RESOURCES MANAGEMENT CORP /CT/ /ADV
CIK 0000749044 · WEST HARTFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$793.5M
2026 Q2
Positions
188
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
6.7%
APH
AMPHENOL CORP CLASS A
6.3%
JPM
JPMORGAN CHASE & CO
4.5%
MSFT
MICROSOFT CORP
4.1%
GOOGL
ALPHABET INC CLASS A
3.3%
ABBV
ABBVIE INC
2.7%
AVGO
BROADCOM LTD
2.7%
NEE
NEXTERA ENERGY INC
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.