13F Filings History of RESOURCES MANAGEMENT CORP /CT/ /ADV

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$771,877,000
Signature - Title
William Herlihy - Chief Compliance Officer
Location
West Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by RESOURCES MANAGEMENT CORP /CT/ /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RESOURCES MANAGEMENT CORP /CT/ /ADV reported 417 stock holdings with total value $771,877,000 as of Q4 2025. Top holdings included AAPL, APH, MSFT, JPM, and GOOGL.

Notify me when RESOURCES MANAGEMENT CORP /CT/ /ADV files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 417 $771,877,000 +$23,137,337 -$29,105,777 -$5,968,440 AAPL, APH, MSFT, JPM, GOOGL 13F-HR 13 Feb 2026, 12:42
Q3 2025 405 $773,462,000 +$18,666,275 -$40,430,347 -$21,764,072 AAPL, MSFT, APH, JPM, AVGO Restatement 14 Nov 2025, 14:19
Q2 2025 410 $736,432,000 +$20,779,701 -$32,103,045 -$11,323,344 MSFT, AAPL, JPM, APH, MCD 13F-HR 15 Aug 2025, 11:32
Q1 2025 417 $711,110,000 +$14,561,486 -$19,675,907 -$5,114,421 AAPL, MSFT, JPM, APH, MCD 13F-HR 16 May 2025, 13:48
Q4 2024 417 $732,597,000 +$13,680,090 -$14,957,986 -$1,277,896 AAPL, MSFT, JPM, APH, MCD 13F-HR 14 Feb 2025, 13:17
Q3 2024 441 $741,262,000 +$40,409,578 -$24,197,832 +$16,211,746 AAPL, MSFT, JPM, APH, MCD 13F-HR 15 Nov 2024, 12:44
Q2 2024 417 $687,051,000 +$31,883,404 -$12,035,705 +$19,847,699 AAPL, MSFT, JPM, APH, MCD 13F-HR 14 Aug 2024, 15:21
Q1 2024 424 $684,282,000 +$10,120,201 -$48,686,495 -$38,566,294 MSFT, AAPL, JPM, APH, MCD 13F-HR 15 May 2024, 11:38
Q4 2023 438 $672,850,000 +$7,869,304 -$16,137,089 -$8,267,785 AAPL, MSFT, JPM, MCD, APH Restatement 14 Feb 2024, 14:19
Q3 2023 435 $614,144,000 +$13,030,313 -$11,262,393 +$1,767,920 AAPL, MSFT, JPM, MCD, APH 13F-HR 16 Nov 2023, 13:23
Q2 2023 438 $640,789,000 +$51,710,342 -$141,814,586 -$90,104,244 AAPL, MSFT, MCD, JPM, NEE 13F-HR 16 Aug 2023, 15:10
Q1 2023 467 $174,494,000 $0 $0 $0 ABBV, ZBRA, BR, TARGET CORP, CGSYQ 13F-HR 11 May 2023, 09:08
Q4 2022 443 $633,338,000 +$10,178,688 -$13,613,399 -$3,434,711 AAPL, MSFT, NEE, MCD, JPM 13F-HR 08 Feb 2023, 12:19
Q3 2022 473 $579,513,000 +$24,631,075 -$24,114,803 +$516,272 AAPL, MSFT, NEE, MCD, JNJ 13F-HR 15 Nov 2022, 15:00
Q2 2022 498 $618,506,000 +$11,334,444 -$9,906,434 +$1,428,010 AAPL, MSFT, NEE, MCD, JNJ 13F-HR 10 Aug 2022, 16:42
Q1 2022 489 $715,683,000 +$7,689,293 -$17,467,727 -$9,778,434 AAPL, MSFT, NEE, JPM, MCD 13F-HR 19 May 2022, 20:44
Q4 2021 500 $768,425,000 +$10,897,678 -$21,675,351 -$10,777,673 AAPL, MSFT, NEE, JPM, ACN 13F-HR 04 Feb 2022, 08:41
Q3 2021 477 $695,540,000 +$13,790,210 -$38,992,171 -$25,201,961 AAPL, MSFT, JPM, NEE, MCD 13F-HR 12 Nov 2021, 11:02
Q2 2021 484 $711,927,000 +$34,373,438 -$20,616,792 +$13,756,646 AAPL, MSFT, JPM, NEE, MCD 13F-HR 10 Aug 2021, 16:34
Q1 2021 492 $661,471,000 +$23,025,486 -$11,155,434 +$11,870,052 AAPL, MSFT, JPM, NEE, MCD 13F-HR 13 May 2021, 12:48
Q4 2020 479 $621,686,000 +$28,587,178 -$14,825,366 +$13,761,812 AAPL, MSFT, NEE, JPM, MCD 13F-HR 16 Feb 2021, 08:37
Q3 2020 435 $553,897,000 +$36,845,787 -$14,447,206 +$22,398,581 AAPL, MSFT, NEE, MCD, HD 13F-HR 12 Nov 2020, 16:06
Q2 2020 470 $522,836,000 +$15,189,087 -$12,060,650 +$3,128,437 AAPL, MSFT, NEE, MCD, HD 13F-HR 11 Aug 2020, 10:18
Q1 2020 482 $448,281,000 +$11,366,796 -$17,957,869 -$6,591,073 MSFT, AAPL, NEE, JPM, MCD 13F-HR 04 May 2020, 16:01
Q4 2019 455 $577,438,000 +$11,175,950 -$15,326,500 -$4,150,550 AAPL, MSFT, JPM, NEE, MCD 13F-HR 13 Feb 2020, 12:15
Q3 2019 502 $540,599,000 $0 $0 $0 MSFT, AAPL, JPM, MCD, NEE 13F-HR 04 Dec 2019, 14:22
Q4 2018 492 $449,275,000 +$7,424,175 -$36,699,012 -$29,274,837 MSFT, JPM, MCD, JNJ, AAPL 13F-HR 21 Feb 2019, 15:58
Q3 2018 448 $523,026,000 $0 $0 $0 WFC, AAPL, JPM, MSFT, JNJ 13F-HR 15 Nov 2018, 13:53