RESOURCES MANAGEMENT CORP /CT/ /ADV

WEST HARTFORD, CT · CIK 749044 · 13F filing filed 2026-02-13

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

$771.9m reported value -0.2% vs Q3 2025

429positions

38.2%in top 10

31 new 73 added 132 reduced 15 sold out vs Q3 2025

Holdings, Q4 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	191,696	$52.1m6.75%	6.75%	Reduced -3.5k	-3,515 -1.8%
2	AMPHENOL CORP CL A APH	APH	315,768	$42.7m5.53%	5.53%	Reduced -18.2k	-18,167 -5.4%
3	MICROSOFT CORP COM MSFT	MSFT	87,090	$42.1m5.46%	5.46%	Reduced -560	-560 -0.6%
4	JPMORGAN CHASE & CO COM JPM	JPM	110,564	$35.6m4.62%	4.62%	Reduced -1.3k	-1,293 -1.2%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	79,526	$24.9m3.22%	3.22%	Reduced -2.3k	-2,257 -2.8%
6	BROADCOM INC COM AVGO	AVGO	61,608	$21.3m2.76%	2.76%	Reduced -3.2k	-3,167 -4.9%
7	MCDONALDS CORP COM MCD	MCD	65,244	$19.9m2.58%	2.58%	Reduced -478	-478 -0.7%
8	ABBVIE INC COM ABBV	ABBV	84,406	$19.3m2.50%	2.50%	Reduced -259	-259 -0.3%
9	TJX COS INC NEW COM TJX	TJX	120,975	$18.6m2.41%	2.41%	Reduced -2.3k	-2,266 -1.8%
10	NEXTERA ENERGY INC COM NEE	NEE	223,315	$17.9m2.32%	2.32%	Reduced -2.0k	-2,022 -0.9%
11	HOME DEPOT INC COM HD	HD	44,059	$15.2m1.96%	1.96%	Reduced -59	-59 -0.1%
12	BLACKROCK INC COM BLK	BLK	13,819	$14.8m1.92%	1.92%	Reduced -93	-93 -0.7%
13	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	51,381	$13.8m1.79%	1.79%	Added +288	+288 0.6%
14	NVIDIA CORPORATION COM NVDA	NVDA	72,897	$13.6m1.76%	1.76%	Reduced -1.9k	-1,877 -2.5%
15	JOHNSON & JOHNSON COM JNJ	JNJ	60,744	$12.6m1.63%	1.63%	Reduced -702	-702 -1.1%
16	PROCTER AND GAMBLE CO COM PG	PG	81,511	$11.7m1.51%	1.51%	Added +1.7k	+1,737 2.2%
17	COSTCO WHSL CORP NEW COM COST	COST	13,483	$11.6m1.51%	1.51%	Added +1.2k	+1,212 9.9%
18	PEPSICO INC COM PEP	PEP	75,924	$10.9m1.41%	1.41%	Reduced -1.4k	-1,374 -1.8%
19	RTX CORPORATION COM RTX	RTX	57,418	$10.5m1.36%	1.36%	Reduced -83	-83 -0.1%
20	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	92,240	$8.4m1.09%	1.09%	Added +3.0k	+2,950 3.3%
21	CHEVRON CORP NEW COM CVX	CVX	55,185	$8.4m1.09%	1.09%	Added +1.5k	+1,514 2.8%
22	DANAHER CORPORATION COM DHR	DHR	34,430	$7.9m1.02%	1.02%	Reduced -2.7k	-2,659 -7.2%
23	T-MOBILE US INC COM TMUS	TMUS	37,328	$7.6m0.98%	0.98%	Added +2.2k	+2,198 6.3%
24	ELI LILLY & CO COM LLY	LLY	7,045	$7.6m0.98%	0.98%	Added +89	+89 1.3%
