Hartford Financial Management Inc.
Sector Allocation
- Other40.5%$181.3M
- Technology24.8%$111.1M
- Financials10.0%$44.6M
- Industrials6.6%$29.4M
- Energy4.3%$19.3M
- Healthcare3.6%$16.1M
- Consumer Staples3.5%$15.5M
- Consumer Discretionary3.1%$13.7M
- Communication Services1.3%$5.7M
- Materials1.3%$5.7M
AUM History
13fpro.ai/research/fund/hartford-financial-management-inc-1352526
Conviction and streaks
Stable · top 10 = 40.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- J$34.2M
- VANGUARD$24.6M
AAPL
$21.4MNVDA
$21.3M- J$18.3M
MSFT
$16.3MAMAT
$14.4M- J$11.5M
- PGIM$10.1M
JPM
$9.4MGOOG
$8.6M- FIRST$7.7M
- J$7.4M
- FIRST$7.3M
COST
$7.2M- GMO$7.1M
CAT
$6.9M- DBX$6.9M
- J$6.8M
- GMO$6.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hartford-financial-management-inc-1352526
Hartford Financial Management Inc. 13F holdings — Q3 2026
$448.1M portfolio (-0.0% QoQ) · 346 holdings · Q3 2026 13F · top 10 are 41% of the stock portfolio
- 1
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$34.2M
7.6% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD WORLD FD - INF TECH ETF
$24.6M
5.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $21.4M
4.8% of stocks
-0.5%This quarter-0.0%Since filed11+ qtrsHeld$21.3M
4.7% of stocks
+28%This quarter-2.7%Since filed11+ qtrsHeld- 5
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF
$18.3M
4.1% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $16.3M
3.6% of stocks
-3%This quarter-0.1%Since filed11+ qtrsHeld$14.4M
3.2% of stocks
+0.0%This quarter-5.2%Since filed11+ qtrsHeld- 8
J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF
$11.5M
2.6% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
PGIM ETF TR - AAA CLO ETF
$10.1M
2.3% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $9.4M
2.1% of stocks
-0.8%This quarter-0.3%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $34.2M | 7.6% | -0.5% | — | — | — | — | |
| 2 | VANGUARD WORLD FD - INF TECH ETF | $24.6M | 5.5% | +1% | — | — | — | — | |
| 3 | $21.4M | 4.8% | -0.5% | -0.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $21.3M | 4.7% | +28% | -2.7% | 11+ qtrsAdded 4 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF | $18.3M | 4.1% | +0.8% | — | — | — | — | |
| 6 | $16.3M | 3.6% | -3% | -0.1% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $14.4M | 3.2% | +0.0% | -5.2% | 11+ qtrs | 71.6#176 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $11.5M | 2.6% | -6% | — | — | — | — | |
| 9 | PGIM ETF TR - AAA CLO ETF | $10.1M | 2.3% | -4% | — | — | — | — | |
| 10 | $9.4M | 2.1% | -0.8% | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Hartford Financial Management Inc. (Q3 2026)
346 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $8.6M | 1.9% | 25K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $7.7M | 1.7% | 162K | -0.3% | — | — | 13F |
| 13 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETFetf/fund | — | $7.4M | 1.6% | 70K | +2% | — | — | 13F |
| 14 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $7.3M | 1.6% | 27K | -0.4% | — | — | 13F |
| 15 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $7.2M | 1.6% | 7,916 | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | GMO ETF TRUST - INTL QUALITY ETFetf/fund | — | $7.1M | 1.6% | 265K | +2% | — | — | 13F |
| 17 | CATERPILLAR INC | Industrials | $6.9M | 1.5% | 8,493 | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | DBX ETF TR - XTRACK MSCI EAFEetf/fund | — | $6.9M | 1.5% | 125K | +3% | — | — | 13F |
| 19 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $6.8M | 1.5% | 135K | +23% | — | — | 13F |
| 20 | — | GMO ETF TRUST - US QUALITY ETFetf/fund | — | $6.2M | 1.4% | 144K | +1% | — | — | 13F |
| 21 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $5.9M | 1.3% | 121K | -0.4% | — | — | 13F |
| 22 | AMAZON COM INC | Consumer Discretionary | $5.6M | 1.3% | 23K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CSX CORP | Industrials | $5.6M | 1.2% | 120K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VISA INC. | Financials | $5.5M | 1.2% | 15K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $5.5M | 1.2% | 51K | +7% | — | — | 13F |
