RESOURCES MANAGEMENT CORP /CT/ /ADV
Institutional InvestorSimilar funds →SEC EDGAR: CIK 749044
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13F Reported Value
ⓘ$793.5M
Holdings
188
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RESOURCES MANAGEMENT CORP /CT/ /ADV disclosed 188 positions worth $793.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.7% of the equity portfolio, followed by $APH and $JPM. During the quarter the fund opened 2 new positions and exited 228 — including a new stake in $HONA and a full exit from $OXLC. The portfolio is most concentrated in Technology (36.0% of disclosed assets). All figures are sourced directly from RESOURCES MANAGEMENT CORP /CT/ /ADV’s Form 13F-HR filing with the SEC under CIK 749044.
AI Fund Analysis
StableSector Allocation
TechnologyConsumer DiscretionaryFinancialsHealthcareIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$53.2M183,682 sh - 79.3#41
Quality
$50.3M285,539 sh - 70.7#210
Quality
$35.4M108,066 sh - 79.8
Quality
$32.7M87,649 sh - 78.2
Quality
$26.3M73,519 sh - 72.6
Quality
$21.6M85,694 sh - 84.5
Quality
$21.2M56,110 sh - 64.6
Quality
$19.1M217,406 sh - 68.7
Quality
$17.9M117,855 sh - 69.0
Quality
$17.9M66,051 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $53.2M | 183,682 |
 AMPHENOL CORP /DE/$APH | 79.3#41 | $50.3M | 285,539 |
 JPMORGAN CHASE & CO$JPM | 70.7#210 | $35.4M | 108,066 |
 MICROSOFT CORP$MSFT | 79.8 | $32.7M | 87,649 |
 Alphabet Inc.$GOOG | 78.2 | $26.3M | 73,519 |
 AbbVie Inc.$ABBV | 72.6 | $21.6M | 85,694 |
 Broadcom Inc.$AVGO | 84.5 | $21.2M | 56,110 |
 NEXTERA ENERGY INC$NEE | 64.6 | $19.1M | 217,406 |
 TJX COMPANIES INC /DE/$TJX | 68.7 | $17.9M | 117,855 |
 MCDONALDS CORP$MCD | 69.0 | $17.9M | 66,051 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RESOURCES MANAGEMENT CORP /CT/ /ADV's 188 positions.
Showing top 10 of 188 holdings.
Sector Allocation
Technology
$285.3M
Consumer Discretionary
$100.6M
Financials
$97.8M
Healthcare
$84.7M
Industrials
$77.4M
Utilities
$35.4M
Energy
$28.5M
Consumer Staples
$27.0M
Full Holdings — RESOURCES MANAGEMENT CORP /CT/ /ADV (Q2 2026)
All 188 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $53.2M | 6.7% | -4% | 76.4 |
| 2 | $APH | AMPHENOL CORP /DE/ | $50.3M | 6.3% | -7% | 79.3 |
| 3 | $JPM | JPMORGAN CHASE & CO | $35.4M | 4.5% | -2% | 70.7 |
| 4 | $MSFT | MICROSOFT CORP | $32.7M | 4.1% | -1% | 79.8 |
| 5 | $GOOG | Alphabet Inc. | $26.3M | 3.3% | -5% | 78.2 |
| 6 | $ABBV | AbbVie Inc. | $21.6M | 2.7% | +0% | 72.6 |
| 7 | $AVGO | Broadcom Inc. | $21.2M | 2.7% | -8% | 84.5 |
| 8 | $NEE | NEXTERA ENERGY INC | $19.1M | 2.4% | -2% | 64.6 |
| 9 | $TJX | TJX COMPANIES INC /DE/ | $17.9M | 2.3% | -2% | 68.7 |
