RESOURCES MANAGEMENT CORP /CT/ /ADV

Filed: 2/14/2025ACC: 0000749044-25-000001

📋 What this filing means

RESOURCES MANAGEMENT CORP /CT/ /ADV filed this quarterly 13F‑HR report disclosing 428 equity positions with a total reported market value of $732.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

428

Positions

$732.6K

Total AUM (reported)

5.38M

Total Shares

Allocation by class

ORDINARY SHARE$713.1K97.3%

EQUITY ETF$16.1K2.2%

AMERICAN DEPOSITORY RECEIPT$1.7K0.2%

UNIT$733.000.1%

PREFERRED SHARE$648.000.1%

COMMODITY ETF$191.000.0%

BOND ETF$112.000.0%

Portfolio Concentration

Top 3$119.7K16.3%

4–10$127.8K17.4%

11–25$161.4K22.0%

Rest$323.7K44.2%

Top 3 weight

16.3%

Top 10 weight

33.8%

Voting Authority Distribution

Total shares with voting rights: 5.38M

Sole

Full voting authority

5.38M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole428

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings428

Rows:

APPLE INC

SOLE

Ordinary Share

Shares203.73K

TypeSH

Market value$51.0K

6.96%

Sole

203.73K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

Ordinary Share

Shares92.25K

TypeSH

Market value$38.9K

5.31%

Sole

92.25K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO

SOLE

Ordinary Share

Shares124.31K

TypeSH

Market value$29.8K

4.07%

Sole

124.31K

Shared

0.00

None

0.00

AMPHENOL CORP CLASS A

SOLE

Ordinary Share

Shares362.58K

TypeSH

Market value$25.2K

3.44%

Sole

362.58K

Shared

0.00

None

0.00

MCDONALD'S CORP

SOLE

Ordinary Share

Shares67.60K

TypeSH

Market value$19.6K

2.68%

Sole

67.60K

Shared

0.00

None

0.00

HOME DEPOT INC

SOLE

Ordinary Share

Shares45.30K

TypeSH

Market value$17.6K

2.41%

Sole

45.30K

Shared

0.00

None

0.00

ACCENTURE PLC CLASS A

SOLE

Ordinary Share

Shares49.91K

TypeSH

Market value$17.6K

2.40%

Sole

49.91K

Shared

0.00

None

0.00

BROADCOM LTD

SOLE

Ordinary Share

Shares71K

TypeSH

Market value$16.5K

2.25%

Sole

71K

Shared

0.00

None

0.00

NEXTERA ENERGY INC

SOLE

Ordinary Share

Shares226.48K

TypeSH

Market value$16.2K

2.22%

Sole

226.48K

Shared

0.00

None

0.00

TJX COMPANIES INC

SOLE

Ordinary Share

Shares125.41K

TypeSH

Market value$15.2K

2.07%

Sole

125.41K

Shared

0.00

None

0.00

ABBVIE INC

SOLE

Ordinary Share

Shares85.18K

TypeSH

Market value$15.1K

2.07%

Sole

85.18K

Shared

0.00

None

0.00

ALPHABET INC CLASS A

SOLE

Ordinary Share

Shares77.47K

TypeSH

Market value$14.7K

2.00%

Sole

77.47K

Shared

0.00

None

0.00

BLACKROCK INC

SOLE

Ordinary Share

Shares14.05K

TypeSH

Market value$14.4K

1.97%

Sole

14.05K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

SOLE

Ordinary Share

Shares82.46K

TypeSH

Market value$13.8K

1.89%

Sole

82.46K

Shared

0.00

None

0.00

PEPSICO INC

SOLE

Ordinary Share

Shares74.07K

TypeSH

Market value$11.3K

1.54%

Sole

74.07K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

Ordinary Share

Shares77.04K