| 26 | $META | Meta Platforms, Inc. | Technology | $5.4M | 1.2% | 7,430 | +0.5% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $5.1M | 1.1% | 78K | — | |||
| 28 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.0M | 1.1% | 11K | +0.1% | |||
| 29 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5.0M | 1.1% | 10K | +0.6% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.9M | 1.1% | 30K | -0.2% | |||
| 31 | $RTX | RTX Corp | Industrials | $4.4M | 1.0% | 24K | -0.1% | |||
| 32 | — | ARK ETF TR - AUTNMUS TECHNLGY | — | $4.0M | 0.9% | 33K | -0.6% | |||
| 33 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.7M | 0.8% | 14K | -3% | |||
| 34 | $UNP | UNION PACIFIC CORP | Industrials | $3.5M | 0.8% | 13K | -0.4% | |||
| 35 | $CME | CME GROUP INC. | Financials | $3.4M | 0.8% | 13K | +0.3% | |||
| 36 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.2M | 0.7% | 59K | +0.1% | |||
| 37 | $GLW | CORNING INC /NY | Materials | $3.2M | 0.7% | 21K | -3% | |||
| 38 | $MPC | Marathon Petroleum Corp | Energy | $3.2M | 0.7% | 8,113 | +0.0% | |||
| 39 | $KLAC | KLA CORP | Technology | $3.2M | 0.7% | 16K | +0.5% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $3.1M | 0.7% | 15K | -0.4% | |||
| 41 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $3.0M | 0.7% | 18K | +8% | |||
| 42 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.0M | 0.7% | 3,300 | — | |||
| 43 | $DIS | Walt Disney Co | Communication Services | $2.9M | 0.7% | 28K | +0.9% | |||
| 44 | — | ISHARES TR - MSCI JP VALUE | — | $2.9M | 0.6% | 59K | — | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.6% | 9,373 | -0.3% | |||
| 46 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.5M | 0.6% | 8,624 | -1% | |||
| 47 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.4M | 0.5% | 18K | +2% | |||
| 48 | — | ISHARES TR - EXPANDED TECH | — | $2.3M | 0.5% | 21K | — | |||
| 49 | $MRK | Merck & Co., Inc. | Healthcare | $2.3M | 0.5% | 16K | -1% | |||
| 50 | $NFLX | NETFLIX INC | Communication Services | $2.2M | 0.5% | 32K | +6% | |||
| 51 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $2.1M | 0.5% | 31K | +0.2% | |||
| 52 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.1M | 0.5% | 7,551 | -0.3% | |||
| 53 | $GOOGL | Alphabet Inc. | Technology | $2.1M | 0.5% | 6,048 | — | |||
| 54 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.1M | 0.5% | 5,653 | +0.9% | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $2.1M | 0.5% | 56K | +0.0% | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $2.1M | 0.5% | 24K | -0.7% | |||
| 57 | $PLD | Prologis, Inc. | Real Estate | $2.0M | 0.5% | 15K | +1% | |||
| 58 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.0M | 0.4% | 34K | +0.5% | |||
| 59 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.9M | 0.4% | 8,462 | -2% | |||
| 60 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.9M | 0.4% | 21K | +0.5% | |||
| 61 | $ORCL | ORACLE CORP | Technology | $1.8M | 0.4% | 13K | -3% | |||
| 62 | $ENB | ENBRIDGE INC | Energy | $1.8M | 0.4% | 38K | +0.2% | |||
| 63 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.4% | 16K | — | |||
| 64 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.6M | 0.3% | 16K | -4% | |||
| 65 | $PH | Parker-Hannifin Corp | Industrials | $1.5M | 0.3% | 1,600 | +2% | |||
| 66 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.3M | 0.3% | 6,064 | — | |||
| 67 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.3M | 0.3% | 18K | +1% | |||
| 68 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.2M | 0.3% | 23K | — | |||
| 69 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.1M | 0.2% | 31K | — | |||
| 70 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.2% | 2,805 | — | |||
| 71 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.1M | 0.2% | 5,011 | -6% | |||
| 72 | $LLY | ELI LILLY & Co | Healthcare | $1.0M | 0.2% | 894 | — | |||
| 73 | $RYN | RAYONIER INC | Real Estate | $1.0M | 0.2% | 56K | +2% | |||
| 74 | $WM | WASTE MANAGEMENT INC | Utilities | $1.0M | 0.2% | 4,992 | -2% | |||
| 75 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $1.0M | 0.2% | 11K | +1% | |||
| 76 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $974K | 0.2% | 7,747 | -9% | |||