25	STRYKER CORPORATION COM SYK	SYK	21,424	$7.5m0.98%	0.98%	Added +2.8k	+2,826 15.2%
26	ORACLE CORP COM ORCL	ORCL	38,417	$7.5m0.97%	0.97%	Reduced -1.2k	-1,216 -3.1%
27	WASTE MGMT INC DEL COM WM	WM	34,000	$7.5m0.97%	0.97%	Added +6.0k	+5,998 21.4%
28	ILLINOIS TOOL WKS INC COM ITW	ITW	30,086	$7.4m0.96%	0.96%	Reduced -4.4k	-4,402 -12.8%
29	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	24,749	$7.3m0.95%	0.95%	Reduced -297	-297 -1.2%
30	AMAZON COM INC COM AMZN	AMZN	30,913	$7.1m0.92%	0.92%	Added +2.2k	+2,231 7.8%
31	EXXON MOBIL CORP COM XOM	XOM	55,561	$6.7m0.87%	0.87%	Added +269	+269 0.5%
32	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	25,956	$6.7m0.87%	0.87%	Added +941	+941 3.8%
33	ABBOTT LABS COM ABT	ABT	53,158	$6.7m0.86%	0.86%	Added +257	+257 0.5%
34	MERCK & CO INC COM MRK	MRK	59,610	$6.3m0.81%	0.81%	Added +468	+468 0.8%
35	BANK AMERICA CORP COM BAC	BAC	113,977	$6.3m0.81%	0.81%	Reduced -1.2k	-1,199 -1.0%
36	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,308	$6.2m0.81%	0.81%	Reduced -140	-140 -1.0%
37	QUALCOMM INC COM QCOM	QCOM	34,217	$5.9m0.76%	0.76%	Added +388	+388 1.1%
38	OMNICOM GROUP INC COM OMC	OMC	68,574	$5.5m0.72%	0.72%	Added +4.9k	+4,851 7.6%
39	BLACKSTONE INC COM BX	BX	35,782	$5.5m0.71%	0.71%	Added +799	+799 2.3%
40	WALMART INC COM WMT	WMT	49,390	$5.5m0.71%	0.71%	Reduced -1.1k	-1,145 -2.3%
41	TRACTOR SUPPLY CO COM TSCO	TSCO	109,938	$5.5m0.71%	0.71%	Added +26.7k	+26,690 32.1%
42	PNC FINL SVCS GROUP INC COM PNC	PNC	24,602	$5.1m0.67%	0.67%	Reduced -358	-358 -1.4%
43	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	23,534	$4.9m0.63%	0.63%	Reduced -815	-815 -3.4%
44	TRANE TECHNOLOGIES PLC SHS TT	TT	12,318	$4.8m0.62%	0.62%	Added +108	+108 0.9%
45	LAM RESEARCH CORP COM NEW LRCX	LRCX	27,652	$4.7m0.61%	0.61%	Reduced -480	-480 -1.7%
46	ANALOG DEVICES INC COM ADI	ADI	15,235	$4.1m0.54%	0.54%	Reduced -302	-302 -1.9%
47	VALERO ENERGY CORP COM VLO	VLO	25,269	$4.1m0.53%	0.53%	Reduced -534	-534 -2.1%
48	CISCO SYS INC COM CSCO	CSCO	50,705	$3.9m0.51%	0.51%	Reduced -134	-134 -0.3%
49	PROLOGIS INC. COM PLD	PLD	27,572	$3.5m0.46%	0.46%	Added +460	+460 1.7%
50	BOSTON SCIENTIFIC CORP COM BSX	BSX	35,920	$3.4m0.44%	0.44%	Added +7.0k	+6,968 24.1%
51	SERVICE CORP INTL COM SCI	SCI	41,884	$3.3m0.42%	0.42%	Added +8.0k	+7,981 23.5%
52	SALESFORCE INC COM CRM	CRM	12,265	$3.2m0.42%	0.42%	Added +184	+184 1.5%
