RESOURCES MANAGEMENT CORP /CT/ /ADV

WEST HARTFORD, CT · CIK 749044 · 13F filing filed 2025-05-16

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

$711.1m reported value -2.9% vs Q4 2024

428positions

33.1%in top 10

30 new 87 added 141 reduced 30 sold out vs Q4 2024

Holdings, Q1 2025

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	202,245	$44.9m6.32%	6.32%	Reduced -1.5k	-1,484 -0.7%
2	MICROSOFT CORP COM MSFT	MSFT	91,341	$34.3m4.82%	4.82%	Reduced -908	-908 -1.0%
3	JPMORGAN CHASE & CO COM JPM	JPM	122,683	$30.1m4.23%	4.23%	Reduced -1.6k	-1,623 -1.3%
4	AMPHENOL CORP CL A APH	APH	362,667	$23.8m3.35%	3.35%	Added +90	+90 0.0%
5	MCDONALDS CORP COM MCD	MCD	66,850	$20.9m2.94%	2.94%	Reduced -754	-754 -1.1%
6	ABBVIE INC COM ABBV	ABBV	85,334	$17.9m2.51%	2.51%	Added +158	+158 0.2%
7	HOME DEPOT INC COM HD	HD	45,064	$16.5m2.32%	2.32%	Reduced -236	-236 -0.5%
8	NEXTERA ENERGY INC COM NEE	NEE	227,972	$16.2m2.27%	2.27%	Added +1.5k	+1,490 0.7%
9	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	49,993	$15.6m2.19%	2.19%	Added +83	+83 0.2%
10	TJX COS INC NEW COM TJX	TJX	125,151	$15.2m2.14%	2.14%	Reduced -254	-254 -0.2%
11	PROCTER AND GAMBLE CO COM PG	PG	81,605	$13.9m1.96%	1.96%	Reduced -855	-855 -1.0%
12	BLACKROCK INC COM BLK	BLK	14,031	$13.3m1.87%	1.87%	Reduced -16	-16 -0.1%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	80,565	$12.5m1.75%	1.75%	Added +3.1k	+3,094 4.0%
14	JOHNSON & JOHNSON COM JNJ	JNJ	70,538	$11.7m1.65%	1.65%	Reduced -6.5k	-6,500 -8.4%
15	BROADCOM INC COM AVGO	AVGO	68,682	$11.5m1.62%	1.62%	Reduced -2.3k	-2,317 -3.3%
16	COSTCO WHSL CORP NEW COM COST	COST	12,147	$11.5m1.62%	1.62%	Added +141	+141 1.2%
17	PEPSICO INC COM PEP	PEP	75,117	$11.3m1.58%	1.58%	Added +1.0k	+1,044 1.4%
18	ILLINOIS TOOL WKS INC COM ITW	ITW	41,324	$10.2m1.44%	1.44%	Reduced -66	-66 -0.2%
19	DANAHER CORPORATION COM DHR	DHR	45,197	$9.3m1.30%	1.30%	Reduced -1.3k	-1,274 -2.7%
20	CHEVRON CORP NEW COM CVX	CVX	54,503	$9.1m1.28%	1.28%	Reduced -191	-191 -0.3%
21	FISERV INC COM FISV	FISV	41,075	$9.1m1.28%	1.28%	Reduced -370	-370 -0.9%
22	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	6,045	$8.7m1.22%	1.22%	Reduced -87	-87 -1.4%
23	NVIDIA CORPORATION COM NVDA	NVDA	76,045	$8.2m1.16%	1.16%	Added +2.3k	+2,317 3.1%
24	UNITEDHEALTH GROUP INC COM UNH	UNH	15,024	$7.9m1.11%	1.11%	Added +243	+243 1.6%
25	RTX CORPORATION COM RTX	RTX	58,811	$7.8m1.10%	1.10%	Reduced -528	-528 -0.9%
26	T-MOBILE US INC COM TMUS	TMUS	28,085	$7.5m1.05%	1.05%	Added +389	+389 1.4%
27	ABBOTT LABS COM ABT	ABT	54,313	$7.2m1.01%	1.01%	Reduced -1.1k	-1,134 -2.0%
