RESOURCES MANAGEMENT CORP /CT/ /ADV

Filed: 5/16/2025ACC: 0000749044-25-000002

📋 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 $711.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

428

Positions

$711.1K

Total AUM (reported)

5.19M

Total Shares

Allocation by class

ORDINARY SHARE$693.3K97.5%

EQUITY ETF$15.3K2.1%

AMERICAN DEPOSITORY RECEIPT$1.6K0.2%

UNIT$758.000.1%

COMMODITY ETF$150.000.0%

CLOSED-END FUND$24.000.0%

PREFERRED SHARE$15.000.0%

Portfolio Concentration

Top 3$109.3K15.4%

4–10$126.1K17.7%

11–25$155.9K21.9%

Rest$319.9K45.0%

Top 3 weight

15.4%

Top 10 weight

33.1%

Voting Authority Distribution

Total shares with voting rights: 5.19M

Sole

Full voting authority

5.19M

% 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

Shares202.25K

TypeSH

Market value$44.9K

6.32%

Sole

202.25K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

Ordinary Share

Shares91.34K

TypeSH

Market value$34.3K

4.82%

Sole

91.34K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO

SOLE

Ordinary Share

Shares122.68K

TypeSH

Market value$30.1K

4.23%

Sole

122.68K

Shared

0.00

None

0.00

AMPHENOL CORP CLASS A

SOLE

Ordinary Share

Shares362.67K

TypeSH

Market value$23.8K

3.35%

Sole

362.67K

Shared

0.00

None

0.00

MCDONALD'S CORP

SOLE

Ordinary Share

Shares66.85K

TypeSH

Market value$20.9K

2.94%

Sole

66.85K

Shared

0.00

None

0.00

ABBVIE INC

SOLE

Ordinary Share

Shares85.33K

TypeSH

Market value$17.9K

2.51%

Sole

85.33K

Shared

0.00

None

0.00

HOME DEPOT INC

SOLE

Ordinary Share

Shares45.06K

TypeSH

Market value$16.5K

2.32%

Sole

45.06K

Shared

0.00

None

0.00

NEXTERA ENERGY INC

SOLE

Ordinary Share

Shares227.97K

TypeSH

Market value$16.2K

2.27%

Sole

227.97K

Shared

0.00

None

0.00

ACCENTURE PLC CLASS A

SOLE

Ordinary Share

Shares49.99K

TypeSH

Market value$15.6K

2.19%

Sole

49.99K

Shared

0.00

None

0.00

TJX COMPANIES INC

SOLE

Ordinary Share

Shares125.15K

TypeSH

Market value$15.2K

2.14%

Sole

125.15K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

SOLE

Ordinary Share

Shares81.61K

TypeSH

Market value$13.9K

1.96%

Sole

81.61K

Shared

0.00

None

0.00

BLACKROCK INC

SOLE

Ordinary Share

Shares14.03K

TypeSH

Market value$13.3K

1.87%

Sole

14.03K

Shared

0.00

None

0.00

ALPHABET INC CLASS A

SOLE

Ordinary Share

Shares80.56K

TypeSH

Market value$12.5K

1.75%

Sole

80.56K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

Ordinary Share

Shares70.54K

TypeSH

Market value$11.7K

1.65%

Sole

70.54K

Shared

0.00

None

0.00

BROADCOM LTD

SOLE

Ordinary Share

Shares68.68K

TypeSH

Market value$11.5K

1.62%

Sole

68.68K

Shared

0.00

None

0.00

COSTCO WHOLESALE CORP

SOLE

Ordinary Share

Shares12.15K

TypeSH

Market value$11.5K

1.62%

Sole

12.15K

Shared

0.00

None

0.00

PEPSICO INC

SOLE