| 10 | $MCD | MCDONALDS CORP | $17.9M | 2.3% | +1% | 69 |
| 11 |  $HD | HOME DEPOT, INC. | $15.7M | 2.0% | +1% | 60.3 |
| 12 |  $JNJ | JOHNSON & JOHNSON | $14.7M | 1.9% | -3% | 69 |
| 13 |  $NVDA | NVIDIA CORP | $13.5M | 1.7% | -6% | 85.9 |
| 14 |  $BLK | BlackRock, Inc. | $13.1M | 1.7% | -1% | 70 |
| 15 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.2M | 1.5% | -3% | 66.2 |
| 16 |  $PG | PROCTER & GAMBLE Co | $11.7M | 1.5% | -1% | 64.6 |
| 17 |  $RTX | RTX Corp | $10.6M | 1.3% | -2% | 73.2 |
| 18 |  $PEP | PEPSICO INC | $10.5M | 1.3% | +3% | 63.4 |
| 19 |  $CRWD | CrowdStrike Holdings, Inc. | $10.2M | 1.3% | -5% | 67.7 |
| 20 |  $LRCX | LAM RESEARCH CORP | $9.7M | 1.2% | -12% | 79.4 |
| 21 |  $CVX | CHEVRON CORP | $9.0M | 1.1% | -1% | 62.8 |
| 22 |  $AMZN | AMAZON COM INC | $8.7M | 1.1% | -2% | 68.7 |
| 23 |  $ORLY | O REILLY AUTOMOTIVE INC | $8.4M | 1.1% | -1% | 67.4 |
| 24 |  $LLY | ELI LILLY & Co | $8.3M | 1.0% | -1% | 87.5 |
| 25 |  $WM | WASTE MANAGEMENT INC | $8.3M | 1.0% | +8% | 67.6 |
| 26 |  $PANW | Palo Alto Networks Inc | $8.1M | 1.0% | -3% | 65.5 |
| 27 |  $MRK | Merck & Co., Inc. | $7.5M | 0.9% | -1% | 59.9 |
| 28 |  $ITW | ILLINOIS TOOL WORKS INC | $7.4M | 0.9% | -0% | 63.6 |
| 29 |  $SYK | STRYKER CORP | $7.4M | 0.9% | +4% | 72.1 |
| 30 |  $XOM.R34088 | EXXON MOBIL CORP | $7.3M | 0.9% | -2% | 57.9 |
| 31 |  $TMUS | T-Mobile US, Inc. | $7.2M | 0.9% | +10% | 69.1 |
| 32 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.1M | 0.9% | +1% | 70 |
| 33 |  $MRVL | Marvell Technology, Inc. | $7.0M | 0.9% | -12% | 76.5 |
| 34 |  $QCOM | QUALCOMM INC/DE | $6.8M | 0.9% | +1% | 70.5 |
| 35 |  $BAC | BANK OF AMERICA CORP /DE/ | $6.6M | 0.8% | -0% | 67.6 |
| 36 |  $ACN | Accenture plc | $6.5M | 0.8% | +3% | — |
| 37 |  $OMC | OMNICOM GROUP INC. | $6.4M | 0.8% | +12% | 59.1 |
| 38 |  $ABT | ABBOTT LABORATORIES | $6.4M | 0.8% | +7% | 65.5 |
| 39 |  $ADP | AUTOMATIC DATA PROCESSING INC | $6.4M | 0.8% | -1% | 69.8 |
| 40 |  $VLO | VALERO ENERGY CORP/TX | $6.3M | 0.8% | -2% | 57.8 |
| 41 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.9M | 0.8% | -2% | 73.7 |
| 42 |  $ADI | ANALOG DEVICES INC | $5.8M | 0.7% | -3% | 79.2 |
| 43 |  $TT | Trane Technologies plc | $5.8M | 0.7% | -2% | — |
| 44 |  $CSCO | CISCO SYSTEMS, INC. | $5.8M | 0.7% | -1% | 70.3 |
| 45 |  $DHR | DANAHER CORP /DE/ | $5.7M | 0.7% | -10% | 64.8 |
| 46 |  $ORCL | ORACLE CORP | $5.4M | 0.7% | -1% | 66.2 |
| 47 |  $WMT | Walmart Inc. | $5.3M | 0.7% | -3% | 60.2 |
| 48 | — | VANGUARD MATERIALS ETF - Equity ETF | $5.1M | 0.6% | -1% | — |
| 49 |  $CAT | CATERPILLAR INC | $5.0M | 0.6% | -5% | 66.5 |
| 50 |  $BX | Blackstone Inc. | $4.7M | 0.6% | +2% | 74.4 |
| 51 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $4.2M | 0.5% | +17% | 55.2 |