28	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	23,358	$7.1m1.00%	1.00%	Added +759	+759 3.4%
29	EXXON MOBIL CORP COM XOM	XOM	57,717	$6.9m0.97%	0.97%	Added +1.6k	+1,554 2.8%
30	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	26,204	$6.5m0.92%	0.92%	Added +83	+83 0.3%
31	STRYKER CORPORATION COM SYK	SYK	17,323	$6.4m0.91%	0.91%	Added +698	+698 4.2%
32	ORACLE CORP COM ORCL	ORCL	45,669	$6.4m0.90%	0.90%	Reduced -449	-449 -1.0%
33	BANK AMERICA CORP COM BAC	BAC	150,599	$6.3m0.88%	0.88%	Reduced -7.8k	-7,833 -4.9%
34	PNC FINL SVCS GROUP INC COM PNC	PNC	31,604	$5.6m0.78%	0.78%	Added +260	+260 0.8%
35	UNITED PARCEL SERVICE INC CL B UPS	UPS	49,439	$5.4m0.76%	0.76%	Reduced -1.4k	-1,438 -2.8%
36	AMAZON COM INC COM AMZN	AMZN	27,668	$5.3m0.74%	0.74%	Added +4.7k	+4,721 20.6%
37	OMNICOM GROUP INC COM OMC	OMC	63,061	$5.2m0.74%	0.74%	Added +5.0k	+4,997 8.6%
38	QUALCOMM INC COM QCOM	QCOM	33,754	$5.2m0.73%	0.73%	Added +286	+286 0.8%
39	MERCK & CO INC COM MRK	MRK	54,944	$4.9m0.69%	0.69%	Added +7.6k	+7,617 16.1%
40	BLACKSTONE INC COM BX	BX	34,892	$4.9m0.69%	0.69%	Added +201	+201 0.6%
41	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,621	$4.8m0.68%	0.68%	Added +89	+89 0.7%
42	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	25,332	$4.8m0.67%	0.67%	Reduced -1.2k	-1,229 -4.6%
43	WALMART INC COM WMT	WMT	53,888	$4.7m0.67%	0.67%	Reduced -572	-572 -1.1%
44	TRACTOR SUPPLY CO COM TSCO	TSCO	81,593	$4.5m0.63%	0.63%	Added +3.7k	+3,723 4.8%
45	HONEYWELL INTL INC COM COM		20,805	$4.4m0.62%	0.62%	Reduced -4.6k	-4,627 -18.2%
46	TRANE TECHNOLOGIES PLC SHS TT	TT	12,713	$4.3m0.60%	0.60%	Added +2.7k	+2,677 26.7%
47	WASTE MGMT INC DEL COM WM	WM	17,917	$4.1m0.58%	0.58%	Added +1.4k	+1,364 8.2%
48	AIR PRODS & CHEMS INC COM APD	APD	13,927	$4.1m0.58%	0.58%	Added +531	+531 4.0%
49	CVS HEALTH CORP COM CVS	CVS	59,775	$4.0m0.57%	0.57%	Reduced -25.0k	-25,032 -29.5%
50	CISCO SYS INC COM CSCO	CSCO	60,032	$3.7m0.52%	0.52%	Reduced -403	-403 -0.7%
51	STARBUCKS CORP COM SBUX	SBUX	37,022	$3.6m0.51%	0.51%	Reduced -899	-899 -2.4%
52	TORONTO DOMINION BK ONT COM NEW TD	TD	58,191	$3.5m0.49%	0.49%	Reduced -12.8k	-12,793 -18.0%
53	VALERO ENERGY CORP COM VLO	VLO	26,071	$3.4m0.48%	0.48%	Reduced -343	-343 -1.3%
54	VERIZON COMMUNICATIONS INC COM VZ	VZ	75,159	$3.4m0.48%	0.48%	Reduced -4.4k	-4,405 -5.5%
55	PROLOGIS INC. COM PLD	PLD	29,315	$3.3m0.46%	0.46%	Reduced -899	-899 -3.0%
56	ANALOG DEVICES INC COM ADI	ADI	15,466	$3.1m0.44%	0.44%	Added +891	+891 6.1%
57	PACKAGING CORP AMER COM PKG	PKG	14,537	$2.9m0.40%	0.40%	Added +1.2k	+1,159 8.7%
