RESOURCES MANAGEMENT CORP CT ADV
Q2 2026 Form 13-F
WEST HARTFORD, CONNECTICUT
CIK 0000749044
· CRD 104674
· SEC-registered investment adviser
$793.5M Reported Value Total
RMC INVESTMENT ADVISORS reports 865 total accounts under management (AUM). There are 834 discretionary accounts valued at $998,858,101, and 31 non-discretionary accounts valued at $68,298,866.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-04-29
Reported value
$793.5M
Quarter over quarter
+9.4%
Holdings
188
Top-10 concentration
37.2%
Filing Structure
Reports holdings for
- Torrington Savings Bank · File #028-18922 · Q1 2024 – Q3 2024 · declared by one filing
- Torrington Savings Bank (not a 13F filer in our records) · Q3 2018 – Q3 2022 · declared by one filing
- TSB (not a 13F filer in our records) · Q4 2018 – Q4 2018 · declared by one filing
Key People
Form ADV owners & control persons
Michael William Herlihy
PRESIDENT/ CEO
William Thomas Herlihy
CHIEF COMPLIANCE OFFICER/ COO
Filing Navigation
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $793.5M |
| Positions | 188 |
| Change in reported value | +5.3% |
| New positions | 4 |
| Exited positions | 216 |
| Position turnover | 54.5% |
| Top-10 concentration | 37.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
188 | $793.5M |
|
Q1 2026 13F
Filed May 15, 2026
|
384 | $753.4M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
401 | $771.9M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
391 | $773.7M |
|
Q2 2025 13F
Filed Aug 15, 2025
|
399 | $736.4M |
|
Q1 2025 13F
Filed May 16, 2025
|
399 | $711.1M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
405 | $732.6M |
|
Q3 2024 13F
Filed Nov 15, 2024
|
421 | $741.2M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
399 | $687.0M |
|
Q1 2024 13F
Filed May 15, 2024
|
412 | $684.3M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
421 | $673.2K |
|
Q3 2023 13F
Filed Nov 16, 2023
|
419 | $614.1M |
|
Q2 2023 13F
Filed Aug 16, 2023
|
427 | $640.8M |
|
Q1 2023 13F
Filed May 11, 2023
|
454 | $621.9M |
|
Q4 2022 13F
Filed Feb 8, 2023
|
436 | $633.3M |
|
Q3 2022 13F
Filed Nov 15, 2022
|
459 | $579.5M |
|
Q2 2022 13F
Filed Aug 10, 2022
|
483 | $618.8M |
|
Q1 2022 13F
Filed May 20, 2022
|
477 | $715.7M |
|
Q4 2021 13F
Filed Feb 4, 2022
|
491 | $768.4M |
|
Q3 2021 13F
Filed Nov 12, 2021
|
467 | $695.5M |
10 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $53.2M | 6.7% |
| 2 | APH AMPHENOL CORP CLASS A | $50.3M | 6.34% |
| 3 | JPM JPMORGAN CHASE & CO | $35.4M | 4.46% |
| 4 | MSFT MICROSOFT CORP | $32.7M | 4.12% |
| 5 | GOOGL ALPHABET INC CLASS A | $26.3M | 3.31% |
| 6 | ABBV ABBVIE INC | $21.6M | 2.72% |
| 7 | AVGO BROADCOM LTD | $21.2M | 2.67% |
| 8 | NEE NEXTERA ENERGY INC | $19.1M | 2.4% |
| 9 | TJX TJX COMPANIES INC | $17.9M | 2.25% |
| 10 | MCD MCDONALD'S CORP | $17.9M | 2.25% |
| 11 | HD HOME DEPOT INC | $15.7M | 1.98% |
| 12 | JNJ JOHNSON & JOHNSON | $14.7M | 1.85% |
| 13 | NVDA NVIDIA CORP | $13.5M | 1.7% |
| 14 | BLK BLACKROCK INC | $13.1M | 1.66% |
| 15 | COST COSTCO WHOLESALE CORP | $12.2M | 1.54% |
| 16 | PG PROCTER & GAMBLE CO | $11.7M | 1.48% |
| 17 | RTX RTX CORPORATION | $10.6M | 1.33% |
| 18 | PEP PEPSICO INC | $10.5M | 1.32% |
| 19 | CRWD CROWDSTRIKE HOLDINGS INC | $10.2M | 1.28% |
| 20 | LRCX LAM RESEARCH CORP | $9.7M | 1.23% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.