53	EMERSON ELEC CO COM EMR	EMR	24,423	$3.2m0.42%	0.42%	Reduced -130	-130 -0.5%
54	PALO ALTO NETWORKS INC COM PANW	PANW	17,537	$3.2m0.42%	0.42%	Added +3.5k	+3,464 24.6%
55	CATERPILLAR INC COM CAT	CAT	5,230	$3.0m0.39%	0.39%	Reduced -100	-100 -1.9%
56	PACKAGING CORP AMER COM PKG	PKG	14,412	$3.0m0.39%	0.39%	Reduced -164	-164 -1.1%
57	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,044	$2.8m0.36%	0.36%	Added +1.5k	+1,544 61.8%
58	HONEYWELL INTL INC COM COM		14,037	$2.7m0.35%	0.35%	Reduced -3.8k	-3,770 -21.2%
59	XYLEM INC COM XYL	XYL	20,007	$2.7m0.35%	0.35%	Added +1.2k	+1,163 6.2%
60	CVS HEALTH CORP COM CVS	CVS	33,945	$2.7m0.35%	0.35%	Reduced -1.2k	-1,240 -3.5%
61	UNITEDHEALTH GROUP INC COM UNH	UNH	8,100	$2.7m0.35%	0.35%	Reduced -728	-728 -8.2%
62	UNITED PARCEL SERVICE INC CL B UPS	UPS	26,800	$2.7m0.34%	0.34%	Reduced -4.0k	-4,019 -13.0%
63	EOG RES INC COM EOG	EOG	25,199	$2.6m0.34%	0.34%	Added +2.6k	+2,581 11.4%
64	SNAP ON INC COM SNA	SNA	7,625	$2.6m0.34%	0.34%	Reduced -118	-118 -1.5%
65	DUKE ENERGY CORP NEW COM NEW DUK	DUK	22,227	$2.6m0.34%	0.34%	Reduced -346	-346 -1.5%
66	TRANSDIGM GROUP INC COM TDG	TDG	1,958	$2.6m0.34%	0.34%	Added +117	+117 6.4%
67	MCKESSON CORP COM MCK	MCK	3,132	$2.6m0.33%	0.33%	Added +84	+84 2.8%
68	VISA INC COM CL A V	V	7,238	$2.5m0.33%	0.33%	Reduced -63	-63 -0.9%
69	ISHARES TR CORE S&P500 ETF IVV	IVV	3,690	$2.5m0.33%	0.33%	Reduced -143	-143 -3.7%
70	REALTY INCOME CORP COM O	O	44,739	$2.5m0.33%	0.33%	Added +1.9k	+1,948 4.5%
71	GILEAD SCIENCES INC COM GILD	GILD	20,373	$2.5m0.32%	0.32%	Reduced -623	-623 -3.0%
72	TORONTO DOMINION BK ONT COM NEW TD	TD	26,451	$2.5m0.32%	0.32%	Reduced -7.0k	-7,008 -20.9%
73	VERIZON COMMUNICATIONS INC COM VZ	VZ	58,229	$2.4m0.31%	0.31%	Reduced -2.5k	-2,455 -4.0%
74	BERKLEY W R CORP COM WRB	WRB	33,722	$2.4m0.31%	0.31%	Added +2.2k	+2,225 7.1%
75	CONSTELLATION ENERGY CORP COM CEG	CEG	6,695	$2.4m0.31%	0.31%	Reduced -80	-80 -1.2%
76	MASTERCARD INCORPORATED CL A MA	MA	4,142	$2.4m0.31%	0.31%	Added +198	+198 5.0%
77	WELLS FARGO CO NEW COM WFC	WFC	25,365	$2.4m0.31%	0.31%	Added +462	+462 1.9%
78	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,980	$2.3m0.30%	0.30%	Added +283	+283 7.7%
79	SNOWFLAKE INC CL A SNOW	SNOW	10,028	$2.2m0.29%	0.29%	Reduced -315	-315 -3.0%
80	MARVELL TECHNOLOGY INC COM MRVL	MRVL	25,437	$2.2m0.28%	0.28%	Reduced -4.6k	-4,644 -15.4%
