Hartford Financial Management Inc.

CIK 0001352526 · WEST HARTFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Hartford Financial Management Inc. reported 349 positions worth $448.2M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: JCPB (8.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$448.2M
2026 Q2
Positions
349
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.6%
Est. Net Flow (Q)
2026 Q2
10 / 349 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JCPBJ P MORGAN EXCHANGE TRADED FSH$36.1M8.05%768,534
2VGTVANGUARD WORLD FDSH$23.1M5.15%193,254
3AMATAPPLIED MATLS INCSH$20.4M4.56%28,239
4JPSEJ P MORGAN EXCHANGE TRADED FSH$19.4M4.33%322,294
5AAPLAPPLE INCSH$18.7M4.17%64,653
6NVDANVIDIA CORPORATIONSH$14.6M3.25%72,901
7JMUBJ P MORGAN EXCHANGE TRADED FSH$13.0M2.91%257,179
8MSFTMICROSOFT CORPSH$12.2M2.72%32,702
9PAAAPGIM ETF TRSH$10.5M2.34%204,782
10JPMJPMORGAN CHASE & COSH$9.4M2.09%28,642

The free plan shows the top 10 positions. The remaining 339 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hartford Financial Management Inc. hold as of Q2 2026?

Hartford Financial Management Inc. reported 349 positions worth $448.2M in its Q2 2026 13F filing. Largest positions: JCPB (8.0%), VGT (5.2%), AMAT (4.6%), JPSE (4.3%) and AAPL (4.2%).

What did Hartford Financial Management Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hartford Financial Management Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.