DOSSIER · 13F-HR · Q2 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV

$794M in tracked AUM across 188 positions as of Q2 2026.

RM
CIK 0000749044 · last filed Jun 30, 2026
Total AUM
$794M
as of Q2 2026
Holdings
188
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$53M184K6.7%
02
APH
AMPHENOL CORP CLASS A
$50M286K6.3%
03
JPM
JPMORGAN CHASE & CO
$35M108K4.5%
04
MSFT
MICROSOFT CORP
$33M88K4.1%
05
GOOGL
ALPHABET INC CLASS A
$26M74K3.3%
06
ABBV
ABBVIE INC
$22M86K2.7%
07
AVGO
BROADCOM LTD
$21M56K2.7%
08
NEE
NEXTERA ENERGY INC
$19M217K2.4%
09
TJX
TJX COMPANIES INC
$18M118K2.3%
10
MCD
MCDONALD'S CORP
$18M66K2.3%

Filing history

2026Q2Jun 30
$794M 5.3%
188 positionsView →
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
Showing 12 of 30