| 77 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $947K | 0.2% | 5,140 | -1.0% | |||
| 78 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $934K | 0.2% | 1,263 | +0.1% | |||
| 79 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $912K | 0.2% | 1,301 | +0.5% | |||
| 80 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $879K | 0.2% | 5,264 | +7% | |||
| 81 | $HONA | Honeywell Aerospace Inc. | Industrials | $868K | 0.2% | 5,598 | -8% | |||
| 82 | $CVS | CVS HEALTH Corp | Healthcare | $857K | 0.2% | 10K | -0.9% | |||
| 83 | $CI | Cigna Group | Healthcare | $857K | 0.2% | 3,154 | -4% | |||
| 84 | $BA | BOEING CO | Industrials | $846K | 0.2% | 4,545 | -3% | |||
| 85 | $PAYX | PAYCHEX INC | Technology | $837K | 0.2% | 8,499 | — | |||
| 86 | $PEP | PEPSICO INC | Consumer Staples | $830K | 0.2% | 6,546 | -3% | |||
| 87 | $AXP | AMERICAN EXPRESS CO | Financials | $817K | 0.2% | 2,685 | — | |||
| 88 | — | ISHARES TR - RUS 1000 GRW ETF | — | $784K | 0.2% | 6,258 | +0.0% | |||
| 89 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $782K | 0.2% | 1,924 | +2% | |||
| 90 | $TT | Trane Technologies plc | Technology | $738K | 0.2% | 1,632 | — | |||
| 91 | $INTC | INTEL CORP | Technology | $707K | 0.2% | 5,884 | — | |||
| 92 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $706K | 0.2% | 30K | — | |||
| 93 | $PSX | Phillips 66 | Energy | $697K | 0.2% | 2,730 | -1% | |||
| 94 | $GE | GENERAL ELECTRIC CO | Industrials | $674K | 0.1% | 2,157 | — | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $653K | 0.1% | 3,140 | -7% | |||
| 96 | $DE | DEERE & CO | Industrials | $638K | 0.1% | 950 | — | |||
| 97 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $635K | 0.1% | 10K | — | |||
| 98 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $616K | 0.1% | 4,241 | -5% | |||
| 99 | $CARR | CARRIER GLOBAL Corp | Industrials | $606K | 0.1% | 11K | — | |||
| 100 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $579K | 0.1% | 3,000 | — | |||
| 101 | $KO | COCA COLA CO | Consumer Staples | $575K | 0.1% | 6,682 | -24% | |||
| 102 | $PM | Philip Morris International Inc. | Consumer Staples | $570K | 0.1% | 2,989 | — | |||
| 103 | $FDX | FEDEX CORP | Industrials | $570K | 0.1% | 2,000 | — | |||
| 104 | $KEY | KEYCORP /NEW/ | Financials | $553K | 0.1% | 28K | — | |||
| 105 | $FENC | FENNEC PHARMACEUTICALS INC. | Healthcare | $539K | 0.1% | 51K | — | |||
| 106 | $NFG | NATIONAL FUEL GAS CO | Energy | $536K | 0.1% | 7,066 | — | |||
| 107 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $528K | 0.1% | 10K | +0.3% | |||
| 108 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $512K | 0.1% | 6,400 | — | |||
| 109 | $GEV | GE Vernova Inc. | Industrials | $506K | 0.1% | 532 | — | |||
| 110 | $ET | Energy Transfer LP | Energy | $490K | 0.1% | 25K | — | |||
| 111 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $490K | 0.1% | 1,587 | — | |||
| 112 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $474K | 0.1% | 3,872 | — | |||
| 113 | $MCD | MCDONALDS CORP | Consumer Discretionary | $432K | 0.1% | 1,871 | -1% | |||
| 114 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL MAT | — | $427K | 0.1% | 12K | — | |||
| 115 | $SO | SOUTHERN CO | Utilities | $414K | 0.1% | 5,000 | — | |||
| 116 | $KMB | KIMBERLY CLARK CORP | Materials | $391K | 0.1% | 4,016 | -16% | |||
| 117 | $TSLA | Tesla, Inc. | Consumer Discretionary | $383K | 0.1% | 1,080 | — | |||
| 118 | $PLTR | Palantir Technologies Inc. | Technology | $380K | 0.1% | 2,030 | +5% | |||
| 119 | $NUE | NUCOR CORP | Materials | $351K | 0.1% | 1,500 | — | |||
| 120 | — | PROSHARES TR - S&P MDCP 400 DIV | — | $346K | 0.1% | 4,000 | — | |||
| 121 | $D | DOMINION ENERGY, INC | Utilities | $329K | 0.1% | 5,435 | — | |||
| 122 | $OTIS | Otis Worldwide Corp | Industrials | $321K | 0.1% | 4,988 | -9% | |||
| 123 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $277K | 0.1% | 6,215 | — | |||
| 124 | $MA | Mastercard Inc | Financials | $270K | 0.1% | 490 | -7% | |||
| 125 | $OKE | ONEOK INC /NEW/ | Energy | $252K | 0.1% | 2,959 | +0.3% | |||
| 126 | $YUM | YUM BRANDS INC | Consumer Discretionary | $250K | 0.1% | 1,833 | — | |||
| 127 | $CSCO | CISCO SYSTEMS, INC. | Technology | $249K | 0.1% | 2,314 | — | |||