81	SEA LTD SPONSORD ADS SE	SE	16,603	$2.1m0.27%	0.27%	Added +10.4k	+10,366 166.2%
82	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,014	$2.0m0.26%	0.26%	Added +139	+139 3.6%
83	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	12,319	$2.0m0.26%	0.26%	Added +2.9k	+2,946 31.4%
84	CHUBB LIMITED COM CB	CB	6,305	$2.0m0.25%	0.25%	Added +147	+147 2.4%
85	TRAVELERS COMPANIES INC COM TRV	TRV	6,483	$1.9m0.24%	0.24%	Reduced -10	-10 -0.1%
86	LOWES COS INC COM LOW	LOW	7,760	$1.9m0.24%	0.24%	Reduced -2.4k	-2,397 -23.6%
87	AMETEK INC COM AME	AME	9,051	$1.9m0.24%	0.24%	Reduced -553	-553 -5.8%
88	LOCKHEED MARTIN CORP COM LMT	LMT	3,795	$1.8m0.24%	0.24%	Added +70	+70 1.9%
89	SERVICENOW INC COM NOW	NOW	11,715	$1.8m0.23%	0.23%	Added +2.3k	+2,305 24.5%
90	CUMMINS INC COM CMI	CMI	3,146	$1.6m0.21%	0.21%	Reduced -31	-31 -1.0%
91	NATERA INC COM NTRA	NTRA	6,758	$1.5m0.20%	0.20%	Reduced -257	-257 -3.7%
92	AMERICAN EXPRESS CO COM AXP	AXP	4,100	$1.5m0.20%	0.20%	Reduced -25	-25 -0.6%
93	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.20%	0.20%	Unchanged
94	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	27,800	$1.5m0.19%	0.19%	Unchanged
95	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,283	$1.4m0.19%	0.19%	Reduced -2	-2 -0.1%
96	UNION PAC CORP COM UNP	UNP	6,155	$1.4m0.18%	0.18%	Reduced -220	-220 -3.5%
97	SHERWIN WILLIAMS CO COM SHW	SHW	4,336	$1.4m0.18%	0.18%	Added +32	+32 0.7%
98	EVERSOURCE ENERGY COM ES	ES	20,782	$1.4m0.18%	0.18%	Unchanged
99	HEALTHPEAK PROPERTIES INC COM DOC	DOC	86,225	$1.4m0.18%	0.18%	Added +61.7k	+61,705 251.7%
100	DEERE & CO COM DE	DE	2,949	$1.4m0.18%	0.18%	Added +991	+991 50.6%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
MOTOROLA SOLUTIONS INC MSI	MSI	150	$69.0k150 shares
KKR & CO INC KKR	KKR	250	$32.0k250 shares
ASTRAZENECA PLC		350	$27.0k350 shares
VERTIV HOLDINGS CO VRT	VRT	110	$17.0k110 shares
SPDR INDEX SHS FDS EFAX	EFAX	219	$11.0k219 shares
KELLANOVA K	K	100	$8.0k100 shares
ISHARES TR ESGD	ESGD	87	$8.0k87 shares
ISHARES TR ESML	ESML	148	$7.0k148 shares
MERCADOLIBRE INC MELI	MELI	2	$5.0k2 shares
SPDR INDEX SHS FDS EEMX	EEMX	117	$5.0k117 shares
ISHARES TR ESGU	ESGU	31	$5.0k31 shares
BCE INC BCE	BCE	150	$4.0k150 shares
REVVITY INC RVTY	RVTY	14	$1.0k14 shares
SUNRUN INC RUN	RUN	50	$1.0k50 shares
DRIVE SHACK INC		300	$0300 shares