RESOURCES MANAGEMENT CORP /CT/ /ADV

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CIK 749044

13F portfolio (2026-Q1)

$753M

Positions

415

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

399

Top 5

23.3%

Top 10

36.2%

Effective N

49.5

HHI

0.020

This quarter

17 new · 0 exit →

By sector

Information Technology29.8%

Consumer Discretionary14.1%

Financials12.3%

Industrials10.5%

Health Care9.9%

Communication Services5.8%

Energy4.5%

Utilities3.9%

Other9.3%

By market cap

Large ($10–200B)48.3%

Mega (>$200B)47.2%

Unknown3.6%

Mid ($2–10B)0.8%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

North America96.8%

Other3.2%

Europe0.0%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Technology Hardware & Equipment	10.45%	16
Specialty Retail	10.35%	14
Semiconductors & Semiconductor Equipment	10.34%	13
Pharmaceuticals & Biotechnology	8.10%	16
Software	6.86%	12
Banks	6.84%	17
Oil, Gas & Consumable Fuels	4.42%	13
Software & IT Services	3.94%	7
Utilities	3.91%	20
Commercial Services & Supplies	3.81%	11
Machinery	3.53%	15
Unclassified	3.42%	99
Capital Markets	3.15%	12
Hotels, Restaurants & Leisure	2.86%	4
Aerospace & Defense	2.71%	8
Chemicals	2.14%	15
Beverages	1.64%	3
Health Care Equipment & Supplies	1.58%	8
Diversified Telecommunication Services	1.50%	4
Insurance	1.41%	17
Equity Real Estate Investment Trusts (REITs)	1.28%	10
Media & Entertainment	0.92%	8
Road & Rail	0.68%	7
Electrical Equipment & Components	0.68%	5
Communications Equipment	0.62%	1
Paper & Forest Products	0.50%	3
Diversified Consumer Services	0.46%	1
Distributors	0.39%	5
Transportation Infrastructure	0.36%	2
Food & Staples Retailing	0.31%	1
Health Care Providers & Services	0.21%	4
Entertainment	0.19%	2
Tobacco	0.10%	2
Coal & Consumable Fuels	0.08%	2
Food Products	0.06%	4
Automobiles & Components	0.05%	3
Construction Materials	0.04%	1
Airlines	0.04%	2
Metals & Mining	0.02%	3
Industrial Conglomerates	0.01%	1
Textiles, Apparel & Luxury Goods	0.01%	3
Life Sciences Tools & Services	0.00%	2
Household Durables	0.00%	1
Construction & Engineering	0.00%	1
Agricultural Products	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	6.48%
2	APH	AMPHENOL CORP /DE/	Information Technology	5.14%
3	MSFT	MICROSOFT CORP	Information Technology	4.37%
4	JPM	JPMORGAN CHASE & CO	Financials	4.31%
5	GOOGL	Alphabet Inc.	Communication Services	2.96%
6	NEE	NEXTERA ENERGY INC	Utilities	2.74%
7	MCD	MCDONALDS CORP	Consumer Discretionary	2.70%
8	TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	2.55%
9	AVGO	Broadcom Inc.	Information Technology	2.50%
10	ABBV	AbbVie Inc.	Health Care	2.47%

301/399 names classified · sector 96.8% of weight · industry 96.6% · mkt cap 96.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 29 quarters

Information TechnologyAAPL, MSFT, APH, AVGO, INTU · other

FinancialsJPM, BLK, WFC, WASH, CI · other

Consumer DiscretionaryMCD, HD, TJX, COST, DG · other

IndustrialsACN, ITW, CAT, ZBRA, BR · other

Health CareJNJ, ABBV, PFE, ABT, BMY · other

Communication ServicesGOOGL, DIS, TMUS, OMC, T · other

Consumer StaplesPEP, CVS, STZ, MO, GIS · other

UtilitiesNEE, DUK, ES, OKE, ETR · other

MaterialsPG, APD, KMB, ROG, EMN · other

EnergyCVX, XOM, VLO, COP, EOG · other

Real EstatePLD, DLR, STAG, O, BXMT · other

UnclassifiedUNITED TECHNOLOGIES CORP, XLY, VDC, XLP, VIG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 96.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (256 classified)RESOURCES MANAGEMENT CORP /CT/ /ADV centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsHealth CareCommunication ServicesEnergyUtilitiesMaterialsConsumer StaplesReal Estate

Style box summary for RESOURCES MANAGEMENT CORP /CT/ /ADV: centroid Large Core. Heaviest cells: Large Growth 37.4%, Large Value 25.6%, Large Core 22.6%.

