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CIK: 0001352526
Total reported value
$448.2M
$448.2M
359 檔
20.2%
At the close of Q1 2025, Hartford Financial Management Inc. disclosed equity holdings valued at approximately $448.2M, spread across 359 reported holdings.
In Q1 2025, Hartford Financial Management Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.02% | -0.42% | +0.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -0.16% | +0.04% | |
| 3 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.03% | -0.71% | +11.51% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.79% | +0.01% | -1.18% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.77% | -0.38% | -0.20% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.69% | -0.10% | -1.40% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.54% | +0.03% | — | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.84% | -0.19% | -3.51% | |
| 9 | WM | Waste Management Inc | Stock-Industrials | 1.70% | -0.05% | -1.39% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.06% | +49.46% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.56% | -0.64% | -1.72% | |
| 12 | CSX | Csx CORP | Stock-Industrials | 1.51% | -0.02% | -0.48% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.49% | +0.40% | -1.60% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 1.44% | -0.01% | +14.51% | |
| 15 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.44% | -0.07% | -0.95% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.28% | -0.29% | -1.28% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.24% | -1.29% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.24% | +1.19% | -0.91% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -0.89% | EXIT | |
| 20 | AWK | American Water Works Co Inc | Stock-Utilities | 1.22% | +0.04% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.39% | -1.15% | |
| 22 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.21% | -0.09% | -1.55% | |
| 23 | DE | Deere & Co | Stock-Industrials | 1.16% | -0.01% | — | |
| 24 | ITW | Illinois Tool Works | Stock-Industrials | 1.13% | — | — | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.12% | — | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.06% | -0.82% | |
| 27 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.11% | +0.05% | -3.06% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.23% | -0.50% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | — | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -0.01% | -2.45% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 1.07% | +1.77% | +1.05% | |
| 32 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.07% | — | +0.40% | |
| 33 | ACN | Accenture plc | Stock-Tech | 1.03% | — | — | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.01% | +0.01% | +0.30% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.15% | -1.71% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.32% | -0.55% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.08% | -2.00% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.90% | -0.02% | -2.00% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.88% | +1.66% | |
| 40 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.83% | -0.06% | +8.50% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.08% | -2.37% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.09% | -2.30% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.81% | -0.01% | — | |
| 44 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.81% | +0.26% | -0.78% | |
| 45 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.77% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.08% | -2.02% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | — | — | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.69% | -0.01% | — | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.12% | -0.64% | |
| 50 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.65% | +0.22% | -0.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 8 | PAAA | Pgim Aaa Clo ETF | — | NEW | New buy |
| 9 | WM | Waste Management Inc | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | HD | Home Depot Inc | — | NEW | New buy |
| 12 | CSX | Csx CORP | — | NEW | New buy |
| 13 | CAT | Caterpillar Inc | — | NEW | New buy |
| 14 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 15 | JPSE | JPM Diversified Rt Small Cap | — | NEW | New buy |
| 16 | ABT | Abbott Laboratories | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 19 | HON | Honeywell International Inc | — | NEW | New buy |
| 20 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | DAUG | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 23 | DE | Deere & Co | — | NEW | New buy |
| 24 | ITW | Illinois Tool Works | — | NEW | New buy |
| 25 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 27 | FBT | First Trust Nyse Arca Biotec | — | NEW | New buy |
| 28 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 29 | ABBV | Abbvie Inc | — | NEW | New buy |
| 30 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 31 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 32 | DAPR | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 33 | ACN | Accenture plc | — | NEW | New buy |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | New buy |
| 35 | RTX | Rtx CORP | — | NEW | New buy |
| 36 | PEP | Pepsico Inc | — | NEW | New buy |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 38 | ADP | Automatic Data Processing | — | NEW | New buy |
| 39 | ORCL | Oracle CORP | — | NEW | New buy |
| 40 | DDEC | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 41 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 42 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 43 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 44 | JTEK | Jpmorgan US Tech Leaders | — | NEW | New buy |
| 45 | NJR | New Jersey Resources CORP | — | NEW | New buy |
| 46 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 47 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 48 | PM | Philip Morris International | — | NEW | New buy |
| 49 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 50 | RSPT | Invesco S&p 500 Equal Weight | — | NEW | New buy |
According to official SEC Form 13F filings, Hartford Financial Management Inc. reported a total U.S. public equity portfolio value of $448.2M across 359 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, MSFT, JMUB) accounted for 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
JCPB
市值: $29.2M
During Q1 2025, Hartford Financial Management Inc.'s top holdings by market value included JCPB (6.0%)、MSFT (4.1%)、JMUB (3.0%). The largest single position, JCPB, represented 6.0% of total portfolio value.
In Q1 2025, Hartford Financial Management Inc. made 50 total portfolio adjustments, initiating 50 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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