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CIK: 0001352526
Total reported value
$448.2M
$448.2M
340 檔
21.4%
In Q3 2025, Hartford Financial Management Inc.'s U.S. equity holdings reached a combined market value of $448.2M, distributed across 340 disclosed stock positions.
In Q3 2025, Hartford Financial Management Inc. adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.81% | -0.42% | +2.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.35% | +0.01% | +4.20% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.29% | +1.19% | +11.59% | |
| 4 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 4.23% | -0.07% | +1.80% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.16% | +1.55% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.06% | +0.45% | |
| 7 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.70% | -0.71% | -26.45% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.55% | -0.19% | +1.34% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.10% | +1.81% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.95% | -0.88% | -8.45% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.94% | -0.38% | -0.68% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.90% | +1.77% | +2.60% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | +0.09% | +13.01% | |
| 14 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.80% | -0.09% | -0.22% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.65% | -0.64% | +7.23% | |
| 16 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.63% | +0.26% | +3.10% | |
| 17 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.52% | — | -0.63% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.52% | +0.01% | +20.24% | |
| 19 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.40% | +0.05% | -3.65% | |
| 20 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.32% | -0.06% | +1.72% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.08% | +14.60% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.08% | +12.04% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.18% | +0.40% | -2.77% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.01% | +16.56% | |
| 25 | CSX | Csx CORP | Stock-Industrials | 1.18% | -0.02% | -0.89% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.09% | -0.15% | -0.68% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 1.04% | -0.02% | -3.96% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.39% | -1.17% | |
| 29 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.96% | +0.03% | -0.38% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.05% | +11.14% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | +0.12% | +3.34% | |
| 32 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.92% | +0.22% | -7.38% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.87% | -0.08% | -21.40% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | -0.29% | -4.61% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.85% | -0.89% | EXIT | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.82% | +0.15% | +6.44% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | -0.01% | +10.59% | |
| 38 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.77% | -0.35% | +13.79% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | -0.30% | -2.12% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | +0.03% | +15.66% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | +0.03% | — | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.19% | +1.96% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.68% | -0.19% | +20.56% | |
| 44 | ✓ | Goldman Sachs ETF Tr | ETF-Commodities | 0.66% | -0.64% | EXIT | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.24% | -4.73% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.63% | -0.11% | +11.23% | |
| 47 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.62% | -0.02% | -66.21% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.60% | +0.67% | -47.66% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.06% | +7.83% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.57% | -0.06% | -4.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +3.1% | +11.59% | Add |
| 2 | JPSE | JPM Diversified Rt Small Cap | +2.8% | +1.80% | Add |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +2.8% | +2.41% | Add |
| 4 | NVDA | Nvidia CORP | +1.7% | +0.45% | Trim |
| 5 | AAPL | Apple Inc | +1.6% | +4.20% | Add |
| 6 | ORCL | Oracle CORP | +1.1% | -8.45% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +1.1% | +13.01% | Add |
| 8 | AMAT | Applied Materials Inc | +0.8% | +2.60% | Trim |
| 9 | JTEK | Jpmorgan US Tech Leaders | +0.8% | +3.10% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +3.34% | Add |
| 11 | XOM | Exxon Mobil CORP | -0.2% | -1.17% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | -0.3% | +1.81% | Trim |
| 13 | TXN | Texas Instruments Inc | -0.3% | -2.44% | Trim |
| 14 | CAT | Caterpillar Inc | -0.3% | -2.77% | Trim |
| 15 | JMUB | Jpmorgan Municipal ETF | -0.3% | -26.45% | Trim |
| 16 | CSX | Csx CORP | -0.3% | -0.89% | Trim |
| 17 | KMB | Kimberly-clark CORP | -0.3% | -11.65% | Trim |
| 18 | APD | Air Products & Chemicals Inc | -0.4% | +13.15% | Trim |
| 19 | HON | Honeywell International Inc | -0.4% | +6.99% | Trim |
| 20 | MSFT | Microsoft CORP | -0.4% | +1.55% | Trim |
| 21 | PSX | Phillips 66 | -0.4% | -0.43% | Trim |
| 22 | ABT | Abbott Laboratories | -0.4% | -4.61% | Trim |
| 23 | CMI | Cummins Inc | -0.4% | — | Trim |
| 24 | AVGO | Broadcom Inc | -0.4% | -12.13% | Trim |
| 25 | DUK | Duke Energy CORP | -0.4% | -34.15% | Trim |
| 26 | PEP | Pepsico Inc | -0.5% | -0.33% | Trim |
| 27 | SO | Southern Co/the | -0.5% | -10.71% | Trim |
| 28 | MO | Altria Group Inc | -0.5% | — | Trim |
| 29 | PM | Philip Morris International | -0.6% | — | Trim |
| 30 | JNJ | Johnson & Johnson | -0.6% | -17.33% | Trim |
| 31 | CVX | Chevron CORP | -0.6% | -4.73% | Trim |
| 32 | NSC | Norfolk Southern CORP | -0.7% | — | Trim |
| 33 | PG | Procter & Gamble Co/the | -0.7% | +6.91% | Trim |
| 34 | COST | Costco Wholesale CORP | -0.8% | -0.68% | Trim |
| 35 | DE | Deere & Co | -1% | -0.11% | Trim |
| 36 | ABBV | Abbvie Inc | -1.1% | — | Trim |
| 37 | PH | Parker Hannifin CORP | -1.1% | +24.28% | Trim |
| 38 | AWK | American Water Works Co Inc | -1.2% | — | Trim |
| 39 | WM | Waste Management Inc | -1.4% | -7.05% | Trim |
| 40 | LLY | Eli Lilly & Co | -2.4% | — | Trim |
| 41 | ITW | Illinois Tool Works | — | EXIT | Sold out |
| 42 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 43 | ACN | Accenture plc | — | EXIT | Sold out |
| 44 | NJR | New Jersey Resources CORP | — | EXIT | Sold out |
| 45 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 46 | DJUL | Ft Vest US Equity Deep Buffe | — | NEW | New buy |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | Sold out |
| 48 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 49 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 50 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hartford Financial Management Inc. reported a total U.S. public equity portfolio value of $448.2M across 340 disclosed positions in Q3 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, AAPL, VGT) accounted for 21.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
DJUL
市值: $2.3M
Top Position Liquidated / Trimmed
ITW
前期市值: $5.5M
During Q3 2025, Hartford Financial Management Inc.'s top holdings by market value included JCPB (8.8%)、AAPL (4.3%)、VGT (4.3%). The largest single position, JCPB, represented 8.8% of total portfolio value.
In Q3 2025, Hartford Financial Management Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 33 holdings, and fully liquidating 9 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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