Classified: 94.1% of book weight (256/394 names) · unclassified 5.9%: CRWD, VAW, IVV, SPY, TD, BRK.B, SNOW, SE, BRK.A, VOO +128 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 415 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	192,274	$49M	6.5%	HOLD
2	APHAMPHENOL CORP	306,544	$39M	5.1%	TRIM −3%
3	MSFTMICROSOFT CORP	88,909	$33M	4.4%	ADD 2%
4	JPMJPMORGAN CHASE & CO	110,493	$33M	4.3%	HOLD
5	GOOGLALPHABET INC	77,572	$22M	3.0%	TRIM −2%
6	NEENEXTERA ENERGY INC	221,991	$21M	2.7%	HOLD
7	MCDMCDONALDS CORP	65,448	$20M	2.7%	HOLD
8	TJXTJX COS INC NEW	120,503	$19M	2.6%	HOLD
9	AVGOBROADCOM INC	60,746	$19M	2.5%	HOLD
10	ABBVABBVIE INC	85,442	$19M	2.5%	HOLD
11	HDHOME DEPOT INC	44,189	$15M	1.9%	HOLD
12	JNJJOHNSON & JOHNSON	59,387	$15M	1.9%	TRIM −2%
13	COSTCOSTCO WHSL CORP NEW	13,424	$13M	1.8%	HOLD
14	BLKBLACKROCK INC	13,865	$13M	1.8%	HOLD
15	NVDANVIDIA CORPORATION	72,240	$13M	1.7%	HOLD
16	PGPROCTER AND GAMBLE CO	80,885	$12M	1.6%	HOLD
17	PEPPEPSICO INC	75,160	$12M	1.5%	HOLD
18	CVXCHEVRON CORP NEW	54,754	$11M	1.5%	HOLD
19	RTXRTX CORPORATION	56,481	$11M	1.4%	HOLD
20	ACNACCENTURE PLC IRELAND	50,899	$10M	1.3%	HOLD
21	XOMEXXON MOBIL CORP	54,534	$9M	1.2%	HOLD
22	ORLYOREILLY AUTOMOTIVE INC	91,319	$8M	1.1%	HOLD
23	TMUST-MOBILE US INC	39,294	$8M	1.1%	ADD 5%
24	WMWASTE MGMT INC DEL	34,450	$8M	1.1%	HOLD
25	AMZNAMAZON COM INC	37,224	$8M	1.0%	ADD 20%
26	SYKSTRYKER CORPORATION	22,533	$7M	1.0%	ADD 5%
27	ITWILLINOIS TOOL WKS INC	27,599	$7M	1.0%	TRIM −8%
28	MRKMERCK & CO INC	58,980	$7M	0.9%	HOLD
29	ABTABBOTT LABS	65,853	$7M	0.9%	ADD 24%
30	LLYELI LILLY & CO	6,974	$6M	0.9%	HOLD
31	DHRDANAHER CORP DEL	33,029	$6M	0.8%	TRIM −4%
32	VLOVALERO ENERGY CORP	24,927	$6M	0.8%	HOLD
33	IBMINTERNATIONAL BUSINESS MACHS	24,776	$6M	0.8%	HOLD
34	WMTWALMART INC	47,566	$6M	0.8%	TRIM −4%
35	OMCOMNICOM GROUP INC	78,416	$6M	0.8%	ADD 14%
36	ADPAUTOMATIC DATA PROCESSING IN	28,567	$6M	0.8%	ADD 10%
37	BACBANK AMERICA CORP	116,142	$6M	0.8%	HOLD
38	ORCLORACLE CORP	37,596	$6M	0.7%	TRIM −2%
39	LRCXLAM RESEARCH CORP	25,634	$5M	0.7%	TRIM −7%
40	CRWDCROWDSTRIKE HLDGS INC	13,979	$5M	0.7%	ADD 5%
41	TSCOTRACTOR SUPPLY CO	113,560	$5M	0.7%	ADD 3%
42	PNCPNC FINL SVCS GROUP INC	24,562	$5M	0.7%	HOLD
43	VAWVANGUARD WORLD FD	22,543	$5M	0.7%	TRIM −4%
44	TTTRANE TECHNOLOGIES PLC	11,993	$5M	0.7%	TRIM −3%
45	ADIANALOG DEVICES INC	15,060	$5M	0.6%	HOLD
46	QCOMQUALCOMM INC	36,387	$5M	0.6%	ADD 6%
47	BXBLACKSTONE INC	39,411	$5M	0.6%	ADD 10%
48	PANWPALO ALTO NETWORKS INC	24,571	$4M	0.5%	ADD 40%
49	CSCOCISCO SYS INC	49,621	$4M	0.5%	TRIM −2%
