RESOURCES MANAGEMENT CORP /CT/ /ADV

WEST HARTFORD, CT · CIK 749044 · 13F filing filed 2026-05-15

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

$753.4m reported value -2.4% vs Q4 2025

415positions

36.2%in top 10

17 new 66 added 132 reduced 31 sold out vs Q4 2025

Holdings, Q1 2026

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	192,274	$48.8m6.48%	6.48%	Added +578	+578 0.3%
2	AMPHENOL CORP CL A APH	APH	306,544	$38.7m5.14%	5.14%	Reduced -9.2k	-9,224 -2.9%
3	MICROSOFT CORP COM MSFT	MSFT	88,909	$32.9m4.37%	4.37%	Added +1.8k	+1,819 2.1%
4	JPMORGAN CHASE & CO COM JPM	JPM	110,493	$32.5m4.31%	4.31%	Reduced -71	-71 -0.1%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	77,572	$22.3m2.96%	2.96%	Reduced -2.0k	-1,954 -2.5%
6	NEXTERA ENERGY INC COM NEE	NEE	221,991	$20.6m2.74%	2.74%	Reduced -1.3k	-1,324 -0.6%
7	MCDONALDS CORP COM MCD	MCD	65,448	$20.3m2.70%	2.70%	Added +204	+204 0.3%
8	TJX COS INC NEW COM TJX	TJX	120,503	$19.2m2.55%	2.55%	Reduced -472	-472 -0.4%
9	BROADCOM INC COM AVGO	AVGO	60,746	$18.8m2.50%	2.50%	Reduced -862	-862 -1.4%
10	ABBVIE INC COM ABBV	ABBV	85,442	$18.6m2.47%	2.47%	Added +1.0k	+1,036 1.2%
11	HOME DEPOT INC COM HD	HD	44,189	$14.5m1.93%	1.93%	Added +130	+130 0.3%
12	JOHNSON & JOHNSON COM JNJ	JNJ	59,387	$14.5m1.93%	1.93%	Reduced -1.4k	-1,357 -2.2%
13	COSTCO WHSL CORP NEW COM COST	COST	13,424	$13.4m1.78%	1.78%	Reduced -59	-59 -0.4%
14	BLACKROCK INC COM BLK	BLK	13,865	$13.3m1.77%	1.77%	Added +46	+46 0.3%
15	NVIDIA CORPORATION COM NVDA	NVDA	72,240	$12.6m1.67%	1.67%	Reduced -657	-657 -0.9%
16	PROCTER AND GAMBLE CO COM PG	PG	80,885	$11.7m1.55%	1.55%	Reduced -626	-626 -0.8%
17	PEPSICO INC COM PEP	PEP	75,160	$11.7m1.55%	1.55%	Reduced -764	-764 -1.0%
18	CHEVRON CORP NEW COM CVX	CVX	54,754	$11.3m1.50%	1.50%	Reduced -431	-431 -0.8%
19	RTX CORPORATION COM RTX	RTX	56,481	$10.9m1.45%	1.45%	Reduced -937	-937 -1.6%
20	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	50,899	$10.1m1.34%	1.34%	Reduced -482	-482 -0.9%
21	EXXON MOBIL CORP COM XOM	XOM	54,534	$9.3m1.23%	1.23%	Reduced -1.0k	-1,027 -1.9%
22	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	91,319	$8.4m1.12%	1.12%	Reduced -921	-921 -1.0%
23	T-MOBILE US INC COM TMUS	TMUS	39,294	$8.3m1.10%	1.10%	Added +2.0k	+1,966 5.3%
24	WASTE MGMT INC DEL COM WM	WM	34,450	$7.9m1.05%	1.05%	Added +450	+450 1.3%
25	AMAZON COM INC COM AMZN	AMZN	37,224	$7.8m1.03%	1.03%	Added +6.3k	+6,311 20.4%
26	STRYKER CORPORATION COM SYK	SYK	22,533	$7.4m0.98%	0.98%	Added +1.1k	+1,109 5.2%
