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William Herlihy

Resources Management Corp Ct Adv

Assets Managed
$753.371M
Holdings
415
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-2.39%(2Q avg: -1.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Resources Management Corp Ct Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 415 positions.

Assets under management

The assets under management (AUM) of Resources Management Corp Ct Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 753.371M in assets, with a quarterly growth rate of -2.39% and a 2-quarter average growth rate of -1.31%. The portfolio is managed by William Herlihy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.31%
6.48%
$48.797M
192,274 shares@ $253.79 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -2.92%
5.15%
$38.732M
306,544 shares@ $126.36 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.09%
4.37%
$32.911M
88,909 shares@ $370.17 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.06%
4.32%
$32.503M
110,493 shares@ $294.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.45%
2.97%
$22.307M
77,572 shares@ $287.57 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -0.59%
2.74%
$20.618M
221,991 shares@ $92.88 avg price
MCD
Mcdonald's Corp
Recent Activity
Increased 0.32%
2.7%
$20.341M
65,448 shares@ $310.8 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.39%
2.56%
$19.244M
120,503 shares@ $159.7 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.39%
2.5%
$18.801M
60,746 shares@ $309.51 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 1.23%
2.47%
$18.583M
85,442 shares@ $217.5 avg price

1-10 of 415