Resources Management Corp. /CT/
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Resources Management Corp. /CT/ reported 427 stock positions worth $711.1 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 4.8%) and JPMorgan Chase (JPM, 4.2%). Compared with Q4 2024, it opened 29 new positions, sold out of 24, added to 87 and reduced 141. The biggest buy was Abbvie (ABBV, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WEST HARTFORD, CT
- CIK
- 0000749044
- Portfolio Value
- $711.1M (Q1 2025)
- SEC Filing
- 0000749044-25-000002 ↗ filed May 16, 2025
Holdings Value
Holdings 427 stocks · $711.1M
| AAPL Apple Inc. | 6.32% | 202,245 | $44.9M | Reduce -0.7% |
| MSFT Microsoft Corp. | 4.82% | 91,341 | $34.3M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 4.23% | 122,683 | $30.1M | Reduce -1.3% |
| APH Amphenol Corp. Class A | 3.35% | 362,667 | $23.8M | Add +0.0% |
| MCD McDonald's Corp. | 2.94% | 66,850 | $20.9M | Reduce -1.1% |
| ABBV Abbvie Inc. | 2.51% | 85,334 | $17.9M | Add +0.2% |
| HD Home Depot Inc. | 2.32% | 45,064 | $16.5M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 2.27% | 227,972 | $16.2M | Add +0.7% |
| ACN Accenture PLC Class A | 2.19% | 49,993 | $15.6M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.14% | 125,151 | $15.2M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.96% | 81,605 | $13.9M | Reduce -1.0% |
| BLK BlackRock Inc. | 1.87% | 14,031 | $13.3M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.75% | 80,565 | $12.5M | Add +4.0% |
| JNJ Johnson & Johnson | 1.65% | 70,538 | $11.7M | Reduce -8.4% |
| AVGO Broadcom Inc. | 1.62% | 68,682 | $11.5M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 1.62% | 12,147 | $11.5M | Add +1.2% |
| PEP Pepsico Inc. | 1.58% | 75,117 | $11.3M | Add +1.4% |
| ITW Illinois Tool Works | 1.44% | 41,324 | $10.2M | Reduce -0.2% |
| DHR Danaher Corp. | 1.30% | 45,197 | $9.3M | Reduce -2.7% |
| CVX Chevron Corp. | 1.28% | 54,503 | $9.1M | Reduce -0.3% |
| FISV Fiserv Inc. | 1.28% | 41,075 | $9.1M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 1.22% | 6,045 | $8.7M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.16% | 76,045 | $8.2M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 1.11% | 15,024 | $7.9M | Add +1.6% |
| RTX RTX Corp. | 1.10% | 58,811 | $7.8M | Reduce -0.9% |
| TMUS T-Mobile US Inc. | 1.05% | 28,085 | $7.5M | Add +1.4% |
| ABT Abbott Laboratories | 1.01% | 54,313 | $7.2M | Reduce -2.0% |
| ADP Automatic Data Processing | 1.00% | 23,358 | $7.1M | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.97% | 57,717 | $6.9M | Add +2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.92% | 26,204 | $6.5M | Add +0.3% |
| SYK Stryker Corp. | 0.91% | 17,323 | $6.4M | Add +4.2% |
| ORCL Oracle Corp. | 0.90% | 45,669 | $6.4M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 150,599 | $6.3M | Reduce -4.9% |
| PNC PNC Financial Services Group | 0.78% | 31,604 | $5.6M | Add +0.8% |
| UPS United Parcel Service Class B | 0.76% | 49,439 | $5.4M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.74% | 27,668 | $5.3M | Add +20.6% |
| OMC Omnicom Group | 0.74% | 63,061 | $5.2M | Add +8.6% |
| QCOM Qualcomm Inc. | 0.73% | 33,754 | $5.2M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.69% | 54,944 | $4.9M | Add +16.1% |
| BX Blackstone Inc. | 0.69% | 34,892 | $4.9M | Add +0.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.68% | 13,621 | $4.8M | Add +0.7% |
| VAW Vanguard Materials ETF | 0.67% | 25,332 | $4.8M | Reduce -4.6% |
| WMT Walmart Inc. | 0.67% | 53,888 | $4.7M | Reduce -1.1% |
| TSCO Tractor Supply Company | 0.63% | 81,593 | $4.5M | Add +4.8% |
