RESOURCES MANAGEMENT CORP /CT/ /ADV
CIK: 0000749044SEC EDGAR →
Portfolio Value
$771.9M
Holdings
429
As of
Q4 2025
New Positions
42
Closed Positions
26
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 191,696 | $52.1M | 6.75% |
| 2 | AMPHENOL CORP CLASS A | 315,768 | $42.7M | 5.53% |
| 3 | MICROSOFT CORP | 87,090 | $42.1M | 5.46% |
| 4 | JPMORGAN CHASE & CO | 110,564 | $35.6M | 4.62% |
| 5 | ALPHABET INC CLASS A | 79,526 | $24.9M | 3.22% |
| 6 | BROADCOM LTD | 61,608 | $21.3M | 2.76% |
| 7 | MCDONALD'S CORP | 65,244 | $19.9M | 2.58% |
| 8 | ABBVIE INC | 84,406 | $19.3M | 2.50% |
| 9 | TJX COMPANIES INC | 120,975 | $18.6M | 2.41% |
| 10 | NEXTERA ENERGY INC | 223,315 | $17.9M | 2.32% |
Quarterly Changes
Top Buys
New Positions (46)
$2.4M · 34K shares
$1.9M · 6K shares
$1.9M · 8K shares
$1.2M · 4K shares
$921K · 25K shares
$878K · 57K shares
$352K · 4K shares
$281K · 466 shares
$241K · 315 shares
$207K · 1K shares
$125K · 900 shares
$113K · 2K shares
$109K · 877 shares
$105K · 2K shares
$85K · 328 shares
$78K · 433 shares
$67K · 190 shares
$66K · 290 shares
$65K · 1K shares
$61K · 222 shares
$56K · 400 shares
$50K · 82 shares
$43K · 200 shares
$40K · 276 shares
$32K · 350 shares
$30K · 1K shares
$27K · 995 shares
$27K · 305 shares
$27K · 134 shares
$21K · 205 shares
$16K · 335 shares
$11K · 130 shares
$10K · 57 shares
$6K · 666 shares
$6K · 193 shares
$5K · 61 shares
$3K · 41 shares
$3K · 10 shares
$3K · 42 shares
$1K · 7 shares
$0 · 11 shares
$0 · 3 shares
WINDSWEPT ENVIRONMENTAL GROUP INC.
$0 · 10K shares
$0 · 5 shares
$0 · 10 shares
$0 · 3 shares
Closed Positions (30)
$2.9M · 12K shares
$1.5M · 21K shares
$594K · 16K shares
$399K · 7K shares
$362K · 530 shares
$319K · 427 shares
$238K · 2K shares
$157K · 2K shares
$139K · 1K shares
$89K · 643 shares
$78K · 416 shares
$69K · 150 shares
$65K · 210 shares
$48K · 671 shares
$32K · 250 shares
$17K · 110 shares
$11K · 219 shares
$11K · 400 shares
$11K · 50 shares
$9K · 300 shares
$8K · 100 shares
$8K · 87 shares
$7K · 148 shares
$5K · 2 shares
$5K · 31 shares
$5K · 117 shares
$4K · 150 shares
$3K · 666 shares
$1K · 96 shares
$0 · 300 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 51 | $242.2M | 31.4% |
| Financial Services | 122 | $115.9M | 15.0% |
| Healthcare | 37 | $91.7M | 11.9% |
| Consumer Cyclical | 30 | $88.0M | 11.4% |
| Industrials | 49 | $72.7M | 9.4% |
| Communication Services | 15 | $42.2M | 5.5% |
| Consumer Defensive | 15 | $42.2M | 5.5% |
| Utilities | 19 | $26.6M | 3.4% |
| Energy | 23 | $25.1M | 3.2% |
| Unknown | 43 | $12.4M | 1.6% |
| Real Estate | 10 | $8.5M | 1.1% |
| Basic Materials | 15 | $4.4M | 0.6% |