RESOURCES MANAGEMENT CORP /CT/ /ADV

WEST HARTFORD, CT · CIK 749044 · 13F filing filed 2025-02-14

SEC-registered investment adviser since 1984 · corporation

Assets managed$1.1bn
Staff14 · 7 in investment roles
Main clients (by assets)High net worth individuals 74%, Companies 14%, Individuals 6%
Websitermcinvestmentadvisors.com
Form ADV · 2026-04-29SEC adviser record

$732.6m reported value -1.2% vs Q3 2024

428positions

33.8%in top 10

7 new 49 added 163 reduced 43 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	203,729	$51.0m6.96%	6.96%	Reduced -3.9k	-3,927 -1.9%
2	MICROSOFT CORP COM MSFT	MSFT	92,249	$38.9m5.31%	5.31%	Reduced -1.5k	-1,503 -1.6%
3	JPMORGAN CHASE & CO COM JPM	JPM	124,306	$29.8m4.07%	4.07%	Reduced -1.0k	-1,004 -0.8%
4	AMPHENOL CORP CL A APH	APH	362,577	$25.2m3.44%	3.44%	Reduced -3.2k	-3,160 -0.9%
5	MCDONALDS CORP COM MCD	MCD	67,604	$19.6m2.68%	2.68%	Reduced -135	-135 -0.2%
6	HOME DEPOT INC COM HD	HD	45,300	$17.6m2.41%	2.41%	Reduced -186	-186 -0.4%
7	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	49,910	$17.6m2.40%	2.40%	Reduced -69	-69 -0.1%
8	BROADCOM INC COM AVGO	AVGO	70,999	$16.5m2.25%	2.25%	Reduced -4.2k	-4,189 -5.6%
9	NEXTERA ENERGY INC COM NEE	NEE	226,482	$16.2m2.22%	2.22%	Reduced -264	-264 -0.1%
10	TJX COS INC NEW COM TJX	TJX	125,405	$15.2m2.07%	2.07%	Reduced -303	-303 -0.2%
11	ABBVIE INC COM ABBV	ABBV	85,176	$15.1m2.07%	2.07%	Added +4.4k	+4,366 5.4%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	77,471	$14.7m2.00%	2.00%	Added +152	+152 0.2%
13	BLACKROCK INC COM BLK	BLK	14,047	$14.4m1.97%	1.97%	Reduced -328	-328 -2.3%
14	PROCTER AND GAMBLE CO COM PG	PG	82,460	$13.8m1.89%	1.89%	Reduced -96	-96 -0.1%
15	PEPSICO INC COM PEP	PEP	74,073	$11.3m1.54%	1.54%	Added +571	+571 0.8%
16	JOHNSON & JOHNSON COM JNJ	JNJ	77,038	$11.1m1.52%	1.52%	Reduced -785	-785 -1.0%
17	COSTCO WHSL CORP NEW COM COST	COST	12,006	$11.0m1.50%	1.50%	Reduced -83	-83 -0.7%
18	DANAHER CORPORATION COM DHR	DHR	46,471	$10.7m1.46%	1.46%	Added +1.0k	+1,017 2.2%
19	ILLINOIS TOOL WKS INC COM ITW	ITW	41,390	$10.5m1.43%	1.43%	Reduced -328	-328 -0.8%
20	NVIDIA CORPORATION COM NVDA	NVDA	73,728	$9.9m1.35%	1.35%	Reduced -1.6k	-1,552 -2.1%
21	FISERV INC COM FISV	FISV	41,445	$8.5m1.16%	1.16%	Reduced -693	-693 -1.6%
22	CHEVRON CORP NEW COM CVX	CVX	54,694	$7.9m1.08%	1.08%	Reduced -276	-276 -0.5%
23	ORACLE CORP COM ORCL	ORCL	46,118	$7.7m1.05%	1.05%	Reduced -363	-363 -0.8%
24	UNITEDHEALTH GROUP INC COM UNH	UNH	14,781	$7.5m1.02%	1.02%	Added +1.1k	+1,121 8.2%