50	PLDPROLOGIS INC.	27,001	$4M	0.5%	TRIM −2%
51	EOGEOG RES INC	24,279	$4M	0.5%	TRIM −4%
52	CATCATERPILLAR INC	4,880	$3M	0.5%	TRIM −7%
53	SCISERVICE CORP INTL	41,553	$3M	0.5%	HOLD
54	FISVFISERV INC	61,103	$3M	0.5%	ADD 1314%
55	EMREMERSON ELEC CO	24,211	$3M	0.4%	HOLD
56	BSXBOSTON SCIENTIFIC CORP	48,685	$3M	0.4%	ADD 36%
57	HONHONEYWELL INTL INC	13,447	$3M	0.4%	TRIM −4%
58	PKGPACKAGING CORP AMER	13,992	$3M	0.4%	TRIM −3%
59	VZVERIZON COMMUNICATIONS INC	58,241	$3M	0.4%	HOLD
60	DUKDUKE ENERGY CORP NEW	21,998	$3M	0.4%	HOLD
61	MAMASTERCARD INCORPORATED	5,735	$3M	0.4%	ADD 38%
62	GILDGILEAD SCIENCES INC	20,373	$3M	0.4%	HOLD
63	OREALTY INCOME CORP	45,664	$3M	0.4%	ADD 2%
64	XYLXYLEM INC	23,332	$3M	0.4%	ADD 17%
65	SNASNAP ON INC	7,443	$3M	0.4%	TRIM −2%
66	MCKMCKESSON CORP	3,090	$3M	0.4%	HOLD
67	IVVISHARES TR	4,089	$3M	0.4%	ADD 11%
68	MRVLMARVELL TECHNOLOGY INC	26,778	$3M	0.4%	ADD 5%
69	WRBBERKLEY W R CORP	39,148	$3M	0.3%	ADD 16%
70	CRMSALESFORCE INC	13,904	$3M	0.3%	ADD 13%
71	SPYSTATE STR SPDR S&P 500 ETF T	3,969	$3M	0.3%	HOLD
72	UPSUNITED PARCEL SERVICE INC	26,225	$3M	0.3%	TRIM −2%
73	TDTORONTO DOMINION BK ONT	25,961	$2M	0.3%	HOLD
74	CVSCVS HEALTH CORP	32,388	$2M	0.3%	TRIM −5%
75	ICEINTERCONTINENTAL EXCHANGE IN	14,618	$2M	0.3%	ADD 19%
76	LMTLOCKHEED MARTIN CORP	3,720	$2M	0.3%	HOLD
77	TDGTRANSDIGM GROUP INC	1,937	$2M	0.3%	HOLD
78	VVISA INC	7,238	$2M	0.3%	HOLD
79	UNHUNITEDHEALTH GROUP INC	7,951	$2M	0.3%	HOLD
80	CBCHUBB LIMITED	6,305	$2M	0.3%	HOLD
81	CEGCONSTELLATION ENERGY CORP	7,229	$2M	0.3%	ADD 8%
82	WFCWELLS FARGO CO NEW	25,352	$2M	0.3%	HOLD
83	AMEAMETEK INC	9,036	$2M	0.3%	HOLD
84	BRK.BBERKSHIRE HATHAWAY INC DEL	4,004	$2M	0.3%	HOLD
85	TRVTRAVELERS COMPANIES INC	6,483	$2M	0.3%	HOLD
86	TMOTHERMO FISHER SCIENTIFIC INC	3,740	$2M	0.2%	TRIM −6%
87	LOWLOWES COS INC	7,710	$2M	0.2%	HOLD
88	XPOXPO INC	9,312	$2M	0.2%	TRIM −2%
89	SNOWSNOWFLAKE INC	11,861	$2M	0.2%	ADD 18%
90	SESEA LTD	20,438	$2M	0.2%	ADD 23%
91	CMICUMMINS INC	3,112	$2M	0.2%	HOLD
92	BMYBRISTOL-MYERS SQUIBB CO	27,575	$2M	0.2%	HOLD
93	DEDEERE & CO	2,939	$2M	0.2%	HOLD
94	DOCHEALTHPEAK PROPERTIES INC	98,965	$2M	0.2%	ADD 15%
95	NOWSERVICENOW INC	15,290	$2M	0.2%	ADD 31%
96	UNPUNION PAC CORP	6,155	$1M	0.2%	HOLD
97	ESEVERSOURCE ENERGY	20,782	$1M	0.2%	HOLD
98	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	0.2%	HOLD
99	SHWSHERWIN WILLIAMS CO	4,336	$1M	0.2%	HOLD
100	VOOVANGUARD INDEX FDS	2,314	$1M	0.2%	HOLD
101	APDAIR PRODS & CHEMS INC	4,746	$1M	0.2%	TRIM −12%
102	NTRANATERA INC	6,671	$1M	0.2%	HOLD
103	LINLINDE PLC	2,663	$1M	0.2%	TRIM −6%