| 52 |  $SCI | SERVICE CORP INTERNATIONAL | $3.8M | 0.5% | +20% | 68.9 |
| 53 |  $PLD | Prologis, Inc. | $3.6M | 0.5% | -0% | 68.3 |
| 54 |  $EMR | EMERSON ELECTRIC CO | $3.5M | 0.4% | +0% | 65.3 |
| 55 |  $MA | Mastercard Inc | $3.5M | 0.4% | +18% | 85.1 |
| 56 |  $PKG | PACKAGING CORP OF AMERICA | $3.4M | 0.4% | +2% | 63 |
| 57 |  $CVS | CVS HEALTH Corp | $3.4M | 0.4% | +0% | 59.4 |
| 58 |  $UNH | UNITEDHEALTH GROUP INC | $3.3M | 0.4% | -1% | 62.7 |
| 59 |  $EOG | EOG RESOURCES INC | $3.2M | 0.4% | +1% | 71.9 |
| 60 |  $TD | TORONTO DOMINION BANK | $3.2M | 0.4% | -0% | 80.5 |
| 61 |  $XYL | Xylem Inc. | $3.1M | 0.4% | +14% | 65.8 |
| 62 |  $SNOW | Snowflake Inc. | $3.1M | 0.4% | +2% | 54.9 |
| 63 |  $SNA | Snap-on Inc | $2.9M | 0.4% | -2% | 63 |
| 64 |  $DUK | Duke Energy CORP | $2.9M | 0.4% | +4% | 56.4 |
| 65 |  $WRB | BERKLEY W R CORP | $2.9M | 0.4% | +4% | 68.6 |
| 66 | — | ISHARES CORE S&P 500 ETF - Equity ETF | $2.8M | 0.4% | -7% | — |
| 67 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.4% | -5% | — |
| 68 |  $O | REALTY INCOME CORP | $2.8M | 0.4% | -0% | 73.7 |
| 69 |  $UPS | UNITED PARCEL SERVICE INC | $2.8M | 0.3% | -1% | 58.6 |
| 70 |  $FISV | FISERV INC | $2.8M | 0.3% | -8% | 60.7 |
| 71 |  $GILD | GILEAD SCIENCES, INC. | $2.6M | 0.3% | +0% | 57.4 |
| 72 |  $V | VISA INC. | $2.5M | 0.3% | -1% | 82.9 |
| 73 |  $MCK | MCKESSON CORP | $2.4M | 0.3% | +3% | 63.4 |
| 74 |  $VZ | VERIZON COMMUNICATIONS INC | $2.4M | 0.3% | -4% | 65.8 |
| 75 |  $BSX | BOSTON SCIENTIFIC CORP | $2.3M | 0.3% | +13% | 77.5 |
| 76 |  $TDG | TransDigm Group INC | $2.3M | 0.3% | -11% | 68 |
| 77 |  $CRM | Salesforce, Inc. | $2.2M | 0.3% | +3% | 77 |
| 78 |  $ICE | Intercontinental Exchange, Inc. | $2.2M | 0.3% | +23% | 73.7 |
| 79 |  $AME | AMETEK INC/ | $2.2M | 0.3% | +0% | 69.7 |
| 80 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $2.1M | 0.3% | +1% | 63.9 |
| 81 |  $TRV | TRAVELERS COMPANIES, INC. | $2.1M | 0.3% | +0% | 75.9 |
| 82 |  $CB | Chubb Ltd | $2.1M | 0.3% | -2% | — |
| 83 |  $SE | Sea Ltd | $2.1M | 0.3% | +7% | — |
| 84 |  $WFC | WELLS FARGO & COMPANY/MN | $2.0M | 0.3% | -2% | 61.8 |
| 85 |  $CMI | CUMMINS INC | $2.0M | 0.3% | -9% | 58.1 |
| 86 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 0.3% | +1% | 73.8 |
| 87 |  $CEG | Constellation Energy Corp | $2.0M | 0.3% | +10% | 59.4 |
| 88 |  $NTRA | Natera, Inc. | $1.9M | 0.2% | +2% | 53.5 |
| 89 |  $LMT | LOCKHEED MARTIN CORP | $1.8M | 0.2% | -3% | 65.6 |
| 90 |  $DE | DEERE & CO | $1.8M | 0.2% | -2% | 55.4 |
| 91 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.8M | 0.2% | -3% | 65.1 |
| 92 |  $NOW | ServiceNow, Inc. | $1.8M | 0.2% | +18% | 72.9 |