| HON Honeywell International Inc. | 0.62% | 20,805 | $4.4M | Reduce -18.2% |
| TT Trane Technologies PLC | 0.60% | 12,713 | $4.3M | Add +26.7% |
| WM Waste Management Inc. | 0.58% | 17,917 | $4.1M | Add +8.2% |
| APD Air Products & Chemicals Inc. | 0.58% | 13,927 | $4.1M | Add +4.0% |
| CVS CVS Health Corp. | 0.57% | 59,775 | $4.0M | Reduce -29.5% |
| CSCO Cisco Systems Inc. | 0.52% | 60,032 | $3.7M | Reduce -0.7% |
| SBUX Starbucks Corp. | 0.51% | 37,022 | $3.6M | Reduce -2.4% |
| TD Toronto-Dominion Bank | 0.49% | 58,191 | $3.5M | Reduce -18.0% |
| VLO Valero Energy Corp. | 0.48% | 26,071 | $3.4M | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.48% | 75,159 | $3.4M | Reduce -5.5% |
| PLD Prologis Inc. | 0.46% | 29,315 | $3.3M | Reduce -3.0% |
| ADI Analog Devices Inc. | 0.44% | 15,466 | $3.1M | Add +6.1% |
| PKG Packaging Corp. of America | 0.40% | 14,537 | $2.9M | Add +8.7% |
| LLY Eli Lilly & Co. | 0.40% | 3,469 | $2.9M | Add +3.1% |
| DUK Duke Energy Corp. | 0.39% | 22,928 | $2.8M | Reduce -0.1% |
| EMR Emerson Electric Co. | 0.39% | 25,393 | $2.8M | Reduce -0.5% |
| EOG EOG Resources Inc. | 0.37% | 20,700 | $2.7M | Add +17.3% |
| V Visa Inc. Class A | 0.37% | 7,462 | $2.6M | Reduce -1.5% |
| O Realty Income Corp. | 0.35% | 42,434 | $2.5M | Reduce -2.0% |
| SNA Snap-on Inc. | 0.35% | 7,281 | $2.5M | Add +5.3% |
| SCI Service Corp. International | 0.34% | 30,400 | $2.4M | Add +29.2% |
| GILD Gilead Sciences Inc. | 0.34% | 21,696 | $2.4M | Reduce -2.7% |
| LOW Lowe's Cos Inc. | 0.34% | 10,259 | $2.4M | Reduce -3.1% |
| ES Eversource Energy | 0.33% | 37,920 | $2.4M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.32% | 4,107 | $2.3M | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 0.32% | 13,475 | $2.3M | Add +3.0% |
| XYL Xylem Inc. | 0.32% | 18,884 | $2.3M | Add +2.0% |
| LMT Lockheed Martin Corp. | 0.31% | 4,988 | $2.2M | Reduce -10.2% |
| MA Mastercard Inc. Class A | 0.31% | 3,973 | $2.2M | Reduce -3.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.31% | 30,502 | $2.2M | Add +4.6% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 34,673 | $2.1M | Reduce -9.3% |
| LRCX Lam Research Corp. | 0.30% | 28,976 | $2.1M | Add +5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 4,223 | $2.1M | Add +20.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 3,865 | $2.1M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.29% | 6,230 | $2.1M | Reduce -1.5% |
| PFE Pfizer Inc. | 0.28% | 78,538 | $2.0M | Reduce -11.3% |
| CRM Salesforce Inc. | 0.28% | 7,296 | $2.0M | Add +30.1% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.27% | 19,985 | $1.9M | Reduce -0.8% |
| WFC Wells Fargo & Co. | 0.26% | 25,990 | $1.9M | Reduce -0.9% |
| CB Chubb Ltd. | 0.26% | 6,048 | $1.8M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.25% | 5,675 | $1.8M | Add +1.2% |
| TRV The Travelers Cos Inc. | 0.24% | 6,546 | $1.7M | No change |
| AME Ametek Inc. | 0.23% | 9,629 | $1.7M | Reduce -5.2% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 33,030 | $1.7M | Add +21.6% |
| STZ Constellation Brands Inc. Class A | 0.23% | 9,036 | $1.7M | Reduce -51.6% |
| LULU Lululemon Athletica Inc. | 0.23% | 5,715 | $1.6M | Reduce -12.4% |
| ZTS Zoetis Inc. | 0.23% | 9,815 | $1.6M | Reduce -32.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 2 | $1.6M | Add +100.0% |
| BSX Boston Scientific Corp. | 0.22% | 15,398 | $1.6M | Add +14.7% |
| UNP Union Pacific Corp. | 0.21% | 6,385 | $1.5M | Add +4.5% |
| SNOW Snowflake Inc. | 0.21% | 10,156 | $1.5M | Add +6.4% |
| SHW The Sherwin-Williams Co. | 0.21% | 4,201 | $1.5M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 2,547 | $1.4M | Reduce -1.6% |
