RESOURCES MANAGEMENT CORP /CT/ /ADV
$753M in tracked AUM across 415 positions as of 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).
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.