58	ELI LILLY & CO COM LLY	LLY	3,469	$2.9m0.40%	0.40%	Added +104	+104 3.1%
59	DUKE ENERGY CORP NEW COM NEW DUK	DUK	22,928	$2.8m0.39%	0.39%	Reduced -16	-16 -0.1%
60	EMERSON ELEC CO COM EMR	EMR	25,393	$2.8m0.39%	0.39%	Reduced -138	-138 -0.5%
61	EOG RES INC COM EOG	EOG	20,700	$2.7m0.37%	0.37%	Added +3.1k	+3,053 17.3%
62	VISA INC COM CL A V	V	7,462	$2.6m0.37%	0.37%	Reduced -117	-117 -1.5%
63	REALTY INCOME CORP COM O	O	42,434	$2.5m0.35%	0.35%	Reduced -851	-851 -2.0%
64	SNAP ON INC COM SNA	SNA	7,281	$2.5m0.35%	0.35%	Added +364	+364 5.3%
65	SERVICE CORP INTL COM SCI	SCI	30,400	$2.4m0.34%	0.34%	Added +6.9k	+6,866 29.2%
66	GILEAD SCIENCES INC COM GILD	GILD	21,696	$2.4m0.34%	0.34%	Reduced -600	-600 -2.7%
67	LOWES COS INC COM LOW	LOW	10,259	$2.4m0.34%	0.34%	Reduced -325	-325 -3.1%
68	EVERSOURCE ENERGY COM ES	ES	37,920	$2.4m0.33%	0.33%	Reduced -1.0k	-1,000 -2.6%
69	ISHARES TR CORE S&P500 ETF IVV	IVV	4,107	$2.3m0.32%	0.32%	Reduced -67	-67 -1.6%
70	PALO ALTO NETWORKS INC COM PANW	PANW	13,475	$2.3m0.32%	0.32%	Added +399	+399 3.0%
71	XYLEM INC COM XYL	XYL	18,884	$2.3m0.32%	0.32%	Added +368	+368 2.0%
72	LOCKHEED MARTIN CORP COM LMT	LMT	4,988	$2.2m0.31%	0.31%	Reduced -567	-567 -10.2%
73	MASTERCARD INCORPORATED CL A MA	MA	3,973	$2.2m0.31%	0.31%	Reduced -150	-150 -3.6%
74	BERKLEY W R CORP COM WRB	WRB	30,502	$2.2m0.31%	0.31%	Added +1.3k	+1,345 4.6%
75	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	34,673	$2.1m0.30%	0.30%	Reduced -3.6k	-3,562 -9.3%
76	LAM RESEARCH CORP COM NEW LRCX	LRCX	28,976	$2.1m0.30%	0.30%	Added +1.4k	+1,435 5.2%
77	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,223	$2.1m0.30%	0.30%	Added +724	+724 20.7%
78	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,865	$2.1m0.29%	0.29%	Reduced -22	-22 -0.6%
79	CATERPILLAR INC COM CAT	CAT	6,230	$2.1m0.29%	0.29%	Reduced -95	-95 -1.5%
80	PFIZER INC COM PFE	PFE	78,538	$2.0m0.28%	0.28%	Reduced -10.0k	-10,037 -11.3%
81	SALESFORCE INC COM CRM	CRM	7,296	$2.0m0.28%	0.28%	Added +1.7k	+1,689 30.1%
82	BANK MONTREAL QUE COM BMO	BMO	19,985	$1.9m0.27%	0.27%	Reduced -155	-155 -0.8%
83	WELLS FARGO CO NEW COM WFC	WFC	25,990	$1.9m0.26%	0.26%	Reduced -250	-250 -0.9%
84	CHUBB LIMITED COM CB	CB	6,048	$1.8m0.26%	0.26%	Reduced -68	-68 -1.1%
85	AMGEN INC COM AMGN	AMGN	5,675	$1.8m0.25%	0.25%	Added +69	+69 1.2%
86	TRAVELERS COMPANIES INC COM TRV	TRV	6,546	$1.7m0.24%	0.24%	Unchanged
87	AMETEK INC COM AME	AME	9,629	$1.7m0.23%	0.23%	Reduced -528	-528 -5.2%
88	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	33,030	$1.7m0.23%	0.23%	Added +5.9k	+5,865 21.6%
