RESOURCES MANAGEMENT CORP /CT/ /ADV

Filed: 8/15/2025ACC: 0000749044-25-000003

📋 What this filing means

RESOURCES MANAGEMENT CORP /CT/ /ADV filed this quarterly 13F‑HR report disclosing 421 equity positions with a total reported market value of $736.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

421

Positions

$736.4K

Total AUM (reported)

4.95M

Total Shares

Allocation by class

ORDINARY SHARE$716.4K97.3%

EQUITY ETF$16.3K2.2%

AMERICAN DEPOSITORY RECEIPT$2.0K0.3%

UNIT$782.000.1%

PREFERRED SHARE$641.000.1%

COMMODITY ETF$240.000.0%

BOND ETF$80.000.0%

Portfolio Concentration

Top 3$120.4K16.3%

4–10$136.2K18.5%

11–25$162.7K22.1%

Rest$317.2K43.1%

Top 3 weight

16.3%

Top 10 weight

34.8%

Voting Authority Distribution

Total shares with voting rights: 4.95M

Sole

Full voting authority

4.95M

% 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)

Sole421

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings421

Rows:

MICROSOFT CORP

SOLE

Ordinary Share

Shares88.95K

TypeSH

Market value$44.2K

6.01%

Sole

88.95K

Shared

0.00

None

0.00

APPLE INC

SOLE

Ordinary Share

Shares200.05K

TypeSH

Market value$41.0K

5.57%

Sole

200.05K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO

SOLE

Ordinary Share

Shares121.03K

TypeSH

Market value$35.1K

4.76%

Sole

121.03K

Shared

0.00

None

0.00

AMPHENOL CORP CLASS A

SOLE

Ordinary Share

Shares353.16K

TypeSH

Market value$34.9K

4.74%

Sole

353.16K

Shared

0.00

None

0.00

MCDONALD'S CORP

SOLE

Ordinary Share

Shares66.64K

TypeSH

Market value$19.5K

2.64%

Sole

66.64K

Shared

0.00

None

0.00

BROADCOM LTD

SOLE

Ordinary Share

Shares67.31K

TypeSH

Market value$18.6K

2.52%

Sole

67.31K

Shared

0.00

None

0.00

HOME DEPOT INC

SOLE

Ordinary Share

Shares44.93K

TypeSH

Market value$16.5K

2.24%

Sole

44.93K

Shared

0.00

None

0.00

ABBVIE INC

SOLE

Ordinary Share

Shares85.41K

TypeSH

Market value$15.9K

2.15%

Sole

85.41K

Shared

0.00

None

0.00

NEXTERA ENERGY INC

SOLE

Ordinary Share

Shares226.65K

TypeSH

Market value$15.7K

2.14%

Sole

226.65K

Shared

0.00

None

0.00

TJX COMPANIES INC

SOLE

Ordinary Share

Shares123.59K

TypeSH

Market value$15.3K

2.07%

Sole

123.59K

Shared

0.00

None

0.00

ACCENTURE PLC CLASS A

SOLE

Ordinary Share

Shares49.62K

TypeSH

Market value$14.8K

2.01%

Sole

49.62K

Shared

0.00

None

0.00

BLACKROCK INC

SOLE

Ordinary Share

Shares14.02K

TypeSH

Market value$14.7K

2.00%

Sole

14.02K

Shared

0.00

None

0.00

ALPHABET INC CLASS A

SOLE

Ordinary Share

Shares82.33K

TypeSH

Market value$14.5K

1.97%

Sole

82.33K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

SOLE

Ordinary Share

Shares81.33K

TypeSH

Market value$13.0K

1.76%

Sole

81.33K

Shared

0.00

None

0.00

NVIDIA CORP

SOLE

Ordinary Share

Shares76.35K

TypeSH

Market value$12.1K

1.64%

Sole

76.35K

Shared

0.00

None

0.00

COSTCO WHOLESALE CORP

SOLE

Ordinary Share

Shares12.07K

