Institutional Manager · CIK 0000749044
RESOURCES MANAGEMENT CORP /CT/ /ADV
WEST HARTFORD, CT · File #028-18952
Latest AUM
$771,877
Positions
430
Top-10 Concentration
49.2%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | AUTOMATIC DATA PROCESSING INC | ADP | -307,979 | -$79,225 | +$44,578 |
| REDUCE | BERKSHIRE HATHAWAY INC A | BRK-A | -98 | -$73,990 | +$75,490 |
| REDUCE | MICROSOFT CORP | MSFT | -138,247 | -$66,858 | +$91,965 |
| REDUCE | MCKESSON CORP | MCK | -71,642 | -$58,764 | +$47,382 |
| REDUCE | ELI LILLY AND CO | LLY | -52,097 | -$55,987 | +$58,594 |
| ADD | APPLE INC | AAPL | +163,014 | +$44,317 | +$1,499 |
| ADD | AMPHENOL CORP CLASS A | 032095101 | +307,983 | +$41,621 | -$210 |
| REDUCE | ALPHABET INC C | GOOG | -107,882 | -$33,844 | -$192 |
| ADD | JPMORGAN CHASE & CO | VYLD | +103,608 | +$33,385 | -$3,066 |
| REDUCE | CHUBB LTD | CB | -90,202 | -$28,155 | +$26,422 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025430 pos · $771,877
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025414 pos · $773,721
- 13F HOLDINGS REPORTQ/E Sep 2025416 pos · $773,721
- 13F HOLDINGS REPORTQ/E Jun 2025421 pos · $736,434
- 13F HOLDINGS REPORTQ/E Mar 2025428 pos · $711,113
- 13F HOLDINGS REPORTQ/E Dec 2024428 pos · $732,603
- 13F HOLDINGS REPORTQ/E Sep 2024464 pos · $741,269
- 13F HOLDINGS REPORTQ/E Jun 2024429 pos · $687,066
- 13F HOLDINGS REPORTQ/E Mar 2024439 pos · $684,288
- 13F HOLDINGS REPORTQ/E Dec 2023446 pos · $614.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 191,696 | $52,114 | 8.70% |
| 2 | AMPHENOL CORP CLASS A | 032095101 | 315,768 | $42,673 | 7.13% |
| 3 | MICROSOFT CORP | MSFT | 87,090 | $42,118 | 7.03% |
| 4 | JPMORGAN CHASE & CO | VYLD | 110,564 | $35,626 | 5.95% |
| 5 | ALPHABET INC CLASS A | GOOG | 79,526 | $24,892 | 4.16% |
| 6 | BROADCOM LTD | AVGO | 61,608 | $21,322 | 3.56% |
| 7 | MCDONALD'S CORP | MCD | 65,244 | $19,940 | 3.33% |
| 8 | ABBVIE INC | ABBV | 84,406 | $19,286 | 3.22% |
| 9 | TJX COMPANIES INC | 872540109 | 120,975 | $18,583 | 3.10% |
| 10 | NEXTERA ENERGY INC | NEE-PW | 223,315 | $17,928 | 2.99% |
| 11 | HOME DEPOT INC | HD | 44,059 | $15,161 | 2.53% |
| 12 | BLACKROCK INC | BLK | 13,819 | $14,791 | 2.47% |
| 13 | ACCENTURE PLC CLASS A | ACN | 51,381 | $13,786 | 2.30% |
| 14 | NVIDIA CORP | NVDA | 72,897 | $13,595 | 2.27% |
| 15 | JOHNSON & JOHNSON | JNJ | 60,744 | $12,571 | 2.10% |
| 16 | PROCTER & GAMBLE CO | 742718109 | 81,511 | $11,681 | 1.95% |
| 17 | COSTCO WHOLESALE CORP | 22160K105 | 13,483 | $11,627 | 1.94% |
| 18 | PEPSICO INC | PEP | 75,924 | $10,897 | 1.82% |
| 19 | RTX CORPORATION | RTX | 57,418 | $10,530 | 1.76% |
| 20 | O'REILLY AUTOMOTIVE INC | 67103H107 | 92,240 | $8,413 | 1.41% |