| AVY Avery Dennison Corp. | 0.19% | 7,738 | $1.4M | Reduce -0.8% |
| CEG Constellation Energy | 0.19% | 6,549 | $1.3M | Add +18.8% |
| MCK McKesson Corp. | 0.19% | 1,955 | $1.3M | Add +0.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $15K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CONN LT & PWR (ES 5.28 PERP 1967) | Preferred Share | 362 | $15K | No change |
Total filed on the 13F, all lines: $711.1M.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.7% | 6.32% | −0.65 |
| AVGO Broadcom Inc. | Reduce -3.3% | 1.62% | −0.63 |
| MSFT Microsoft Corp. | Reduce -1.0% | 4.82% | −0.49 |
| STZ Constellation Brands Inc. Class A | Reduce -51.6% | 0.23% | −0.33 |
| HON Honeywell International Inc. | Reduce -18.2% | 0.62% | −0.17 |
| DHR Danaher Corp. | Reduce -2.7% | 1.30% | −0.15 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.90% | −0.15 |
| DIS The Walt Disney Co. | Reduce -44.2% | 0.15% | −0.14 |
| LULU Lululemon Athletica Inc. | Reduce -12.4% | 0.23% | −0.11 |
| UPS United Parcel Service Class B | Reduce -2.8% | 0.76% | −0.11 |
| BLK BlackRock Inc. | Reduce -0.1% | 1.87% | −0.10 |
| ZTS Zoetis Inc. | Reduce -32.9% | 0.23% | −0.10 |
| HD Home Depot Inc. | Reduce -0.5% | 2.32% | −0.08 |
| TGT Target Corp. | Reduce -18.4% | 0.14% | −0.08 |
| BAC Bank of America Corp. | Reduce -4.9% | 0.88% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -10.2% | 0.31% | −0.06 |
| SNV Synovus Financial Corp. | Reduce -24.7% | 0.11% | −0.05 |
| PFE Pfizer Inc. | Reduce -11.3% | 0.28% | −0.04 |
| EMR Emerson Electric Co. | Reduce -0.5% | 0.39% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.7% | 0.14% | −0.03 |
| GD General Dynamics Corp. | Reduce -24.1% | 0.14% | −0.03 |
| VLTO Veralto Corp. | Reduce -49.4% | 0.03% | −0.03 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.03 |
| BLACKSTONE REIT INC CL I | Sold out | 0.00% | −0.03 |
| XPO Xpo Inc. | Reduce -0.6% | 0.14% | −0.03 |
| TD Toronto-Dominion Bank | Reduce -18.0% | 0.49% | −0.03 |
| TSLA Tesla Inc. | Reduce -8.7% | 0.04% | −0.03 |
| CAT Caterpillar Inc. | Reduce -1.5% | 0.29% | −0.02 |
| SWKS Skyworks Solutions Inc. | Reduce -65.2% | 0.01% | −0.02 |
| NKE Nike Inc. Class B | Reduce -29.3% | 0.04% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -19.6% | 0.12% | −0.02 |
| PPG PPG Industries Inc. | Reduce -67.0% | 0.01% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -3.1% | 0.34% | −0.02 |
| INTC Intel Corp. | Reduce -67.7% | 0.01% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.10% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -66.5% | 0.01% | −0.02 |
| AME Ametek Inc. | Reduce -5.2% | 0.23% | −0.02 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Reduce -0.2% | 0.14% | −0.01 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -13.0% | 0.05% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -41.7% | 0.01% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -37.7% | 0.03% | −0.01 |
| FDX FedEx Corp. | Reduce -7.1% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 0.32% | −0.01 |
| FHN First Horizon Corp. | Reduce -25.5% | 0.03% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -27.4% | 0.01% | −0.01 |
| BNS Bank of Nova Scotia | Reduce -2.6% | 0.08% | −0.01 |
| RVTY Revvity Inc. | Reduce -97.9% | 0.00% | −0.01 |
| VAW Vanguard Materials ETF | Reduce -4.6% | 0.67% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| ABBV Abbvie Inc. | Add +0.2% | 2.51% | +0.45 |
| TMUS T-Mobile US Inc. | Add +1.4% | 1.05% | +0.22 |
| XOM Exxon Mobil Corp. | Add +2.8% | 0.97% | +0.14 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.92% | +0.13 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +100.0% | 0.22% | +0.13 |
