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Livermore
Livermore
ZHEN

Resources Management Corp

SEC CIK
0000749044
Latest filing
Aug 14, 2026

The latest 13F from Resources Management Corp covers Q2 2026 (filed Aug 14, 2026): 188 long positions worth $793.5M. The top 10 holdings make up 37.2% of the portfolio, and the largest is Apple Inc. (AAPL) at 6.7%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$10.3M
Added
40
Est. +$8.60M
Reduced
98
Est. −$23.8M
Sold out
231
Est. −$23.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    6.7%$53.2MHistory
  2. APHAmphenol Corp
    6.3%$50.3MHistory
  3. JPMJPMorgan Chase & Co
    4.5%$35.4MHistory
  4. MSFTMicrosoft Corp
    4.1%$32.7MHistory
  5. GOOGLAlphabet Inc.
    3.3%$26.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. XOMExxonMobil Holdings Corp
    +$7.28MNewHistory
  2. HONHoneywell International Inc
    +$1.40MNewHistory
  3. HONAHoneywell Aerospace Inc.
    +$1.37MNewHistory
  4. OMCOmnicom Group Inc.
    +$673.3KAddedHistory
  5. TMUST-Mobile US, Inc.
    +$650.5KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. XOMExxonMobil Holdings Corp
    +0.92 pp0.0% → 0.9%History
  2. ABBVAbbVie Inc.
    +0.25 pp2.5% → 2.7%History
  3. QCOMQualcomm Inc
    +0.23 pp0.6% → 0.9%History
  4. HONHoneywell International Inc
    +0.18 pp0.0% → 0.2%History
  5. HONAHoneywell Aerospace Inc.
    +0.17 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$9.25MSold outHistory
  2. APHAmphenol Corp
    −$3.70MReducedHistory
  3. HONHoneywell International Inc
    −$3.04MSold outHistory
  4. AAPLApple Inc.
    −$2.49MReducedHistory
  5. AVGOBroadcom Inc.
    −$1.75MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.23 pp1.2% → 0.0%History
  2. HONHoneywell International Inc
    −0.40 pp0.4% → 0.0%History
  3. CVXChevron Corp
    −0.37 pp1.5% → 1.1%History
  4. NEENextera Energy Inc
    −0.33 pp2.7% → 2.4%History
  5. TJXTJX Companies Inc
    −0.30 pp2.6% → 2.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$793.5M
+$40.1M (+5.3%) vs. prior quarter
Positions
188
−227 vs. prior quarter
Top 10 concentration
37.2%
Top 10 as share of value
Turnover
2.4%
Q2 2026, one quarter
Average holding period
20.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $793.5M (Q2 2026)

Q1 2021: $661.5MQ2 2021: $711.9MQ3 2021: $695.6MQ4 2021: $768.4MQ1 2022: $715.7MQ2 2022: $618.8MQ3 2022: $579.5MQ4 2022: $633.3MQ1 2023: $501.0MQ2 2023: $640.8MQ3 2023: $614.2MQ4 2023: $673.2MQ1 2024: $684.3MQ2 2024: $687.1MQ3 2024: $741.3MQ4 2024: $732.6MQ1 2025: $711.1MQ2 2025: $736.4MQ3 2025: $773.7MQ4 2025: $771.9MQ1 2026: $753.4MQ2 2026: $793.5M
Q1 2021Q2 2026
13F filings of Resources Management Corp by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026188$793.5MAAPLAPHJPMvs. Q1 2026SEC
Q1 2026May 15, 2026415$753.4MAAPLAPHMSFTvs. Q4 2025SEC
Q4 2025Feb 13, 2026429$771.9MAAPLAPHMSFTvs. Q3 2025SEC
Q3 2025Nov 14, 2025Amended413$773.7MAAPLMSFTAPHvs. Q2 2025SEC
Q2 2025Aug 15, 2025421$736.4MMSFTAAPLJPMvs. Q1 2025SEC
Q1 2025May 16, 2025428$711.1MAAPLMSFTJPMvs. Q4 2024SEC
Q4 2024Feb 14, 2025428$732.6MAAPLMSFTJPMvs. Q3 2024SEC
Q3 2024Nov 15, 2024464$741.3MAAPLMSFTJPMvs. Q2 2024SEC
Q2 2024Aug 14, 2024429$687.1MAAPLMSFTJPMvs. Q1 2024SEC
Q1 2024May 15, 2024439$684.3MMSFTAAPLJPMvs. Q4 2023SEC
Q4 2023Feb 14, 2024Amended456$673.2MAAPLMSFTJPMvs. Q3 2023SEC
Q3 2023Nov 16, 2023446$614.2MAAPLMSFTJPMvs. Q2 2023SEC
Q2 2023Aug 16, 2023448$640.8MAAPLMSFTMCDvs. Q1 2023SEC
Q1 2023May 11, 2023478$501.0MABBVZBRAINTUvs. Q4 2022SEC
Q4 2022Feb 8, 2023454$633.3MAAPLMSFTNEEvs. Q3 2022SEC
Q3 2022Nov 15, 2022491$579.5MAAPLMSFTNEEvs. Q2 2022SEC
Q2 2022Aug 10, 2022523$618.8MAAPLMSFTNEEvs. Q1 2022SEC
Q1 2022May 20, 2022508$715.7MAAPLMSFTNEEvs. Q4 2021SEC
Q4 2021Feb 4, 2022520$768.4MAAPLMSFTNEEvs. Q3 2021SEC
Q3 2021Nov 12, 2021495$695.6MAAPLMSFTJPMvs. Q2 2021SEC
Q2 2021Aug 10, 2021501$711.9MAAPLMSFTJPMvs. Q1 2021SEC
Q1 2021May 13, 2021507$661.5MAAPLMSFTJPM–SEC