RESOURCES MANAGEMENT CORP /CT/ /ADV

WEST HARTFORD, CT · CIK 749044 · 13F filing filed 2026-08-14

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

$793.5m reported value +5.3% vs Q1 2026

188positions

37.2%in top 10

4 new 40 added 98 reduced 231 sold out vs Q1 2026

Holdings, Q2 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	183,682	$53.2m6.70%	6.70%	Reduced -8.6k	-8,592 -4.5%
2	AMPHENOL CORP CL A APH	APH	285,539	$50.3m6.34%	6.34%	Reduced -21.0k	-21,005 -6.8%
3	JPMORGAN CHASE & CO COM JPM	JPM	108,066	$35.4m4.46%	4.46%	Reduced -2.4k	-2,427 -2.2%
4	MICROSOFT CORP COM MSFT	MSFT	87,649	$32.7m4.12%	4.12%	Reduced -1.3k	-1,260 -1.4%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	73,519	$26.3m3.31%	3.31%	Reduced -4.1k	-4,053 -5.2%
6	ABBVIE INC COM ABBV	ABBV	85,694	$21.6m2.72%	2.72%	Added +252	+252 0.3%
7	BROADCOM INC COM AVGO	AVGO	56,110	$21.2m2.67%	2.67%	Reduced -4.6k	-4,636 -7.6%
8	NEXTERA ENERGY INC COM NEE	NEE	217,406	$19.1m2.40%	2.40%	Reduced -4.6k	-4,585 -2.1%
9	TJX COS INC NEW COM TJX	TJX	117,855	$17.9m2.25%	2.25%	Reduced -2.6k	-2,648 -2.2%
10	MCDONALDS CORP COM MCD	MCD	66,051	$17.9m2.25%	2.25%	Added +603	+603 0.9%
11	HOME DEPOT INC COM HD	HD	44,613	$15.7m1.98%	1.98%	Added +424	+424 1.0%
12	JOHNSON & JOHNSON COM JNJ	JNJ	57,899	$14.7m1.85%	1.85%	Reduced -1.5k	-1,488 -2.5%
13	NVIDIA CORPORATION COM NVDA	NVDA	67,594	$13.5m1.70%	1.70%	Reduced -4.6k	-4,646 -6.4%
14	BLACKROCK INC COM BLK	BLK	13,662	$13.1m1.66%	1.66%	Reduced -203	-203 -1.5%
15	COSTCO WHSL CORP NEW COM COST	COST	13,041	$12.2m1.54%	1.54%	Reduced -383	-383 -2.9%
16	PROCTER AND GAMBLE CO COM PG	PG	80,115	$11.7m1.48%	1.48%	Reduced -770	-770 -0.9%
17	RTX CORPORATION COM RTX	RTX	55,632	$10.6m1.33%	1.33%	Reduced -849	-849 -1.5%
18	PEPSICO INC COM PEP	PEP	77,405	$10.5m1.32%	1.32%	Added +2.2k	+2,245 3.0%
19	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,314	$10.2m1.28%	1.28%	Reduced -665	-665 -4.8%
20	LAM RESEARCH CORP COM NEW LRCX	LRCX	22,432	$9.7m1.23%	1.23%	Reduced -3.2k	-3,202 -12.5%
21	CHEVRON CORP NEW COM CVX	CVX	54,269	$9.0m1.13%	1.13%	Reduced -485	-485 -0.9%
22	AMAZON COM INC COM AMZN	AMZN	36,529	$8.7m1.10%	1.10%	Reduced -695	-695 -1.9%
23	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	90,739	$8.4m1.05%	1.05%	Reduced -580	-580 -0.6%
24	ELI LILLY & CO COM LLY	LLY	6,910	$8.3m1.04%	1.04%	Reduced -64	-64 -0.9%
25	WASTE MGMT INC DEL COM WM	WM	37,168	$8.3m1.04%	1.04%	Added +2.7k	+2,718 7.9%
