RESOURCES MANAGEMENT CORP /CT/ /ADV
Top Portfolio Positions
324 positions ·
$733,239,725 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
192,274 | $48,797,218 | 6.66% | |
| APH |
Amphenol Corp /De/
Technology
|
306,544 | $38,731,834 | 5.28% | |
| MSFT |
Microsoft Corp
Technology
|
88,909 | $32,911,444 | 4.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
110,493 | $32,502,620 | 4.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
77,572 | $22,306,604 | 3.04% | |
| NEE |
Nextera Energy Inc
Utilities
|
221,991 | $20,618,524 | 2.81% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
65,448 | $20,340,583 | 2.77% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
120,503 | $19,244,329 | 2.62% | |
| AVGO |
Broadcom Inc.
Technology
|
60,746 | $18,801,494 | 2.56% | |
| ABBV |
AbbVie Inc.
Healthcare
|
85,442 | $18,582,780 | 2.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,646 | 1,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $93,289 | 1,780 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $89,017 | 1,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,390 | 1,780 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $103,346 | 1,780 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $101,851 | 1,980 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $109,507 | 2,040 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $126,649 | 2,240 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||