27	ILLINOIS TOOL WKS INC COM ITW	ITW	27,599	$7.2m0.95%	0.95%	Reduced -2.5k	-2,487 -8.3%
28	MERCK & CO INC COM MRK	MRK	58,980	$7.1m0.94%	0.94%	Reduced -630	-630 -1.1%
29	ABBOTT LABS COM ABT	ABT	65,853	$6.8m0.90%	0.90%	Added +12.7k	+12,695 23.9%
30	ELI LILLY & CO COM LLY	LLY	6,974	$6.4m0.85%	0.85%	Reduced -71	-71 -1.0%
31	DANAHER CORPORATION COM DHR	DHR	33,029	$6.3m0.83%	0.83%	Reduced -1.4k	-1,401 -4.1%
32	VALERO ENERGY CORP COM VLO	VLO	24,927	$6.2m0.82%	0.82%	Reduced -342	-342 -1.4%
33	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	24,776	$6.0m0.80%	0.80%	Added +27	+27 0.1%
34	WALMART INC COM WMT	WMT	47,566	$5.9m0.78%	0.78%	Reduced -1.8k	-1,824 -3.7%
35	OMNICOM GROUP INC COM OMC	OMC	78,416	$5.9m0.78%	0.78%	Added +9.8k	+9,842 14.3%
36	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	28,567	$5.8m0.77%	0.77%	Added +2.6k	+2,611 10.1%
37	BANK AMERICA CORP COM BAC	BAC	116,142	$5.7m0.75%	0.75%	Added +2.2k	+2,165 1.9%
38	ORACLE CORP COM ORCL	ORCL	37,596	$5.5m0.73%	0.73%	Reduced -821	-821 -2.1%
39	LAM RESEARCH CORP COM NEW LRCX	LRCX	25,634	$5.5m0.73%	0.73%	Reduced -2.0k	-2,018 -7.3%
40	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,979	$5.5m0.72%	0.72%	Added +671	+671 5.0%
41	TRACTOR SUPPLY CO COM TSCO	TSCO	113,560	$5.1m0.68%	0.68%	Added +3.6k	+3,622 3.3%
42	PNC FINL SVCS GROUP INC COM PNC	PNC	24,562	$5.1m0.68%	0.68%	Reduced -40	-40 -0.2%
43	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	22,543	$5.1m0.67%	0.67%	Reduced -991	-991 -4.2%
44	TRANE TECHNOLOGIES PLC SHS TT	TT	11,993	$5.0m0.66%	0.66%	Reduced -325	-325 -2.6%
45	ANALOG DEVICES INC COM ADI	ADI	15,060	$4.8m0.64%	0.64%	Reduced -175	-175 -1.1%
46	QUALCOMM INC COM QCOM	QCOM	36,387	$4.7m0.62%	0.62%	Added +2.2k	+2,170 6.3%
47	BLACKSTONE INC COM BX	BX	39,411	$4.5m0.60%	0.60%	Added +3.6k	+3,629 10.1%
48	PALO ALTO NETWORKS INC COM PANW	PANW	24,571	$3.9m0.52%	0.52%	Added +7.0k	+7,034 40.1%
49	CISCO SYS INC COM CSCO	CSCO	49,621	$3.9m0.51%	0.51%	Reduced -1.1k	-1,084 -2.1%
50	PROLOGIS INC. COM PLD	PLD	27,001	$3.6m0.47%	0.47%	Reduced -571	-571 -2.1%
51	EOG RES INC COM EOG	EOG	24,279	$3.5m0.47%	0.47%	Reduced -920	-920 -3.6%
52	CATERPILLAR INC COM CAT	CAT	4,880	$3.5m0.46%	0.46%	Reduced -350	-350 -6.7%
53	SERVICE CORP INTL COM SCI	SCI	41,553	$3.4m0.46%	0.46%	Reduced -331	-331 -0.8%
54	FISERV INC COM FISV	FISV	61,103	$3.4m0.45%	0.45%	Added +56.8k	+56,781 1313.8%
55	EMERSON ELEC CO COM EMR	EMR	24,211	$3.2m0.42%	0.42%	Reduced -212	-212 -0.9%
