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Resources Management Corp

SEC CIK
0000749044
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
188
−227 vs. Q1 2026
Portfolio value
$793.5M
+$40.1M (+5.3%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Resources Management Corp in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock183,682$53.2M6.7%−8,592−4.5%ReducedHistory
APHAmphenol CorpCL A285,539$50.3M6.3%−21,005−6.9%ReducedHistory
JPMJPMorgan Chase & CoStock108,066$35.4M4.5%−2,427−2.2%ReducedHistory
MSFTMicrosoft CorpStock87,649$32.7M4.1%−1,260−1.4%ReducedHistory
GOOGLAlphabet Inc.Stock73,519$26.3M3.3%−4,053−5.2%ReducedHistory
ABBVAbbVie Inc.Stock85,694$21.6M2.7%+252+0.3%AddedHistory
AVGOBroadcom Inc.Stock56,110$21.2M2.7%−4,636−7.6%ReducedHistory
NEENextera Energy IncStock217,406$19.1M2.4%−4,585−2.1%ReducedHistory
TJXTJX Companies IncStock117,855$17.9M2.3%−2,648−2.2%ReducedHistory
MCDMcDonalds CorpStock66,051$17.9M2.3%+603+0.9%AddedHistory
HDHome Depot, Inc.Stock44,613$15.7M2.0%+424+1.0%AddedHistory
JNJJohnson & JohnsonStock57,899$14.7M1.9%−1,488−2.5%ReducedHistory
NVDANVIDIA CorpStock67,594$13.5M1.7%−4,646−6.4%ReducedHistory
BLKBlackRock, Inc.Stock13,662$13.1M1.7%−203−1.5%ReducedHistory
COSTCostco Wholesale CorpStock13,041$12.2M1.5%−383−2.9%ReducedHistory
PGProcter & Gamble CoStock80,115$11.7M1.5%−770−1.0%ReducedHistory
RTXRTX CorpStock55,632$10.6M1.3%−849−1.5%ReducedHistory
PEPPepsiCo IncStock77,405$10.5M1.3%+2,245+3.0%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock13,314$10.2M1.3%−665−4.8%ReducedHistory
LRCXLam Research CorpStock22,432$9.72M1.2%−3,202−12.5%ReducedHistory
CVXChevron CorpStock54,269$9.00M1.1%−485−0.9%ReducedHistory
AMZNAmazon Com IncStock36,529$8.71M1.1%−695−1.9%ReducedHistory
ORLYO Reilly Automotive IncStock90,739$8.36M1.1%−580−0.6%ReducedHistory
LLYEli Lilly & CoStock6,910$8.29M1.0%−64−0.9%ReducedHistory
WMWaste Management IncStock37,168$8.28M1.0%+2,718+7.9%AddedHistory
PANWPalo Alto Networks IncStock23,774$8.11M1.0%−797−3.2%ReducedHistory
MRKMerck & Co., Inc.Stock58,507$7.52M0.9%−473−0.8%ReducedHistory
ITWIllinois Tool Works IncStock27,509$7.44M0.9%−90−0.3%ReducedHistory
SYKStryker CorpStock23,544$7.41M0.9%+1,011+4.5%AddedHistory
XOMExxonMobil Holdings CorpStock53,233$7.28M0.9%+53,233NewHistory
TMUST-Mobile US, Inc.Stock43,172$7.24M0.9%+3,878+9.9%AddedHistory
IBMInternational Business Machines CorpStock25,094$7.06M0.9%+318+1.3%AddedHistory
MRVLMarvell Technology, Inc.COM23,592$7.03M0.9%−3,186−11.9%ReducedHistory
QCOMQualcomm IncStock36,728$6.79M0.9%+341+0.9%AddedHistory
BACBank of America CorpStock115,643$6.59M0.8%−499−0.4%ReducedHistory
ACNAccenture plcStock52,505$6.53M0.8%+1,606+3.2%AddedHistory
OMCOmnicom Group Inc.COM87,661$6.38M0.8%+9,245+11.8%AddedHistory
ABTAbbott LaboratoriesStock70,178$6.37M0.8%+4,325+6.6%AddedHistory
ADPAutomatic Data Processing IncStock28,424$6.37M0.8%−143−0.5%ReducedHistory
VLOValero Energy CorpStock24,360$6.34M0.8%−567−2.3%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock24,096$5.93M0.7%−466−1.9%ReducedHistory