25	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	6,132	$7.3m0.99%	0.99%	Reduced -76	-76 -1.2%
26	BANK AMERICA CORP COM BAC	BAC	158,432	$7.0m0.95%	0.95%	Reduced -2.2k	-2,227 -1.4%
27	RTX CORPORATION COM RTX	RTX	59,339	$6.9m0.94%	0.94%	Reduced -79	-79 -0.1%
28	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	22,599	$6.6m0.90%	0.90%	Reduced -269	-269 -1.2%
29	UNITED PARCEL SERVICE INC CL B UPS	UPS	50,877	$6.4m0.88%	0.88%	Added +99	+99 0.2%
30	ABBOTT LABS COM ABT	ABT	55,447	$6.3m0.86%	0.86%	Reduced -1.7k	-1,745 -3.0%
31	T-MOBILE US INC COM TMUS	TMUS	27,696	$6.1m0.83%	0.83%	Reduced -101	-101 -0.4%
32	PNC FINL SVCS GROUP INC COM PNC	PNC	31,344	$6.0m0.83%	0.83%	Reduced -45	-45 -0.1%
33	EXXON MOBIL CORP COM XOM	XOM	56,163	$6.0m0.82%	0.82%	Added +206	+206 0.4%
34	STRYKER CORPORATION COM SYK	SYK	16,625	$6.0m0.82%	0.82%	Reduced -36	-36 -0.2%
35	BLACKSTONE INC COM BX	BX	34,691	$6.0m0.82%	0.82%	Reduced -909	-909 -2.5%
36	HONEYWELL INTL INC COM COM		25,432	$5.7m0.78%	0.78%	Reduced -692	-692 -2.6%
37	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	26,121	$5.7m0.78%	0.78%	Reduced -505	-505 -1.9%
38	QUALCOMM INC COM QCOM	QCOM	33,468	$5.1m0.70%	0.70%	Reduced -1.1k	-1,101 -3.2%
39	AMAZON COM INC COM AMZN	AMZN	22,947	$5.0m0.69%	0.69%	Reduced -42	-42 -0.2%
40	OMNICOM GROUP INC COM OMC	OMC	58,064	$5.0m0.68%	0.68%	Added +3.0k	+2,954 5.4%
41	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	26,561	$5.0m0.68%	0.68%	Reduced -427	-427 -1.6%
42	WALMART INC COM WMT	WMT	54,460	$4.9m0.67%	0.67%	Reduced -474	-474 -0.9%
43	MERCK & CO INC COM MRK	MRK	47,327	$4.7m0.64%	0.64%	Added +9.1k	+9,089 23.8%
44	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,532	$4.6m0.63%	0.63%	Added +30	+30 0.2%
45	TRACTOR SUPPLY CO COM TSCO	TSCO	77,870	$4.1m0.56%	0.56%	Added +3.5k	+3,500 4.7%
46	CONSTELLATION BRANDS INC CL A STZ	STZ	18,667	$4.1m0.56%	0.56%	Reduced -429	-429 -2.2%
47	AIR PRODS & CHEMS INC COM APD	APD	13,396	$3.9m0.53%	0.53%	Reduced -261	-261 -1.9%
48	CVS HEALTH CORP COM CVS	CVS	84,807	$3.8m0.52%	0.52%	Reduced -22.8k	-22,797 -21.2%
49	TORONTO DOMINION BK ONT COM NEW TD	TD	70,984	$3.8m0.52%	0.52%	Reduced -20.2k	-20,160 -22.1%
50	TRANE TECHNOLOGIES PLC SHS TT	TT	10,036	$3.7m0.51%	0.51%	Reduced -16	-16 -0.2%
51	CISCO SYS INC COM CSCO	CSCO	60,435	$3.6m0.49%	0.49%	Reduced -1.2k	-1,169 -1.9%
52	STARBUCKS CORP COM SBUX	SBUX	37,921	$3.5m0.47%	0.47%	Reduced -54	-54 -0.1%
53	WASTE MGMT INC DEL COM WM	WM	16,553	$3.3m0.46%	0.46%	Added +1.9k	+1,909 13.0%