56	BOSTON SCIENTIFIC CORP COM BSX	BSX	48,685	$3.1m0.41%	0.41%	Added +12.8k	+12,765 35.5%
57	HONEYWELL INTL INC COM COM		13,447	$3.0m0.40%	0.40%	Reduced -590	-590 -4.2%
58	PACKAGING CORP AMER COM PKG	PKG	13,992	$3.0m0.39%	0.39%	Reduced -420	-420 -2.9%
59	VERIZON COMMUNICATIONS INC COM VZ	VZ	58,241	$2.9m0.39%	0.39%	Added +12	+12 0.0%
60	DUKE ENERGY CORP NEW COM NEW DUK	DUK	21,998	$2.9m0.38%	0.38%	Reduced -229	-229 -1.0%
61	MASTERCARD INCORPORATED CL A MA	MA	5,735	$2.9m0.38%	0.38%	Added +1.6k	+1,593 38.5%
62	GILEAD SCIENCES INC COM GILD	GILD	20,373	$2.8m0.38%	0.38%	Unchanged
63	REALTY INCOME CORP COM O	O	45,664	$2.8m0.37%	0.37%	Added +925	+925 2.1%
64	XYLEM INC COM XYL	XYL	23,332	$2.8m0.37%	0.37%	Added +3.3k	+3,325 16.6%
65	SNAP ON INC COM SNA	SNA	7,443	$2.7m0.36%	0.36%	Reduced -182	-182 -2.4%
66	MCKESSON CORP COM MCK	MCK	3,090	$2.7m0.35%	0.35%	Reduced -42	-42 -1.3%
67	ISHARES TR CORE S&P500 ETF IVV	IVV	4,089	$2.7m0.35%	0.35%	Added +399	+399 10.8%
68	MARVELL TECHNOLOGY INC COM MRVL	MRVL	26,778	$2.7m0.35%	0.35%	Added +1.3k	+1,341 5.3%
69	BERKLEY W R CORP COM WRB	WRB	39,148	$2.6m0.34%	0.34%	Added +5.4k	+5,426 16.1%
70	SALESFORCE INC COM CRM	CRM	13,904	$2.6m0.34%	0.34%	Added +1.6k	+1,639 13.4%
71	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,969	$2.6m0.34%	0.34%	Reduced -75	-75 -1.9%
72	UNITED PARCEL SERVICE INC CL B UPS	UPS	26,225	$2.6m0.34%	0.34%	Reduced -575	-575 -2.1%
73	TORONTO DOMINION BK ONT COM NEW TD	TD	25,961	$2.4m0.32%	0.32%	Reduced -490	-490 -1.9%
74	CVS HEALTH CORP COM CVS	CVS	32,388	$2.3m0.31%	0.31%	Reduced -1.6k	-1,557 -4.6%
75	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	14,618	$2.3m0.31%	0.31%	Added +2.3k	+2,299 18.7%
76	LOCKHEED MARTIN CORP COM LMT	LMT	3,720	$2.2m0.30%	0.30%	Reduced -75	-75 -2.0%
77	TRANSDIGM GROUP INC COM TDG	TDG	1,937	$2.2m0.30%	0.30%	Reduced -21	-21 -1.1%
78	VISA INC COM CL A V	V	7,238	$2.2m0.29%	0.29%	Unchanged
79	UNITEDHEALTH GROUP INC COM UNH	UNH	7,951	$2.2m0.29%	0.29%	Reduced -149	-149 -1.8%
80	CHUBB LIMITED COM CB	CB	6,305	$2.1m0.27%	0.27%	Unchanged
81	CONSTELLATION ENERGY CORP COM CEG	CEG	7,229	$2.0m0.27%	0.27%	Added +534	+534 8.0%
82	WELLS FARGO CO NEW COM WFC	WFC	25,352	$2.0m0.27%	0.27%	Reduced -13	-13 -0.1%
83	AMETEK INC COM AME	AME	9,036	$1.9m0.26%	0.26%	Reduced -15	-15 -0.2%
84	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,004	$1.9m0.25%	0.25%	Reduced -10	-10 -0.2%
85	TRAVELERS COMPANIES INC COM TRV	TRV	6,483	$1.9m0.25%	0.25%	Unchanged
