RESOURCES MANAGEMENT CORP /CT/ /ADV

WEST HARTFORD, CT · CIK 749044 · 13F filing filed 2025-08-15

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

$736.4m reported value +3.6% vs Q1 2025

421positions

34.8%in top 10

24 new 63 added 143 reduced 31 sold out vs Q1 2025

Holdings, Q2 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	MICROSOFT CORP COM MSFT	MSFT	88,955	$44.2m6.01%	6.01%	Reduced -2.4k	-2,386 -2.6%
2	APPLE INC COM AAPL	AAPL	200,049	$41.0m5.57%	5.57%	Reduced -2.2k	-2,196 -1.1%
3	JPMORGAN CHASE & CO COM JPM	JPM	121,026	$35.1m4.76%	4.76%	Reduced -1.7k	-1,657 -1.4%
4	AMPHENOL CORP CL A APH	APH	353,157	$34.9m4.74%	4.74%	Reduced -9.5k	-9,510 -2.6%
5	MCDONALDS CORP COM MCD	MCD	66,638	$19.5m2.64%	2.64%	Reduced -212	-212 -0.3%
6	BROADCOM INC COM AVGO	AVGO	67,310	$18.6m2.52%	2.52%	Reduced -1.4k	-1,372 -2.0%
7	HOME DEPOT INC COM HD	HD	44,933	$16.5m2.24%	2.24%	Reduced -131	-131 -0.3%
8	ABBVIE INC COM ABBV	ABBV	85,411	$15.9m2.15%	2.15%	Added +77	+77 0.1%
9	NEXTERA ENERGY INC COM NEE	NEE	226,653	$15.7m2.14%	2.14%	Reduced -1.3k	-1,319 -0.6%
10	TJX COS INC NEW COM TJX	TJX	123,595	$15.3m2.07%	2.07%	Reduced -1.6k	-1,556 -1.2%
11	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	49,615	$14.8m2.01%	2.01%	Reduced -378	-378 -0.8%
12	BLACKROCK INC COM BLK	BLK	14,017	$14.7m2.00%	2.00%	Reduced -14	-14 -0.1%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	82,333	$14.5m1.97%	1.97%	Added +1.8k	+1,768 2.2%
14	PROCTER AND GAMBLE CO COM PG	PG	81,335	$13.0m1.76%	1.76%	Reduced -270	-270 -0.3%
15	NVIDIA CORPORATION COM NVDA	NVDA	76,346	$12.1m1.64%	1.64%	Added +301	+301 0.4%
16	COSTCO WHSL CORP NEW COM COST	COST	12,071	$11.9m1.62%	1.62%	Reduced -76	-76 -0.6%
17	JOHNSON & JOHNSON COM JNJ	JNJ	67,681	$10.3m1.40%	1.40%	Reduced -2.9k	-2,857 -4.0%
18	PEPSICO INC COM PEP	PEP	75,818	$10.0m1.36%	1.36%	Added +701	+701 0.9%
19	ILLINOIS TOOL WKS INC COM ITW	ITW	40,478	$10.0m1.36%	1.36%	Reduced -846	-846 -2.0%
20	ORACLE CORP COM ORCL	ORCL	43,311	$9.5m1.29%	1.29%	Reduced -2.4k	-2,358 -5.2%
21	FISERV INC COM FISV	FISV	49,805	$8.6m1.17%	1.17%	Added +8.7k	+8,730 21.2%
22	RTX CORPORATION COM RTX	RTX	58,581	$8.6m1.16%	1.16%	Reduced -230	-230 -0.4%
23	DANAHER CORPORATION COM DHR	DHR	41,907	$8.3m1.12%	1.12%	Reduced -3.3k	-3,290 -7.3%
24	T-MOBILE US INC COM TMUS	TMUS	34,711	$8.3m1.12%	1.12%	Added +6.6k	+6,626 23.6%
25	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	90,200	$8.1m1.10%	1.10%	Reduced -475	-475 -0.5%
26	CHEVRON CORP NEW COM CVX	CVX	54,273	$7.8m1.06%	1.06%	Reduced -230	-230 -0.4%
