RESOURCES MANAGEMENT CORP /CT/ /ADV
•CIK: 749044•Filing: Q4 2025
RESOURCES MANAGEMENT CORP /CT/ /ADV manages $772M across a diversified portfolio of 417 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding AAPL at $52.1M and MSFT at $42.1M. Key allocations also include APH ($42.7M), JPM ($35.6M), and GOOGL ($24.9M). This structure suggests a core investment thesis focused on established market leaders across technology, healthcare, and financial services.
Total AUM
$771.9M
QoQ Performance
-1.1%
Positions
416
Top 10 Concentration
38.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
APH
MSFT
AAPL6.8%
APH5.5%
MSFT5.5%
JPM4.6%
GOOGL3.2%
AVGO2.8%
MCD2.6%
ABBV2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other32.9%
Technology26.5%
Healthcare9.7%
Financial9.7%
Consumer8.3%
Industrial3.3%
Utilities2.8%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
—
EVERSOURCE ENERGY
SOLD
$1.5M
+220 more exited positions
Changes from Q3 2025
NEW3 new positions
↑66 increased
↓94 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023