RM

RESOURCES MANAGEMENT CORP /CT/ /ADV

13F
RESOURCES MANAGEMENT CORP /CT/ /ADV
Last update 2025-05-16 427 Stocks (29 new)
Value $711.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(6.32%)MSFT(4.82%)JPM(4.23%)APH(3.34%)MCD(2.94%)
Summary Stock Picks Current Portfolio
RESOURCES MANAGEMENT CORP /CT/... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
202,245
44,930.0
-0.73%
6.320
-0.05%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
91,341
34,290.0
-0.98%
4.820
-0.05%
0.000
+33.94%
+18.80%
3,707,650.2
Software
JPM
JPMorgan Chase & Co
122,683
30,090.0
-1.31%
4.230
-0.05%
0.000
+30.86%
+25.49%
822,612.0
Banks
APH
Amphenol Corp
362,667
23,790.0
+0.02%
3.340
0%
0.030
+59.01%
+43.84%
120,306.7
Hardware
MCD
McDonald's Corp
66,850
20,880.0
-1.12%
2.940
-0.03%
0.010
-7.08%
+2.61%
210,276.8
Restaurants
ABBV
AbbVie Inc
85,334
17,880.0
+0.19%
2.510
0%
0.000
-5.26%
+8.51%
334,344.8
Drug Manufacturers
HD
The Home Depot Inc
45,064
16,520.0
-0.52%
2.320
-0.01%
0.000
+5.08%
-3.25%
369,794.8
Retail - Cyclical
NEE
NextEra Energy Inc
227,972
16,160.0
+0.66%
2.270
+0.01%
0.010
+3.24%
+4.74%
152,091.7
Utilities - Regulated
ACN
Accenture PLC
49,993
15,600.0
+0.17%
2.190
0%
0.010
+1.60%
-12.56%
189,833.0
Software
TJX
TJX Companies Inc
125,151
15,240.0
-0.20%
2.140
0%
0.010
+0.67%
+4.83%
140,411.4
Retail - Cyclical

RESOURCES MANAGEMENT CORP /CT/ /ADV's Historical Top Holdings Breakdowns

RESOURCES MANAGEMENT CORP /CT/ /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
STZ
Constellation Brands Inc
2025-03-31
Reduce
Reduce
-0.29%
●
161.05 ($181.67) 222.93
$172.32
-5.15%
Reduce -51.59%
9,036
-9,631
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.22%
●
663000 ($729331) 801950
$727,455.00
-0.26%
New holding
2
2
CVS
CVS Health Corp
2025-03-31
Reduce
Reduce
-0.15%
●
44.22 ($59.84) 68.64
$67.43
12.68%
Reduce -29.52%
59,775
-25,032
HON
Honeywell International Inc
2025-03-31
Reduce
Reduce
-0.14%
●
202.75 ($214.7) 226.52
$240.40
11.97%
Reduce -18.19%
20,805
-4,627
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.13%
●
190.26 ($217) 242.06
$223.41
2.95%
Add 20.57%
27,668
4,721
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.13%
●
142.06 ($156.47) 167.7
$156.01
-0.29%
Reduce -8.44%
70,538
-6,500
TT
Trane Technologies PLC
2025-03-31
Add
Add
+0.13%
●
332 ($361.35) 400.86
$437.39
21.04%
Add 26.67%
12,713
2,677
DIS
The Walt Disney Co
2025-03-31
Reduce
Reduce
-0.13%
●
96.87 ($107.47) 114
$124.00
15.38%
Reduce -44.21%
10,560
-8,369
ZTS
Zoetis Inc
2025-03-31
Reduce
Reduce
-0.11%
●
156.48 ($166.29) 175.67
$159.18
-4.28%
Reduce -32.92%
9,815
-4,816
MRK
Merck & Co Inc
2025-03-31
Add
Add
+0.10%
●
83.01 ($93.37) 101.02
$80.93
-13.32%
Add 16.09%
54,944
7,617

RESOURCES MANAGEMENT CORP /CT/ /ADV Total Holding History ($B)

To

RESOURCES MANAGEMENT CORP /CT/ /ADV's Asset Allocation

To

RESOURCES MANAGEMENT CORP /CT/ /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RESOURCES MANAGEMENT CORP /CT/ /ADV's Hypothetical Growth since 2025-03-31

RESOURCES MANAGEMENT CORP /CT/ /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

RESOURCES MANAGEMENT CORP /CT/ /ADV's Holdings Heat Map

Size field:

RESOURCES MANAGEMENT CORP /CT/ /ADV's Holdings Bubble Chart

RESOURCES MANAGEMENT CORP /CT/ /ADV News

  • 1

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