ADIAnalog Devices IncStock14,596$5.80M0.7%−464−3.1%ReducedHistory
TTTrane Technologies plcSHS11,753$5.77M0.7%−240−2.0%ReducedHistory
CSCOCisco Systems, Inc.Stock48,986$5.75M0.7%−635−1.3%ReducedHistory
DHRDanaher CorpStock29,684$5.65M0.7%−3,345−10.1%ReducedHistory
ORCLOracle CorpStock37,066$5.43M0.7%−530−1.4%ReducedHistory
WMTWalmart Inc.Stock46,360$5.25M0.7%−1,206−2.5%ReducedHistory
Vanguard Materials ETF92204A801ETF22,313$5.10M0.6%−230−1.0%Reduced–
CATCaterpillar IncStock4,650$4.95M0.6%−230−4.7%ReducedHistory
BXBlackstone Inc.COM40,214$4.73M0.6%+803+2.0%AddedHistory
TSCOTractor Supply CoCOM133,013$4.20M0.5%+19,453+17.1%AddedHistory
SCIService Corp InternationalCOM49,698$3.78M0.5%+8,145+19.6%AddedHistory
PLDPrologis, Inc.REIT26,943$3.65M0.5%−58−0.2%ReducedHistory
EMREmerson Electric CoStock24,217$3.47M0.4%+60.0%AddedHistory
MAMastercard IncStock6,741$3.46M0.4%+1,006+17.5%AddedHistory
PKGPackaging Corp of AmericaStock14,332$3.42M0.4%+340+2.4%AddedHistory
CVSCVS Health CorpStock32,388$3.35M0.4%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock7,911$3.29M0.4%−40−0.5%ReducedHistory
EOGEOG Resources IncStock24,475$3.18M0.4%+196+0.8%AddedHistory
TDToronto Dominion BankStock25,941$3.15M0.4%−20−0.1%ReducedHistory
XYLXylem Inc.COM26,599$3.14M0.4%+3,267+14.0%AddedHistory
SNOWSnowflake Inc.Stock12,116$3.08M0.4%+255+2.1%AddedHistory
SNASnap-on IncCOM7,315$2.94M0.4%−128−1.7%ReducedHistory
DUKDuke Energy CORPStock22,838$2.89M0.4%+840+3.8%AddedHistory
WRBBerkley W R CorpCOM40,531$2.86M0.4%+1,383+3.5%AddedHistory
iShares Core S&P 500 ETF464287200ETF3,804$2.85M0.4%−285−7.0%Reduced–
SPYSPDR S&P 500 ETF TrustETF3,789$2.83M0.4%−180−4.5%ReducedHistory
ORealty Income CorpREIT45,514$2.82M0.4%−150−0.3%ReducedHistory
UPSUnited Parcel Service IncStock25,992$2.79M0.4%−233−0.9%ReducedHistory
FISVFiserv IncStock56,500$2.77M0.3%−4,603−7.5%ReducedHistory
GILDGilead Sciences, Inc.Stock20,373$2.57M0.3%00.0%UnchangedHistory
VVisa Inc.Stock7,167$2.46M0.3%−71−1.0%ReducedHistory
MCKMcKesson CorpStock3,180$2.40M0.3%+90+2.9%AddedHistory
VZVerizon Communications IncStock56,044$2.37M0.3%−2,197−3.8%ReducedHistory
BSXBoston Scientific CorpStock54,885$2.34M0.3%+6,200+12.7%AddedHistory
TDGTransDigm Group INCCOM1,719$2.29M0.3%−218−11.3%ReducedHistory
CRMSalesforce, Inc.Stock14,322$2.24M0.3%+418+3.0%AddedHistory
ICEIntercontinental Exchange, Inc.Stock18,025$2.22M0.3%+3,407+23.3%AddedHistory
AMEAmetek IncCOM9,036$2.19M0.3%00.0%UnchangedHistory
DOCHealthpeak Properties, Inc.COM100,190$2.14M0.3%+1,225+1.2%AddedHistory
TRVTravelers Companies, Inc.Stock6,483$2.14M0.3%00.0%UnchangedHistory
CBChubb LtdStock6,205$2.11M0.3%−100−1.6%ReducedHistory
SESea LtdSPONSORD ADS21,963$2.10M0.3%+1,525+7.5%AddedHistory
WFCWells Fargo & CompanyStock24,760$2.05M0.3%−592−2.3%ReducedHistory
CMICummins IncStock2,839$2.02M0.3%−273−8.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,027$2.02M0.3%+23+0.6%AddedHistory
CEGConstellation Energy CorpStock7,934$1.97M0.2%+705+9.8%AddedHistory
NTRANatera, Inc.COM6,828$1.85M0.2%+157+2.4%AddedHistory
LMTLockheed Martin CorpStock3,610$1.84M0.2%−110−3.0%ReducedHistory
