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CIK: 0001352526
Total reported value
$448.2M
$448.2M
347 檔
19.2%
According to the latest 13F quarterly dataset, Hartford Financial Management Inc. managed an equity portfolio of $448.2M at the end of Q2 2025, spanning 347 distinct U.S. exchange-listed positions.
In Q2 2025, Hartford Financial Management Inc. adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 347 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.80% | -0.42% | +10.24% | |
| 2 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 3.92% | -0.07% | +97.68% | |
| 3 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.73% | -0.71% | -6.58% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.16% | -49.62% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.52% | +1.19% | +75.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.47% | +0.01% | +1.85% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.06% | -9.21% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.59% | -0.19% | +5.96% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.10% | -46.65% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.16% | -0.38% | -43.83% | |
| 11 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.79% | -0.02% | — | |
| 12 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.78% | -0.09% | +3.72% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.71% | +1.77% | -4.60% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.71% | -0.88% | -2.40% | |
| 15 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 1.61% | -0.04% | — | |
| 16 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.54% | — | +7.59% | |
| 17 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.50% | +0.26% | +11.40% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.64% | -30.20% | |
| 19 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.35% | +0.05% | -3.19% | |
| 20 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.27% | -0.06% | +8.37% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.27% | +0.01% | -11.34% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.09% | +1.30% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | -0.08% | -9.08% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.18% | +0.67% | +81.93% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 1.17% | -0.02% | -2.32% | |
| 26 | CSX | Csx CORP | Stock-Industrials | 1.13% | -0.02% | -49.06% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.08% | +0.80% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | -0.01% | -24.84% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.08% | -4.41% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.40% | -56.09% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.15% | -32.54% | |
| 32 | ✓ | Goldman Sachs ETF Tr | ETF-Commodities | 0.97% | -0.64% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.39% | -33.72% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.95% | -0.29% | -45.52% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | +0.22% | -8.91% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.89% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.05% | -7.68% | |
| 38 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.79% | +0.03% | -1.25% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.79% | -0.30% | -4.01% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.19% | -1.56% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.76% | +0.12% | +3.34% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | -0.01% | +1.93% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.66% | +0.15% | -20.63% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.24% | -54.59% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.64% | +0.03% | — | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.62% | -0.06% | -8.32% | |
| 47 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.61% | -0.35% | +0.51% | |
| 48 | WMB | Williams Cos Inc | Stock-Energy | 0.61% | -0.06% | -4.13% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | +0.03% | -6.36% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.60% | -0.19% | -7.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +2.8% | +10.24% | Add |
| 2 | JPSE | JPM Diversified Rt Small Cap | +2.5% | +97.68% | Add |
| 3 | VGT | Vanguard Info Tech ETF | +2.3% | +75.25% | Add |
| 4 | DJUL | Ft Vest US Equity Deep Buffe | +1.8% | NEW | New buy |
| 5 | GJUL | Ft Vest US Equity Moderate B | +1.6% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +1.3% | -9.21% | Trim |
| 7 | ORCL | Oracle CORP | +0.9% | -2.40% | Trim |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.7% | +81.93% | Add |
| 9 | JTEK | Jpmorgan US Tech Leaders | +0.7% | +11.40% | Add |
| 10 | HD | Home Depot Inc | -0.1% | -30.20% | Trim |
| 11 | TXN | Texas Instruments Inc | -0.2% | -55.95% | Trim |
| 12 | XOM | Exxon Mobil CORP | -0.2% | -33.72% | Trim |
| 13 | KMB | Kimberly-clark CORP | -0.3% | -59.54% | Trim |
| 14 | D | Dominion Energy Inc | -0.3% | -82.71% | Trim |
| 15 | CEG | Constellation Energy | -0.3% | EXIT | Sold out |
| 16 | HON | Honeywell International Inc | -0.3% | -48.97% | Trim |
| 17 | JNJ | Johnson & Johnson | -0.3% | EXIT | Sold out |
| 18 | ABT | Abbott Laboratories | -0.3% | -45.52% | Trim |
| 19 | BDX | Becton Dickinson And Co | -0.3% | EXIT | Sold out |
| 20 | APD | Air Products & Chemicals Inc | -0.4% | -73.44% | Trim |
| 21 | CSX | Csx CORP | -0.4% | -49.06% | Trim |
| 22 | PSX | Phillips 66 | -0.4% | -83.22% | Trim |
| 23 | EMR | Emerson Electric Co | -0.4% | EXIT | Sold out |
| 24 | DUK | Duke Energy CORP | -0.4% | -94.64% | Trim |
| 25 | AVGO | Broadcom Inc | -0.4% | -97.95% | Trim |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | EXIT | Sold out |
| 27 | CMI | Cummins Inc | -0.4% | -98.00% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.5% | -46.65% | Trim |
| 29 | PEP | Pepsico Inc | -0.5% | -56.59% | Trim |
| 30 | MSFT | Microsoft CORP | -0.5% | -49.62% | Trim |
| 31 | CAT | Caterpillar Inc | -0.5% | -56.09% | Trim |
| 32 | SO | Southern Co/the | -0.5% | -82.61% | Trim |
| 33 | MO | Altria Group Inc | -0.5% | -94.22% | Trim |
| 34 | PM | Philip Morris International | -0.5% | -85.76% | Trim |
| 35 | JNJ | Johnson & Johnson | -0.6% | -61.76% | Trim |
| 36 | COST | Costco Wholesale CORP | -0.6% | -43.83% | Trim |
| 37 | CVX | Chevron CORP | -0.6% | -54.59% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.7% | -69.50% | Trim |
| 39 | NSC | Norfolk Southern CORP | -0.7% | -90.43% | Trim |
| 40 | NEE | Nextera Energy Inc | -0.7% | EXIT | Sold out |
| 41 | NJR | New Jersey Resources CORP | -0.8% | EXIT | Sold out |
| 42 | DE | Deere & Co | -1% | -92.04% | Trim |
| 43 | ACN | Accenture plc | -1% | EXIT | Sold out |
| 44 | ABBV | Abbvie Inc | -1.1% | -99.24% | Trim |
| 45 | ETN | Eaton Corporation plc | -1.1% | EXIT | Sold out |
| 46 | ITW | Illinois Tool Works | -1.1% | EXIT | Sold out |
| 47 | PH | Parker Hannifin CORP | -1.2% | -89.35% | Trim |
| 48 | AWK | American Water Works Co Inc | -1.2% | -99.97% | Trim |
| 49 | WM | Waste Management Inc | -1.4% | -84.58% | Trim |
| 50 | LLY | Eli Lilly & Co | -2.4% | -94.00% | Trim |
According to official SEC Form 13F filings, Hartford Financial Management Inc. reported a total U.S. public equity portfolio value of $448.2M across 347 disclosed positions in Q2 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, JPSE, JMUB) accounted for 19.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
DJUL
市值: $6.5M
Top Position Liquidated / Trimmed
ITW
前期市值: $5.5M
During Q2 2025, Hartford Financial Management Inc.'s top holdings by market value included JCPB (8.8%)、JPSE (3.9%)、JMUB (3.7%). The largest single position, JCPB, represented 8.8% of total portfolio value.
In Q2 2025, Hartford Financial Management Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 33 holdings, and fully liquidating 10 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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