Filed: 5/15/2026ACC: 0000749044-26-000002
๐ What this filing means
RESOURCES MANAGEMENT CORP /CT/ /ADV filed this quarterly 13FโHR report disclosing 415 equity positions with a total reported market value of $753.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
415
Positions
$753.4K
Total AUM (reported)
4.75M
Total Shares
Allocation by class
ORDINARY SHARE$727.7K96.6%
EQUITY ETF$20.1K2.7%
AMERICAN DEPOSITORY RECEIPT$2.8K0.4%
CLOSED-END FUND$930.000.1%
UNIT$758.000.1%
PREFERRED SHARE$624.000.1%
COMMODITY ETF$424.000.1%
Portfolio Concentration
Top 3$120.4K16.0%
4โ10$152.4K20.2%
11โ25$165.6K22.0%
Rest$314.9K41.8%
Top 3 weight
16.0%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 4.75M
Sole
Full voting authority
4.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole415
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings415
Rows:
APPLE INC
SOLEShares192.27K
TypeSH
Market value$48.8K
6.48%
Sole
192.27K
Shared
0.00
None
0.00
AMPHENOL CORP CLASS A
SOLEShares306.54K
TypeSH
Market value$38.7K
5.14%
Sole
306.54K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares88.91K
TypeSH
Market value$32.9K
4.37%
Sole
88.91K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares110.49K
TypeSH
Market value$32.5K
4.31%
Sole
110.49K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares77.57K
TypeSH
Market value$22.3K
2.96%
Sole
77.57K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares221.99K
TypeSH
Market value$20.6K
2.74%
Sole
221.99K
Shared
0.00
None
0.00
MCDONALD'S CORP
SOLEShares65.45K
TypeSH
Market value$20.3K
2.70%
Sole
65.45K
Shared
0.00
None
0.00
TJX COMPANIES INC
SOLEShares120.50K
TypeSH
Market value$19.2K
2.55%
Sole
120.50K
Shared
0.00
None
0.00
BROADCOM LTD
SOLEShares60.75K
TypeSH
Market value$18.8K
2.50%
Sole
60.75K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares85.44K
TypeSH
Market value$18.6K
2.47%
Sole
85.44K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares44.19K
TypeSH
Market value$14.5K
1.93%
Sole
44.19K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares59.39K
TypeSH
Market value$14.5K
1.93%
Sole
59.39K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares13.42K
TypeSH
Market value$13.4K
1.78%
Sole
13.42K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares13.87K
TypeSH
Market value$13.3K
1.77%
Sole
13.87K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares72.24K
TypeSH
Market value$12.6K
1.67%
Sole
72.24K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares80.89K
TypeSH
Market value$11.7K
1.55%
Sole
80.89K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares75.16K
TypeSH
Market value$11.7K
1.55%
Sole
75.16K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares54.75K
TypeSH
Market value$11.3K
1.50%
Sole
54.75K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares56.48K
TypeSH
Market value$10.9K
1.45%
Sole
56.48K
Shared
0.00
None
0.00
ACCENTURE PLC CLASS A
SOLEShares50.90K
TypeSH
Market value$10.1K
1.34%
Sole
50.90K
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
SOLEShares54.53K
TypeSH
Market value$9.3K
1.23%
Sole
54.53K
Shared
0.00
None
0.00
O'REILLY AUTOMOTIVE INC
SOLEShares91.32K
TypeSH
Market value$8.4K
1.12%
Sole
91.32K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares39.29K
TypeSH
Market value$8.3K
1.10%
Sole
39.29K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC
SOLEShares34.45K
TypeSH
Market value$7.9K
1.05%
Sole
34.45K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares37.22K
TypeSH
Market value$7.8K
1.03%
Sole
37.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | Ordinary Share | 192.27K | SH | $48.8K 6.48% | 192.27K | 0.00 | 0.00 |
AMPHENOL CORP CLASS ASOLE | Ordinary Share | 306.54K | SH | $38.7K 5.14% | 306.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Ordinary Share | 88.91K | SH | $32.9K 4.37% | 88.91K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Ordinary Share | 110.49K | SH | $32.5K 4.31% | 110.49K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | Ordinary Share | 77.57K | SH | $22.3K 2.96% | 77.57K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | Ordinary Share | 221.99K | SH | $20.6K 2.74% | 221.99K | 0.00 | 0.00 |
MCDONALD'S CORPSOLE | Ordinary Share | 65.45K | SH | $20.3K 2.70% | 65.45K | 0.00 | 0.00 |
TJX COMPANIES INCSOLE | Ordinary Share | 120.50K | SH | $19.2K 2.55% | 120.50K | 0.00 | 0.00 |
BROADCOM LTDSOLE | Ordinary Share | 60.75K | SH | $18.8K 2.50% | 60.75K | 0.00 | 0.00 |
ABBVIE INCSOLE | Ordinary Share | 85.44K | SH | $18.6K 2.47% | 85.44K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | Ordinary Share | 44.19K | SH | $14.5K 1.93% | 44.19K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Ordinary Share | 59.39K | SH | $14.5K 1.93% | 59.39K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | Ordinary Share | 13.42K | SH | $13.4K 1.78% | 13.42K | 0.00 | 0.00 |
BLACKROCK INCSOLE | Ordinary Share | 13.87K | SH | $13.3K 1.77% | 13.87K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Ordinary Share | 72.24K | SH | $12.6K 1.67% | 72.24K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | Ordinary Share | 80.89K | SH | $11.7K 1.55% | 80.89K | 0.00 | 0.00 |
PEPSICO INCSOLE | Ordinary Share | 75.16K | SH | $11.7K 1.55% | 75.16K | 0.00 | 0.00 |
CHEVRON CORPSOLE | Ordinary Share | 54.75K | SH | $11.3K 1.50% | 54.75K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | Ordinary Share | 56.48K | SH | $10.9K 1.45% | 56.48K | 0.00 | 0.00 |
ACCENTURE PLC CLASS ASOLE | Ordinary Share | 50.90K | SH | $10.1K 1.34% | 50.90K | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | Ordinary Share | 54.53K | SH | $9.3K 1.23% | 54.53K | 0.00 | 0.00 |
O'REILLY AUTOMOTIVE INCSOLE | Ordinary Share | 91.32K | SH | $8.4K 1.12% | 91.32K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | Ordinary Share | 39.29K | SH | $8.3K 1.10% | 39.29K | 0.00 | 0.00 |
WASTE MANAGEMENT INCSOLE | Ordinary Share | 34.45K | SH | $7.9K 1.05% | 34.45K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Ordinary Share | 37.22K | SH | $7.8K 1.03% | 37.22K | 0.00 | 0.00 |
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