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Resources Management Corp /Ct/ /Adv Top Holdings and 13F Report (2026)

About Resources Management Corp /Ct/ /Adv

Investment Activity

  • Resources Management Corp /Ct/ /Adv has $753.37 thousand in total holdings as of March 31, 2026.
  • Resources Management Corp /Ct/ /Adv owns shares of 415 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
  • Approximately 2.34% of the portfolio was purchased this quarter.
  • About 1.52% of the portfolio was sold this quarter.
  • This quarter, Resources Management Corp /Ct/ /Adv has purchased 429 new stocks and bought additional shares in 66 stocks.
  • Resources Management Corp /Ct/ /Adv sold shares of 131 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

Apple
$48,797
Amphenol
$38,732
Microsoft
$32,911
Alphabet
$22,307

Largest New Holdings this Quarter

006212104 - Adams Diversified Equity Fund
$89 Holding
92189F676 - VanEck Semiconductor ETF
$38 Holding
941848103 - Waters
$27 Holding
72348N109 - PINNACLE FINANCIAL PARTNERS INC
$26 Holding

Largest Purchases this Quarter

FISERV INC
56,781 shares (about $3.17K)
Amazon.com
6,311 shares (about $1.31K)
Abbott Laboratories
12,695 shares (about $1.30K)
Palo Alto Networks
7,034 shares (about $1.13K)
Boston Scientific
12,765 shares (about $801.01)

Largest Sales this Quarter

Amphenol
9,224 shares (about $1.17K)
Illinois Tool Works
2,487 shares (about $647.36)
Alphabet
1,954 shares (about $561.90)
Chipotle Mexican Grill
13,890 shares (about $444.78)
LAM RESEARCH CORP
2,018 shares (about $431.17)