54	VALERO ENERGY CORP COM VLO	VLO	26,414	$3.2m0.44%	0.44%	Reduced -530	-530 -2.0%
55	PROLOGIS INC. COM PLD	PLD	30,214	$3.2m0.44%	0.44%	Added +614	+614 2.1%
56	VERIZON COMMUNICATIONS INC COM VZ	VZ	79,564	$3.2m0.43%	0.43%	Reduced -220	-220 -0.3%
57	EMERSON ELEC CO COM EMR	EMR	25,531	$3.2m0.43%	0.43%	Reduced -240	-240 -0.9%
58	ANALOG DEVICES INC COM ADI	ADI	14,575	$3.1m0.42%	0.42%	Added +533	+533 3.8%
59	PACKAGING CORP AMER COM PKG	PKG	13,378	$3.0m0.41%	0.41%	Reduced -153	-153 -1.1%
60	LOCKHEED MARTIN CORP COM LMT	LMT	5,555	$2.7m0.37%	0.37%	Reduced -50	-50 -0.9%
61	LOWES COS INC COM LOW	LOW	10,584	$2.6m0.36%	0.36%	Unchanged
62	ELI LILLY & CO COM LLY	LLY	3,365	$2.6m0.35%	0.35%	Added +1.7k	+1,655 96.8%
63	LULULEMON ATHLETICA INC COM LULU	LULU	6,527	$2.5m0.34%	0.34%	Reduced -808	-808 -11.0%
64	DUKE ENERGY CORP NEW COM NEW DUK	DUK	22,944	$2.5m0.34%	0.34%	Reduced -106	-106 -0.5%
65	ISHARES TR CORE S&P500 ETF IVV	IVV	4,174	$2.5m0.34%	0.34%	Reduced -70	-70 -1.6%
66	VISA INC COM CL A V	V	7,579	$2.4m0.33%	0.33%	Reduced -70	-70 -0.9%
67	ZOETIS INC CL A ZTS	ZTS	14,631	$2.4m0.33%	0.33%	Added +77	+77 0.5%
68	PALO ALTO NETWORKS INC COM PANW	PANW	13,076	$2.4m0.32%	0.32%	Reduced -64	-64 -0.5%
69	PFIZER INC COM PFE	PFE	88,575	$2.4m0.32%	0.32%	Reduced -9.7k	-9,730 -9.9%
70	SNAP ON INC COM SNA	SNA	6,917	$2.3m0.32%	0.32%	Reduced -71	-71 -1.0%
71	REALTY INCOME CORP COM O	O	43,285	$2.3m0.32%	0.32%	Added +399	+399 0.9%
72	CATERPILLAR INC COM CAT	CAT	6,325	$2.3m0.31%	0.31%	Reduced -269	-269 -4.1%
73	EVERSOURCE ENERGY COM ES	ES	38,920	$2.2m0.31%	0.31%	Unchanged
74	MASTERCARD INCORPORATED CL A MA	MA	4,123	$2.2m0.30%	0.30%	Added +15	+15 0.4%
75	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	38,235	$2.2m0.30%	0.30%	Reduced -15.5k	-15,472 -28.8%
76	EOG RES INC COM EOG	EOG	17,647	$2.2m0.30%	0.30%	Added +290	+290 1.7%
77	XYLEM INC COM XYL	XYL	18,516	$2.1m0.29%	0.29%	Added +3.3k	+3,251 21.3%
78	DISNEY WALT CO COM DIS	DIS	18,929	$2.1m0.29%	0.29%	Reduced -6.1k	-6,087 -24.3%
79	GILEAD SCIENCES INC COM GILD	GILD	22,296	$2.1m0.28%	0.28%	Reduced -660	-660 -2.9%
80	LAM RESEARCH CORP COM NEW LRCX	LRCX	27,541	$2.0m0.27%	0.27%	Added +631	+631 2.3%
81	BANK MONTREAL QUE COM BMO	BMO	20,140	$2.0m0.27%	0.27%	Reduced -284	-284 -1.4%
82	SERVICE CORP INTL COM SCI	SCI	23,534	$1.9m0.26%	0.26%	Added +38	+38 0.2%
83	SALESFORCE INC COM CRM	CRM	5,607	$1.9m0.26%	0.26%	Reduced -400	-400 -6.7%
84	WELLS FARGO CO NEW COM WFC	WFC	26,240	$1.8m0.25%	0.25%	Reduced -240	-240 -0.9%
