RESOURCES MANAGEMENT CORP /CT/ /ADV: 13F holdings

CIK 7490442026Q2

Positions188
Reported value$793.5m
Filed2026-08-14

Change since last quarter

Positions188 (-227 vs prior quarter)
Reported value$793.5m (+5.3%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC183,682$53.2m6.7%
APH AMPHENOL CORP CLASS A285,539$50.3m6.3%
JPM JPMORGAN CHASE & CO108,066$35.4m4.5%
MSFT MICROSOFT CORP87,649$32.7m4.1%
GOOGL ALPHABET INC CLASS A73,519$26.3m3.3%
ABBV ABBVIE INC85,694$21.6m2.7%
AVGO BROADCOM LTD56,110$21.2m2.7%
NEE NEXTERA ENERGY INC217,406$19.1m2.4%
TJX TJX COMPANIES INC117,855$17.9m2.3%
MCD MCDONALD'S CORP66,051$17.9m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="749044")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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