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CIK: 0001546587
Total reported value
$1.3B
$1.3B
97 檔
72.8%
During the Q4 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 97 reported positions.
In Q4 2025, Hartford Funds Management Co LLC displayed an active expansion posture, initiating 7 new positions and adding to 32 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 | 38.85% | -0.95% | +0.00% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-Other | 15.25% | +0.33% | +1.63% | |
| 3 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 8.34% | -0.35% | -4.47% | |
| 4 | HFGO | Hartford Lrg Cap Grwth ETF | ETF-Other | 7.62% | +0.66% | — | |
| 5 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 4.57% | -0.24% | — | |
| 6 | ROUS | Hartford Multifact US Eqty | ETF-Other | 4.10% | -0.12% | -5.27% | |
| 7 | HQGO | Hartford US Qulty Grwth ETF | ETF-Other | 3.82% | — | — | |
| 8 | VMAX | Hartford US Value ETF | ETF-Other | 3.81% | +0.09% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.02% | +54.91% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.13% | +32.10% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.03% | +38.66% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.09% | +82.63% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.07% | +76.62% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.03% | +38.10% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.09% | +58.78% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | +1868.87% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.07% | +74.58% | |
| 18 | AXP | American Express Co | Stock-Financials | 0.28% | -0.10% | +15.61% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.02% | +77.49% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.25% | -0.02% | +0.10% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.24% | +0.01% | +33.74% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | +70.04% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | +0.02% | +63.69% | |
| 24 | WELL | Welltower Inc | Stock-Real Estate | 0.20% | +0.02% | +48.93% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | -0.04% | +96.84% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.18% | -0.03% | +37.72% | |
| 27 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.17% | -0.06% | +55.95% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.17% | +0.02% | +79.06% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.16% | +0.03% | +93.58% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.15% | +0.02% | -4.49% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | — | -2.00% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | -0.10% | EXIT | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.13% | -0.01% | +78.61% | |
| 34 | WMB | Williams Cos Inc | Stock-Energy | 0.13% | -0.01% | +52.12% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.04% | -5.11% | |
| 36 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.13% | +0.04% | +16.85% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.13% | -0.03% | -2.16% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.04% | +76.36% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.12% | +0.05% | -1.25% | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.12% | -0.06% | +113.49% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.12% | -0.01% | +22.32% | |
| 42 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.11% | +0.01% | +96.86% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.11% | +0.01% | +27.11% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | -0.10% | EXIT | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | +0.01% | +134.13% | |
| 46 | NDAQ | Nasdaq Inc | Stock-Financials | 0.11% | -0.01% | +79.63% | |
| 47 | GE | General Electric | Stock-Industrials | 0.11% | +0.04% | +45.78% | |
| 48 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.11% | -0.03% | +0.56% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.05% | +17.52% | |
| 50 | ATO | Atmos Energy CORP | Stock-Utilities | 0.10% | -0.01% | +13.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +32.10% | Add |
| 2 | AAPL | Apple Inc | +0.3% | +54.91% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +82.63% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1868.87% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +76.62% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +38.66% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | +74.58% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +58.78% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +38.10% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +70.04% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +77.49% | Add |
| 12 | LOW | Lowe's Cos Inc | +0.1% | +96.84% | Add |
| 13 | KLAC | Kla CORP | +0.1% | +79.06% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +93.58% | Add |
| 15 | MA | Mastercard Inc - A | +0.1% | +63.69% | Add |
| 16 | WELL | Welltower Inc | +0.1% | +48.93% | Add |
| 17 | HCA | Hca Healthcare Inc | +0.1% | +55.95% | Add |
| 18 | MAR | Marriott International -cl A | +0.1% | +78.61% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +134.13% | Add |
| 20 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +96.86% | Add |
| 21 | GILD | Gilead Sciences Inc | +0.1% | +37.72% | Add |
| 22 | ICE | Intercontinental Exchange In | +0.1% | +113.49% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +76.36% | Add |
| 24 | AXP | American Express Co | +0.1% | +15.61% | Add |
| 25 | PM | Philip Morris International | +0.1% | +33.74% | Add |
| 26 | NDAQ | Nasdaq Inc | +0.1% | +79.63% | Add |
| 27 | CB | Chubb Limited | 0% | +89.36% | Add |
| 28 | ABT | Abbott Laboratories | 0% | +68.55% | Add |
| 29 | WMB | Williams Cos Inc | 0% | +52.12% | Add |
| 30 | PH | Parker Hannifin CORP | 0% | +27.11% | Add |
| 31 | VMAX | Hartford US Value ETF | -0.1% | — | Unchanged |
| 32 | HQGO | Hartford US Qulty Grwth ETF | -0.1% | — | Unchanged |
| 33 | HFGO | Hartford Lrg Cap Grwth ETF | -0.3% | — | Unchanged |
| 34 | ROUS | Hartford Multifact US Eqty | -0.4% | -5.27% | Trim |
| 35 | RODM | Hartford Multifact Dev Mrkt | -0.4% | -4.47% | Trim |
| 36 | HCRB | Hartford Core Bond ETF | -0.5% | +1.63% | Add |
| 37 | HTRB | Hartford Ttl Rtrn Bnd ETF | -2% | +0.00% | Add |
| 38 | CAT | Caterpillar Inc | — | NEW | New buy |
| 39 | COR | Cencora Inc | — | NEW | New buy |
| 40 | FTAI | FTAI Aviation Ltd. | — | NEW | New buy |
| 41 | IR | Ingersoll-rand Inc | — | EXIT | Sold out |
| 42 | UL | Unilever PLC | — | EXIT | Sold out |
| 43 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 44 | TTE | TotalEnergies SE | — | NEW | New buy |
| 45 | D | Dominion Energy Inc | — | NEW | New buy |
| 46 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 47 | AME | Ametek Inc | — | EXIT | Sold out |
| 48 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 49 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 50 | RPM | Rpm International Inc | — | 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 97 disclosed positions in Q4 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 Q4 2025.
Top New Position Initiated
CAT
市值: $1.7M
Top Position Liquidated / Trimmed
IR
前期市值: $906.5K
During Q4 2025, Hartford Funds Management Co LLC's top holdings by market value included HTRB (38.9%)、HCRB (15.3%)、RODM (8.3%). The largest single position, HTRB, represented 38.9% of total portfolio value.
In Q4 2025, Hartford Funds Management Co LLC made 47 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 2 holdings, and fully liquidating 6 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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