DEDeere & CoStock2,894$1.84M0.2%−45−1.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock3,642$1.83M0.2%−98−2.6%ReducedHistory
NOWServiceNow, Inc.Stock18,055$1.79M0.2%+2,765+18.1%AddedHistory
XPOXPO, Inc.COM8,412$1.73M0.2%−900−9.7%ReducedHistory
LOWLowes Companies IncStock7,710$1.70M0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock6,155$1.67M0.2%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2,314$1.59M0.2%00.0%Unchanged–
BMYBristol Myers Squibb CoStock27,375$1.58M0.2%−200−0.7%ReducedHistory
BMOBank of MontrealCOM8,770$1.55M0.2%00.0%UnchangedHistory
ESEversource EnergyStock20,782$1.50M0.2%00.0%UnchangedHistory
SHWSherwin Williams CoCOM4,266$1.47M0.2%−70−1.6%ReducedHistory

Sold out since Q1 2026 (231)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 231 by value last quarter.

Positions of Resources Management Corp sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
XOMExxonMobil Holdings CorpCOM54,534$9.25M1.2%History
HONHoneywell International IncCOM13,447$3.04M0.4%History
Oxford Lane Cap Cor PFD Ser 2027 PRF691543607Preferred Share13,200$326.0K<0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF981$315.0K<0.1%–
GLDSPDR Gold TrustETF705$303.0K<0.1%History
BNYBank of New York Mellon CorpStock2,370$281.0K<0.1%History
METAMeta Platforms, Inc.Stock464$265.0K<0.1%History
INTUIntuit Inc.Stock530$229.0K<0.1%History
OKEONEOK IncCOM2,285$207.0K<0.1%History
CTSHCognizant Technology Solutions CorpCL A3,195$196.0K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock1,125$195.0K<0.1%History
OSISOsi Systems IncCOM700$186.0K<0.1%History
MOAltria Group, Inc.Stock2,615$173.0K<0.1%History
ALLEAllegion plcORD SHS1,188$173.0K<0.1%History
MTBM&T Bank CorpCOM837$173.0K<0.1%History
iShares Core S&P Mid-Cap ETF464287507ETF2,531$171.0K<0.1%–
FASTFastenal CoStock3,600$167.0K<0.1%History
MPCMarathon Petroleum CorpStock650$159.0K<0.1%History
VLTOVeralto CorpStock1,752$155.0K<0.1%History
STZConstellation Brands, Inc.Stock1,027$154.0K<0.1%History
BRBroadridge Financial Solutions, Inc.Stock930$151.0K<0.1%History
STTState Street CorpCOM1,175$149.0K<0.1%History
BPBP PLCADR3,100$146.0K<0.1%History
MDLZMondelez International, Inc.Stock2,530$146.0K<0.1%History
PLTRPalantir Technologies Inc.Stock1,000$146.0K<0.1%History
HALHalliburton CoStock3,700$144.0K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF832$135.0K<0.1%–
SPDR Series Trust78464A763ST STR SP DIV900$131.0K<0.1%–
KMBKimberly Clark CorpStock1,349$130.0K<0.1%History
AEPAmerican Electric Power Co IncStock978$128.0K<0.1%History
WMBWilliams Companies, Inc.COM1,749$127.0K<0.1%History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,108$121.0K<0.1%–
NKENIKE, Inc.Stock2,242$118.0K<0.1%History
IAUiShares Gold TrustETF1,319$116.0K<0.1%History
SUNSunoco LPCOM UT REP LP1,780$116.0K<0.1%History
DDominion Energy, IncStock1,850$114.0K<0.1%History
INGRIngredion IncCOM1,000$113.0K<0.1%History
MMM3M CoStock762$111.0K<0.1%History
CCOICogent Communications Holdings, Inc.COM NEW5,869$111.0K<0.1%History
BDXBecton Dickinson & CoStock689$108.0K<0.1%History
ZTSZoetis Inc.Stock913$108.0K<0.1%History
