,241 | $2,923,698 | 0.40% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 21,998 | $2,880,418 | 0.39% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 5,735 | $2,865,550 | 0.39% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 20,373 | $2,839,385 | 0.39% | |
| O |
Realty Income Corp
Real Estate
|
Added | 45,664 | $2,793,723 | 0.38% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 23,332 | $2,788,174 | 0.38% | |
| SNA |
Snap-on Inc
Industrials
|
Reduced | 7,443 | $2,703,446 | 0.37% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 3,090 | $2,673,962 | 0.36% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 26,778 | $2,652,360 | 0.36% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 13,904 | $2,595,459 | 0.35% | |
| WRB |
Berkley W R Corp
Financial Services
|
Added | 39,148 | $2,594,729 | 0.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,969 | $2,581,199 | 0.35% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 26,225 | $2,580,015 | 0.35% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 25,961 | $2,422,420 | 0.33% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 32,388 | $2,326,106 | 0.32% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 14,618 | $2,299,119 | 0.31% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 3,720 | $2,248,330 | 0.31% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 1,937 | $2,244,905 | 0.31% | |
| V |
Visa Inc.
Financial Services
|
Held | 7,238 | $2,187,613 | 0.30% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 7,951 | $2,151,461 | 0.29% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 6,305 | $2,054,988 | 0.28% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 7,229 | $2,018,698 | 0.28% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 25,352 | $2,018,272 | 0.28% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 9,036 | $1,936,956 | 0.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,004 | $1,918,716 | 0.26% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 6,483 | $1,890,961 | 0.26% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 3,740 | $1,838,322 | 0.25% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 7,710 | $1,821,718 | 0.25% | |
| XPO |
XPO, Inc.
Industrials
|
Reduced | 9,312 | $1,811,649 | 0.25% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 11,861 | $1,788,876 | 0.24% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Added | 20,438 | $1,692,470 | 0.23% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 3,112 | $1,674,318 | 0.23% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 27,575 | $1,672,423 | 0.23% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,939 | $1,655,538 | 0.23% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Added | 98,965 | $1,625,994 | 0.22% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 15,290 | $1,598,569 | 0.22% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 6,155 | $1,493,326 | 0.20% | |
| ES |
Eversource Energy
Utilities
|
Held | 20,782 | $1,439,776 | 0.20% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,336 | $1,389,904 | 0.19% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 4,746 | $1,378,665 | 0.19% | |
| NTRA |
Natera, Inc.
Healthcare
|
Reduced | 6,671 | $1,334,133 | 0.18% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 2,663 | $1,320,208 | 0.18% | |
| PSX |
Phillips 66
Energy
|
Reduced | 7,228 | $1,316,797 | 0.18% |