Hartford Financial Management Inc. 13F Holdings · Q2 2026
Hartford Financial Management Inc. reported 349 securities worth $448.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JCPB (8.05%), VGT (5.15%), AMAT (4.56%). Among its top 25 positions this quarter: 1 new, 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $36.1M | 8.05% | 768,534 | Added |
| 2 | VGT | VANGUARD WORLD FD | $23.1M | 5.15% | 193,254 | Added |
| 3 | AMAT | APPLIED MATLS INC | $20.4M | 4.56% | 28,239 | Trimmed |
| 4 | JPSE | J P MORGAN EXCHANGE TRADED F | $19.4M | 4.33% | 322,294 | Trimmed |
| 5 | AAPL | APPLE INC | $18.7M | 4.17% | 64,653 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $14.6M | 3.25% | 72,901 | Added |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | $13.0M | 2.91% | 257,179 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $12.2M | 2.72% | 32,702 | Added |
| 9 | PAAA | PGIM ETF TR | $10.5M | 2.34% | 204,782 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $9.4M | 2.09% | 28,642 | Trimmed |
| 11 | CAT | CATERPILLAR INC | $9.0M | 2.01% | 8,452 | Trimmed |
| 12 | GOOG | ALPHABET INC | $9.0M | 2.00% | 25,351 | Trimmed |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $7.7M | 1.72% | 69,188 | Trimmed |
| 14 | DAUG | FIRST TR EXCHNG TRADED FD VI | $7.6M | 1.70% | 162,249 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $7.4M | 1.65% | 7,895 | Trimmed |
| 16 | QLTI | GMO ETF TRUST | $7.0M | 1.57% | 259,532 | Added |
| 17 | DBEF | DBX ETF TR | $6.7M | 1.49% | 122,034 | Added |
| 18 | FBT | FIRST TR EXCHANGE-TRADED FD | $6.6M | 1.48% | 26,821 | Trimmed |
| 19 | QLTY | GMO ETF TRUST | $5.9M | 1.32% | 142,248 | Added |
| 20 | DDEC | FIRST TR EXCHNG TRADED FD VI | $5.8M | 1.28% | 121,510 | Added |
| 21 | CSX | CSX CORP | $5.7M | 1.27% | 119,567 | Trimmed |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.24% | 109,486 | Added |
| 23 | XLY | SELECT SECTOR SPDR TR | $5.5M | 1.24% | 47,270 | New |
| 24 | GLW | CORNING INC | $5.5M | 1.23% | 21,546 | Hold |
| 25 | AMZN | AMAZON COM INC | $5.4M | 1.21% | 22,710 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR