AI Portfolio Summary
In 2025 Q4, RESOURCES MANAGEMENT CORP /CT/ /ADV maintained a portfolio of 449 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 568.3%. Conversely, RESOURCES MANAGEMENT CORP /CT/ /ADV completely exited their position in SALESFORCE.COM INC.
Total Positions
449
Quarter
2025 Q4
Top Holding
AAPL (6.8%)
Top 10 Concentration
38.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 449
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 6.75% | 0.81% |
#1
31
Prev: #32
|
5.0 | 163,014 | 568.3% |
P
S
|
191,696 | $52,114,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APH
AMPHENOL CORP C...
|
Technology | 5.53% | 0.16% |
#2
101
Prev: #103
|
4.5 | 307,983 | 3956.1% |
P
S
|
315,768 | $42,673,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.46% | 2.20% |
#3
8
Prev: #11
|
2.4 | -138,247 | -61.4% |
P
S
|
87,090 | $42,118,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 4.62% | 0.69% |
#4
34
Prev: #38
|
4.1 | 103,608 | 1489.5% |
P
S
|
110,564 | $35,626,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 3.22% | 0.14% |
#5
108
Prev: #113
|
3.6 | 59,117 | 289.7% |
P
S
|
79,526 | $24,892,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM LTD
|
Technology | 2.76% | 1.47% |
#6
11
Prev: #17
|
3.4 | 49,337 | 402.1% |
P
S
|
61,608 | $21,322,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALD'S CORP
|
Consumer Cyclical | 2.58% | 0.07% |
#7
131
Prev: #138
|
3.3 | 63,514 | 3671.3% |
P
S
|
65,244 | $19,940,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.50% | 0.92% |
#8
20
Prev: #28
|
3.2 | 31,505 | 59.6% |
P
S
|
84,406 | $19,286,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COMPANIES I...
|
Consumer Cyclical | 2.41% | 1.09% |
#9
14
Prev: #23
|
3.3 | 85,845 | 244.4% |
P
S
|
120,975 | $18,583,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 2.32% | 0.03% |
#10
176
Prev: #186
|
3.2 | 221,015 | 9609.3% |
P
S
|
223,315 | $17,928,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.96% | 1.47% |
#11
5
Prev: #16
|
0.9 | -17,387 | -28.3% |
P
S
|
44,059 | $15,161,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.92% | 0.77% |
#12
23
Prev: #35
|
0.9 | -21,164 | -60.5% |
P
S
|
13,819 | $14,791,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
ACCENTURE PLC C...
|
Technology | 1.79% | 0.49% |
#13
35
Prev: #48
|
3.0 | 35,844 | 230.7% |
P
S
|
51,381 | $13,786,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.76% | 1.24% |
#14
6
Prev: #20
|
0.8 | -16,393 | -18.4% |
P
S
|
72,897 | $13,595,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.63% | 0.01% |
#15
200
Prev: #215
|
3.0 | 60,009 | 8164.5% |
P
S
|
60,744 | $12,571,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.51% | 1.24% |
#16
5
Prev: #21
|
2.7 | 24,010 | 41.8% |
P
S
|
81,511 | $11,681,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.51% | 0.85% |
#17
14
Prev: #31
|
2.6 | 35 | 0.3% |
P
S
|
13,483 | $11,627,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.41% | 0.17% |
#18
84
Prev: #102
|
2.9 | 73,298 | 2791.2% |
P
S
|
75,924 | $10,897,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.36% | 0.41% |
#19
35
Prev: #54
|
2.7 | 19,719 | 52.3% |
P
S
|
57,418 | $10,530,000 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORLY
O'REILLY AUTOMO...
|
Consumer Cyclical | 1.09% | 0.40% |
#20
36
Prev: #56
|
2.7 | 65,128 | 240.2% |
P
S
|
92,240 | $8,413,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP
|
Energy | 1.09% | 0.36% |
#21
42
Prev: #63
|
2.7 | 32,612 | 144.5% |
P
S
|
55,185 | $8,411,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER CORP
|
Healthcare | 1.02% | 1.03% |
#22
3
Prev: #25
|
0.5 | -27,524 | -44.4% |
P
S
|
34,430 | $7,882,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 0.98% | 0.64% |
#23
20
Prev: #43
|
2.6 | 12,979 | 53.3% |
P
S
|
37,328 | $7,579,000 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.98% | 0.64% |
#24
20
Prev: #44
|
0.7 | -52,097 | -88.1% |
P
S
|
7,045 | $7,571,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.98% | 0.01% |
#25
237
Prev: #262
|
2.7 | 20,964 | 4557.4% |
P
S
|
21,424 | $7,530,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VFIAX
SALESFORCE.COM ...
|
Unknown | 0.00% | 0.37% |
Sold All 😨
(Was: #60) |
0.3 | -12,081 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
EVERSOURCE ENER...
|
—
|
Unknown | 0.00% | 0.19% |
Sold All 😨
(Was: #98) |
0.3 | -20,782 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
VDADX
ALLIANCEBERNSTE...
|
Unknown | 0.00% | 0.08% |
Sold All 😨
(Was: #133) |
0.3 | -15,550 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RVTY
WEBSTER FINANCI...
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #149) |
0.3 | -6,720 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
NORTHROP GRUMMA...
|
—
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #154) |
0.3 | -600 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
SGENX
INTUIT INC
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #155) |
0.3 | -530 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TEMWX
VANGUARD INFORM...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #160) |
0.3 | -427 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFQTX
VERALTO ORD WI
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #175) |
0.3 | -2,230 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RUN
NIKE INC B
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #203) |
0.3 | -2,252 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CWGFX
GENUINE PARTS C...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #204) |
0.3 | -1,000 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
INGREDION INC
|
—
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #214) |
0.3 | -1,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
SWPPX
SELECT SECTOR S...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #226) |
0.3 | -643 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETTGX
VANGUARD VALUE ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #235) |
0.3 | -416 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #241) |
0.3 | -150 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGTHX
VANGUARD LARGE-...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #246) |
0.3 | -210 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEIRX
SHELL ADR EACH ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #254) |
0.3 | -671 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KKR
KKR & CO INC
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #279) |
0.3 | -250 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #307) |
0.3 | -110 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MINIX
KINDER MORGAN I...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #331) |
0.3 | -400 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFAX
SPDR MSCI EAFE ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #335) |
0.3 | -219 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZN
NXP SEMICONDUCT...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #336) |
0.3 | -50 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSLC
ENTERPRISE PROD...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #344) |
0.3 | -300 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
K
KELLOGG CO
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #350) |
0.3 | -100 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGD
ISHARES ESG AWA...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #349) |
0.3 | -87 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESML
ISHARES ESG AWA...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #355) |
0.3 | -148 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES ESG AWA...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #363) |
0.3 | -31 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEMX
SPDR MSCI EMERG...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #368) |
0.3 | -117 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MELI
MERCADO LIBRE I...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #369) |
0.3 | -2 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BCE
BCE INC
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #374) |
0.3 | -150 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
EKSO BIONICS HO...
|
—
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #377) |
0.3 | -666 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
VFC
VIATRIS INC COM
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #395) |
0.3 | -141 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VLCAX
AMERICAN AIRLIN...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #396) |
0.3 | -96 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 449 holdings