Hartford Financial Management Inc.

CIK: 0001352526SEC EDGAR →

Portfolio Value

$384.9B

Holdings

338

As of

Q4 2025

New Positions

338

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	JCPB J P MORGAN EXCHANGE TRADED F	725,735	$34.4B	8.93%
2	AAPL APPLE INC	65,476	$17.8B	4.62%
3	VGT VANGUARD WORLD FD	22,501	$17.0B	4.41%
4	JPSE J P MORGAN EXCHANGE TRADED F	333,388	$16.7B	4.34%
5	JMUB J P MORGAN EXCHANGE TRADED F	269,279	$13.6B	3.53%
6	MSFT MICROSOFT CORP	27,709	$13.4B	3.48%
7	NVDA NVIDIA CORPORATION	70,937	$13.2B	3.44%
8	PAAA PGIM ETF TR	193,391	$9.9B	2.58%
9	JPM JPMORGAN CHASE & CO.	28,550	$9.2B	2.39%
10	AMAT APPLIED MATLS INC	35,183	$9.0B	2.35%

Quarterly Changes

Top Buys

JCPBNEW

$34.4B

AAPLNEW

$17.8B

VGTNEW

$17.0B

JPSENEW

$16.7B

JMUBNEW

$13.6B

Top Sells

No sells this quarter

New Positions (338)