89	CONSTELLATION BRANDS INC CL A STZ	STZ	9,036	$1.7m0.23%	0.23%	Reduced -9.6k	-9,631 -51.6%
90	LULULEMON ATHLETICA INC COM LULU	LULU	5,715	$1.6m0.23%	0.23%	Reduced -812	-812 -12.4%
91	ZOETIS INC CL A ZTS	ZTS	9,815	$1.6m0.23%	0.23%	Reduced -4.8k	-4,816 -32.9%
92	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.6m0.22%	0.22%	New
93	BOSTON SCIENTIFIC CORP COM BSX	BSX	15,398	$1.6m0.22%	0.22%	Added +2.0k	+1,975 14.7%
94	UNION PAC CORP COM UNP	UNP	6,385	$1.5m0.21%	0.21%	Added +275	+275 4.5%
95	SNOWFLAKE INC CL A SNOW	SNOW	10,156	$1.5m0.21%	0.21%	Added +612	+612 6.4%
96	SHERWIN WILLIAMS CO COM SHW	SHW	4,201	$1.5m0.21%	0.21%	Added +40	+40 1.0%
97	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,547	$1.4m0.20%	0.20%	Reduced -40	-40 -1.6%
98	AVERY DENNISON CORP COM AVY	AVY	7,738	$1.4m0.19%	0.19%	Reduced -66	-66 -0.8%
99	CONSTELLATION ENERGY CORP COM CEG	CEG	6,549	$1.3m0.19%	0.19%	Added +1.0k	+1,035 18.8%
100	MCKESSON CORP COM MCK	MCK	1,955	$1.3m0.19%	0.19%	Added +10	+10 0.5%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
Berkshire Hat A 100th		100	$681.0k100 shares
OXFORD LANE CAP COR PFD SER 2027 PRF OXLC 6.25 02.28.27 2027	OXLC 6.25 02.28.27 2027	13,200	$318.0k13.2k shares
Us Bancorp Del USB V0 PERP A	USB V0 PERP A	315	$269.0k315 shares
PARAMOUNT GLOBAL		21,799	$228.0k21.8k shares
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I		16,279	$227.0k16.3k shares
ISHARES TR PFF	PFF	3,575	$112.0k3.6k shares
ILLUMINA INC ILMN	ILMN	700	$94.0k700 shares
ISHARES GOLD TR IAU	IAU	1,319	$65.0k1.3k shares
EDISON INTL EIX	EIX	450	$36.0k450 shares
SAMSARA INC IOT	IOT	631	$28.0k631 shares
TAKE-TWO INTERACTIVE SOFTWAR TTWO	TTWO	150	$28.0k150 shares
ADOBE INC ADBE	ADBE	60	$27.0k60 shares
JP MORGAN JPM V0 PERP II	JPM V0 PERP II	20,000	$20.0k20.0k shares
FIDELITY NATL INFORMATION SV FIS	FIS	232	$19.0k232 shares
ADVANCED MICRO DEVICES INC AMD	AMD	136	$16.0k136 shares
GLOBAL PARTNERS LP GLP	GLP	250	$12.0k250 shares
BLACK HILLS CORP BKH	BKH	194	$11.0k194 shares
CONSUMERS ENERGY CO CMS 4.5 PERP B	CMS 4.5 PERP B	150	$11.0k150 shares
ENERGY TRANSFER L P ET	ET	544	$11.0k544 shares
MARRIOTT INTL INC NEW MAR	MAR	37	$10.0k37 shares
DUKE ENERGY CORP NEW DUK 5.75 PERP A	DUK 5.75 PERP A	400	$10.0k400 shares
Mercedes-Benz Group AG MBGAF	MBGAF	124	$7.0k124 shares
RAYONIER INC RYN	RYN	265	$7.0k265 shares
VESTAS WIND SYS AS UNSP ADR VWDRY	VWDRY	1,250	$6.0k1.2k shares
Webster Finl Corp Depositary SHS Repstg 1/40TH Int Non Cum Perp PFD Ser G 6.50 QTLY DIV Perp CLLB 25 WBS 6.5 PERP G	WBS 6.5 PERP G	200	$4.0k200 shares