| 93 |  $XPO | XPO, Inc. | $1.7M | 0.2% | -10% | 58.4 |
| 94 |  $LOW | LOWES COMPANIES INC | $1.7M | 0.2% | +0% | 60.8 |
| 95 |  $UNP | UNION PACIFIC CORP | $1.7M | 0.2% | +0% | 69.7 |
| 96 | — | VANGUARD 500 ETF - Equity ETF | $1.6M | 0.2% | +0% | — |
| 97 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.6M | 0.2% | -1% | 70.4 |
| 98 |  $BMO | BANK OF MONTREAL /CAN/ | $1.5M | 0.2% | +0% | 76 |
| 99 |  $ES | EVERSOURCE ENERGY | $1.5M | 0.2% | +0% | 66.1 |
| 100 |  $SHW | SHERWIN WILLIAMS CO | $1.5M | 0.2% | -2% | 61.3 |
| 101 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.2% | -53% | 65 |
| 102 |  $HONA | Honeywell Aerospace Inc. | $1.4M | 0.2% | NEW | — |
| 103 |  $LYV | Live Nation Entertainment, Inc. | $1.4M | 0.2% | -2% | 52.9 |
| 104 |  $LIN | LINDE PLC | $1.4M | 0.2% | -2% | — |
| 105 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.2% | +0% | 69.4 |
| 106 |  $APD | Air Products & Chemicals, Inc. | $1.3M | 0.2% | -10% | 46.4 |
| 107 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - Equity ETF | $1.3M | 0.2% | -6% | — |
| 108 |  $AMGN | AMGEN INC | $1.2M | 0.2% | -4% | 79.2 |
| 109 |  $PSX | Phillips 66 | $1.2M | 0.1% | -1% | 57.8 |
| 110 |  $SNPS | SYNOPSYS INC | $1.1M | 0.1% | -4% | 67.9 |
| 111 |  $GOOGL | Alphabet Inc. | $1.1M | 0.1% | -21% | 78.2 |
| 112 |  $GD | GENERAL DYNAMICS CORP | $1.1M | 0.1% | -5% | 68.7 |
| 113 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $1.0M | 0.1% | +1% | 43.5 |
| 114 |  $SO | SOUTHERN CO | $1.0M | 0.1% | -1% | 62 |
| 115 |  $HLI | HOULIHAN LOKEY, INC. | $1.0M | 0.1% | +9% | 67.8 |
| 116 |  $GE | GENERAL ELECTRIC CO | $975,062 | 0.1% | -2% | 73.8 |
| 117 |  $PFE | PFIZER INC | $956,217 | 0.1% | -3% | 62 |
| 118 |  $STAG | STAG Industrial, Inc. | $903,735 | 0.1% | -3% | 68.1 |
| 119 | — | EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND - Closed-End Fund | $831,746 | 0.1% | +0% | — |
| 120 |  $WWD | Woodward, Inc. | $786,213 | 0.1% | +0% | 67.3 |
| 121 |  $GXO | GXO Logistics, Inc. | $785,039 | 0.1% | -14% | 61.2 |
| 122 |  $CRH | CRH PUBLIC LTD CO | $780,993 | 0.1% | +134% | — |
| 123 |  $CL | COLGATE PALMOLIVE CO | $779,830 | 0.1% | -1% | 61.3 |
| 124 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $760,058 | 0.1% | +0% | — |
| 125 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | -50% | 73.8 |
| 126 |  $CARR | CARRIER GLOBAL Corp | $706,566 | 0.1% | +0% | 56.6 |
| 127 |  $AFL | AFLAC INC | $699,408 | 0.1% | +0% | 61.3 |
| 128 |  $CSX | CSX CORP | $685,827 | 0.1% | -0% | 65.2 |
| 129 |  $GS | GOLDMAN SACHS GROUP INC | $683,686 | 0.1% | -3% | 73.5 |
| 130 |  $SBUX | STARBUCKS CORP | $663,274 | 0.1% | -17% | 58.2 |
| 131 |  $PM | Philip Morris International Inc. | $651,276 | 0.1% | +0% | 75.9 |