$34.4B · 726K shares

$17.8B · 65K shares

$17.0B · 23K shares

$16.7B · 333K shares

$13.6B · 269K shares

$13.4B · 28K shares

$13.2B · 71K shares

$9.9B · 193K shares

$9.2B · 29K shares

$9.0B · 35K shares

$8.9B · 28K shares

$7.1B · 161K shares

$6.9B · 8K shares

$6.2B · 69K shares

$6.0B · 29K shares

$6.0B · 79K shares

$5.5B · 16K shares

CAT

$5.4B · 9K shares

ORCL

$5.3B · 27K shares

DDEC

$5.1B · 113K shares

$4.9B · 14K shares

$4.8B · 10K shares

$4.8B · 21K shares

$4.6B · 127K shares

$4.5B · 25K shares

$4.1B · 14K shares

$3.9B · 32K shares

$3.8B · 33K shares

$3.6B · 5K shares

$3.6B · 78K shares

$3.5B · 3K shares

$3.5B · 14K shares

$3.3B · 14K shares

$3.1B · 27K shares

$3.1B · 16K shares

$3.1B · 56K shares

$3.0B · 13K shares

$3.0B · 24K shares

$2.9B · 11K shares

$2.9B · 3K shares

$2.6B · 21K shares

$2.6B · 17K shares

$2.5B · 52K shares

$2.4B · 16K shares

$2.3B · 46K shares

$2.2B · 24K shares

$2.2B · 10K shares

$2.0B · 16K shares

$2.0B · 34K shares

$2.0B · 6K shares

$2.0B · 22K shares

$1.9B · 40K shares

$1.9B · 6K shares

$1.9B · 13K shares

$1.8B · 18K shares

$1.8B · 6K shares

$1.8B · 16K shares

$1.8B · 56K shares

$1.7B · 32K shares

$1.5B · 19K shares

$1.5B · 10K shares

LOW

$1.4B · 6K shares

MPC

$1.4B · 9K shares

$1.4B · 2K shares

TXN

$1.3B · 8K shares

XFEB

$1.3B · 27K shares

$1.1B · 5K shares

GQ9

$1.1B · 3K shares

FCX

$1.1B · 21K shares

$1.1B · 4K shares

$1.0B · 5K shares

$995.0M · 3K shares

$995.0M · 31K shares

$987.0M · 25K shares

$965.0M · 9K shares

$961.0M · 894 shares

$949.0M · 9K shares

$946.0M · 2K shares

$931.0M · 2K shares

$867.0M · 17K shares

$837.0M · 11K shares

$803.0M · 1K shares

$771.0M · 1K shares

$738.0M · 4K shares

$727.0M · 3K shares

$725.0M · 2K shares

$671.0M · 3K shares

$664.0M · 2K shares

$635.0M · 2K shares

$619.0M · 11K shares

$596.0M · 6K shares

$584.0M · 11K shares

$582.0M · 2K shares

$577.0M · 2K shares

$568.0M · 28K shares

$565.0M · 7K shares

$550.0M · 5K shares

$534.0M · 30K shares

$533.0M · 4K shares

$531.0M · 10K shares

$498.0M · 6K shares

$480.0M · 1K shares

$479.0M · 3K shares

$458.0M · 2K shares

$457.0M · 11K shares

$448.0M · 6K shares

$442.0M · 950 shares

$436.0M · 5K shares

$435.0M · 26K shares

$434.0M · 761 shares

$419.0M · 3K shares

$391.0M · 12K shares

$389.0M · 51K shares

$352.0M · 4K shares

$347.0M · 532 shares

$336.0M · 4K shares

$318.0M · 5K shares

$303.0M · 866 shares

$277.0M · 2K shares

$259.0M · 9K shares

$254.0M · 912 shares

$244.0M · 2K shares

$243.0M · 1K shares

$241.0M · 7K shares

$237.0M · 3K shares

$236.0M · 10K shares

$230.0M · 2K shares

$213.0M · 1K shares

$186.0M · 4K shares

$178.0M · 2K shares

$174.0M · 2K shares

$160.0M · 4K shares

$160.0M · 6K shares

$157.0M · 918 shares

$154.0M · 2K shares

$152.0M · 3K shares

XLF

$142.0M · 3K shares

KOF

$141.0M · 1K shares

$141.0M · 2K shares

ABEV

$140.0M · 57K shares

UGI

$140.0M · 4K shares

$138.0M · 6K shares

ELV

$133.0M · 380 shares

PCAR

$129.0M · 1K shares

$125.0M · 3K shares

DYH

$119.0M · 1K shares

$113.0M · 1K shares

$109.0M · 547 shares

$106.0M · 2K shares

$106.0M · 412 shares

$103.0M · 299 shares

$101.0M · 3K shares

WBS

$101.0M · 2K shares

$100.0M · 3K shares

FTV

$98.0M · 2K shares

NTAP

$91.0M · 853 shares

SWK

$87.0M · 1K shares

$86.0M · 3K shares

$86.0M · 300 shares

$84.0M · 721 shares

$82.0M · 1K shares

$80.0M · 500 shares

$80.0M · 278 shares

$80.0M · 2K shares

$77.0M · 2K shares

$76.0M · 2K shares

$75.0M · 642 shares

$75.0M · 410 shares

$73.0M · 932 shares

$73.0M · 108 shares

$73.0M · 735 shares

$70.0M · 440 shares

$70.0M · 139 shares