26	PALO ALTO NETWORKS INC COM PANW	PANW	23,774	$8.1m1.02%	1.02%	Reduced -797	-797 -3.2%
27	MERCK & CO INC COM MRK	MRK	58,507	$7.5m0.95%	0.95%	Reduced -473	-473 -0.8%
28	ILLINOIS TOOL WKS INC COM ITW	ITW	27,509	$7.4m0.94%	0.94%	Reduced -90	-90 -0.3%
29	STRYKER CORPORATION COM SYK	SYK	23,544	$7.4m0.93%	0.93%	Added +1.0k	+1,011 4.5%
30	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	53,233	$7.3m0.92%	0.92%	New
31	T-MOBILE US INC COM TMUS	TMUS	43,172	$7.2m0.91%	0.91%	Added +3.9k	+3,878 9.9%
32	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	25,094	$7.1m0.89%	0.89%	Added +318	+318 1.3%
33	MARVELL TECHNOLOGY INC COM MRVL	MRVL	23,592	$7.0m0.89%	0.89%	Reduced -3.2k	-3,186 -11.9%
34	QUALCOMM INC COM QCOM	QCOM	36,728	$6.8m0.86%	0.86%	Added +341	+341 0.9%
35	BANK AMERICA CORP COM BAC	BAC	115,643	$6.6m0.83%	0.83%	Reduced -499	-499 -0.4%
36	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	52,505	$6.5m0.82%	0.82%	Added +1.6k	+1,606 3.2%
37	OMNICOM GROUP INC COM OMC	OMC	87,661	$6.4m0.80%	0.80%	Added +9.2k	+9,245 11.8%
38	ABBOTT LABS COM ABT	ABT	70,178	$6.4m0.80%	0.80%	Added +4.3k	+4,325 6.6%
39	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	28,424	$6.4m0.80%	0.80%	Reduced -143	-143 -0.5%
40	VALERO ENERGY CORP COM VLO	VLO	24,360	$6.3m0.80%	0.80%	Reduced -567	-567 -2.3%
41	PNC FINL SVCS GROUP INC COM PNC	PNC	24,096	$5.9m0.75%	0.75%	Reduced -466	-466 -1.9%
42	ANALOG DEVICES INC COM ADI	ADI	14,596	$5.8m0.73%	0.73%	Reduced -464	-464 -3.1%
43	TRANE TECHNOLOGIES PLC SHS TT	TT	11,753	$5.8m0.73%	0.73%	Reduced -240	-240 -2.0%
44	CISCO SYS INC COM CSCO	CSCO	48,986	$5.8m0.73%	0.73%	Reduced -635	-635 -1.3%
45	DANAHER CORPORATION COM DHR	DHR	29,684	$5.7m0.71%	0.71%	Reduced -3.3k	-3,345 -10.1%
46	ORACLE CORP COM ORCL	ORCL	37,066	$5.4m0.68%	0.68%	Reduced -530	-530 -1.4%
47	WALMART INC COM WMT	WMT	46,360	$5.3m0.66%	0.66%	Reduced -1.2k	-1,206 -2.5%
48	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	22,313	$5.1m0.64%	0.64%	Reduced -230	-230 -1.0%
49	CATERPILLAR INC COM CAT	CAT	4,650	$5.0m0.62%	0.62%	Reduced -230	-230 -4.7%
50	BLACKSTONE INC COM BX	BX	40,214	$4.7m0.60%	0.60%	Added +803	+803 2.0%
51	TRACTOR SUPPLY CO COM TSCO	TSCO	133,013	$4.2m0.53%	0.53%	Added +19.5k	+19,453 17.1%
52	SERVICE CORP INTL COM SCI	SCI	49,698	$3.8m0.48%	0.48%	Added +8.1k	+8,145 19.6%
53	PROLOGIS INC. COM PLD	PLD	26,943	$3.6m0.46%	0.46%	Reduced -58	-58 -0.2%
54	EMERSON ELEC CO COM EMR	EMR	24,217	$3.5m0.44%	0.44%	Added +6	+6 0.0%
55	MASTERCARD INCORPORATED CL A MA	MA	6,741	$3.5m0.44%	0.44%	Added +1.0k	+1,006 17.5%
