Manager × security

RESOURCES MANAGEMENT CORP /CT/ /ADV APH holdings history

Who else holds this security? →

AMPHENOL CORP-CL A · CUSIP 032095101 · CIK 749044

Some filings reported values in thousands; those figures were scaled ×1000 to dollars.
This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, RESOURCES MANAGEMENT CORP /CT/ /ADV reported 285.54K APH (shares), valued at $50.35M, or 6.34% of its reported non-derivative portfolio. Filed 2026-08-14.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
6.34%
Shares
285.54K
285,539
Reported value
$50.35M
USD

Shares decreased 6.85%; reported value increased 29.99%, and weight changed +1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20266.34%285,539SEC filing ↗Filed Aug 14, 2026
Q1 20265.14%306,544SEC filing ↗Filed May 15, 2026
Q4 20255.53%315,768SEC filing ↗Filed Feb 13, 2026
Q3 20255.34%333,935SEC filing ↗Filed Nov 14, 2025Amended
Q2 20254.74%353,157SEC filing ↗Filed Aug 15, 2025
Q1 20253.35%362,667SEC filing ↗Filed May 16, 2025
Q4 20243.44%362,577SEC filing ↗Filed Feb 14, 2025
Q3 20243.21%365,737SEC filing ↗Filed Nov 15, 2024
Q2 20243.60%367,388SEC filing ↗Filed Aug 14, 2024
Q1 20243.13%185,604SEC filing ↗Filed May 15, 2024
Q4 20232.79%189,430SEC filing ↗Filed Feb 14, 2024Amended
Q3 20232.69%196,705SEC filing ↗Filed Nov 16, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.69%196,705$16.52MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 16, 2023
Q4 20232.79%189,430$18.78MShares decreased 3.70%; reported value increased 13.66%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2024
Q1 20243.13%185,604$21.41MShares decreased 2.02%; reported value increased 14.01%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2024
Q2 20243.60%367,388$24.75MShares increased 97.94%; reported value increased 15.61%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 20243.21%365,737$23.83MShares decreased 0.45%; reported value decreased 3.72%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 15, 2024
Q4 20243.44%362,577$25.18MShares decreased 0.86%; reported value increased 5.66%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20253.35%362,667$23.79MShares increased 0.02%; reported value decreased 5.54%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 16, 2025
Q2 20254.74%353,157$34.87MShares decreased 2.62%; reported value increased 46.61%, and weight changed +1.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 15, 2025
Q3 20255.34%333,935$41.32MShares decreased 5.44%; reported value increased 18.50%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2025
Q4 20255.53%315,768$42.67MShares decreased 5.44%; reported value increased 3.26%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2026
Q1 20265.14%306,544$38.73MShares decreased 2.92%; reported value decreased 9.24%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 20266.34%285,539$50.35MShares decreased 6.85%; reported value increased 29.99%, and weight changed +1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV · AMPHENOL CORP-CL A

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"749044","quarter":"2026Q2","cusip":"032095101"}

get_institutional_manager_history
{"cik":"749044","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.