RESOURCES MANAGEMENT CORP /CT/ /ADV

Filed: 11/14/2025ACC: 0000749044-25-000007

📋 What this filing means

RESOURCES MANAGEMENT CORP /CT/ /ADV filed this quarterly 13F‑HR report disclosing 415 equity positions with a total reported market value of $773.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

415

Positions

$773.7K

Total AUM (reported)

4.69M

Total Shares

Allocation by class

ORDINARY SHARE$752.1K97.2%

EQUITY ETF$17.4K2.3%

AMERICAN DEPOSITORY RECEIPT$2.4K0.3%

UNIT$736.000.1%

PREFERRED SHARE$646.000.1%

COMMODITY ETF$280.000.0%

BOND ETF$79.000.0%

Portfolio Concentration

Top 3$136.4K17.6%

4–10$151.8K19.6%

11–25$169.8K21.9%

Rest$315.7K40.8%

Top 3 weight

17.6%

Top 10 weight

37.3%

Voting Authority Distribution

Total shares with voting rights: 4.69M

Sole

Full voting authority

4.69M

% 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)

Sole415

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings415

Rows:

APPLE INC

SOLE

Ordinary Share

Shares195.21K

TypeSH

Market value$49.7K

6.42%

Sole

195.21K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

Ordinary Share

Shares87.65K

TypeSH

Market value$45.4K

5.87%

Sole

87.65K

Shared

0.00

None

0.00

AMPHENOL CORP CLASS A

SOLE

Ordinary Share

Shares333.94K

TypeSH

Market value$41.3K

5.34%

Sole

333.94K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO

SOLE

Ordinary Share

Shares111.86K

TypeSH

Market value$35.3K

4.56%

Sole

111.86K

Shared

0.00

None

0.00

BROADCOM LTD

SOLE

Ordinary Share

Shares64.78K

TypeSH

Market value$21.4K

2.76%

Sole

64.78K

Shared

0.00

None

0.00

MCDONALD'S CORP

SOLE

Ordinary Share

Shares65.72K

TypeSH

Market value$20.0K

2.58%

Sole

65.72K

Shared

0.00

None

0.00

ALPHABET INC CLASS A

SOLE

Ordinary Share

Shares81.78K

TypeSH

Market value$19.9K

2.57%

Sole

81.78K

Shared

0.00

None

0.00

ABBVIE INC

SOLE

Ordinary Share

Shares84.67K

TypeSH

Market value$19.6K

2.53%

Sole

84.67K

Shared

0.00

None

0.00

HOME DEPOT INC

SOLE

Ordinary Share

Shares44.12K

TypeSH

Market value$17.9K

2.31%

Sole

44.12K

Shared

0.00

None

0.00

TJX COMPANIES INC

SOLE

Ordinary Share

Shares123.24K

TypeSH

Market value$17.8K

2.30%

Sole

123.24K

Shared

0.00

None

0.00

NEXTERA ENERGY INC

SOLE

Ordinary Share

Shares225.34K

TypeSH

Market value$17.0K

2.20%

Sole

225.34K

Shared

0.00

None

0.00

BLACKROCK INC

SOLE

Ordinary Share

Shares13.91K

TypeSH

Market value$16.2K

2.10%

Sole

13.91K

Shared

0.00

None

0.00

NVIDIA CORP

SOLE

Ordinary Share

Shares74.77K

TypeSH

Market value$14.0K

1.80%

Sole

74.77K

Shared

0.00

None

0.00

ACCENTURE PLC CLASS A

SOLE

Ordinary Share

Shares51.09K

TypeSH

Market value$12.6K

1.63%

Sole

51.09K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

SOLE

Ordinary Share

Shares79.77K

TypeSH

Market value$12.3K

1.58%

Sole

79.77K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

Ordinary Share

Shares61.45K

