Institutions / Hartford Financial Management Inc.
Hartford Financial Management Inc.
CIK 1352526 · Institution · as of Mar 31, 2026
Portfolio value
$392.42M
Positions
344
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$392.42M+2.0%Positions
344+1.8%Top holdings
Mar 31, 2026View all 344 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $33.24M | 8.5% |
| J P Morgan Exchange Traded F | $17.25M | 4.4% |
| Apple Inc. | $16.33M | 4.2% |
| Vanguard World Fd | $15.53M | 4.0% |
| J P Morgan Exchange Traded F | $14.22M | 3.6% |
| NVIDIA Corp | $12.53M | 3.2% |
| Microsoft Corp | $11.31M | 2.9% |
| Applied Materials Inc /De | $10.97M | 2.8% |
| PGIM ETF Tr | $9.93M | 2.5% |
| JPMorgan Chase & Co | $8.58M | 2.2% |
| Costco Wholesale Corp /New | $7.98M | 2.0% |
| Alphabet Inc. | $7.49M | 1.9% |
| First Trust Exchange-Traded Fund VIII | $7.03M | 1.8% |
| Caterpillar Inc | $6.33M | 1.6% |
| J P Morgan Exchange Traded F | $5.73M | 1.5% |
| First Trust Exchange-Traded Fund | $5.61M | 1.4% |
| First Trust Exchange-Traded Fund VIII | $5.26M | 1.3% |
| Home Depot, Inc. | $5.22M | 1.3% |
| GMO ETF Trust | $5.21M | 1.3% |
| Exxon Mobil Corp | $5.19M | 1.3% |
| Oracle Corp | $5.17M | 1.3% |
| Csx Corp | $5.06M | 1.3% |
| GMO ETF Trust | $4.99M | 1.3% |
| Dbx ETF Tr | $4.86M | 1.2% |
| Warren E. Buffett | $4.68M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 90139K308 Common stock | $5.21M | +209K | 208,734 1.33% of portfolio | medium |
| Q1 2026 as of | New | 90139K100 Common stock | $4.99M | +138K | 137,840 1.27% of portfolio | low |
| Q1 2026 as of | New | 233051200 Common stock | $4.86M | +98K | 98,425 1.24% of portfolio | low |
| Q1 2026 as of | Trim | 46137V241 Common stock | $-4.07M | -54K -68.17% | 25,293 0.48% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $1.19M | +8K +29.91% | 35,164 1.32% of portfolio | low |
| Q1 2026 as of | Add | Rayonier Inc Common stock | $1.09M | +53K +3043.07% | 54,438 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-1.06M | -3K -8.81% | 32,082 2.79% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.06M | +3K +10.29% | 30,561 2.88% of portfolio | low |
| Q1 2026 as of | Exit | PCH Potlatchdeltic Corp REIT | $-987.1K | -25K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46641Q670 Common stock | $-923.4K | -20K -2.70% | 706,122 8.47% of portfolio | low |