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CIK: 0001352526
Total reported value
$448.1M
$448.1M
349 檔
26.3%
During the Q2 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 $448.1M across 349 reported positions.
Hartford Financial Management Inc. executed strategic sector rebalancing during Q2 2026, establishing 15 new positions while fully exiting 8 holdings and trimming 68 positions.
Showing top 200 holdings (of 349 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.05% | -0.41% | +8.84% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.15% | +0.33% | +768.40% | |
| 3 | AMAT | Applied Materials Inc | Stock-Tech | 4.56% | -1.34% | -11.98% | |
| 4 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 4.33% | -0.25% | -2.07% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.17% | +0.61% | +0.48% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | +1.49% | +1.48% | |
| 7 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.91% | -0.35% | -9.60% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | +0.93% | +7.01% | |
| 9 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.34% | -0.08% | +5.55% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | +0.01% | -1.75% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.01% | -0.47% | -5.46% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | -0.07% | -2.89% | |
| 13 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.72% | -0.07% | -4.02% | |
| 14 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.70% | +0.02% | +0.49% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.65% | -0.04% | -1.36% | |
| 16 | QLTI | Gmo International Qlty ETF | ETF-Other | 1.57% | +0.01% | +24.34% | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.49% | +0.05% | +23.99% | |
| 18 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.48% | +0.14% | -4.03% | |
| 19 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.32% | +0.05% | +3.20% | |
| 20 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.28% | +0.03% | +2.31% | |
| 21 | CSX | Csx CORP | Stock-Industrials | 1.27% | -0.03% | -2.97% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.24% | -0.01% | — | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.24% | +0.27% | +146.65% | |
| 24 | GLW | Corning Inc | Stock-Tech | 1.23% | -0.51% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.05% | +6.43% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.06% | -0.01% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.17% | -0.05% | -9.68% | |
| 28 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.12% | +0.03% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | +0.01% | +2.19% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.08% | -0.38% | +548.13% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.02% | +1.35% | |
| 32 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.97% | -0.09% | +0.03% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.27% | +9.65% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.93% | EXIT | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | -0.01% | -0.26% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | -0.03% | +2.52% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | -0.08% | — | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | +0.08% | +0.47% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.14% | -44.87% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.64% | +0.13% | +18.38% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | -0.07% | +2.60% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | +0.06% | -0.03% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.58% | +0.09% | +5386.67% | |
| 44 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 0.58% | +0.06% | +27117.59% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.12% | -0.67% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.02% | -0.86% | |
| 47 | WMB | Williams Cos Inc | Stock-Energy | 0.52% | -0.04% | +0.18% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | -0.06% | -15.17% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.50% | -0.03% | -1.44% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.49% | -0.03% | -2.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.8% | -11.98% | Trim |
| 2 | XLY | Ss Consumer Disc Select Sect | +1.2% | NEW | New buy |
| 3 | VGT | Vanguard Info Tech ETF | +1.2% | +768.40% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.7% | +146.65% | Add |
| 5 | EWJV | Ishares Msci Japan Value ETF | +0.6% | +27117.59% | Add |
| 6 | XLV | Ss Health Care Select Sector | +0.6% | +5386.67% | Add |
| 7 | GLW | Corning Inc | +0.5% | — | Unchanged |
| 8 | IGV | Ishares Expanded Tech-softwa | +0.4% | +36030.51% | Add |
| 9 | CAT | Caterpillar Inc | +0.4% | -5.46% | Trim |
| 10 | ✓ | +0.3% | NEW | New buy | |
| 11 | ✓ | +0.3% | NEW | New buy | |
| 12 | JTEK | Jpmorgan US Tech Leaders | +0.3% | -4.02% | Trim |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | +0.3% | +23.99% | Add |
| 14 | QLTI | Gmo International Qlty ETF | +0.2% | +24.34% | Add |
| 15 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | — | Unchanged |
| 16 | XLI | Ss Industrial Select Sector | +0.2% | +3807.14% | Add |
| 17 | KLAC | Kla CORP | +0.2% | +548.13% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -9.68% | Trim |
| 19 | TXN | Texas Instruments Inc | +0.1% | -1.44% | Trim |
| 20 | INTC | Intel CORP | +0.1% | -10.15% | Trim |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -2.89% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.1% | +6.43% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | +1.48% | Add |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | -15.17% | Trim |
| 25 | FBT | First Trust Nyse Arca Biotec | +0.1% | -4.03% | Trim |
| 26 | QLTY | Gmo U.s. Quality ETF | +0.1% | +3.20% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +0.05% | Add |
| 28 | CVS | Cvs Health CORP | 0% | -2.09% | Trim |
| 29 | FENC | Fennec Pharmaceuticals Inc | 0% | — | Unchanged |
| 30 | AWK | American Water Works Co Inc | 0% | +11472.73% | Add |
| 31 | ARKQ | Ark Autonomous Tech & Robot | 0% | +0.03% | Add |
| 32 | BAC | Bank Of America CORP | 0% | +2.52% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 34 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.48% | Add |
| 36 | AVGO | Broadcom Inc | 0% | +164.61% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +187.04% | Add |
| 38 | ✓ | 0% | NEW | New buy | |
| 39 | IYC | Ishares US Consumer Discreti | 0% | NEW | New buy |
| 40 | GE | General Electric | 0% | — | Unchanged |
| 41 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 42 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 43 | EL | Estee Lauder Companies-cl A | 0% | +11.97% | Add |
| 44 | IYW | Ishares Ustechnology ETF | 0% | +50.46% | Add |
| 45 | IWP | Ishares Russell Mid-cap Grow | 0% | NEW | New buy |
| 46 | XBI | Ss Spdr S&p Biotech ETF | 0% | NEW | New buy |
| 47 | AAPL | Apple Inc | 0% | +0.48% | Add |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -2.73% | Trim |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +2.58% | Add |
| 50 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Hartford Financial Management Inc. reported a total U.S. public equity portfolio value of $448.1M across 349 disclosed positions in Q2 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, VGT, AMAT) accounted for 26.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
XLY
市值: $5.5M
Top Position Liquidated / Trimmed
HON
前期市值: $3.5M
During Q2 2026, Hartford Financial Management Inc.'s top holdings by market value included JCPB (8.1%)、VGT (5.2%)、AMAT (4.6%). The largest single position, JCPB, represented 8.1% of total portfolio value.
In Q2 2026, Hartford Financial Management Inc. made 145 total portfolio adjustments, initiating 15 new buys, adding to 54 positions, trimming 68 holdings, and fully liquidating 8 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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