86	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,740	$1.8m0.24%	0.24%	Reduced -240	-240 -6.0%
87	LOWES COS INC COM LOW	LOW	7,710	$1.8m0.24%	0.24%	Reduced -50	-50 -0.6%
88	XPO INC COM XPO	XPO	9,312	$1.8m0.24%	0.24%	Reduced -220	-220 -2.3%
89	SNOWFLAKE INC CL A SNOW	SNOW	11,861	$1.8m0.24%	0.24%	Added +1.8k	+1,833 18.3%
90	SEA LTD SPONSORD ADS SE	SE	20,438	$1.7m0.22%	0.22%	Added +3.8k	+3,835 23.1%
91	CUMMINS INC COM CMI	CMI	3,112	$1.7m0.22%	0.22%	Reduced -34	-34 -1.1%
92	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	27,575	$1.7m0.22%	0.22%	Reduced -225	-225 -0.8%
93	DEERE & CO COM DE	DE	2,939	$1.7m0.22%	0.22%	Reduced -10	-10 -0.3%
94	HEALTHPEAK PROPERTIES INC COM DOC	DOC	98,965	$1.6m0.22%	0.22%	Added +12.7k	+12,740 14.8%
95	SERVICENOW INC COM NOW	NOW	15,290	$1.6m0.21%	0.21%	Added +3.6k	+3,575 30.5%
96	UNION PAC CORP COM UNP	UNP	6,155	$1.5m0.20%	0.20%	Unchanged
97	EVERSOURCE ENERGY COM ES	ES	20,782	$1.4m0.19%	0.19%	Unchanged
98	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.4m0.19%	0.19%	Unchanged
99	SHERWIN WILLIAMS CO COM SHW	SHW	4,336	$1.4m0.18%	0.18%	Unchanged
100	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,314	$1.4m0.18%	0.18%	Added +31	+31 1.4%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SYNOVUS FINL CORP		1,400	$70.0k1.4k shares
ISHARES TR DVY	DVY	400	$56.0k400 shares
ITRON INC ITRI	ITRI	500	$46.0k500 shares
S&P GLOBAL INC SPGI	SPGI	70	$37.0k70 shares
HINGHAM INSTN SVGS MASS HIFS	HIFS	125	$35.0k125 shares
ISHARES TR CRBN	CRBN	150	$35.0k150 shares
HANCOCK JOHN TAX-ADVANTAGED HTD	HTD	1,250	$30.0k1.2k shares
SCHWAB STRATEGIC TR FNDX	FNDX	995	$27.0k995 shares
PRICE T ROWE GROUP INC TROW	TROW	205	$21.0k205 shares
SUPER MICRO COMPUTER INC SMCI	SMCI	600	$18.0k600 shares
ENBRIDGE INC ENB	ENB	335	$16.0k335 shares
HEWLETT PACKARD ENTERPRISE C HPE	HPE	625	$15.0k625 shares
HP INC HPQ	HPQ	625	$14.0k625 shares
PAYPAL HLDGS INC PYPL	PYPL	222	$13.0k222 shares
NUCOR CORP NUE	NUE	75	$12.0k75 shares
SPDR SERIES TRUST SPTM	SPTM	130	$11.0k130 shares
SPDR SER TR SPYX	SPYX	168	$9.0k168 shares
CROWN CASTLE INC CCI	CCI	100	$9.0k100 shares
TCW ETF TRUST VOTE	VOTE	112	$9.0k112 shares
SOUTHWEST GAS HLDGS INC SWX	SWX	90	$7.0k90 shares
EKSO BIONICS HLDGS INC		666	$6.0k666 shares
PPL CORP PPL	PPL	150	$5.0k150 shares
BANK NOVA SCOTIA HALIFAX BNS	BNS	35	$3.0k35 shares
BATH & BODY WORKS INC BBWI	BBWI	150	$3.0k150 shares
KADANT INC KAI	KAI	10	$3.0k10 shares