| 128 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $237K | 0.1% | 2,000 | — | |||
| 129 | $AVGO | Broadcom Inc. | Technology | $226K | 0.1% | 643 | — | |||
| 130 | — | ISHARES TR - U.S. TECH ETF | — | $218K | 0.1% | 823 | — | |||
| 131 | $HSY | HERSHEY CO | Consumer Staples | $211K | 0.1% | 1,338 | — | |||
| 132 | $ADBE | ADOBE INC. | Technology | $208K | 0.1% | 866 | — | |||
| 133 | $PFE | PFIZER INC | Healthcare | $183K | 0.0% | 6,429 | — | |||
| 134 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $181K | 0.0% | 3,937 | — | |||
| 135 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $175K | 0.0% | 2,594 | — | |||
| 136 | $CCZ | COMCAST CORP | Communication Services | $171K | 0.0% | 7,880 | — | |||
| 137 | $SCHW | SCHWAB CHARLES CORP | Financials | $170K | 0.0% | 1,742 | — | |||
| 138 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $168K | 0.0% | 634 | +0.2% | |||
| 139 | $QCOM | QUALCOMM INC/DE | Technology | $167K | 0.0% | 905 | — | |||
| 140 | $GIS | GENERAL MILLS INC | Consumer Staples | $161K | 0.0% | 5,014 | +0.3% | |||
| 141 | $NGG | NATIONAL GRID PLC | Energy | $152K | 0.0% | 2,000 | — | |||
| 142 | $AWK | American Water Works Company, Inc. | Utilities | $151K | 0.0% | 1,165 | -8% | |||
| 143 | $PANW | Palo Alto Networks Inc | Technology | $149K | 0.0% | 376 | — | |||
| 144 | $ELV | Elevance Health, Inc. | Healthcare | $148K | 0.0% | 380 | — | |||
| 145 | $T | AT&T INC. | Communication Services | $136K | 0.0% | 5,570 | — | |||
| 146 | $UGI | UGI CORP /PA/ | Utilities | $134K | 0.0% | 3,754 | — | |||
| 147 | $KOF | COCA COLA FEMSA SAB DE CV | Consumer Staples | $134K | 0.0% | 1,236 | -5% | |||
| 148 | $TGT | TARGET CORP | Consumer Staples | $132K | 0.0% | 845 | — | |||
| 149 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $127K | 0.0% | 1,434 | — | |||
| 150 | $NTAP | NetApp, Inc. | Technology | $126K | 0.0% | 598 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 59 added to, 57 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$45Kfirst bought this quarter
$CELHCelsius Holdings, Inc.$27K
first bought this quarter
$BSXBOSTON SCIENTIFIC CORP$15K
first bought this quarter
$DOVDOVER Corp$15K
first bought this quarter
$STRLSTERLING INFRASTRUCTURE, INC.$6K
first bought this quarter
$SANBanco Santander, S.A.$4K
first bought this quarter
+1 more in the Excel export
Added to (59)
now $21.3M · held 11+ qtrs, 4 adds in a row
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+23%
now $6.8M
- SELECT SECTOR SPDR TR - ST STR DISCR ETF+7%
now $5.5M
- VANGUARD WORLD FD - INF TECH ETF+1%
now $24.6M
- SELECT SECTOR SPDR TR - ST STR CARE ETF+8%
now $3.0M
- DBX ETF TR - XTRACK MSCI EAFE+3%
now $6.9M
+53 more in the Excel export
Trimmed (57)
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF-6%
now $11.5M
now $16.3M · held 11+ qtrs
- PGIM ETF TR - AAA CLO ETF-4%
now $10.1M
$KOCOCA COLA CO-24%
now $575K · held 11+ qtrs
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF-0.5%
now $34.2M
$ADPAUTOMATIC DATA PROCESSING INC-3%
now $3.7M · held 11+ qtrs
+51 more in the Excel export
Holdings by quarter
Every 13F Hartford Financial Management Inc. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Hartford Financial Management?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Hartford Financial Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 19% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Hartford Financial Management Inc. disclosed 346 positions worth $448.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 10 — including a new stake in $SPCX. The portfolio is most concentrated in Other (40.5% of disclosed assets). All figures are sourced directly from Hartford Financial Management Inc.’s Form 13F-HR filing with the SEC under CIK 1352526.
Funds like this
managers whose biggest positions overlap Hartford Financial Management'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Hartford Financial Management Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Hartford Financial Management Inc. (SEC CIK: 1352526), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Hartford Financial Management Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.