RESOURCES MANAGEMENT CORP /CT/ /ADV
SEC Form 13F institutional filer · CIK 0000749044
13F-HR · 254 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
37.9%
RESOURCES MANAGEMENT CORP /CT/ /ADV — $719K AUM allocation strategy
RESOURCES MANAGEMENT CORP /CT/ /ADV files SEC Form 13F and reports $719K of long US equity value across 254 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.5%, followed by Consumer Discretionary 7.5% and Financials 6.4%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
RESOURCES MANAGEMENT CORP /CT/ /ADV — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$719K
total across 254 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FISV +56.8K sh · +$3.05K+$BSX +12.8K sh · −$370+$DOC +12.7K sh · +$240
Biggest trims (shares)
−$CMG −13.9K sh · −$587−$PFE −10.9K sh · −$142−$APH −9.22K sh · −$3.94K
Exited to nil (held last quarter, gone now)
$TROW ($21 last qtr)$SMCI ($18 last qtr)$HPE ($15 last qtr)$HPQ ($14 last qtr)$PYPL ($13 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.8%—
- Electronic Components5.4%—
- Systems Software4.6%—
- Diversified Banks4.5%—
- Semiconductors4.4%—
- Interactive Media & Services3.1%—
- Multi-Utilities2.9%—
- Restaurants2.8%—
- Other holdings65.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 192K | $48.8K | +578 | 6.8% |
| $APH | Amphenol Corporation | 307K | $38.7K | -9.22K | 5.4% |
| $MSFT | Microsoft Corporation | 88.9K | $32.9K | +1.82K | 4.6% |
| $JPM | JP Morgan Chase & Co | 110K | $32.5K | -71 | 4.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 77.6K | $22.3K | -1.95K | 3.1% |
| $NEE | NextEra Energy Inc | 222K | $20.6K | -1.32K | 2.9% |
| $MCD | McDonald's Corporation | 65.4K | $20.3K | +204 | 2.8% |
| $TJX | TJX Companies Inc | 121K | $19.2K | -472 | 2.7% |
| $AVGO | Broadcom Inc | 60.7K | $18.8K | -862 | 2.6% |
| $ABBV | AbbVie Inc | 85.4K | $18.6K | +1.04K | 2.6% |
…and 244 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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