Institutional Fund
Resources Management Corp /Ct/ /Adv
West Hartford, CTCIK 7490446 filings on record
Portfolio Value
$753.4K
Q1 2026
Holdings
415
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-2.4%
from $771.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.5%
- Amphenol Corp New5.1%
- Microsoft Corp4.4%
- Jpmorgan Chase & Co.4.3%
- Alphabet Inc3.0%
- Nextera Energy Inc2.7%
- Other74.0%
Portfolio Holdings
415 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 192.3K | $48.8K | 6.5% | +578 | Added |
| 2 | Amphenol Corp New | 306.5K | $38.7K | 5.1% | −9.2K | Reduced |
| 3 | Microsoft Corp | 88.9K | $32.9K | 4.4% | +1.8K | Added |
| 4 | Jpmorgan Chase & Co. | 110.5K | $32.5K | 4.3% | −71 | Reduced |
| 5 | Alphabet Inc | 77.6K | $22.3K | 3.0% | −2.0K | Reduced |
| 6 | Nextera Energy Inc | 222.0K | $20.6K | 2.7% | −1.3K | Reduced |
| 7 | Mcdonalds Corp | 65.4K | $20.3K | 2.7% | +204 | Added |
| 8 | Tjx Cos Inc New | 120.5K | $19.2K | 2.6% | −472 | Reduced |
| 9 | Broadcom Inc | 60.7K | $18.8K | 2.5% | −862 | Reduced |
| 10 | Abbvie Inc | 85.4K | $18.6K | 2.5% | +1.0K | Added |
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