RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in PTC — Ptc Inc.

CIK 749044 WEST HARTFORD, CT

Position in PTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$484,660

+$104,497 QoQ

Shares Held

4,266

+59.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#378

of 677 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $13,969,920 across 5 Software - Application names. PTC ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	28,424	$6,365,554
2	SNOW	Snowflake Inc.	12,116	$3,083,522
3	CRM	Salesforce, Inc.	14,322	$2,243,684
4	NOW	ServiceNow, Inc.	18,055	$1,792,500
5	PTC	Ptc Inc. This page	4,266	$484,660

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,660	4,266	+59.9%	Shares	Sole	2026-08-14
2026-03-31	$380,163	2,668	+14.7%	Shares	Sole	2026-05-15
2025-12-31	$405,212	2,326	+3.4%	Shares	Sole	2026-02-13
2025-09-30	$456,795	2,250	0.0%	Shares	Sole	2025-11-14
2025-06-30	$387,765	2,250	-11.2%	Shares	Sole	2025-08-15
2025-03-31	$392,798	2,535	+70.7%	Shares	Sole	2025-05-16
2024-12-31	$273,046	1,485	+16.8%	Shares	Sole	2025-02-14
2024-09-30	$229,618	1,271	+78.3%	Shares	Sole	2024-11-15
2024-06-30	$129,530	713	+95.3%	Shares	Sole	2024-08-14
2024-03-31	$68,963	365	+18.9%	Shares	Sole	2024-05-15
2023-12-31	$53,712	307	0.0%	Shares	Sole	2024-02-14
2023-09-30	$43,495	307	+4285.7%	Shares	Sole	2023-11-16
2023-06-30	$996	7	-99.9%	Shares	Sole	2023-08-16
2023-03-31	$1,167,534	9,105	+11281.2%	Shares	Sole	2023-05-11
2022-12-31	$9,603	80	-33.3%	Shares	Sole	2023-02-08
2022-09-30	$12,552	120	-17.2%	Shares	Sole	2022-11-15
2022-06-30	$15,419	145	+11.5%	Shares	Sole	2022-08-10
2022-03-31	$14,003	130	0.0%	Shares	Sole	2022-05-20
2021-12-31	$15,749	130	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.