$69.0M · 1K shares

$64.0M · 94 shares

$63.0M · 258 shares

$61.0M · 762 shares

$59.0M · 595 shares

$58.0M · 131 shares

$56.0M · 692 shares

$56.0M · 2K shares

$56.0M · 660 shares

$54.0M · 471 shares

$54.0M · 376 shares

$53.0M · 513 shares

$52.0M · 524 shares

$52.0M · 608 shares

$50.0M · 412 shares

$50.0M · 1K shares

$49.0M · 137 shares

$47.0M · 498 shares

$47.0M · 98 shares

$47.0M · 269 shares

$46.0M · 323 shares

$46.0M · 2K shares

$46.0M · 300 shares

$44.0M · 2K shares

$43.0M · 191 shares

$43.0M · 500 shares

$39.0M · 242 shares

$39.0M · 100 shares

$39.0M · 528 shares

$38.0M · 901 shares

$38.0M · 160 shares

$38.0M · 420 shares

$37.0M · 930 shares

$37.0M · 2K shares

$37.0M · 244 shares

DOW

$36.0M · 2K shares

BAX

$36.0M · 2K shares

ILMN

$36.0M · 275 shares

$35.0M · 908 shares

$34.0M · 401 shares

$32.0M · 215 shares

$32.0M · 881 shares

$32.0M · 176 shares

$31.0M · 1K shares

$30.0M · 158 shares

$30.0M · 799 shares

$29.0M · 394 shares

$27.0M · 496 shares

$27.0M · 85 shares

$27.0M · 129 shares

$25.0M · 1K shares

$25.0M · 473 shares

$25.0M · 248 shares

$25.0M · 76 shares

$25.0M · 955 shares

$24.0M · 1K shares

$23.0M · 420 shares

$23.0M · 500 shares

$23.0M · 347 shares

$22.0M · 449 shares

$22.0M · 200 shares

$21.0M · 75 shares

$21.0M · 136 shares

$21.0M · 1K shares

$20.0M · 301 shares

$20.0M · 351 shares

$19.0M · 466 shares

XLI

$19.0M · 126 shares

IVE

$19.0M · 93 shares

$18.0M · 289 shares

$17.0M · 52 shares

$17.0M · 1K shares

$16.0M · 255 shares

$16.0M · 204 shares

$16.0M · 176 shares

$15.0M · 346 shares

$15.0M · 260 shares

$15.0M · 175 shares

$15.0M · 300 shares

$14.0M · 1K shares

$14.0M · 110 shares

$13.0M · 166 shares

$13.0M · 700 shares

$13.0M · 175 shares

$11.0M · 228 shares

$11.0M · 235 shares

$11.0M · 185 shares

$11.0M · 50 shares

$11.0M · 80 shares

$10.0M · 42 shares

$10.0M · 137 shares

$10.0M · 235 shares

$10.0M · 203 shares

$10.0M · 353 shares

$10.0M · 530 shares

$10.0M · 50 shares

$10.0M · 380 shares

$10.0M · 113 shares

$9.0M · 102 shares

$9.0M · 40 shares

$8.0M · 444 shares

$8.0M · 376 shares

$7.0M · 100 shares

$7.0M · 30 shares

NIOCORP DEVS LTD

$7.0M · 1K shares

$7.0M · 41 shares

$6.0M · 84 shares

$6.0M · 47 shares

$6.0M · 10 shares

$6.0M · 2K shares

$5.0M · 10 shares

$5.0M · 49 shares

$5.0M · 63 shares

INCY

$5.0M · 57 shares

FICO

$5.0M · 3 shares

CHKP

$5.0M · 30 shares

$5.0M · 28 shares

$5.0M · 20 shares

$5.0M · 4 shares

$5.0M · 12 shares

$5.0M · 300 shares

$4.0M · 15 shares

$4.0M · 20 shares

$4.0M · 156 shares

$4.0M · 900 shares

$4.0M · 4 shares

$4.0M · 35 shares

$4.0M · 7K shares

$4.0M · 30 shares

$4.0M · 19 shares

$4.0M · 30 shares

$3.0M · 39 shares

$3.0M · 114 shares

$3.0M · 6 shares

$3.0M · 25 shares

$3.0M · 55 shares

$3.0M · 155 shares

$3.0M · 297 shares

$3.0M · 42 shares

$3.0M · 4 shares

$2.0M · 100 shares

$2.0M · 98 shares

$2.0M · 18 shares

$2.0M · 86 shares

$2.0M · 19 shares

$1.0M · 28 shares

$1.0M · 55 shares

$1.0M · 93 shares

$1.0M · 65 shares

$1.0M · 40 shares

$1.0M · 11 shares

$0 · 65 shares

$0 · 50 shares

$0 · 48 shares

$0 · 480 shares

$0 · 2 shares

$0 · 5 shares

$0 · 50 shares

$0 · 1 shares

$0 · 10 shares

$0 · 10 shares

$0 · 60 shares

$0 · 75 shares

$0 · 8 shares

$0 · 10 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	83	$164.9B	42.9%
Technology	48	$73.4B	19.1%
Industrials	34	$33.3B	8.6%
Communication Services	11	$20.2B	5.2%
Healthcare	43	$18.9B	4.9%
Consumer Cyclical	27	$18.8B	4.9%
Unknown	22	$16.8B	4.4%
Consumer Defensive	21	$16.7B	4.4%
Energy	21	$15.0B	3.9%
Real Estate	4	$2.4B	0.6%
Basic Materials	13	$2.4B	0.6%
Utilities	11	$1.9B	0.5%