56	PACKAGING CORP AMER COM PKG	PKG	14,332	$3.4m0.43%	0.43%	Added +340	+340 2.4%
57	CVS HEALTH CORP COM CVS	CVS	32,388	$3.4m0.42%	0.42%	Unchanged
58	UNITEDHEALTH GROUP INC COM UNH	UNH	7,911	$3.3m0.41%	0.41%	Reduced -40	-40 -0.5%
59	EOG RES INC COM EOG	EOG	24,475	$3.2m0.40%	0.40%	Added +196	+196 0.8%
60	TORONTO DOMINION BK ONT COM NEW TD	TD	25,941	$3.2m0.40%	0.40%	Reduced -20	-20 -0.1%
61	XYLEM INC COM XYL	XYL	26,599	$3.1m0.40%	0.40%	Added +3.3k	+3,267 14.0%
62	SNOWFLAKE INC CL A SNOW	SNOW	12,116	$3.1m0.39%	0.39%	Added +255	+255 2.1%
63	SNAP ON INC COM SNA	SNA	7,315	$2.9m0.37%	0.37%	Reduced -128	-128 -1.7%
64	DUKE ENERGY CORP NEW COM NEW DUK	DUK	22,838	$2.9m0.36%	0.36%	Added +840	+840 3.8%
65	BERKLEY W R CORP COM WRB	WRB	40,531	$2.9m0.36%	0.36%	Added +1.4k	+1,383 3.5%
66	ISHARES TR CORE S&P500 ETF IVV	IVV	3,804	$2.8m0.36%	0.36%	Reduced -285	-285 -7.0%
67	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,789	$2.8m0.36%	0.36%	Reduced -180	-180 -4.5%
68	REALTY INCOME CORP COM O	O	45,514	$2.8m0.36%	0.36%	Reduced -150	-150 -0.3%
69	UNITED PARCEL SERVICE INC CL B UPS	UPS	25,992	$2.8m0.35%	0.35%	Reduced -233	-233 -0.9%
70	FISERV INC COM FISV	FISV	56,500	$2.8m0.35%	0.35%	Reduced -4.6k	-4,603 -7.5%
71	GILEAD SCIENCES INC COM GILD	GILD	20,373	$2.6m0.32%	0.32%	Unchanged
72	VISA INC COM CL A V	V	7,167	$2.5m0.31%	0.31%	Reduced -71	-71 -1.0%
73	MCKESSON CORP COM MCK	MCK	3,180	$2.4m0.30%	0.30%	Added +90	+90 2.9%
74	VERIZON COMMUNICATIONS INC COM VZ	VZ	56,044	$2.4m0.30%	0.30%	Reduced -2.2k	-2,197 -3.8%
75	BOSTON SCIENTIFIC CORP COM BSX	BSX	54,885	$2.3m0.30%	0.30%	Added +6.2k	+6,200 12.7%
76	TRANSDIGM GROUP INC COM TDG	TDG	1,719	$2.3m0.29%	0.29%	Reduced -218	-218 -11.2%
77	SALESFORCE INC COM CRM	CRM	14,322	$2.2m0.28%	0.28%	Added +418	+418 3.0%
78	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	18,025	$2.2m0.28%	0.28%	Added +3.4k	+3,407 23.3%
79	AMETEK INC COM AME	AME	9,036	$2.2m0.28%	0.28%	Unchanged
80	HEALTHPEAK PROPERTIES INC COM DOC	DOC	100,190	$2.1m0.27%	0.27%	Added +1.2k	+1,225 1.2%
81	TRAVELERS COMPANIES INC COM TRV	TRV	6,483	$2.1m0.27%	0.27%	Unchanged
82	CHUBB LIMITED COM CB	CB	6,205	$2.1m0.27%	0.27%	Reduced -100	-100 -1.6%
83	SEA LTD SPONSORD ADS SE	SE	21,963	$2.1m0.27%	0.27%	Added +1.5k	+1,525 7.5%
84	WELLS FARGO CO NEW COM WFC	WFC	24,760	$2.0m0.26%	0.26%	Reduced -592	-592 -2.3%
85	CUMMINS INC COM CMI	CMI	2,839	$2.0m0.26%	0.26%	Reduced -273	-273 -8.8%
