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CIK: 0001546587
Total reported value
$1.3B
$1.3B
95 檔
70.0%
During the Q1 2025 filing period, Hartford Funds Management Co LLC (CIK: 0001546587) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 95 reported positions.
In Q1 2025, Hartford Funds Management Co LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 41.70% | -0.95% | -6.33% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-Other | 16.74% | +0.33% | -3.12% | |
| 3 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 8.94% | -0.35% | -3.63% | |
| 4 | HFGO | Hartford Lrg Cap Grwth ETF | ETF-Other | 7.05% | +0.66% | +4.66% | |
| 5 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 4.52% | -0.24% | +684.66% | |
| 6 | ROUS | Hartford Multifact US Eqty | ETF-Other | 4.18% | -0.12% | -4.74% | |
| 7 | VMAX | Hartford US Value ETF | ETF-Other | 3.71% | +0.09% | — | |
| 8 | HQGO | Hartford US Qulty Grwth ETF | ETF-Other | 3.42% | — | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.02% | +17.80% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | +5.29% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.13% | +2.15% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.03% | -0.62% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | +0.03% | +13.84% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.09% | +18.74% | |
| 15 | AXP | American Express Co | Stock-Financials | 0.25% | -0.10% | +1.81% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.07% | +19.65% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.23% | -0.02% | +9.21% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 0.17% | -0.03% | -0.28% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | +22.38% | |
| 20 | AEP | American Electric Power | Stock-Utilities | 0.15% | — | -0.80% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | — | -3.59% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.09% | +24.47% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.14% | +0.01% | -4.79% | |
| 24 | COP | Conocophillips | Stock-Energy | 0.14% | -0.03% | +26.91% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | +0.02% | +19.74% | |
| 26 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.14% | -0.03% | -1.03% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.07% | +23.26% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | +0.01% | -5.09% | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 0.13% | — | +15.38% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | — | +39.16% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.12% | +0.05% | -0.66% | |
| 32 | AIG | American International Group | Stock-Financials | 0.12% | -0.01% | -1.29% | |
| 33 | ATO | Atmos Energy CORP | Stock-Utilities | 0.11% | -0.01% | +19.63% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | -0.01% | +11.24% | |
| 35 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.11% | — | +1.21% | |
| 36 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.11% | -0.04% | -0.87% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.02% | — | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.10% | -0.04% | -3.26% | |
| 39 | MSI | Motorola Solutions Inc | Stock-Tech | 0.10% | -0.14% | EXIT | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.10% | — | -2.91% | |
| 41 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.10% | -0.06% | +27.26% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.10% | -0.04% | +4.64% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | -0.01% | +32.68% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | +0.01% | +27.33% | |
| 45 | WAB | Wabtec CORP | Stock-Industrials | 0.09% | -0.01% | -5.07% | |
| 46 | CTRA | Coterra Energy Inc | Stock-Energy | 0.09% | -0.12% | EXIT | |
| 47 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.09% | +0.03% | -10.59% | |
| 48 | PFG | Principal Financial Group | Stock-Financials | 0.09% | — | +0.51% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.09% | — | +14.64% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.08% | — | +9.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | — | NEW | New buy |
| 2 | HCRB | Hartford Core Bond ETF | — | NEW | New buy |
| 3 | RODM | Hartford Multifact Dev Mrkt | — | NEW | New buy |
| 4 | HFGO | Hartford Lrg Cap Grwth ETF | — | NEW | New buy |
| 5 | HFSI | Hartfor Strateg Income Etf-u | — | NEW | New buy |
| 6 | ROUS | Hartford Multifact US Eqty | — | NEW | New buy |
| 7 | VMAX | Hartford US Value ETF | — | NEW | New buy |
| 8 | HQGO | Hartford US Qulty Grwth ETF | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 14 | NVDA | Nvidia CORP | — | NEW | New buy |
| 15 | AXP | American Express Co | — | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 17 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 18 | DUK | Duke Energy CORP | — | NEW | New buy |
| 19 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 20 | AEP | American Electric Power | — | NEW | New buy |
| 21 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 22 | AVGO | Broadcom Inc | — | NEW | New buy |
| 23 | PM | Philip Morris International | — | NEW | New buy |
| 24 | COP | Conocophillips | — | NEW | New buy |
| 25 | MA | Mastercard Inc - A | — | NEW | New buy |
| 26 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 27 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 29 | AMT | American Tower CORP | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | AIG | American International Group | — | NEW | New buy |
| 33 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 34 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 35 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 36 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 37 | WMT | Walmart Inc | — | NEW | New buy |
| 38 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 39 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 42 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 43 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 44 | BAC | Bank Of America CORP | — | NEW | New buy |
| 45 | WAB | Wabtec CORP | — | NEW | New buy |
| 46 | CTRA | Coterra Energy Inc | — | NEW | New buy |
| 47 | DAL | Delta Air Lines Inc | — | NEW | New buy |
| 48 | PFG | Principal Financial Group | — | NEW | New buy |
| 49 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 50 | PGR | Progressive CORP | — | NEW | New buy |
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 95 disclosed positions in Q1 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 HTRB, HCRB, RODM) accounted for 70.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
HTRB
市值: $461.9M
During Q1 2025, Hartford Funds Management Co LLC's top holdings by market value included HTRB (41.7%)、HCRB (16.7%)、RODM (8.9%). The largest single position, HTRB, represented 41.7% of total portfolio value.
In Q1 2025, Hartford Funds Management Co LLC made 50 total portfolio adjustments, initiating 50 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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