RESOURCES MANAGEMENT CORP /CT/ /ADV

CIK 0000749044 · Q1 2026

13F Equity AUM

$753K

-100.0% QoQ

Positions

399

-18 QoQ

AUM Rank

#12,035

Top 97%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,322 · Top 53%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 23.3%Top 10: 36.2%Top 20: 52.7%

AAPL6.5%

APH5.1%

MSFT4.4%

JPM4.3%

GOOGL3.0%

NEE2.7%

MCD2.7%

TJX2.5%

AVGO2.5%

ABBV2.5%

Others (389)63.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology28.8%

Financial Services14.9%

Healthcare11.9%

Consumer Cyclical11.6%

Industrials9.9%

Consumer Defensive6.0%

Communication Services5.8%

Energy4.6%

Other6.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 399Median: 0.02%Avg: 0.25%

0–0.5%

350(23.9%)

0.5–1%

24(17.9%)

1–3%

21(37.9%)

3–5%

2(8.7%)

5%+

2(11.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 386Unique: 13vs 20 funds

5.3%Low

399

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.3%

BANK OF AMERICA CORP /DE/

7.6%

12.2%

8.8%

VANGUARD CAPITAL MANAGEMENT LLC

8.4%

GEODE CAPITAL MANAGEMENT, LLC

8.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New17Increased66Decreased133Exited31

New Positions

SMH0.0%

+100

ADX0.0%

+4K

EXPO HOLDINGS INC0.0%

+10K

NFJ0.0%

+2K

PII0.0%

VBK0.0%

+10

VIREO GROWTH INC0.0%

+10K

CHUC0.0%

+200

TRUL0.0%

+46

SHOP0.0%

+20

Increased

FISV0.5%

+57K(+1314%)

BSX0.4%

+13K(+36%)

DOC0.2%

+13K(+15%)

ABT0.9%

+13K(+24%)

OMC0.8%

+10K(+14%)

PANW0.5%

+7K(+40%)

AMZN1.0%

+6K(+20%)

WRB0.3%

+5K(+16%)

SE0.2%

+4K(+23%)

BX0.6%

+4K(+10%)

Decreased

CMG0.1%

-13,890(-49%)

PFE0.1%

-10,946(-21%)

APH5.1%

-9,224(-3%)

OGM10.0%

-4,658(-44%)

SBUX0.1%

-3,785(-33%)

DOW0.0%

-3,347(-81%)

ITW0.9%

-2,487(-8%)

LRCX0.7%

-2,018(-7%)

GOOGL3.0%

-1,954(-2%)

WMT0.8%

-1,824(-4%)

Exited

-1,400

-500

-400

-625

-222

-10

-625

-112

-45

-35

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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