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CIK: 0001546587
Total reported value
$1.3B
$1.3B
95 檔
72.8%
The Q3 2025 SEC filing reveals that Hartford Funds Management Co LLC held a total portfolio value of $1.3B, covering 95 public equity positions.
Hartford Funds Management Co LLC executed strategic sector rebalancing during Q3 2025, establishing 12 new positions while fully exiting 14 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 40.80% | -0.95% | +0.26% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-Other | 15.72% | +0.33% | -3.85% | |
| 3 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 8.77% | -0.35% | -9.89% | |
| 4 | HFGO | Hartford Lrg Cap Grwth ETF | ETF-Other | 7.91% | +0.66% | — | |
| 5 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 4.79% | -0.24% | -5.86% | |
| 6 | ROUS | Hartford Multifact US Eqty | ETF-Other | 4.51% | -0.12% | -0.00% | |
| 7 | HQGO | Hartford US Qulty Grwth ETF | ETF-Other | 3.92% | — | — | |
| 8 | VMAX | Hartford US Value ETF | ETF-Other | 3.89% | +0.09% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.03% | +1765.19% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.02% | +2891.36% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.13% | +2887.60% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.09% | +5693.46% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.03% | +1265.92% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.07% | +3315.99% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.09% | +998.70% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.25% | -0.02% | +2197.58% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.23% | -0.10% | +856.45% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 0.19% | +0.01% | +1541.64% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | +624.59% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.15% | -0.04% | +664.21% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 0.15% | +0.02% | +2265.09% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 0.15% | -0.03% | +2792.26% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | — | +4004.55% | |
| 24 | WELL | Welltower Inc | Stock-Real Estate | 0.13% | +0.02% | +952.09% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | +0.02% | +626.58% | |
| 26 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.12% | +0.04% | +1265.80% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.12% | -0.03% | +1418.68% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.07% | +412.81% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.02% | +3138.66% | |
| 30 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.12% | -0.03% | +3002.93% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.11% | +0.05% | +3889.03% | |
| 32 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.11% | +0.03% | +4651.23% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.11% | -0.04% | +974.30% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | +0.01% | +690.89% | |
| 35 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.10% | -0.06% | +518.91% | |
| 36 | ATO | Atmos Energy CORP | Stock-Utilities | 0.10% | -0.01% | +1616.06% | |
| 37 | WAB | Wabtec CORP | Stock-Industrials | 0.10% | -0.01% | +1115.09% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.10% | -0.01% | +3714.16% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.09% | +0.05% | +1280.78% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.09% | -0.01% | +1566.05% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.09% | +0.02% | +162.85% | |
| 42 | AIG | American International Group | Stock-Financials | 0.09% | -0.01% | +2610.76% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.09% | -0.06% | +132.30% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.08% | -0.14% | EXIT | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.08% | — | +1703.22% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.08% | +0.03% | +561.28% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.08% | — | +2486.47% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.08% | +0.01% | +242.02% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.08% | +0.03% | +244.55% | |
| 50 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.08% | — | +2602.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HFGO | Hartford Lrg Cap Grwth ETF | +0.9% | — | Trim |
| 2 | HQGO | Hartford US Qulty Grwth ETF | +0.5% | — | Unchanged |
| 3 | ROUS | Hartford Multifact US Eqty | +0.3% | -0.00% | Add |
| 4 | HFSI | Hartfor Strateg Income Etf-u | +0.3% | -5.86% | Add |
| 5 | VMAX | Hartford US Value ETF | +0.2% | — | Unchanged |
| 6 | NVDA | Nvidia CORP | +0.2% | +5693.46% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +1765.19% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +2887.60% | Trim |
| 9 | AVGO | Broadcom Inc | +0.1% | +998.70% | Trim |
| 10 | MS | Morgan Stanley | +0.1% | +2265.09% | Add |
| 11 | WELL | Welltower Inc | +0.1% | +952.09% | Add |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +664.21% | Add |
| 13 | PM | Philip Morris International | +0.1% | +1541.64% | Add |
| 14 | GILD | Gilead Sciences Inc | +0.1% | +1418.68% | Add |
| 15 | NXPI | NXP Semiconductors N.V. | 0% | +1265.80% | Add |
| 16 | MRK | Merck & Co. Inc. | -0.1% | +1576.09% | Trim |
| 17 | COP | Conocophillips | -0.1% | +891.50% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | -0.1% | +1265.92% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.1% | +364.62% | Trim |
| 20 | AMT | American Tower CORP | -0.1% | +316.30% | Trim |
| 21 | RODM | Hartford Multifact Dev Mrkt | -0.2% | -9.89% | Trim |
| 22 | UNH | Unitedhealth Group Inc | -0.2% | +561.28% | Trim |
| 23 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.9% | +0.26% | Add |
| 24 | HCRB | Hartford Core Bond ETF | -1% | -3.85% | Trim |
| 25 | AEP | American Electric Power | — | EXIT | Sold out |
| 26 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 27 | KDP | Keurig Dr Pepper Inc | — | EXIT | Sold out |
| 28 | WMB | Williams Cos Inc | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | EXIT | Sold out |
| 30 | PFG | Principal Financial Group | — | EXIT | Sold out |
| 31 | PGR | Progressive CORP | — | EXIT | Sold out |
| 32 | TSN | Tyson Foods Inc-cl A | — | EXIT | Sold out |
| 33 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 34 | GE | General Electric | — | NEW | New buy |
| 35 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 36 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 37 | ORCL | Oracle CORP | — | NEW | New buy |
| 38 | MAR | Marriott International -cl A | — | NEW | New buy |
| 39 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 40 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 41 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 42 | SRE | Sempra | — | NEW | New buy |
| 43 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 44 | SYY | Sysco CORP | — | NEW | New buy |
| 45 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 46 | BJ | Bj's Wholesale Club Holdings | — | NEW | New buy |
| 47 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 48 | ACGL | Arch Capital Group Ltd. | — | EXIT | Sold out |
| 49 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 50 | GD | General Dynamics CORP | — | EXIT | Sold out |
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 Q3 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 72.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
WMB
市值: $1.1M
Top Position Liquidated / Trimmed
AEP
前期市值: $1.7M
During Q3 2025, Hartford Funds Management Co LLC's top holdings by market value included HTRB (40.8%)、HCRB (15.7%)、RODM (8.8%). The largest single position, HTRB, represented 40.8% of total portfolio value.
In Q3 2025, Hartford Funds Management Co LLC made 48 total portfolio adjustments, initiating 12 new buys, adding to 10 positions, trimming 12 holdings, and fully liquidating 14 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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