27	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	25,217	$7.4m1.01%	1.01%	Reduced -987	-987 -3.8%
28	ABBOTT LABS COM ABT	ABT	54,213	$7.4m1.00%	1.00%	Reduced -100	-100 -0.2%
29	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	23,410	$7.2m0.98%	0.98%	Added +52	+52 0.2%
30	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,531	$6.9m0.94%	0.94%	Reduced -90	-90 -0.7%
31	STRYKER CORPORATION COM SYK	SYK	17,190	$6.8m0.92%	0.92%	Reduced -133	-133 -0.8%
32	AMAZON COM INC COM AMZN	AMZN	28,584	$6.3m0.85%	0.85%	Added +916	+916 3.3%
33	EXXON MOBIL CORP COM XOM	XOM	57,052	$6.2m0.84%	0.84%	Reduced -665	-665 -1.1%
34	PNC FINL SVCS GROUP INC COM PNC	PNC	31,626	$5.9m0.80%	0.80%	Added +22	+22 0.1%
35	BANK AMERICA CORP COM BAC	BAC	118,314	$5.6m0.76%	0.76%	Reduced -32.3k	-32,285 -21.4%
36	TRANE TECHNOLOGIES PLC SHS TT	TT	12,447	$5.4m0.74%	0.74%	Reduced -266	-266 -2.1%
37	QUALCOMM INC COM QCOM	QCOM	33,814	$5.4m0.73%	0.73%	Added +60	+60 0.2%
38	WALMART INC COM WMT	WMT	54,000	$5.3m0.72%	0.72%	Added +112	+112 0.2%
39	BLACKSTONE INC COM BX	BX	35,112	$5.3m0.71%	0.71%	Added +220	+220 0.6%
40	HONEYWELL INTL INC COM COM		22,075	$5.1m0.70%	0.70%	Added +1.3k	+1,270 6.1%
41	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	24,713	$4.8m0.65%	0.65%	Reduced -619	-619 -2.4%
42	MERCK & CO INC COM MRK	MRK	56,668	$4.5m0.61%	0.61%	Added +1.7k	+1,724 3.1%
43	OMNICOM GROUP INC COM OMC	OMC	61,423	$4.4m0.60%	0.60%	Reduced -1.6k	-1,638 -2.6%
44	TRACTOR SUPPLY CO COM TSCO	TSCO	83,673	$4.4m0.60%	0.60%	Added +2.1k	+2,080 2.5%
45	UNITEDHEALTH GROUP INC COM UNH	UNH	13,692	$4.3m0.58%	0.58%	Reduced -1.3k	-1,332 -8.9%
46	UNITED PARCEL SERVICE INC CL B UPS	UPS	41,790	$4.2m0.57%	0.57%	Reduced -7.6k	-7,649 -15.5%
47	WASTE MGMT INC DEL COM WM	WM	17,897	$4.1m0.56%	0.56%	Reduced -20	-20 -0.1%
48	AIR PRODS & CHEMS INC COM APD	APD	14,147	$4.0m0.54%	0.54%	Added +220	+220 1.6%
49	ELI LILLY & CO COM LLY	LLY	4,928	$3.8m0.52%	0.52%	Added +1.5k	+1,459 42.1%
50	TORONTO DOMINION BK ONT COM NEW TD	TD	51,329	$3.8m0.51%	0.51%	Reduced -6.9k	-6,862 -11.8%
51	ANALOG DEVICES INC COM ADI	ADI	15,677	$3.7m0.51%	0.51%	Added +211	+211 1.4%
52	CISCO SYS INC COM CSCO	CSCO	52,185	$3.6m0.49%	0.49%	Reduced -7.8k	-7,847 -13.1%
53	VALERO ENERGY CORP COM VLO	VLO	25,637	$3.4m0.47%	0.47%	Reduced -434	-434 -1.7%
54	EMERSON ELEC CO COM EMR	EMR	25,353	$3.4m0.46%	0.46%	Reduced -40	-40 -0.2%
55	STARBUCKS CORP COM SBUX	SBUX	36,853	$3.4m0.46%	0.46%	Reduced -169	-169 -0.5%
