Resources Management Corp /Ct/ /Adv

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$753K
Q ending 2026-03-31
Prior quarter
$772K
Q ending 2025-12-31
Change
-2.4% QoQ · +5.9% YoY
Positions
415
reported holdings

Largest positions

Top 100 of 415 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$49K192K
Amphenol Corp Class AAPHShares$39K307K
Microsoft CorpMSFTShares$33K89K
Jpmorgan Chase & CoJPMShares$33K110K
Alphabet Inc Class AGOOGLShares$22K78K
Nextera Energy IncNEEShares$21K222K
Mcdonald'S CorpMCDShares$20K65K
Tjx Companies IncTJXShares$19K121K
Broadcom LtdAVGOShares$19K61K
Abbvie IncABBVShares$19K85K
Home Depot IncHDShares$15K44K
Johnson & JohnsonJNJShares$15K59K
Costco Wholesale CorpCOSTShares$13K13K
Blackrock IncBLKShares$13K14K
Nvidia CorpNVDAShares$13K72K
Procter & Gamble CoPGShares$12K81K
Pepsico IncPEPShares$12K75K
Chevron CorpCVXShares$11K55K
Rtx CorporationRTXShares$11K56K
Accenture Plc Class AShares$10K51K
Exxon Mobil CorporationXOMShares$9K55K
O'Reilly Automotive IncORLYShares$8K91K
T-Mobile Us IncTMUSShares$8K39K
Waste Management IncWMShares$8K34K
Amazon.Com IncAMZNShares$8K37K
Stryker CorporationSYKShares$7K23K
Illinois Tool Works IncITWShares$7K28K
Merck & Co IncMRKShares$7K59K
Abbott LaboratoriesABTShares$7K66K
Eli Lilly And CoLLYShares$6K7K
Danaher CorpDHRShares$6K33K
Valero Energy CorpVLOShares$6K25K
International Business Machines CoIBMShares$6K25K
Wal-Mart Stores IncWMTShares$6K48K
Omnicom Group IncOMCShares$6K78K
Automatic Data Processing IncADPShares$6K29K
Bank Of America CorporationBACShares$6K116K
Oracle CorporationORCLShares$6K38K
Lam Research CorpLRCXShares$5K26K
Crowdstrike Holdings IncCRWDShares$5K14K
Tractor Supply CoTSCOShares$5K114K
Pnc Financial Services Group IncPNCShares$5K25K
Vanguard Materials EtfVAWShares$5K23K
Trane Technologies PlcShares$5K12K
Analog Devices IncADIShares$5K15K
Qualcomm IncQCOMShares$5K36K
Blackstone IncBXShares$5K39K
Palo Alto Networks Inc.PANWShares$4K25K
Cisco Systems IncCSCOShares$4K50K
Prologis IncPLDShares$4K27K
Eog Resources IncEOGShares$4K24K
Caterpillar IncCATShares$3K5K
Service Corp InternationalSCIShares$3K42K
Fiserv IncFISVShares$3K61K
Emerson Electric CoEMRShares$3K24K
Boston Scientific CorpBSXShares$3K49K
Honeywell International IncHONGBPShares$3K13K
Packaging Corp Of AmericaPKGShares$3K14K
Verizon Communications IncVZShares$3K58K
Duke Energy CorporationDUKShares$3K22K
Mastercard Inc AMAShares$3K6K
Gilead Sciences IncGILDShares$3K20K
Realty Income CorpOShares$3K46K
Xylem IncXYLShares$3K23K
Snap-On IncSNAShares$3K7K
Mckesson CorpMCKShares$3K3K
Ishares Core S&P 500 EtfIVVShares$3K4K
Marvell Technology IncMRVLShares$3K27K
Salesforce.Com IncCRMShares$3K14K
Wr Berkley CorpWRBShares$3K39K
Spdr S&P 500 EtfSPYShares$3K4K
United Parcel Service Inc (Ups) ClUPSShares$3K26K
Toronto-Dominion BankTDShares$2K26K
Cvs Health CorpCVSShares$2K32K
Intercontinental Exchange IncICEShares$2K15K
Lockheed Martin CorpLMTShares$2K4K
Transdigm Group IncTDGShares$2K2K
Visa Inc Class AVShares$2K7K
Unitedhealth Group IncUNHShares$2K8K
Chubb LtdShares$2K6K
Constellation Energy Ord WiCEGShares$2K7K
Wells Fargo & CoWFCShares$2K25K
Ametek IncAMEShares$2K9K
Berkshire Hathaway Inc BBRK/BShares$2K4K
Travelers Companies IncTRVShares$2K6K
Thermo Fisher Scientific IncTMOShares$2K4K
Lowe'S Companies IncLOWShares$2K8K
Xpo Logistics IncXPOShares$2K9K
Snowflake Cl A OrdSNOWShares$2K12K
Sea LtdSEShares$2K20K
Cummins IncCMIShares$2K3K
Bristol-Myers Squibb CompanyBMYShares$2K28K
Deere & CoDEShares$2K3K
Healthpeak Properties OrdDOCShares$2K99K
Servicenow IncNOWShares$2K15K
Union Pacific CorpUNPShares$1K6K
Eversource EnergyESShares$1K21K
Berkshire Hathaway Inc ABRK/AShares$1K2
Sherwin-Williams CoSHWShares$1K4K
Vanguard 500 EtfVOOShares$1K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.