Sector Allocation Over Time

Map of 500 Largest Holdings ofResources Management Corp /Ct/ /Adv

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$48,797$147 â–²0.3%192,2746.5%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$38,732$1,165 â–¼-2.9%306,5445.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$32,911$673 â–²2.1%88,9094.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$32,503$21 â–¼-0.1%110,4934.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$22,307$562 â–¼-2.5%77,5723.0%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$20,618$123 â–¼-0.6%221,9912.7%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$20,341$63 â–²0.3%65,4482.7%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$19,244$75 â–¼-0.4%120,5032.6%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$18,801$267 â–¼-1.4%60,7462.5%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$18,583$225 â–²1.2%85,4422.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$14,533$43 â–²0.3%44,1891.9%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$14,516$332 â–¼-2.2%59,3871.9%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$13,376$59 â–¼-0.4%13,4241.8%Retail/Wholesale
BLACKROCK INC
$13,334$44 â–²0.3%13,8651.8%Ordinary Share
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,599$115 â–¼-0.9%72,2401.7%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$11,683$90 â–¼-0.8%80,8851.6%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,672$119 â–¼-1.0%75,1601.5%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$11,329$89 â–¼-0.8%54,7541.5%Energy
RTX Corporation stock logo
RTX
RTX
$10,895$181 â–¼-1.6%56,4811.4%Aerospace
Accenture PLC stock logo
ACN
Accenture
$10,093$96 â–¼-0.9%50,8991.3%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$9,252$174 â–¼-1.8%54,5341.2%Energy
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$8,430$85 â–¼-1.0%91,3191.1%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$8,253$413 â–²5.3%39,2941.1%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$7,916$103 â–²1.3%34,4501.1%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,753$1,314 â–²20.4%37,2241.0%Retail/Wholesale
Stryker Corporation stock logo
SYK
Stryker
$7,404$364 â–²5.2%22,5331.0%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$7,184$647 â–¼-8.3%27,5991.0%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,095$76 â–¼-1.1%58,9800.9%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$6,761$1,303 â–²23.9%65,8530.9%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,414$65 â–¼-1.0%6,9740.9%Medical
Danaher Corporation stock logo
DHR
Danaher
$6,262$266 â–¼-4.1%33,0290.8%Medical
Valero Energy Corporation stock logo
VLO
Valero Energy
$6,159$85 â–¼-1.4%24,9270.8%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,005$7 â–²0.1%24,7760.8%Computer and Technology
WAL-MART STORES INC
$5,911$227 â–¼-3.7%47,5660.8%Ordinary Share
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$5,906$741 â–²14.4%78,4160.8%Business Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$5,804$530 â–²10.1%28,5670.8%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$5,662$106 â–²1.9%116,1420.8%Finance
Oracle Corporation stock logo
ORCL
Oracle
$5,531$121 â–¼-2.1%37,5960.7%Computer and Technology
LAM RESEARCH CORP
$5,477$431 â–¼-7.3%25,6340.7%Ordinary Share
CrowdStrike stock logo
CRWD
CrowdStrike
$5,458$262 â–²5.0%13,9790.7%Computer and Technology
Tractor Supply Company stock logo
TSCO
Tractor Supply
$5,144$164 â–²3.3%113,5600.7%Retail/Wholesale
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$5,111$8 â–¼-0.2%24,5620.7%Finance
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$5,080$223 â–¼-4.2%22,5430.7%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$4,998$135 â–¼-2.6%11,9930.7%Construction
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,791$56 â–¼-1.1%15,0600.6%Computer and Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$4,686$279 â–²6.3%36,3870.6%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$4,532$417 â–²10.1%39,4110.6%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,939$1,128 â–²40.1%24,5710.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,850$84 â–¼-2.1%49,6210.5%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$3,569$75 â–¼-2.1%27,0010.5%Finance
EOG Resources, Inc. stock logo
EOG
EOG Resources
$3,510$133 â–¼-3.7%24,2790.5%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,457$248 â–¼-6.7%4,8800.5%Industrials
Service Corporation International stock logo
SCI
Service Corporation International
$3,429$27 â–¼-0.8%41,5530.5%Consumer Staples
FISERV INC
$3,409$3,168 â–²1,313.8%61,1030.5%Ordinary Share
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,172$28 â–¼-0.9%24,2110.4%Industrials
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$3,055$801 â–²35.5%48,6850.4%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$3,039$133 â–¼-4.2%13,4470.4%Multi-Sector Conglomerates
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$2,969$89 â–¼-2.9%13,9920.4%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,924$1 â–²0.0%58,2410.4%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,880$30 â–¼-1.0%21,9980.4%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$2,866$796 â–²38.5%5,7350.4%Business Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$2,8390.0%20,3730.4%Medical
Realty Income Corporation stock logo
O
Realty Income
$2,794$57 â–²2.1%45,6640.4%Finance
Xylem Inc. stock logo
XYL
Xylem
$2,788$397 â–²16.6%23,3320.4%Business Services
Snap-On Incorporated stock logo
SNA
Snap-On
$2,703$66 â–¼-2.4%7,4430.4%Consumer Discretionary
McKesson Corporation stock logo
MCK
McKesson
$2,674$36 â–¼-1.3%3,0900.4%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,671$261 â–²10.8%4,0890.4%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,652$133 â–²5.3%26,7780.4%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$2,595$306 â–²13.4%13,9040.3%Computer and Technology
W.R. Berkley Corporation stock logo
WRB
W.R. Berkley
$2,595$360 â–²16.1%39,1480.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,581$49 â–¼-1.9%3,9690.3%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,580$57 â–¼-2.1%26,2250.3%Transportation
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$2,422$46 â–¼-1.9%25,9610.3%Finance
CVS Health Corporation stock logo
CVS
CVS Health
$2,326$112 â–¼-4.6%32,3880.3%Medical
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$2,299$362 â–²18.7%14,6180.3%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2,248$45 â–¼-2.0%3,7200.3%Aerospace
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$2,245$24 â–¼-1.1%1,9370.3%Aerospace
Visa Inc. stock logo
V
Visa
$2,1880.0%7,2380.3%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,152$40 â–¼-1.8%7,9510.3%Medical
Chubb Limited stock logo
CB
Chubb
$2,0550.0%6,3050.3%Finance
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$2,019$149 â–²8.0%7,2290.3%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,018$1 â–¼-0.1%25,3520.3%Finance
AMETEK, Inc. stock logo
AME
AMETEK
$1,937$3 â–¼-0.2%9,0360.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,919$5 â–¼-0.2%4,0040.3%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,8910.0%6,4830.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,838$118 â–¼-6.0%3,7400.2%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,822$12 â–¼-0.6%7,7100.2%Retail/Wholesale
XPO, Inc. stock logo
XPO
XPO
$1,812$43 â–¼-2.3%9,3120.2%Transportation
Snowflake Inc. stock logo
SNOW
Snowflake
$1,789$276 â–²18.3%11,8610.2%Computer and Technology
Sea Limited Sponsored ADR stock logo
SE
SEA
$1,692$317 â–²23.1%20,4380.2%Computer and Technology
Cummins Inc. stock logo
CMI
Cummins
$1,674$18 â–¼-1.1%3,1120.2%Auto/Tires/Trucks
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,672$14 â–¼-0.8%27,5750.2%Medical
Deere & Company stock logo
DE
Deere & Company
$1,656$6 â–¼-0.3%2,9390.2%Industrials
HEALTHPEAK PROPERTIES ORD
$1,626$209 â–²14.8%98,9650.2%Ordinary Share
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,599$374 â–²30.5%15,2900.2%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,4930.0%6,1550.2%Transportation
Eversource Energy stock logo
ES
Eversource Energy
$1,4400.0%20,7820.2%Utilities
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,4360.0%20.2%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,3900.0%4,3360.2%Basic Materials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,383$19 â–²1.4%2,3140.2%ETF

Showing largest 100 holdings. View all holdings.
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