ODFLOld Dominion Freight Line, Inc.COM550$107.0K<0.1%History
GPCGenuine Parts CoStock1,000$106.0K<0.1%History
HSYHershey CoCOM510$106.0K<0.1%History
URIUnited Rentals, Inc.COM145$106.0K<0.1%History
SOLSSolstice Advanced Materials Inc.COM SHS1,352$103.0K<0.1%History
GISGeneral Mills IncStock2,747$102.0K<0.1%History
OTISOtis Worldwide CorpStock1,290$99.0K<0.1%History
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX975$98.0K<0.1%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF643$94.0K<0.1%–
ROSTRoss Stores, Inc.COM433$94.0K<0.1%History
ARIApollo Commercial Real Estate Finance, Inc.COM8,618$91.0K<0.1%History
ADXAdams Diversified Equity Fund, Inc.COM4,046$89.0K<0.1%History
MCOMoodys CorpStock200$87.0K<0.1%History
LNGCheniere Energy, Inc.COM NEW307$87.0K<0.1%History
Vanguard Health Care ETF92204A504ETF314$86.0K<0.1%–
Vanguard Morningstar Value ETF922908744ETF416$82.0K<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF258$77.0K<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF374$77.0K<0.1%–
Schwab Fundamental International Equity ETF808524755ETF1,544$76.0K<0.1%–
RIORio Tinto PLCADR800$75.0K<0.1%History
iShares Tr464288687PFD AND INCM SEC2,375$72.0K<0.1%–
NVSNovartis AGADR450$69.0K<0.1%History
CMECME Group Inc.COM222$66.0K<0.1%History
RJFRaymond James Financial IncCOM452$65.0K<0.1%History
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ900$64.0K<0.1%–
RPMRPM International IncCOM635$63.0K<0.1%History
AJGArthur J. Gallagher & Co.COM288$62.0K<0.1%History
TELTE Connectivity plcStock290$61.0K<0.1%History
AONAon plcCL A190$61.0K<0.1%History
TFCTruist Financial CorpCOM1,331$61.0K<0.1%History
ETREntergy CorpCOM500$56.0K<0.1%History
Vanguard Morningstar Growth ETF922908736ETF125$55.0K<0.1%–
AMPAmeriprise Financial IncCOM115$51.0K<0.1%History
CICigna GroupStock187$50.0K<0.1%History
TAT&T Inc.Stock1,686$49.0K<0.1%History
DVADavita Inc.COM300$46.0K<0.1%History
iShares Tr464287234MSCI EMG MKT ETF792$45.0K<0.1%–
NBTBNBT Bancorp IncCOM1,025$44.0K<0.1%History
ULTAUlta Beauty, Inc.Stock82$43.0K<0.1%History
AMDAdvanced Micro Devices IncStock211$43.0K<0.1%History
CORCencora, Inc.Stock135$42.0K<0.1%History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF510$42.0K<0.1%–
ZSZscaler, Inc.Stock300$42.0K<0.1%History
TGTTarget CorpStock340$41.0K<0.1%History
Vanguard High Dividend Yield Index ETF921946406ETF276$41.0K<0.1%–
CNICanadian National Railway CoStock400$41.0K<0.1%History
State Street SPDR S&P Emerging Asia Pacific ETF78463X301ETF300$41.0K<0.1%–
VanEck Semiconductor ETF92189F676ETF100$38.0K<0.1%–
WSOWatsco IncCOM105$38.0K<0.1%History
ITTItt Inc.COM202$38.0K<0.1%History
LNTAlliant Energy CorpStock500$36.0K<0.1%History
FFord Motor CoStock3,000$35.0K<0.1%History
AZNAstraZeneca PLCADR175$35.0K<0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR100$34.0K<0.1%History
CTASCintas CorpStock200$34.0K<0.1%History
ASMLASML Holding NVADR25$33.0K<0.1%History
DOWDow Inc.Stock771$32.0K<0.1%History
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER500$32.0K<0.1%–
NBBKNB Bancorp, Inc.COM1,500$32.0K<0.1%History