| 132 | — | SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY - Equity ETF | $637,692 | 0.1% | -1% | — |
| 133 |  $WEC | WEC ENERGY GROUP, INC. | $631,609 | 0.1% | +0% | 60.1 |
| 134 |  $RMD | RESMED INC | $623,811 | 0.1% | +0% | 74.3 |
| 135 |  $DLR | DIGITAL REALTY TRUST, INC. | $622,963 | 0.1% | +0% | 72.8 |
| 136 |  $ROK | ROCKWELL AUTOMATION, INC | $621,820 | 0.1% | -1% | 63.6 |
| 137 |  $AVY | Avery Dennison Corp | $575,368 | 0.1% | -11% | 63.2 |
| 138 |  $COP | CONOCOPHILLIPS | $570,325 | 0.1% | +0% | 70.2 |
| 139 |  $NFLX | NETFLIX INC | $563,917 | 0.1% | -0% | 78.8 |
| 140 |  $GEV | GE Vernova Inc. | $545,135 | 0.1% | -1% | 81.1 |
| 141 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $545,030 | 0.1% | -0% | — |
| 142 |  $ISRG | INTUITIVE SURGICAL INC | $536,868 | 0.1% | +0% | 79.9 |
| 143 |  $CNR | Core Natural Resources, Inc. | $530,613 | 0.1% | +21% | 61.5 |
| 144 |  $PTC | PTC INC. | $484,660 | 0.1% | +60% | 74.7 |
| 145 |  $KO | COCA COLA CO | $475,430 | 0.1% | -19% | 69.5 |
| 146 |  $MFC | MANULIFE FINANCIAL CORP | $466,068 | 0.1% | -0% | — |
| 147 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $412,757 | 0.1% | +0% | 58.1 |
| 148 | — | ISHARES RUSSELL MID-CAP ETF - Equity ETF | $402,889 | 0.1% | +0% | — |
| 149 |  $PH | Parker-Hannifin Corp | $391,248 | 0.1% | +0% | 65.8 |
| 150 | — | VANGUARD INFORMATION TECHNOLOGY ETF - Equity ETF | $381,986 | 0.1% | +695% | — |
| 151 | — | VANGUARD FTSE EMERGING MARKETS ETF - Equity ETF | $377,257 | 0.1% | -5% | — |
| 152 |  $TSLA | Tesla, Inc. | $374,755 | 0.1% | -6% | 53.9 |
| 153 | — | ISHARES U S TECHNOLOGY ETF - Equity ETF | $370,778 | 0.1% | +0% | — |
| 154 |  $IR | Ingersoll Rand Inc. | $365,347 | 0.1% | -6% | 64.4 |
| 155 | — | TECHNOLOGY SELECT SECTOR SPDR ETF - Equity ETF | $362,750 | 0.1% | +0% | — |
| 156 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $352,920 | 0.0% | -30% | 65.1 |
| 157 | — | JPMORGAN EQUITY FOCUS ETF - Equity ETF | $349,999 | 0.0% | +0% | — |
| 158 |  $DVN | DEVON ENERGY CORP/DE | $347,501 | 0.0% | -9% | 74.8 |
| 159 | — | VANGUARD SMALL CAP ETF - Equity ETF | $345,598 | 0.0% | +0% | — |
| 160 | — | ISHARES S&P 500 GROWTH - Equity ETF | $330,622 | 0.0% | +0% | — |
| 161 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $327,756 | 0.0% | +0% | — |
| 162 |  $ROG | ROGERS CORP | $327,460 | 0.0% | +0% | 38.3 |
| 163 |  $ALL | ALLSTATE CORP | $311,701 | 0.0% | +0% | 78.5 |
| 164 |  $NVO | NOVO NORDISK A S | $311,610 | 0.0% | -50% | — |
| 165 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $305,586 | 0.0% | +0% | 62.9 |
| 166 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR - Equity ETF | $304,057 | 0.0% | +0% | — |