TypeSH

Market value$11.9K

1.62%

Sole

12.07K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

Ordinary Share

Shares67.68K

TypeSH

Market value$10.3K

1.40%

Sole

67.68K

Shared

0.00

None

0.00

PEPSICO INC

SOLE

Ordinary Share

Shares75.82K

TypeSH

Market value$10.0K

1.36%

Sole

75.82K

Shared

0.00

None

0.00

ILLINOIS TOOL WORKS INC

SOLE

Ordinary Share

Shares40.48K

TypeSH

Market value$10.0K

1.36%

Sole

40.48K

Shared

0.00

None

0.00

ORACLE CORPORATION

SOLE

Ordinary Share

Shares43.31K

TypeSH

Market value$9.5K

1.29%

Sole

43.31K

Shared

0.00

None

0.00

FISERV INC

SOLE

Ordinary Share

Shares49.80K

TypeSH

Market value$8.6K

1.17%

Sole

49.80K

Shared

0.00

None

0.00

RTX CORPORATION

SOLE

Ordinary Share

Shares58.58K

TypeSH

Market value$8.6K

1.16%

Sole

58.58K

Shared

0.00

None

0.00

DANAHER CORP

SOLE

Ordinary Share

Shares41.91K

TypeSH

Market value$8.3K

1.12%

Sole

41.91K

Shared

0.00

None

0.00

T-MOBILE US INC

SOLE

Ordinary Share

Shares34.71K

TypeSH

Market value$8.3K

1.12%

Sole

34.71K

Shared

0.00

None

0.00

O'REILLY AUTOMOTIVE INC

SOLE

Ordinary Share

Shares90.20K

TypeSH

Market value$8.1K

1.10%

Sole

90.20K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
MICROSOFT CORPSOLE	Ordinary Share	88.95K	SH	$44.2K 6.01%	88.95K
APPLE INCSOLE	Ordinary Share	200.05K	SH	$41.0K 5.57%	200.05K
JPMORGAN CHASE & COSOLE	Ordinary Share	121.03K	SH	$35.1K 4.76%	121.03K
AMPHENOL CORP CLASS ASOLE	Ordinary Share	353.16K	SH	$34.9K 4.74%	353.16K
MCDONALD'S CORPSOLE	Ordinary Share	66.64K	SH	$19.5K 2.64%	66.64K
BROADCOM LTDSOLE	Ordinary Share	67.31K	SH	$18.6K 2.52%	67.31K
HOME DEPOT INCSOLE	Ordinary Share	44.93K	SH	$16.5K 2.24%	44.93K
ABBVIE INCSOLE	Ordinary Share	85.41K	SH	$15.9K 2.15%	85.41K
NEXTERA ENERGY INCSOLE	Ordinary Share	226.65K	SH	$15.7K 2.14%	226.65K
TJX COMPANIES INCSOLE	Ordinary Share	123.59K	SH	$15.3K 2.07%	123.59K
ACCENTURE PLC CLASS ASOLE	Ordinary Share	49.62K	SH	$14.8K 2.01%	49.62K
BLACKROCK INCSOLE	Ordinary Share	14.02K	SH	$14.7K 2.00%	14.02K
ALPHABET INC CLASS ASOLE	Ordinary Share	82.33K	SH	$14.5K 1.97%	82.33K
PROCTER & GAMBLE COSOLE	Ordinary Share	81.33K	SH	$13.0K 1.76%	81.33K
NVIDIA CORPSOLE	Ordinary Share	76.35K	SH	$12.1K 1.64%	76.35K
COSTCO WHOLESALE CORPSOLE	Ordinary Share	12.07K	SH	$11.9K 1.62%	12.07K
JOHNSON & JOHNSONSOLE	Ordinary Share	67.68K	SH	$10.3K 1.40%	67.68K
PEPSICO INCSOLE	Ordinary Share	75.82K	SH	$10.0K 1.36%	75.82K
ILLINOIS TOOL WORKS INCSOLE	Ordinary Share	40.48K	SH	$10.0K 1.36%	40.48K
ORACLE CORPORATIONSOLE	Ordinary Share	43.31K	SH	$9.5K 1.29%	43.31K
FISERV INCSOLE	Ordinary Share	49.80K	SH	$8.6K 1.17%	49.80K
RTX CORPORATIONSOLE	Ordinary Share	58.58K	SH	$8.6K 1.16%	58.58K
DANAHER CORPSOLE	Ordinary Share	41.91K	SH	$8.3K 1.12%	41.91K
T-MOBILE US INCSOLE	Ordinary Share	34.71K	SH	$8.3K 1.12%	34.71K
O'REILLY AUTOMOTIVE INCSOLE	Ordinary Share	90.20K	SH	$8.1K 1.10%	90.20K

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