Funds › Hartford Financial Management Inc.
Hartford Financial Management Inc.
13F for Q3 2026, filed Oct 21, 2026. 346 positions worth $448.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 21, 2026
Reported value
$448.1M
−$50.0K (0.0%) vs Q2 2026
Positions
346
349 in Q2 2026
Top 10 share
39.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F Core Plus Bd Etf | 764,646 | $34.2M | 7.6% | -0.5% | 13F ↗ |
| 2 | Vanguard World Fd Inf Tech Etf | 195,376 | $24.6M | 5.5% | +1.1% | 13F ↗ |
| 3 | AAPL Apple Inc. | 64,342 | $21.4M | 4.8% | -0.5% | 13F ↗ |
| 4 | J P Morgan Exchange Traded F Diversfd Eqt Etf | 324,968 | $18.3M | 4.1% | +0.8% | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 73,058 | $16.7M | 3.7% | +0.2% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 31,860 | $16.3M | 3.6% | -2.6% | 13F ↗ |
| 7 | AMAT Applied Materials, Inc. | 28,245 | $14.4M | 3.2% | Unchanged | 13F ↗ |
| 8 | J P Morgan Exchange Traded F Municipal Etf | 241,018 | $11.5M | 2.6% | -6.3% | 13F ↗ |
| 9 | Pgim ETF Tr | 197,587 | $10.1M | 2.3% | -3.5% | 13F ↗ |
| 10 | JPM JPMorgan Chase & Co. | 28,421 | $9.4M | 2.1% | -0.8% | 13F ↗ |
| 11 | GOOG Alphabet Inc. Class C | 25,370 | $8.6M | 1.9% | +0.1% | 13F ↗ |
| 12 | First Tr Exchng Traded Fd Vi Ft Vest U.S. | 161,771 | $7.7M | 1.7% | -0.3% | 13F ↗ |
| 13 | J P Morgan Exchange Traded F U S Tec Lea Etf | 70,380 | $7.4M | 1.7% | +1.7% | 13F ↗ |
| 14 | First Tr Exchange-Traded Fd Ny Arca Biotech | 26,710 | $7.3M | 1.6% | -0.4% | 13F ↗ |
| 15 | COST Costco Wholesale Corporation | 7,916 | $7.2M | 1.6% | +0.3% | 13F ↗ |
| 16 | Gmo ETF Trust Intl Quality Etf | 265,393 | $7.1M | 1.6% | +2.3% | 13F ↗ |
| 17 | CAT Caterpillar, Inc. | 8,493 | $6.9M | 1.5% | +0.5% | 13F ↗ |
| 18 | Dbx ETF Tr Xtrack Msci Eafe | 125,273 | $6.9M | 1.5% | +2.7% | 13F ↗ |
| 19 | J P Morgan Exchange Traded F Ultra Shrt Etf | 134,583 | $6.8M | 1.5% | +22.9% | 13F ↗ |
| 20 | Gmo ETF Trust Gmo Us Quality E | 143,729 | $6.2M | 1.4% | +1.0% | 13F ↗ |
| 21 | First Tr Exchng Traded Fd Vi Ft Vest U.S. | 121,015 | $5.9M | 1.3% | -0.4% | 13F ↗ |
| 22 | AMZN Amazon.com, Inc. | 22,576 | $5.6M | 1.3% | -0.6% | 13F ↗ |
| 23 | CSX CSX Corporation | 119,635 | $5.6M | 1.2% | +0.1% | 13F ↗ |
| 24 | V Visa Inc. | 15,345 | $5.5M | 1.2% | Unchanged | 13F ↗ |
| 25 | Select Sector Spdr Tr St Str Discr Etf | 50,524 | $5.5M | 1.2% | +6.9% | 13F ↗ |
| 26 | META Meta Platforms, Inc. | 7,430 | $5.4M | 1.2% | +0.5% | 13F ↗ |
| 27 | Invesco Exchange Traded Fd T S&P500 Eql Tec | 78,121 | $5.1M | 1.1% | Unchanged | 13F ↗ |
| 28 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 10,971 | $5.0M | 1.1% | +0.1% | 13F ↗ |
| 29 | BRK-B Berkshire Hathaway Inc. Class B | 10,039 | $5.0M | 1.1% | +0.6% | 13F ↗ |
| 30 | XOM ExxonMobil Holdings Corporation | 30,325 | $4.9M | 1.1% | New | 13F ↗ |
| 31 | RTX RTX Corporation | 23,921 | $4.4M | 1.0% | -0.1% | 13F ↗ |
| 32 | Ark ETF Tr Autnmus Technlgy | 32,602 | $4.0M | 0.9% | -0.6% | 13F ↗ |
| 33 | ADP Automatic Data Processing, Inc. | 14,286 | $3.7M | 0.8% | -3.2% | 13F ↗ |
| 34 | UNP Union Pacific Corporation | 12,746 | $3.5M | 0.8% | -0.4% | 13F ↗ |
| 35 | CME CME Group Inc. | 13,093 | $3.4M | 0.8% | +0.3% | 13F ↗ |
| 36 | BAC Bank of America Corporation | 59,382 | $3.2M | 0.7% | +0.1% | 13F ↗ |
| 37 | GLW Corning Incorporated | 20,871 | $3.2M | 0.7% | -3.1% | 13F ↗ |
| 38 | MPC Marathon Petroleum Corporation | 8,113 | $3.2M | 0.7% | Unchanged | 13F ↗ |
| 39 | KLAC KLA Corporation | 16,163 | $3.2M | 0.7% | +0.5% | 13F ↗ |
| 40 | CVX Chevron Corporation | 14,974 | $3.1M | 0.7% | -0.4% | 13F ↗ |
| 41 | Select Sector Spdr Tr St Str Care Etf | 17,712 | $3.0M | 0.7% | +7.6% | 13F ↗ |
| 42 | GS Goldman Sachs Group, Inc. | 3,300 | $3.0M | 0.7% | Unchanged | 13F ↗ |
| 43 | DIS Walt Disney Company | 27,667 | $2.9M | 0.6% | +0.9% | 13F ↗ |
| 44 | iShares Tr Msci Jp Value | 58,790 | $2.9M | 0.6% | Unchanged | 13F ↗ |
| 45 | JNJ Johnson & Johnson | 9,373 | $2.5M | 0.6% | -0.3% | 13F ↗ |
| 46 | HD Home Depot, Inc. | 8,624 | $2.5M | 0.5% | -1.4% | 13F ↗ |
| 47 | TJX TJX Companies, Inc. | 18,076 | $2.4M | 0.5% | +1.6% | 13F ↗ |
| 48 | iShares Tr Expanded Tech | 21,317 | $2.3M | 0.5% | Unchanged | 13F ↗ |
| 49 | MRK Merck & Company, Inc. | 15,564 | $2.3M | 0.5% | -1.2% | 13F ↗ |
| 50 | NFLX Netflix, Inc. | 31,644 | $2.2M | 0.5% | +6.4% | 13F ↗ |
Showing the top 50 of 346 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
9 new, 57 added to, 57 trimmed, 12 exited, 223 unchanged. By estimated dollars.