TypeSH

Market value$11.1K

1.52%

Sole

77.04K

Shared

0.00

None

0.00

COSTCO WHOLESALE CORP

SOLE

Ordinary Share

Shares12.01K

TypeSH

Market value$11.0K

1.50%

Sole

12.01K

Shared

0.00

None

0.00

DANAHER CORP

SOLE

Ordinary Share

Shares46.47K

TypeSH

Market value$10.7K

1.46%

Sole

46.47K

Shared

0.00

None

0.00

ILLINOIS TOOL WORKS INC

SOLE

Ordinary Share

Shares41.39K

TypeSH

Market value$10.5K

1.43%

Sole

41.39K

Shared

0.00

None

0.00

NVIDIA CORP

SOLE

Ordinary Share

Shares73.73K

TypeSH

Market value$9.9K

1.35%

Sole

73.73K

Shared

0.00

None

0.00

FISERV INC

SOLE

Ordinary Share

Shares41.45K

TypeSH

Market value$8.5K

1.16%

Sole

41.45K

Shared

0.00

None

0.00

CHEVRON CORP

SOLE

Ordinary Share

Shares54.69K

TypeSH

Market value$7.9K

1.08%

Sole

54.69K

Shared

0.00

None

0.00

ORACLE CORPORATION

SOLE

Ordinary Share

Shares46.12K

TypeSH

Market value$7.7K

1.05%

Sole

46.12K

Shared

0.00

None

0.00

UNITEDHEALTH GROUP INC

SOLE

Ordinary Share

Shares14.78K

TypeSH

Market value$7.5K

1.02%

Sole

14.78K

Shared

0.00

None

0.00

O'REILLY AUTOMOTIVE INC

SOLE

Ordinary Share

Shares6.13K

TypeSH

Market value$7.3K

0.99%

Sole

6.13K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
APPLE INCSOLE	Ordinary Share	203.73K	SH	$51.0K 6.96%	203.73K
MICROSOFT CORPSOLE	Ordinary Share	92.25K	SH	$38.9K 5.31%	92.25K
JPMORGAN CHASE & COSOLE	Ordinary Share	124.31K	SH	$29.8K 4.07%	124.31K
AMPHENOL CORP CLASS ASOLE	Ordinary Share	362.58K	SH	$25.2K 3.44%	362.58K
MCDONALD'S CORPSOLE	Ordinary Share	67.60K	SH	$19.6K 2.68%	67.60K
HOME DEPOT INCSOLE	Ordinary Share	45.30K	SH	$17.6K 2.41%	45.30K
ACCENTURE PLC CLASS ASOLE	Ordinary Share	49.91K	SH	$17.6K 2.40%	49.91K
BROADCOM LTDSOLE	Ordinary Share	71K	SH	$16.5K 2.25%	71K
NEXTERA ENERGY INCSOLE	Ordinary Share	226.48K	SH	$16.2K 2.22%	226.48K
TJX COMPANIES INCSOLE	Ordinary Share	125.41K	SH	$15.2K 2.07%	125.41K
ABBVIE INCSOLE	Ordinary Share	85.18K	SH	$15.1K 2.07%	85.18K
ALPHABET INC CLASS ASOLE	Ordinary Share	77.47K	SH	$14.7K 2.00%	77.47K
BLACKROCK INCSOLE	Ordinary Share	14.05K	SH	$14.4K 1.97%	14.05K
PROCTER & GAMBLE COSOLE	Ordinary Share	82.46K	SH	$13.8K 1.89%	82.46K
PEPSICO INCSOLE	Ordinary Share	74.07K	SH	$11.3K 1.54%	74.07K
JOHNSON & JOHNSONSOLE	Ordinary Share	77.04K	SH	$11.1K 1.52%	77.04K
COSTCO WHOLESALE CORPSOLE	Ordinary Share	12.01K	SH	$11.0K 1.50%	12.01K
DANAHER CORPSOLE	Ordinary Share	46.47K	SH	$10.7K 1.46%	46.47K
ILLINOIS TOOL WORKS INCSOLE	Ordinary Share	41.39K	SH	$10.5K 1.43%	41.39K
NVIDIA CORPSOLE	Ordinary Share	73.73K	SH	$9.9K 1.35%	73.73K
FISERV INCSOLE	Ordinary Share	41.45K	SH	$8.5K 1.16%	41.45K
CHEVRON CORPSOLE	Ordinary Share	54.69K	SH	$7.9K 1.08%	54.69K
ORACLE CORPORATIONSOLE	Ordinary Share	46.12K	SH	$7.7K 1.05%	46.12K
UNITEDHEALTH GROUP INCSOLE	Ordinary Share	14.78K	SH	$7.5K 1.02%	14.78K
O'REILLY AUTOMOTIVE INCSOLE	Ordinary Share	6.13K	SH	$7.3K 0.99%	6.13K

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