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CIK: 0001352526
Total reported value
$448.2M
$448.2M
344 檔
21.5%
During the Q1 2026 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 344 reported positions.
In Q1 2026, Hartford Financial Management Inc. adopted a defensive or profit-taking posture, trimming 81 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.47% | -0.42% | -2.70% | |
| 2 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 4.40% | -0.07% | -1.28% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.16% | +0.01% | -1.73% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.96% | +1.19% | -1.10% | |
| 5 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.62% | -0.71% | +5.65% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | +0.06% | +1.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.16% | +10.29% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 2.79% | +1.77% | -8.81% | |
| 9 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.53% | -0.19% | +0.33% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.19% | -0.10% | +2.11% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.03% | -0.38% | +0.33% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.91% | +0.09% | -7.57% | |
| 13 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.79% | -0.09% | +0.22% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.61% | +0.40% | -5.83% | |
| 15 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.46% | +0.26% | +4.92% | |
| 16 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.43% | +0.05% | -4.14% | |
| 17 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.34% | -0.06% | +5.44% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | -0.64% | -0.44% | |
| 19 | QLTI | Gmo International Qlty ETF | ETF-Other | 1.33% | +0.24% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | -0.39% | -5.13% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.32% | -0.88% | +29.91% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 1.29% | -0.02% | -3.26% | |
| 23 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.27% | +0.05% | — | |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.24% | +0.25% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.08% | +1.97% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.01% | +9.90% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.15% | -3.74% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.08% | +2.65% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.12% | -10.97% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.05% | +24.06% | |
| 31 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.94% | +0.03% | -0.19% | |
| 32 | KLAC | Kla CORP | Stock-Tech | 0.93% | +0.15% | -13.97% | |
| 33 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | +0.22% | -0.16% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.89% | -0.89% | EXIT | |
| 35 | CME | Cme Group Inc | Stock-Financials | 0.83% | -0.19% | +2.06% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.24% | -3.77% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | -0.01% | -2.66% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | -0.02% | +8.65% | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.75% | +0.48% | -3.58% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.72% | +0.03% | +4.17% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.03% | — | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | -0.11% | +3.28% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.08% | +0.65% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | -0.30% | -2.65% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.19% | +14.15% | |
| 46 | ✓ | Goldman Sachs ETF Tr | ETF-Commodities | 0.64% | -0.64% | EXIT | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.29% | -1.68% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.06% | -9.50% | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.58% | -0.06% | -6.87% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.57% | +0.67% | -3.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.4% | -8.81% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -5.13% | Trim |
| 3 | RYN | Rayonier Inc | +0.3% | +3043.07% | Add |
| 4 | COST | Costco Wholesale CORP | +0.2% | +0.33% | Add |
| 5 | GLW | Corning Inc | +0.2% | -3.58% | Trim |
| 6 | CAT | Caterpillar Inc | +0.2% | -5.83% | Trim |
| 7 | CVX | Chevron CORP | +0.2% | -3.77% | Trim |
| 8 | MPC | Marathon Petroleum CORP | +0.1% | -6.07% | Trim |
| 9 | JMUB | Jpmorgan Municipal ETF | +0.1% | +5.65% | Add |
| 10 | CSX | Csx CORP | +0.1% | -3.26% | Trim |
| 11 | HON | Honeywell International Inc | +0.1% | -2.19% | Trim |
| 12 | NFLX | Netflix Inc | +0.1% | +14.15% | Add |
| 13 | JPSE | JPM Diversified Rt Small Cap | +0.1% | -1.28% | Trim |
| 14 | CME | Cme Group Inc | +0.1% | +2.06% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +24.06% | Add |
| 16 | WMB | Williams Cos Inc | +0.1% | -6.87% | Trim |
| 17 | MDLZ | Mondelez International Inc-a | +0.1% | +5.57% | Add |
| 18 | KO | Coca-cola Co/the | +0.1% | +37.93% | Add |
| 19 | ENB | Enbridge Inc | 0% | -1.96% | Trim |
| 20 | WMT | Walmart Inc | 0% | -0.05% | Trim |
| 21 | TJX | Tjx Companies Inc | 0% | +3.28% | Add |
| 22 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 23 | APD | Air Products & Chemicals Inc | 0% | +2.46% | Add |
| 24 | PEP | Pepsico Inc | 0% | +1.33% | Add |
| 25 | TXN | Texas Instruments Inc | 0% | -0.40% | Trim |
| 26 | JNJ | Johnson & Johnson | 0% | -9.50% | Trim |
| 27 | FDX | Fedex CORP | 0% | — | Unchanged |
| 28 | PAA | Plains All Amer Pipeline LP | 0% | — | Unchanged |
| 29 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 30 | DE | Deere & Co | 0% | — | Unchanged |
| 31 | DDEC | Ft Vest U.s. Equity Deep Buf | 0% | +5.44% | Add |
| 32 | KLAC | Kla CORP | 0% | -13.97% | Trim |
| 33 | MRK | Merck & Co. Inc. | 0% | -7.78% | Trim |
| 34 | NFG | National Fuel Gas Co | 0% | — | Unchanged |
| 35 | PSX | Phillips 66 | 0% | -12.75% | Trim |
| 36 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 37 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 38 | RSPM | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 39 | WM | Waste Management Inc | 0% | -0.02% | Trim |
| 40 | BMY | Bristol-myers Squibb Co | 0% | -4.15% | Trim |
| 41 | INTC | Intel CORP | 0% | — | Unchanged |
| 42 | SO | Southern Co/the | 0% | — | Unchanged |
| 43 | DRI | Darden Restaurants Inc | 0% | +126.14% | Add |
| 44 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 45 | PLTR | Palantir Technologies Inc-a | 0% | +45.83% | Add |
| 46 | CARR | Carrier Global CORP | 0% | -0.17% | Trim |
| 47 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 48 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 49 | AEP | American Electric Power | 0% | — | Unchanged |
| 50 | OKE | Oneok Inc | 0% | -8.98% | 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 344 disclosed positions in Q1 2026.
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, AAPL) accounted for 21.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
QLTI
市值: $5.2M
Top Position Liquidated / Trimmed
PCH
前期市值: $987.1K
During Q1 2026, Hartford Financial Management Inc.'s top holdings by market value included JCPB (8.5%)、JPSE (4.4%)、AAPL (4.2%). The largest single position, JCPB, represented 8.5% of total portfolio value.
In Q1 2026, Hartford Financial Management Inc. made 148 total portfolio adjustments, initiating 18 new buys, adding to 42 positions, trimming 81 holdings, and fully liquidating 7 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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