85	AMETEK INC COM AME	AME	10,157	$1.8m0.25%	0.25%	Unchanged
86	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,499	$1.8m0.25%	0.25%	Added +120	+120 3.5%
87	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,887	$1.8m0.24%	0.24%	Reduced -100	-100 -2.5%
88	BERKLEY W R CORP COM WRB	WRB	29,157	$1.7m0.23%	0.23%	Added +890	+890 3.1%
89	CHUBB LIMITED COM CB	CB	6,116	$1.7m0.23%	0.23%	Added +50	+50 0.8%
90	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	27,165	$1.6m0.22%	0.22%	Reduced -640	-640 -2.3%
91	TRAVELERS COMPANIES INC COM TRV	TRV	6,546	$1.6m0.22%	0.22%	Unchanged
92	TARGET CORP COM TGT	TGT	11,648	$1.6m0.21%	0.21%	Reduced -233	-233 -2.0%
93	MARVELL TECHNOLOGY INC COM MRVL	MRVL	14,132	$1.6m0.21%	0.21%	Reduced -70	-70 -0.5%
94	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,587	$1.5m0.21%	0.21%	Reduced -55	-55 -2.1%
95	SNOWFLAKE INC CL A SNOW	SNOW	9,544	$1.5m0.20%	0.20%	Added +565	+565 6.3%
96	AMGEN INC COM AMGN	AMGN	5,606	$1.5m0.20%	0.20%	Added +541	+541 10.7%
97	AVERY DENNISON CORP COM AVY	AVY	7,804	$1.5m0.20%	0.20%	Added +439	+439 6.0%
98	SHERWIN WILLIAMS CO COM SHW	SHW	4,161	$1.4m0.19%	0.19%	Reduced -45	-45 -1.1%
99	UNION PAC CORP COM UNP	UNP	6,110	$1.4m0.19%	0.19%	Unchanged
100	SERVICENOW INC COM NOW	NOW	1,286	$1.4m0.19%	0.19%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
ARISTA NETWORKS INC		1,520	$146.0k1.5k shares
SPDR SER TR SDY	SDY	600	$85.0k600 shares
BARNES GROUP INC B	B	1,825	$74.0k1.8k shares
COLUMBIA ETF TR I SEMI	SEMI	1,200	$31.0k1.2k shares
VANGUARD INTL EQUITY INDEX F VEU	VEU	411	$26.0k411 shares
SYSCO CORP SYY	SYY	250	$20.0k250 shares
HUNTINGTON INGALLS INDS INC HII	HII	63	$17.0k63 shares
ARK ETF TR ARKK	ARKK	300	$14.0k300 shares
HAEMONETICS CORP MASS HAE	HAE	140	$11.0k140 shares
GSK PLC GSK	GSK	240	$10.0k240 shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	41	$10.0k41 shares
DTE ENERGY CO DTE	DTE	70	$9.0k70 shares
HUNTINGTON BANCSHARES INC HBAN	HBAN	500	$7.0k500 shares
FLEXSHARES TR GUNR	GUNR	150	$6.0k150 shares
HALEON PLC HLN	HLN	300	$3.0k300 shares
GENERAL MTRS CO GM	GM	66	$3.0k66 shares
SCOTTS MIRACLE-GRO CO SMG	SMG	35	$3.0k35 shares
Daimler Truck Holding AG DTGHF	DTGHF	62	$2.0k62 shares
AVANOS MED INC AVNS	AVNS	78	$2.0k78 shares
HP INC HPQ	HPQ	59	$2.0k59 shares
ISHARES TR QUAL	QUAL	9	$2.0k9 shares
ORGANON & CO OGN	OGN	106	$2.0k106 shares
ISHARES TR OEF	OEF	2	$1.0k2 shares
ISHARES TR EFV	EFV	20	$1.0k20 shares
ISHARES TR EFG	EFG	7	$1.0k7 shares