| WM Waste Management Inc. | Add +8.2% | 0.58% | +0.13 |
| COST Costco Wholesale Corp. | Add +1.2% | 1.62% | +0.11 |
| ADP Automatic Data Processing | Add +3.4% | 1.00% | +0.10 |
| TT Trane Technologies PLC | Add +26.7% | 0.60% | +0.10 |
| SYK Stryker Corp. | Add +4.2% | 0.91% | +0.09 |
| SCI Service Corp. International | Add +29.2% | 0.34% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +1.6% | 1.11% | +0.09 |
| EOG EOG Resources Inc. | Add +17.3% | 0.37% | +0.08 |
| WRB WR Berkley Corp. | Add +4.6% | 0.31% | +0.07 |
| TSCO Tractor Supply Company | Add +4.8% | 0.63% | +0.07 |
| BSX Boston Scientific Corp. | Add +14.7% | 0.22% | +0.05 |
| NEE Nextera Energy Inc. | Add +0.7% | 2.27% | +0.05 |
| HASI Ha Sustainable Infrastructur | Add +134.3% | 0.09% | +0.05 |
| OMC Omnicom Group | Add +8.6% | 0.74% | +0.05 |
| AMZN Amazon.com Inc. | Add +20.6% | 0.74% | +0.05 |
| MRK Merck & Co. Inc. | Add +16.1% | 0.69% | +0.05 |
| AMGN Amgen Inc. | Add +1.2% | 0.25% | +0.05 |
| LLY Eli Lilly & Co. | Add +3.1% | 0.40% | +0.05 |
| APD Air Products & Chemicals Inc. | Add +4.0% | 0.58% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +20.7% | 0.30% | +0.05 |
| PEP Pepsico Inc. | Add +1.4% | 1.58% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.7% | 0.68% | +0.04 |
| SNPS Synopsys Inc. | Add +46.6% | 0.16% | +0.04 |
| HLI Houlihan Lokey Inc. | Add +42.3% | 0.13% | +0.04 |
| MCK McKesson Corp. | Add +0.5% | 0.19% | +0.03 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.73% | +0.03 |
| LRCX Lam Research Corp. | Add +5.2% | 0.30% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +3.3% | 0.13% | +0.02 |
| SNA Snap-on Inc. | Add +5.3% | 0.35% | +0.02 |
| XYL Xylem Inc. | Add +2.0% | 0.32% | +0.02 |
| UNP Union Pacific Corp. | Add +4.5% | 0.21% | +0.02 |
| CRM Salesforce Inc. | Add +30.1% | 0.28% | +0.02 |
| LIN Linde PLC | Add +9.6% | 0.09% | +0.02 |
| PTC PTC Inc. | Add +70.7% | 0.06% | +0.02 |
| CEG Constellation Energy | Add +18.8% | 0.19% | +0.02 |
| GE General Electric | Add +1.2% | 0.08% | +0.02 |
| ADI Analog Devices Inc. | Add +6.1% | 0.44% | +0.02 |
| TDG Transdigm Group Inc. | Add +0.8% | 0.12% | +0.01 |
| LYV Live Nation Entertainment Inc. | Add +18.5% | 0.08% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +1.0% | 0.21% | +0.01 |
| CNR Core Natural Resources Inc. | New | 0.01% | +0.01 |
| DE Deere & Co. | Add +75.0% | 0.02% | +0.01 |
| HSY The Hershey Co. | New | 0.01% | +0.01 |
| COP Conocophillips | Add +0.6% | 0.11% | +0.01 |
| LNG Cheniere Energy Inc. | New | 0.01% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXFORD LANE CAPITAL CORP (OXLC 6.25 02/28/27 2027) | Preferred Share | Sold out | 13,200 | $318Kbefore exit |
| US BANCORP (USB V0 PERP A) | PFD | Sold out | 315 | $269Kbefore exit |
| CONSUMERS ENERGY CO (CMS 4.5 PERP B) | Preferred Share | Sold out | 150 | $11Kbefore exit |
| DUKE ENERGY CORP (DUK 5.75 PERP A) | Common Stock | Sold out | 400 | $10Kbefore exit |
| WEBSTER FINANCIAL CORP (WBS 6.5 PERP G) | PFD | Sold out | 200 | $4Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 187 | $793.3M | AAPL, APH, JPM, MSFT, GOOGL |
| Q1 2026 | 409 | $752.8M | AAPL, APH, MSFT, JPM, GOOGL |
| Q4 2025 | 423 | $771.3M | AAPL, APH, MSFT, JPM, GOOGL |
| Q3 2025Amended | 408 | $773.4M | AAPL, MSFT, APH, JPM, AVGO |
| Q2 2025 | 415 | $735.8M | MSFT, AAPL, JPM, APH, MCD |
| Q1 2025 | 427 | $711.1M | AAPL, MSFT, JPM, APH, MCD |
| Q4 2024 | 422 | $732.0M | AAPL, MSFT, JPM, APH, MCD |
| Q3 2024 | 457 | $740.6M | AAPL, MSFT, JPM, APH, MCD |
| Q2 2024 | 424 | $686.7M | AAPL, MSFT, JPM, APH, MCD |
| Q1 2024 | 432 | $683.5M | MSFT, AAPL, JPM, APH, MCD |