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CIK: 0001352526
Total reported value
$448.2M
$448.2M
382 檔
18.1%
During the Q1 2024 filing period, Hartford Financial Management Inc. (CIK: 0001352526) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $448.2M across 382 reported positions.
During Q1 2024, Hartford Financial Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 382 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.41% | -0.42% | +14.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | -0.16% | -0.15% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.45% | +0.03% | — | |
| 4 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.40% | -0.09% | -2.05% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.10% | -0.53% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.27% | -0.38% | +0.43% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.01% | +1.53% | |
| 8 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.19% | -0.71% | +64.52% | |
| 9 | CSX | Csx CORP | Stock-Industrials | 2.00% | -0.02% | -0.71% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.77% | +0.40% | -1.58% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | -0.64% | +0.07% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.62% | -0.05% | — | |
| 13 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.56% | — | -7.32% | |
| 14 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.55% | -0.07% | -0.02% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 1.50% | +1.77% | -0.55% | |
| 16 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 1.36% | +0.03% | -0.09% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.32% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -0.39% | -0.43% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.31% | -0.24% | +0.92% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.26% | +1.19% | -3.05% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 1.25% | — | — | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.23% | -0.89% | EXIT | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.29% | -1.13% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.18% | -0.01% | — | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.17% | — | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.13% | -0.32% | +0.38% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.06% | +0.52% | |
| 28 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.10% | +0.05% | +0.76% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.10% | -0.08% | -0.33% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.23% | +0.40% | |
| 31 | DE | Deere & Co | Stock-Industrials | 1.04% | -0.01% | — | |
| 32 | AWK | American Water Works Co Inc | Stock-Utilities | 1.03% | +0.04% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | — | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.06% | +0.76% | |
| 35 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.91% | -0.06% | +95.51% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | -0.01% | -0.76% | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.89% | -0.01% | — | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | -0.30% | +0.72% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.15% | -1.65% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | -0.02% | +0.47% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.88% | +1.51% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.08% | -0.02% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.05% | -3.19% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.09% | +0.69% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.08% | -0.81% | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.70% | -0.03% | -0.62% | |
| 47 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | +0.22% | -3.19% | |
| 48 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.69% | — | — | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | +37.66% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.12% | +0.10% |
According to official SEC Form 13F filings, Hartford Financial Management Inc. reported a total U.S. public equity portfolio value of $448.2M across 382 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, MSFT, LLY) accounted for 18.1% of total reported equity market value during Q1 2024.
During Q1 2024, Hartford Financial Management Inc.'s top holdings by market value included JCPB (5.4%)、MSFT (4.5%)、LLY (2.5%). The largest single position, JCPB, represented 5.4% of total portfolio value.
In Q1 2024, Hartford Financial Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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