Institutional Fund
Hartford Financial Management Inc.
West Hartford, CTCIK 13525265 filings on record
Portfolio Value
$392.42M
Q1 2026
Holdings
344
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+2.0%
from $384.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F8.5%
- J P Morgan Exchange Traded F4.4%
- Apple Inc4.2%
- Vanguard World Fd4.0%
- J P Morgan Exchange Traded F3.6%
- Nvidia Corporation3.2%
- Other72.2%
Portfolio Holdings
344 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 706.1K | $33.24M | 8.5% | −19.6K | Reduced |
| 2 | J P Morgan Exchange Traded F | 329.1K | $17.25M | 4.4% | −4.3K | Reduced |
| 3 | Apple Inc | 64.3K | $16.33M | 4.2% | −1.1K | Reduced |
| 4 | Vanguard World Fd | 22.3K | $15.53M | 4.0% | −247 | Reduced |
| 5 | J P Morgan Exchange Traded F | 284.5K | $14.22M | 3.6% | +15.2K | Added |
| 6 | Nvidia Corporation | 71.8K | $12.53M | 3.2% | +902 | Added |
| 7 | Microsoft Corp | 30.6K | $11.31M | 2.9% | +2.9K | Added |
| 8 | Applied Matls Inc | 32.1K | $10.97M | 2.8% | −3.1K | Reduced |
| 9 | Pgim ETF Tr | 194.0K | $9.93M | 2.5% | +630 | Added |
| 10 | Jpmorgan Chase & Co. | 29.2K | $8.58M | 2.2% | +601 | Added |
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