56	CVS HEALTH CORP COM CVS	CVS	44,331	$3.1m0.42%	0.42%	Reduced -15.4k	-15,444 -25.8%
57	PROLOGIS INC. COM PLD	PLD	29,052	$3.1m0.41%	0.41%	Reduced -263	-263 -0.9%
58	LAM RESEARCH CORP COM NEW LRCX	LRCX	28,922	$2.8m0.38%	0.38%	Reduced -54	-54 -0.2%
59	VERIZON COMMUNICATIONS INC COM VZ	VZ	64,689	$2.8m0.38%	0.38%	Reduced -10.5k	-10,470 -13.9%
60	COGENT COMMUNICATIONS HLDGS COM NEW CCOI	CCOI	57,997	$2.8m0.38%	0.38%	Added +57.2k	+57,207 7241.4%
61	PALO ALTO NETWORKS INC COM PANW	PANW	13,574	$2.8m0.38%	0.38%	Added +99	+99 0.7%
62	PACKAGING CORP AMER COM PKG	PKG	14,466	$2.7m0.37%	0.37%	Reduced -71	-71 -0.5%
63	DUKE ENERGY CORP NEW COM NEW DUK	DUK	22,623	$2.7m0.36%	0.36%	Reduced -305	-305 -1.3%
64	VISA INC COM CL A V	V	7,478	$2.7m0.36%	0.36%	Added +16	+16 0.2%
65	SERVICE CORP INTL COM SCI	SCI	32,308	$2.6m0.36%	0.36%	Added +1.9k	+1,908 6.3%
66	EOG RES INC COM EOG	EOG	21,643	$2.6m0.35%	0.35%	Added +943	+943 4.6%
67	SALESFORCE INC COM CRM	CRM	9,484	$2.6m0.35%	0.35%	Added +2.2k	+2,188 30.0%
68	REALTY INCOME CORP COM O	O	42,818	$2.5m0.33%	0.33%	Added +384	+384 0.9%
69	XYLEM INC COM XYL	XYL	18,844	$2.4m0.33%	0.33%	Reduced -40	-40 -0.2%
70	CATERPILLAR INC COM CAT	CAT	6,230	$2.4m0.33%	0.33%	Unchanged
71	ISHARES TR CORE S&P500 ETF IVV	IVV	3,873	$2.4m0.33%	0.33%	Reduced -234	-234 -5.7%
72	GILEAD SCIENCES INC COM GILD	GILD	21,396	$2.4m0.32%	0.32%	Reduced -300	-300 -1.4%
73	SNAP ON INC COM SNA	SNA	7,588	$2.4m0.32%	0.32%	Added +307	+307 4.2%
74	SNOWFLAKE INC CL A SNOW	SNOW	10,318	$2.3m0.31%	0.31%	Added +162	+162 1.6%
75	LOWES COS INC COM LOW	LOW	10,257	$2.3m0.31%	0.31%	Reduced -2	-2 -0.0%
76	BERKLEY W R CORP COM WRB	WRB	30,634	$2.3m0.31%	0.31%	Added +132	+132 0.4%
77	MASTERCARD INCORPORATED CL A MA	MA	3,975	$2.2m0.30%	0.30%	Added +2	+2 0.1%
78	CONSTELLATION ENERGY CORP COM CEG	CEG	6,850	$2.2m0.30%	0.30%	Added +301	+301 4.6%
79	MARVELL TECHNOLOGY INC COM MRVL	MRVL	27,736	$2.1m0.29%	0.29%	Added +6.9k	+6,851 32.8%
80	WELLS FARGO CO NEW COM WFC	WFC	25,303	$2.0m0.28%	0.28%	Reduced -687	-687 -2.6%
81	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	34,005	$1.9m0.26%	0.26%	Added +975	+975 3.0%
82	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,875	$1.9m0.26%	0.26%	Added +10	+10 0.3%
83	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,639	$1.9m0.26%	0.26%	Added +416	+416 9.8%
84	PFIZER INC COM PFE	PFE	75,616	$1.8m0.25%	0.25%	Reduced -2.9k	-2,922 -3.7%
85	LOCKHEED MARTIN CORP COM LMT	LMT	3,908	$1.8m0.25%	0.25%	Reduced -1.1k	-1,080 -21.6%
86	CHUBB LIMITED COM CB	CB	6,048	$1.8m0.24%	0.24%	Unchanged