| 167 |  $ETN | Eaton Corp plc | $299,562 | 0.0% | +0% | — |
| 168 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $296,560 | 0.0% | +0% | 66.3 |
| 169 |  $MS | MORGAN STANLEY | $295,792 | 0.0% | +0% | 75.8 |
| 170 |  $NSC | NORFOLK SOUTHERN CORP | $294,142 | 0.0% | -8% | 63.2 |
| 171 |  $DELL | Dell Technologies Inc. | $280,449 | 0.0% | +0% | 71.2 |
| 172 |  $WBS | WEBSTER FINANCIAL CORP | $263,267 | 0.0% | -49% | 63.3 |
| 173 |  $FDX | FEDEX CORP | $255,827 | 0.0% | +0% | 60.3 |
| 174 | — | Blackstone Real Estate Income Trust Inc Cl I - Ordinary Share | $251,867 | 0.0% | NEW | — |
| 175 |  $DIS | Walt Disney Co | $248,999 | 0.0% | -0% | 60.1 |
| 176 |  $USB | US BANCORP \DE\ | $241,574 | 0.0% | +0% | 65.3 |
| 177 |  $BA | BOEING CO | $238,117 | 0.0% | +0% | 61.6 |
| 178 |  $FTV | Fortive Corp | $236,174 | 0.0% | -1% | 57 |
| 179 |  $SIGI | SELECTIVE INSURANCE GROUP INC | $235,055 | 0.0% | +0% | 68.7 |
| 180 | — | FINANCIAL SELECT SECTOR SPDR ETF - Equity ETF | $233,900 | 0.0% | +1% | — |
| 181 | — | ISHARES MSCI EAFE ETF - Equity ETF | $229,055 | 0.0% | +0% | — |
| 182 | — | ISHARES RUSSELL 2000 ETF - Equity ETF | $226,539 | 0.0% | -26% | — |
| 183 | — | NESTLE SA ADR - American Depository Receipt | $225,918 | 0.0% | -4% | — |
| 184 |  $LH | LABCORP HOLDINGS INC. | $215,600 | 0.0% | +0% | 65 |
| 185 |  $ANET | Arista Networks, Inc. | $212,350 | 0.0% | +0% | 81.9 |
| 186 |  $SPOT | Spotify Technology S.A. | $207,986 | 0.0% | +0% | — |
| 187 | $USB | US BANCORP \DE\ | $206,870 | 0.0% | -23% | 65.3 |
| 188 | — | JP MORGAN - Preferred Share | $20,055 | 0.0% | +0% | — |
New Positions (2)
$HONA Honeywell Aerospace Inc.$1.4M Blackstone Real Estate Income Trust Inc Cl I - Ordinary Share$251,867
Exited Positions (228)
$OXLC Oxford Lane Capital Corp. VANGUARD TOTAL STOCK MARKET ETF
$GLD SPDR GOLD TRUST
$BNY Bank of New York Mellon Corp
$META Meta Platforms, Inc.
$INTU INTUIT INC.
$OKE ONEOK INC /NEW/
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$OSIS OSI SYSTEMS INC
$ALLE Allegion plc
$MO ALTRIA GROUP, INC.
$MTB M&T BANK CORP ISHARES CORE S&P MID-CAP
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Available Analysis
13F Pro tracks comprehensive institutional data for RESOURCES MANAGEMENT CORP /CT/ /ADV including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track RESOURCES MANAGEMENT CORP /CT/ /ADV's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for RESOURCES MANAGEMENT CORP /CT/ /ADV and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: RESOURCES MANAGEMENT CORP /CT/ /ADV
13F Pro is an AI hedge fund tracker and stock research platform. For RESOURCES MANAGEMENT CORP /CT/ /ADV (SEC CIK: 749044), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.