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CIK: 0001546587
Total reported value
$1.3B
$1.3B
97 檔
72.1%
At the close of Q4 2024, Hartford Funds Management Co LLC disclosed equity holdings valued at approximately $1.3B, spread across 97 reported holdings.
During Q4 2024, Hartford Funds Management Co LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 44.43% | -0.95% | +6.09% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-Other | 17.20% | +0.33% | +5.38% | |
| 3 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 8.63% | -0.35% | +1.36% | |
| 4 | HFGO | Hartford Lrg Cap Grwth ETF | ETF-Other | 7.74% | +0.66% | -10.28% | |
| 5 | ROUS | Hartford Multifact US Eqty | ETF-Other | 4.46% | -0.12% | -61.58% | |
| 6 | VMAX | Hartford US Value ETF | ETF-Other | 3.77% | +0.09% | — | |
| 7 | HQGO | Hartford US Qulty Grwth ETF | ETF-Other | 3.72% | — | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.03% | +5.68% | |
| 9 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 0.58% | -0.24% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.02% | +8.80% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.13% | +4.42% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.03% | +6.76% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.09% | +7.73% | |
| 14 | AXP | American Express Co | Stock-Financials | 0.27% | -0.10% | +5.98% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.03% | -2.49% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.07% | +8.67% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.21% | -0.02% | +6.88% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | -0.11% | +50.33% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.09% | +8.87% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 0.15% | -0.03% | -1.73% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | — | +9.92% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.02% | +8.97% | |
| 23 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.14% | +0.03% | +27.94% | |
| 24 | AEP | American Electric Power | Stock-Utilities | 0.13% | — | +8.17% | |
| 25 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.13% | -0.03% | +0.40% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | +0.01% | +4.12% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.11% | +0.05% | +14.62% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.11% | +0.01% | +4.16% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.11% | -0.04% | +0.45% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.11% | +0.02% | +8.85% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | -0.01% | -6.89% | |
| 32 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.11% | -0.04% | +4.29% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.11% | -0.03% | +12.99% | |
| 34 | WAB | Wabtec CORP | Stock-Industrials | 0.10% | -0.01% | +3.98% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.07% | +3.10% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.04% | +38.78% | |
| 37 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.10% | — | +0.55% | |
| 38 | AIG | American International Group | Stock-Financials | 0.10% | -0.01% | +0.74% | |
| 39 | MSI | Motorola Solutions Inc | Stock-Tech | 0.10% | -0.14% | EXIT | |
| 40 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.10% | — | +4.56% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.10% | — | +14.35% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.09% | — | +0.37% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.09% | +0.02% | -39.94% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.09% | — | +18.76% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | -4.59% | |
| 46 | ATO | Atmos Energy CORP | Stock-Utilities | 0.08% | -0.01% | +26.14% | |
| 47 | CTRA | Coterra Energy Inc | Stock-Energy | 0.08% | -0.12% | EXIT | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.08% | +0.01% | +8.79% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | +0.05% | -0.42% | |
| 50 | PFG | Principal Financial Group | Stock-Financials | 0.08% | — | +1.45% |
According to official SEC Form 13F filings, Hartford Funds Management Co LLC reported a total U.S. public equity portfolio value of $1.3B across 97 disclosed positions in Q4 2024.
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 HTRB, HCRB, RODM) accounted for 72.1% of total reported equity market value during Q4 2024.
During Q4 2024, Hartford Funds Management Co LLC's top holdings by market value included HTRB (44.4%)、HCRB (17.2%)、RODM (8.6%). The largest single position, HTRB, represented 44.4% of total portfolio value.
In Q4 2024, Hartford Funds Management Co LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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