87	TRAVELERS COMPANIES INC COM TRV	TRV	6,546	$1.8m0.24%	0.24%	Unchanged
88	BOSTON SCIENTIFIC CORP COM BSX	BSX	16,278	$1.7m0.24%	0.24%	Added +880	+880 5.7%
89	AMETEK INC COM AME	AME	9,629	$1.7m0.24%	0.24%	Unchanged
90	EVERSOURCE ENERGY COM ES	ES	26,482	$1.7m0.23%	0.23%	Reduced -11.4k	-11,438 -30.2%
91	SERVICENOW INC COM NOW	NOW	1,587	$1.6m0.22%	0.22%	Added +22	+22 1.4%
92	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,532	$1.6m0.21%	0.21%	Reduced -15	-15 -0.6%
93	AMGEN INC COM AMGN	AMGN	5,480	$1.5m0.21%	0.21%	Reduced -195	-195 -3.4%
94	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	31,910	$1.5m0.20%	0.20%	Reduced -2.8k	-2,763 -8.0%
95	UNION PAC CORP COM UNP	UNP	6,375	$1.5m0.20%	0.20%	Reduced -10	-10 -0.2%
96	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.20%	0.20%	Unchanged
97	SHERWIN WILLIAMS CO COM SHW	SHW	4,241	$1.5m0.20%	0.20%	Added +40	+40 0.9%
98	MCKESSON CORP COM MCK	MCK	1,968	$1.4m0.20%	0.20%	Added +13	+13 0.7%
99	AMERICAN EXPRESS CO COM AXP	AXP	4,400	$1.4m0.19%	0.19%	Reduced -5	-5 -0.1%
100	AVERY DENNISON CORP COM AVY	AVY	7,800	$1.4m0.19%	0.19%	Added +62	+62 0.8%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
UNITED BANKSHARES INC WEST V UBSI	UBSI	20,500	$711.0k20.5k shares
TRUIST FINL CORP TFC	TFC	16,600	$683.0k16.6k shares
TRUSTMARK CORP TRMK	TRMK	19,500	$673.0k19.5k shares
S & T BANCORP INC STBA	STBA	16,400	$608.0k16.4k shares
BOK FINL CORP BOKF	BOKF	5,550	$578.0k5.5k shares
WESBANCO INC WSBC	WSBC	17,800	$551.0k17.8k shares
FIRST FINL BANCORP OH FFBC	FFBC	21,715	$542.0k21.7k shares
COMMUNITY FINANCIAL SYSTEM I CBU	CBU	9,250	$526.0k9.2k shares
COLUMBIA BKG SYS INC COLB	COLB	19,250	$480.0k19.2k shares
ATLANTIC UN BANKSHARES CORP AUB	AUB	15,200	$473.0k15.2k shares
COMERICA INC CMA	CMA	7,400	$437.0k7.4k shares
FIRST INTST BANCSYSTEM INC FIBK	FIBK	14,600	$418.0k14.6k shares
THE TRADE DESK INC TTD	TTD	2,340	$128.0k2.3k shares
INVESCO EXCHANGE TRADED FD T SPHQ	SPHQ	658	$44.0k658 shares
QORVO INC QRVO	QRVO	345	$25.0k345 shares
PINNACLE WEST CAP CORP PNW	PNW	200	$19.0k200 shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	250	$18.0k250 shares
MICRON TECHNOLOGY INC MU	MU	200	$17.0k200 shares
BAIN CAP SPECIALTY FIN INC BCSF	BCSF	900	$15.0k900 shares
CLOROX CO DEL CLX	CLX	70	$10.0k70 shares
BHP GROUP LTD BHP	BHP	150	$7.0k150 shares
NUSHARES ETF TR NUMG	NUMG	150	$6.0k150 shares
CONAGRA BRANDS INC CAG	CAG	200	$5.0k200 shares
EKSO BIONICS HLDGS INC		10,000	$4.0k10.0k shares
VANGUARD WORLD FD VFH	VFH	15	$2.0k15 shares