Ordinary Share

Shares75.12K

TypeSH

Market value$11.3K

1.58%

Sole

75.12K

Shared

0.00

None

0.00

ILLINOIS TOOL WORKS INC

SOLE

Ordinary Share

Shares41.32K

TypeSH

Market value$10.2K

1.44%

Sole

41.32K

Shared

0.00

None

0.00

DANAHER CORP

SOLE

Ordinary Share

Shares45.20K

TypeSH

Market value$9.3K

1.30%

Sole

45.20K

Shared

0.00

None

0.00

CHEVRON CORP

SOLE

Ordinary Share

Shares54.50K

TypeSH

Market value$9.1K

1.28%

Sole

54.50K

Shared

0.00

None

0.00

FISERV INC

SOLE

Ordinary Share

Shares41.08K

TypeSH

Market value$9.1K

1.28%

Sole

41.08K

Shared

0.00

None

0.00

O'REILLY AUTOMOTIVE INC

SOLE

Ordinary Share

Shares6.04K

TypeSH

Market value$8.7K

1.22%

Sole

6.04K

Shared

0.00

None

0.00

NVIDIA CORP

SOLE

Ordinary Share

Shares76.05K

TypeSH

Market value$8.2K

1.16%

Sole

76.05K

Shared

0.00

None

0.00

UNITEDHEALTH GROUP INC

SOLE

Ordinary Share

Shares15.02K

TypeSH

Market value$7.9K

1.11%

Sole

15.02K

Shared

0.00

None

0.00

RTX CORPORATION

SOLE

Ordinary Share

Shares58.81K

TypeSH

Market value$7.8K

1.10%

Sole

58.81K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
APPLE INCSOLE	Ordinary Share	202.25K	SH	$44.9K 6.32%	202.25K
MICROSOFT CORPSOLE	Ordinary Share	91.34K	SH	$34.3K 4.82%	91.34K
JPMORGAN CHASE & COSOLE	Ordinary Share	122.68K	SH	$30.1K 4.23%	122.68K
AMPHENOL CORP CLASS ASOLE	Ordinary Share	362.67K	SH	$23.8K 3.35%	362.67K
MCDONALD'S CORPSOLE	Ordinary Share	66.85K	SH	$20.9K 2.94%	66.85K
ABBVIE INCSOLE	Ordinary Share	85.33K	SH	$17.9K 2.51%	85.33K
HOME DEPOT INCSOLE	Ordinary Share	45.06K	SH	$16.5K 2.32%	45.06K
NEXTERA ENERGY INCSOLE	Ordinary Share	227.97K	SH	$16.2K 2.27%	227.97K
ACCENTURE PLC CLASS ASOLE	Ordinary Share	49.99K	SH	$15.6K 2.19%	49.99K
TJX COMPANIES INCSOLE	Ordinary Share	125.15K	SH	$15.2K 2.14%	125.15K
PROCTER & GAMBLE COSOLE	Ordinary Share	81.61K	SH	$13.9K 1.96%	81.61K
BLACKROCK INCSOLE	Ordinary Share	14.03K	SH	$13.3K 1.87%	14.03K
ALPHABET INC CLASS ASOLE	Ordinary Share	80.56K	SH	$12.5K 1.75%	80.56K
JOHNSON & JOHNSONSOLE	Ordinary Share	70.54K	SH	$11.7K 1.65%	70.54K
BROADCOM LTDSOLE	Ordinary Share	68.68K	SH	$11.5K 1.62%	68.68K
COSTCO WHOLESALE CORPSOLE	Ordinary Share	12.15K	SH	$11.5K 1.62%	12.15K
PEPSICO INCSOLE	Ordinary Share	75.12K	SH	$11.3K 1.58%	75.12K
ILLINOIS TOOL WORKS INCSOLE	Ordinary Share	41.32K	SH	$10.2K 1.44%	41.32K
DANAHER CORPSOLE	Ordinary Share	45.20K	SH	$9.3K 1.30%	45.20K
CHEVRON CORPSOLE	Ordinary Share	54.50K	SH	$9.1K 1.28%	54.50K
FISERV INCSOLE	Ordinary Share	41.08K	SH	$9.1K 1.28%	41.08K
O'REILLY AUTOMOTIVE INCSOLE	Ordinary Share	6.04K	SH	$8.7K 1.22%	6.04K
NVIDIA CORPSOLE	Ordinary Share	76.05K	SH	$8.2K 1.16%	76.05K
UNITEDHEALTH GROUP INCSOLE	Ordinary Share	15.02K	SH	$7.9K 1.11%	15.02K
RTX CORPORATIONSOLE	Ordinary Share	58.81K	SH	$7.8K 1.10%	58.81K

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