86	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,027	$2.0m0.25%	0.25%	Added +23	+23 0.6%
87	CONSTELLATION ENERGY CORP COM CEG	CEG	7,934	$2.0m0.25%	0.25%	Added +705	+705 9.8%
88	NATERA INC COM NTRA	NTRA	6,828	$1.9m0.23%	0.23%	Added +157	+157 2.4%
89	LOCKHEED MARTIN CORP COM LMT	LMT	3,610	$1.8m0.23%	0.23%	Reduced -110	-110 -3.0%
90	DEERE & CO COM DE	DE	2,894	$1.8m0.23%	0.23%	Reduced -45	-45 -1.5%
91	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,642	$1.8m0.23%	0.23%	Reduced -98	-98 -2.6%
92	SERVICENOW INC COM NOW	NOW	18,055	$1.8m0.23%	0.23%	Added +2.8k	+2,765 18.1%
93	XPO INC COM XPO	XPO	8,412	$1.7m0.22%	0.22%	Reduced -900	-900 -9.7%
94	LOWES COS INC COM LOW	LOW	7,710	$1.7m0.21%	0.21%	Unchanged
95	UNION PAC CORP COM UNP	UNP	6,155	$1.7m0.21%	0.21%	Unchanged
96	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,314	$1.6m0.20%	0.20%	Unchanged
97	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	27,375	$1.6m0.20%	0.20%	Reduced -200	-200 -0.7%
98	BANK MONTREAL QUE COM BMO	BMO	8,770	$1.5m0.20%	0.20%	Unchanged
99	EVERSOURCE ENERGY COM ES	ES	20,782	$1.5m0.19%	0.19%	Unchanged
100	SHERWIN WILLIAMS CO COM SHW	SHW	4,266	$1.5m0.19%	0.19%	Reduced -70	-70 -1.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	54,534	$9.3m54.5k shares
HONEYWELL INTL INC		6,724	$3.0m6.7k 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	$326.0k13.2k shares
VANGUARD INDEX FDS VTI	VTI	981	$315.0k981 shares
SPDR GOLD TR GLD	GLD	705	$303.0k705 shares
BANK NEW YORK MELLON CORP BNY	BNY	2,370	$281.0k2.4k shares
META PLATFORMS INC META	META	464	$265.0k464 shares
INTUIT INTU	INTU	530	$229.0k530 shares
ONEOK INC NEW OKE	OKE	2,285	$207.0k2.3k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	3,195	$196.0k3.2k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	1,125	$195.0k1.1k shares
OSI SYSTEMS INC OSIS	OSIS	700	$186.0k700 shares
ALTRIA GROUP INC MO	MO	2,615	$173.0k2.6k shares
M & T BK CORP MTB	MTB	837	$173.0k837 shares
ALLEGION PLC ALLE	ALLE	1,188	$173.0k1.2k shares
ISHARES TR IJH	IJH	2,531	$171.0k2.5k shares
FASTENAL CO FAST	FAST	3,600	$167.0k3.6k shares
MARATHON PETE CORP MPC	MPC	650	$159.0k650 shares
VERALTO CORP VLTO	VLTO	1,752	$155.0k1.8k shares
CONSTELLATION BRANDS INC STZ	STZ	1,027	$154.0k1.0k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	930	$151.0k930 shares
STATE STR CORP STT	STT	1,175	$149.0k1.2k shares
MONDELEZ INTL INC MDLZ	MDLZ	2,530	$146.0k2.5k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,000	$146.0k1.0k shares
BP PLC BP	BP	3,100	$146.0k3.1k shares