104	PSXPHILLIPS 66	7,228	$1M	0.2%	HOLD
105	AMGNAMGEN INC	3,557	$1M	0.2%	TRIM −2%
106	VEAVANGUARD TAX-MANAGED FDS	18,635	$1M	0.2%	ADD 3%
107	BMOBANK MONTREAL MEDIUM	8,770	$1M	0.2%	TRIM −7%
108	PFEPFIZER INC	41,110	$1M	0.2%	TRIM −21%
109	LYVLIVE NATION ENTERTAINMENT IN	7,560	$1M	0.2%	HOLD
110	AXPAMERICAN EXPRESS CO	3,810	$1M	0.2%	TRIM −7%
111	GOOGALPHABET INC	3,846	$1M	0.1%	TRIM −3%
112	GDGENERAL DYNAMICS CORP	3,159	$1M	0.1%	HOLD
113	SOSOUTHERN CO	10,948	$1M	0.1%	TRIM −3%
114	SNPSSYNOPSYS INC	2,567	$1M	0.1%	HOLD
115	HLIHOULIHAN LOKEY INC	7,045	$1M	0.1%	ADD 19%
116	HASIHA SUSTAINABLE INFRA CAP INC	26,255	$965,000	0.1%	HOLD
117	GXOGXO LOGISTICS INCORPORATED	17,999	$933,000	0.1%	TRIM −9%
118	STAGSTAG INDL INC	24,375	$879,000	0.1%	TRIM −3%
119	XETYXEATON VANCE TAX-MANAGED DIVE	57,204	$789,000	0.1%	HOLD
120	NFLXNETFLIX INC	7,920	$762,000	0.1%	HOLD
121	GEGE AEROSPACE	2,659	$755,000	0.1%	TRIM −6%
122	XLESELECT SECTOR SPDR TR	12,076	$740,000	0.1%	TRIM −2%
123	CLCOLGATE PALMOLIVE CO	8,606	$733,000	0.1%	HOLD
124	COPCONOCOPHILLIPS	5,486	$724,000	0.1%	TRIM −10%
125	RMDRESMED INC	3,201	$719,000	0.1%	TRIM −4%
126	SBUXSTARBUCKS CORP	7,825	$701,000	0.1%	TRIM −33%
127	AVYAVERY DENNISON CORP	3,994	$690,000	0.1%	TRIM −9%
128	WWDWOODWARD INC	1,848	$661,000	0.1%	HOLD
129	AFLAFLAC INC	5,965	$654,000	0.1%	TRIM −3%
130	WECWEC ENERGY GROUP INC	5,409	$626,000	0.1%	HOLD
131	DLRDIGITAL RLTY TR INC	3,469	$625,000	0.1%	HOLD
132	ISRGINTUITIVE SURGICAL INC	1,350	$622,000	0.1%	HOLD
133	QQQINVESCO QQQ TR	1,032	$596,000	0.1%	HOLD
134	PMPHILIP MORRIS INTL INC	3,600	$595,000	0.1%	HOLD
135	CSXCSX CORP	14,464	$594,000	0.1%	HOLD
136	GSGOLDMAN SACHS GROUP INC	696	$589,000	0.1%	TRIM −6%
137	ABALLIANCEBERNSTEIN HLDG L P	15,550	$582,000	0.1%	HOLD
138	CNRCORE NATURAL RESOURCES INC	5,468	$573,000	0.1%	ADD 5%
139	KOCOCA COLA CO	7,182	$546,000	0.1%	HOLD
140	CARRCARRIER GLOBAL CORPORATION	9,633	$542,000	0.1%	HOLD
141	NVONOVO-NORDISK A S	13,000	$478,000	0.1%	HOLD
142	CMGCHIPOTLE MEXICAN GRILL INC	14,740	$472,000	0.1%	TRIM −49%
143	DVNDEVON ENERGY CORP NEW	9,285	$467,000	0.1%	TRIM −3%
144	WBSWEBSTER FINL CORP CONN	6,720	$467,000	0.1%	HOLD
145	ROKROCKWELL AUTOMATION INC	1,266	$454,000	0.1%	HOLD
146	GEVGE VERNOVA INC	469	$409,000	0.1%	HOLD
147	NOCNORTHROP GRUMMAN CORP	600	$409,000	0.1%	HOLD
148	CHDCHURCH & DWIGHT CO INC	4,261	$398,000	0.1%	HOLD
149	MFCMANULIFE FINL CORP	11,520	$397,000	0.1%	HOLD
150	IRINGERSOLL RAND INC	4,764	$382,000	0.1%	TRIM −7%
151	PTCPTC INC	2,668	$380,000	0.1%	ADD 15%