New positions (9)
| XOM ExxonMobil Holdings Corporation | 30,325 | New | $4.9M |
| OKE ONEOK, Inc. | 2,959 | New | $252.3K |
| SPCX Space Exploration Technologies Corp. | 300 | New | $45.3K |
| CELH Celsius Holdings, Inc. | 1,000 | New | $27.4K |
| BSX Boston Scientific Corporation | 350 | New | $15.3K |
| Vanguard International Equity Index F Tt Wrld St Etf | 95 | New | $15.0K |
| STRL Sterling Infrastructure, Inc. | 12 | New | $5,902 |
| SAN Banco Santander, S.A. | 308 | New | $4,260 |
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation | 121 | New | $3,415 |
Added to (57)
| J P Morgan Exchange Traded F Ultra Shrt Etf | 134,583 | +22.9% | $1.3M |
| Select Sector Spdr Tr St Str Discr Etf | 50,524 | +6.9% | $354.2K |
| Vanguard World Fd Inf Tech Etf | 195,376 | +1.1% | $266.7K |
| Select Sector Spdr Tr St Str Care Etf | 17,712 | +7.6% | $210.9K |
| Dbx ETF Tr Xtrack Msci Eafe | 125,273 | +2.7% | $178.0K |
| Gmo ETF Trust Intl Quality Etf | 265,393 | +2.3% | $156.0K |
| J P Morgan Exchange Traded F Diversfd Eqt Etf | 324,968 | +0.8% | $150.6K |
| NFLX Netflix, Inc. | 31,644 | +6.4% | $132.0K |
| J P Morgan Exchange Traded F U S Tec Lea Etf | 70,380 | +1.7% | $125.4K |
| Gmo ETF Trust Gmo Us Quality E | 143,729 | +1.0% | $63.4K |
Trimmed (57)
| J P Morgan Exchange Traded F Municipal Etf | 241,018 | -6.3% | -$768.9K |
| MSFT Microsoft Corporation | 31,860 | -2.6% | -$431.9K |
| Pgim ETF Tr | 197,587 | -3.5% | -$369.0K |
| KO Coca-Cola Company | 6,682 | -24.5% | -$186.4K |
| J P Morgan Exchange Traded F Core Plus Bd Etf | 764,646 | -0.5% | -$174.1K |
| ADP Automatic Data Processing, Inc. | 14,286 | -3.2% | -$120.5K |
| iShares Tr Core S&P500 Etf | 160 | -48.4% | -$114.6K |
| GLW Corning Incorporated | 20,871 | -3.1% | -$103.8K |
| AAPL Apple Inc. | 64,342 | -0.5% | -$103.6K |
| GPC Genuine Parts Company | 7,747 | -8.8% | -$94.3K |
Exited (12)
| Exxon Mobil Corp | 30,382 | Exited | -$4.2M |
| Oneok Inc | 2,950 | Exited | -$256.5K |
| iShares Tr Rus Md Cp Gr Etf | 665 | Exited | -$97.4K |
| Webster Financial Corp | 900 | Exited | -$68.8K |
| iShares Tr Equities | 469 | Exited | -$49.8K |
| iShares Tr 7-10 Yr Trsy Bd | 521 | Exited | -$49.3K |
| Pacer Fds Tr Etf | 952 | Exited | -$30.2K |
| YUMC Yum China Holdings, Inc. | 500 | Exited | -$20.4K |
| FIX Comfort Systems USA, Inc. | 8 | Exited | -$15.9K |
| iShares Tr 3 7 Yr Treas Bd | 132 | Exited | -$15.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 21, 2026 | 13F-HR | 347 | $448.1M | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 349 | $448.2M | Current | SEC ↗ |
| Q1 2026 | Apr 16, 2026 | 13F-HR | 344 | $392.4M | Current | SEC ↗ |
| Q4 2025 | Jan 21, 2026 | 13F-HR | 338 | $384.9M | Current | SEC ↗ |
| Q3 2025 | Oct 28, 2025 | 13F-HR | 340 | $377.6M | Current | SEC ↗ |
| Q2 2025 | Jul 31, 2025 | 13F-HR | 347 | $365.7M | Current | SEC ↗ |
| Q1 2025 | Apr 21, 2025 | 13F-HR | 359 | $484.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer