DOSSIER · 13F-HR · Q1 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV

$753M in tracked AUM across 415 positions as of Q1 2026.

RM
CIK 0000749044 · last filed Mar 31, 2026
Total AUM
$753M
as of Q1 2026
Holdings
415
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Modest but genuine buying in two names defines the quarter across Resources Management Corp's $753.4 million, 415-position book: Amazon's share count rose 20% (a real $1.3 million addition) and Abbott Laboratories grew 24% ($1.3 million) — both among the largest true increases in the portfolio. Microsoft adds a third, less obvious case: shares rose 2.1% (a genuine $673,000 buy) even as the position's dollar value fell $9.2 million because the stock declined — a real addition that a price-only reading would miss entirely. One line needs a caveat: RTX Corporation shows up as both a new $10.9 million position and a sold $10.5 million position under two different CUSIPs in the same quarter — a share-class reissuance, not an actual trade. Palo Alto Networks was the one genuinely new name ($3.9 million), while Boston Scientific was fully exited ($3.4 million).

Two clean, modest conviction adds

Amazon's share count grew 20% this quarter — a genuine $1.3 million addition — and Abbott Laboratories grew 24% ($1.3 million), both among the largest true increases in a portfolio where most position changes were small. Neither move is large in absolute dollar terms, but both represent real, deliberate additions rather than passive drift.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$49M192K6.5%
02
APH
AMPHENOL CORP CLASS A
$39M307K5.1%
03
MSFT
MICROSOFT CORP
$33M89K4.4%
04
JPM
JPMORGAN CHASE & CO
$33M110K4.3%
05
GOOGL
ALPHABET INC CLASS A
$22M78K3.0%
06
NEE
NEXTERA ENERGY INC
$21M222K2.7%
07
MCD
MCDONALD'S CORP
$20M65K2.7%
08
TJX
TJX COMPANIES INC
$19M121K2.6%
09
AVGO
BROADCOM LTD
$19M61K2.5%
10
ABBV
ABBVIE INC
$19M85K2.5%

Filing history

2026Q1Mar 31
$753M 2.4%
415 positionsView →
2025Q4Dec 31
$772M 0.2%
429 positionsView →
2025Q3Sep 30
$774M 5.1%
415 positionsView →
2025Q2Jun 30
$736M 3.6%
421 positionsLocked
2025Q1Mar 31
$711M 2.9%
428 positionsLocked
2024Q4Dec 31
$733M 1.2%
428 positionsLocked
2024Q3Sep 30
$741M 7.9%
464 positionsLocked
2024Q2Jun 30
$687M 0.4%
429 positionsLocked
2024Q1Mar 31
$684M 1.7%
439 positionsLocked
2023Q4Dec 31
$673M 9.6%
456 positionsLocked
2023Q3Sep 30
$614M 4.2%
446 positionsLocked
2023Q2Jun 30
$641M 3.0%
449 positionsLocked
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