152	VWOVANGUARD INTL EQUITY INDEX F	6,671	$361,000	0.0%	ADD 6%
153	PHPARKER-HANNIFIN CORP	400	$358,000	0.0%	HOLD
154	IWRISHARES TR	3,652	$355,000	0.0%	HOLD
155	TSLATESLA INC	949	$353,000	0.0%	ADD 7%
156	CRHCRH PLC	3,119	$328,000	0.0%	ADD 256%
157	OXFORD LANE CAP COR PFD SER 2027 PRF	13,200	$326,000	0.0%	HOLD
158	VTIVANGUARD INDEX FDS	981	$315,000	0.0%	ADD 233%
159	JPEFJPMorgan Equity Focus - ETF	4,357	$313,000	0.0%	HOLD
160	GLDSPDR GOLD TR	705	$303,000	0.0%	ADD 40%
161	VBVANGUARD INDEX FDS	1,140	$299,000	0.0%	TRIM −2%
162	NSCNORFOLK SOUTHN CORP	1,020	$293,000	0.0%	TRIM −31%
163	FDXFEDEX CORP	817	$291,000	0.0%	HOLD
164	MDYSPDR S&P MIDCAP 400 ETF TR	466	$287,000	0.0%	HOLD
165	BNYBANK NEW YORK MELLON CORP	2,370	$281,000	0.0%	ADD 5%
166	VGTVANGUARD WORLD FD	402	$280,000	0.0%	HOLD
167	VIGVANGUARD SPECIALIZED FUNDS	1,285	$276,000	0.0%	HOLD
168	WABWABTEC	1,100	$275,000	0.0%	HOLD
169	ALLALLSTATE CORP	1,310	$272,000	0.0%	HOLD
170	IVWISHARES TR	2,404	$272,000	0.0%	TRIM −5%
171	IYWISHARES TR	1,470	$267,000	0.0%	HOLD
172	METAMETA PLATFORMS INC	464	$265,000	0.0%	TRIM −23%
173	IWMISHARES TR	1,019	$253,000	0.0%	TRIM −2%
174	XLKSELECT SECTOR SPDR TR	1,904	$253,000	0.0%	HOLD
175	ETNEATON CORP PLC	703	$251,000	0.0%	HOLD
176	DISDISNEY WALT CO	2,592	$250,000	0.0%	TRIM −20%
177	U.S. BANCORP	315	$236,000	0.0%	HOLD
178	MSMORGAN STANLEY	1,415	$233,000	0.0%	HOLD
179	USBUS BANCORP	4,425	$230,000	0.0%	ADD 7%
180	INTUINTUIT	530	$229,000	0.0%	HOLD
181	NSRGYNESTLE S A SPONSORED ADR	2,300	$228,000	0.0%	HOLD
182	SPOTSPOTIFY TECHNOLOGY S A	453	$220,000	0.0%	HOLD
183	BABOEING CO	1,100	$219,000	0.0%	HOLD
184	FTVFORTIVE CORP	3,896	$215,000	0.0%	HOLD
185	ROGROGERS CORP	2,000	$215,000	0.0%	HOLD
186	EFAISHARES TR	2,205	$214,000	0.0%	HOLD
187	XLFSELECT SECTOR SPDR TR	4,318	$213,000	0.0%	HOLD
188	OKEONEOK INC NEW	2,285	$207,000	0.0%	TRIM −8%
189	LHLABCORP HOLDINGS INC	770	$205,000	0.0%	HOLD
190	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	3,195	$196,000	0.0%	TRIM −14%
191	MRSHMARSH & MCLENNAN COS INC	1,125	$195,000	0.0%	HOLD
192	OSISOSI SYSTEMS INC	700	$186,000	0.0%	HOLD
193	SIGISELECTIVE INS GROUP INC	2,423	$183,000	0.0%	HOLD
194	MOALTRIA GROUP INC	2,615	$173,000	0.0%	HOLD
195	MTBM & T BK CORP	837	$173,000	0.0%	TRIM −43%
196	ALLEALLEGION PLC	1,188	$173,000	0.0%	HOLD
197	IJHISHARES TR	2,531	$171,000	0.0%	ADD 22%
198	FASTFASTENAL CO	3,600	$167,000	0.0%	HOLD
199	MPCMARATHON PETE CORP	650	$159,000	0.0%	HOLD
200	VLTOVERALTO CORP	1,752	$155,000	0.0%	TRIM −8%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