TypeSH

Market value$11.4K

1.47%

Sole

61.45K

Shared

0.00

None

0.00

COSTCO WHOLESALE CORP

SOLE

Ordinary Share

Shares12.27K

TypeSH

Market value$11.4K

1.47%

Sole

12.27K

Shared

0.00

None

0.00

ORACLE CORPORATION

SOLE

Ordinary Share

Shares39.63K

TypeSH

Market value$11.1K

1.44%

Sole

39.63K

Shared

0.00

None

0.00

PEPSICO INC

SOLE

Ordinary Share

Shares77.30K

TypeSH

Market value$10.9K

1.40%

Sole

77.30K

Shared

0.00

None

0.00

O'REILLY AUTOMOTIVE INC

SOLE

Ordinary Share

Shares89.29K

TypeSH

Market value$9.6K

1.24%

Sole

89.29K

Shared

0.00

None

0.00

RTX CORPORATION

SOLE

Ordinary Share

Shares57.50K

TypeSH

Market value$9.6K

1.24%

Sole

57.50K

Shared

0.00

None

0.00

ILLINOIS TOOL WORKS INC

SOLE

Ordinary Share

Shares34.49K

TypeSH

Market value$9.0K

1.16%

Sole

34.49K

Shared

0.00

None

0.00

T-MOBILE US INC

SOLE

Ordinary Share

Shares35.13K

TypeSH

Market value$8.4K

1.09%

Sole

35.13K

Shared

0.00

None

0.00

CHEVRON CORP

SOLE

Ordinary Share

Shares53.67K

TypeSH

Market value$8.3K

1.08%

Sole

53.67K

Shared

0.00

None

0.00

FISERV INC

SOLE

Ordinary Share

Shares61.95K

TypeSH

Market value$8.0K

1.03%

Sole

61.95K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
APPLE INCSOLE	Ordinary Share	195.21K	SH	$49.7K 6.42%	195.21K
MICROSOFT CORPSOLE	Ordinary Share	87.65K	SH	$45.4K 5.87%	87.65K
AMPHENOL CORP CLASS ASOLE	Ordinary Share	333.94K	SH	$41.3K 5.34%	333.94K
JPMORGAN CHASE & COSOLE	Ordinary Share	111.86K	SH	$35.3K 4.56%	111.86K
BROADCOM LTDSOLE	Ordinary Share	64.78K	SH	$21.4K 2.76%	64.78K
MCDONALD'S CORPSOLE	Ordinary Share	65.72K	SH	$20.0K 2.58%	65.72K
ALPHABET INC CLASS ASOLE	Ordinary Share	81.78K	SH	$19.9K 2.57%	81.78K
ABBVIE INCSOLE	Ordinary Share	84.67K	SH	$19.6K 2.53%	84.67K
HOME DEPOT INCSOLE	Ordinary Share	44.12K	SH	$17.9K 2.31%	44.12K
TJX COMPANIES INCSOLE	Ordinary Share	123.24K	SH	$17.8K 2.30%	123.24K
NEXTERA ENERGY INCSOLE	Ordinary Share	225.34K	SH	$17.0K 2.20%	225.34K
BLACKROCK INCSOLE	Ordinary Share	13.91K	SH	$16.2K 2.10%	13.91K
NVIDIA CORPSOLE	Ordinary Share	74.77K	SH	$14.0K 1.80%	74.77K
ACCENTURE PLC CLASS ASOLE	Ordinary Share	51.09K	SH	$12.6K 1.63%	51.09K
PROCTER & GAMBLE COSOLE	Ordinary Share	79.77K	SH	$12.3K 1.58%	79.77K
JOHNSON & JOHNSONSOLE	Ordinary Share	61.45K	SH	$11.4K 1.47%	61.45K
COSTCO WHOLESALE CORPSOLE	Ordinary Share	12.27K	SH	$11.4K 1.47%	12.27K
ORACLE CORPORATIONSOLE	Ordinary Share	39.63K	SH	$11.1K 1.44%	39.63K
PEPSICO INCSOLE	Ordinary Share	77.30K	SH	$10.9K 1.40%	77.30K
O'REILLY AUTOMOTIVE INCSOLE	Ordinary Share	89.29K	SH	$9.6K 1.24%	89.29K
RTX CORPORATIONSOLE	Ordinary Share	57.50K	SH	$9.6K 1.24%	57.50K
ILLINOIS TOOL WORKS INCSOLE	Ordinary Share	34.49K	SH	$9.0K 1.16%	34.49K
T-MOBILE US INCSOLE	Ordinary Share	35.13K	SH	$8.4K 1.09%	35.13K
CHEVRON CORPSOLE	Ordinary Share	53.67K	SH	$8.3K 1.08%	53.67K
FISERV INCSOLE	Ordinary Share	61.95K	SH	$8.0K 1.03%	61.95K

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