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CIK: 0001352526
Total reported value
$448.2M
$448.2M
338 檔
22.2%
According to the latest 13F quarterly dataset, Hartford Financial Management Inc. managed an equity portfolio of $448.2M at the end of Q4 2025, spanning 338 distinct U.S. exchange-listed positions.
In Q4 2025, Hartford Financial Management Inc. displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 338 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.93% | -0.42% | +3.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.01% | +1.52% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.41% | +1.19% | +3.75% | |
| 4 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 4.34% | -0.07% | +3.86% | |
| 5 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.53% | -0.71% | +33.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.16% | +3.41% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | +0.06% | +4.58% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.58% | -0.19% | +3.46% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | -0.10% | -0.89% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.35% | +1.77% | +0.37% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.30% | +0.09% | -2.03% | |
| 12 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.86% | -0.09% | +3.40% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.79% | -0.38% | +0.69% | |
| 14 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.61% | +0.26% | +2.69% | |
| 15 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.56% | +0.05% | -1.10% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.55% | +0.01% | +1.59% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | -0.64% | +3.55% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.41% | +0.40% | +1.39% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.37% | -0.88% | +3.42% | |
| 20 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.32% | -0.06% | -0.76% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.01% | +6.88% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.08% | +5.28% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.08% | +0.57% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 1.20% | -0.02% | +1.72% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.17% | -0.15% | -0.15% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.08% | +0.12% | +7.38% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.39% | -0.48% | |
| 28 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.98% | +0.03% | +1.47% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.05% | +12.15% | |
| 30 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | +0.22% | -0.00% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.91% | +0.15% | +0.91% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.90% | -0.02% | +1.37% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.85% | -0.30% | -0.59% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.08% | -4.59% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | -0.89% | EXIT | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | +0.03% | +3.05% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | -0.01% | +3.50% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.29% | -1.09% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.77% | -0.19% | +13.41% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | +0.03% | — | |
| 41 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.67% | -0.35% | +0.07% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | -0.11% | +2.53% | |
| 43 | ✓ | Goldman Sachs ETF Tr | ETF-Commodities | 0.65% | -0.64% | EXIT | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.24% | -1.11% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.61% | +0.67% | +3.82% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.19% | +984.24% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.06% | +1.82% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.53% | -0.06% | +1.19% | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.53% | -0.06% | -0.96% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.06% | -4.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | +0.8% | +33.37% | Add |
| 2 | AMAT | Applied Materials Inc | +0.5% | +0.37% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -2.03% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | +1.52% | Add |
| 5 | CAT | Caterpillar Inc | +0.2% | +1.39% | Add |
| 6 | FBT | First Trust Nyse Arca Biotec | +0.2% | -1.10% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +7.38% | Add |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +3.68% | Add |
| 9 | VGT | Vanguard Info Tech ETF | +0.1% | +3.75% | Add |
| 10 | JPSE | JPM Diversified Rt Small Cap | +0.1% | +3.86% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 12 | DHR | Danaher CORP | +0.1% | -0.59% | Trim |
| 13 | NVDA | Nvidia CORP | +0.1% | +4.58% | Add |
| 14 | V | Visa Inc-class A Shares | +0.1% | +6.88% | Add |
| 15 | KLAC | Kla CORP | +0.1% | +0.91% | Add |
| 16 | CME | Cme Group Inc | +0.1% | +13.41% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -0.52% | Trim |
| 18 | RTX | Rtx CORP | +0.1% | -0.15% | Trim |
| 19 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 20 | FCX | Freeport-mcmoran Inc | +0.1% | +2.80% | Add |
| 21 | DAUG | Ft Vest U.s. Equity Deep Buf | +0.1% | +3.40% | Add |
| 22 | ISRG | Intuitive Surgical Inc | +0.1% | +4.83% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | +3.05% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 25 | JNJ | Johnson & Johnson | +0.1% | +1.82% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +0.57% | Add |
| 27 | PH | Parker Hannifin CORP | +0.1% | +4.41% | Add |
| 28 | PLD | Prologis Inc | +0.1% | +1.19% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.28% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | -0.48% | Trim |
| 31 | TJX | Tjx Companies Inc | 0% | +2.53% | Add |
| 32 | PAAA | Pgim Aaa Clo ETF | 0% | +3.46% | Add |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +1.59% | Add |
| 34 | WY | Weyerhaeuser Co | -0.1% | -40.76% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -4.35% | Trim |
| 36 | KMB | Kimberly-clark CORP | -0.1% | -18.68% | Trim |
| 37 | MPC | Marathon Petroleum CORP | -0.1% | -0.34% | Trim |
| 38 | ABT | Abbott Laboratories | -0.1% | -1.09% | Trim |
| 39 | MDLZ | Mondelez International Inc-a | -0.1% | -0.14% | Trim |
| 40 | TGT | Target CORP | -0.1% | -77.04% | Trim |
| 41 | GPC | Genuine Parts Co | -0.1% | +0.07% | Add |
| 42 | NFLX | Netflix Inc | -0.1% | +984.24% | Add |
| 43 | ADP | Automatic Data Processing | -0.1% | +1.37% | Add |
| 44 | COST | Costco Wholesale CORP | -0.2% | +0.69% | Add |
| 45 | MSFT | Microsoft CORP | -0.2% | +3.41% | Add |
| 46 | HD | Home Depot Inc | -0.2% | +3.55% | Add |
| 47 | GJUL | Ft Vest US Equity Moderate B | -0.3% | -69.84% | Trim |
| 48 | DJUL | Ft Vest US Equity Deep Buffe | -0.3% | -45.28% | Trim |
| 49 | ORCL | Oracle CORP | -0.6% | +3.42% | Add |
| 50 | DAPR | Ft Vest U.s. Equity Deep Buf | -1.5% | -98.63% | 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 338 disclosed positions in Q4 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 22.2% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
GOOG
前期市值: $7.0M
During Q4 2025, Hartford Financial Management Inc.'s top holdings by market value included JCPB (8.9%)、AAPL (4.6%)、VGT (4.4%). The largest single position, JCPB, represented 8.9% of total portfolio value.
In Q4 2025, Hartford Financial Management Inc. made 47 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 16 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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