204K

202K

200K

195K

192K

$49M

APHAMPHENOL CORP

363K

353K

334K

316K

307K

$39M

MSFTMICROSOFT CORP

92K

91K

89K

88K

87K

89K

$33M

JPMJPMORGAN CHASE & CO

124K

123K

121K

112K

111K

110K

$33M

GOOGLALPHABET INC

77K

81K

82K

80K

78K

$22M

NEENEXTERA ENERGY INC

226K

228K

227K

225K

223K

222K

$21M

MCDMCDONALDS CORP

68K

67K

66K

65K

$20M

TJXTJX COS INC NEW

125K

124K

123K

121K

$19M

AVGOBROADCOM INC

71K

69K

67K

65K

62K

61K

$19M

ABBVABBVIE INC

85K

84K

85K

$19M

HDHOME DEPOT INC

45K

44K

$15M

JNJJOHNSON & JOHNSON

77K

71K

68K

61K

59K

$15M

COSTCOSTCO WHSL CORP NEW

12K

13K

$13M

BLKBLACKROCK INC

14K

$13M

NVDANVIDIA CORPORATION

74K

76K

75K

73K

72K

$13M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆RESOURCES MANAGEMENT CORP /CT/ /ADV

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 415 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

RESOURCES MANAGEMENT CORP /CT/ /ADV