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Latest Hartford Financial Management Inc. Stock Portfolio

$448Million | No. of Holdings #346

Hartford Financial Management Inc. Performance

2026 Q3-1.01%
YTD-5.00%
2025+12.82%

About Hartford Financial Management Inc. and 13F Hedge Fund Stock Holdings

Hartford Financial Management Inc. is a hedge fund based in Hartford, CT. On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hartford Financial Management Inc. reported an equity portfolio of $448.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Hartford Financial Management Inc. are BBAX, VAW, AAPL. The fund has invested 7.6% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.5% of portfolio in VANGUARD WORLD FD. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ONEOK INC NEW (OKE) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in COLUMBIA ETF TR II (ECON), APA CORPORATION (APA) and SPDR SERIES TRUST (BIL). Hartford Financial Management Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, CELSIUS HLDGS INC (CELH) and BOSTON SCIENTIFIC CORP (BSX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), TRANSOCEAN LTD (RIG) and AMPHENOL CORP (APH).
Hartford Financial Management Inc. Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$448Million
  as of Oct 21, 2026

Hartford Financial Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Hartford Financial Management Inc. made a return of -1.01% in the last quarter. In trailing 12 months, it's portfolio return was -3.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp4,935,350
oneok inc new252,323
space exploration techn corp45,258
celsius hldgs inc27,350
boston scientific corp15,278
vanguard intl equity index f14,996
sterling infrastructure inc5,902
banco santander sa4,260
New stocks bought by Hartford Financial Management Inc.

Additions

Ticker% Inc.
vanguard whitehall fds9,500
transocean ltd500
amphenol corp100
qxo inc59.09
nvidia corporation27.65
j p morgan exchange traded f22.92
rayonier advanced matls inc12.5
select sector spdr tr7.61
Additions to existing portfolio by Hartford Financial Management Inc.

Reductions

Ticker% Reduced
columbia etf tr ii-91.78
apa corporation-82.83
spdr series trust-79.34
vaneck etf trust-72.99
air products and chemicals i-50.00
ishares tr-48.39
thermo fisher scientific inc-48.35
kraft heinz co-39.00
Hartford Financial Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-4,153,760
oneok inc new-256,469
pacer fds tr-30,246
webster finl corp-68,778
ishares tr-97,363
ishares tr-49,271
yum china hldgs inc-20,435
ishares tr-49,759
Hartford Financial Management Inc. got rid off the above stocks

Sector Distribution

Hartford Financial Management Inc. has about 46.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
  • Consumer Cyclical
Sector%
Others46.9
Technology19.6
Industrials7.6
Financial Services6.4
Communication Services4.8
Healthcare3.5
Consumer Defensive3.5
Energy3.1
Consumer Cyclical3.1

Market Cap. Distribution

Hartford Financial Management Inc. has about 52.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED46.9
MEGA-CAP37.2
LARGE-CAP15.2

Stocks belong to which Index?

About 51.4% of the stocks held by Hartford Financial Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50051.4
Others48.3
Top 5 Winners (%)%
CHPT
chargepoint holdings inc
70.3 %
VEEV
veeva sys inc
60.8 %
ZETA
zeta global holdings corp
60.4 %
PLTR
palantir technologies inc
58.0 %
ILMN
illumina inc
55.6 %
Top 5 Winners ($)$
MSFT
microsoft corp
4.5 M
AAPL
apple inc
2.8 M
NVDA
nvidia corporation
2.3 M
META
meta platforms inc
1.2 M
VAW
vanguard world fd
1.2 M
Top 5 Losers (%)%
FICO
fair isaac corp
-50.4 %
six flags entertainment corp
-49.7 %
APH
amphenol corp
-45.0 %
ICHR
ichor holdings
-44.9 %
GLW
corning inc
-39.2 %
Top 5 Losers ($)$
AMAT
applied matls inc
-6.0 M
GLW
corning inc
-2.2 M
CAT
caterpillar inc
-2.2 M
KLAC
kla corp
-1.7 M
BBAX
j p morgan exchange traded f
-1.7 M

Hartford Financial Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hartford Financial Management Inc.

Hartford Financial Management Inc. has 346 stocks in it's portfolio. About 40.5% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Hartford Financial Management Inc. last quarter.

$448.13MTotal Value
358Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Hartford Financial Management Inc., last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hartford Financial Management Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hartford Financial Management Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ABEV
Ambev Sa

Ambev Sa

ABEV
Hartford Financial Management Inc.'s holding in Ambev Sa over time
0.03%38,038
$111.1K
0.03%
decreased 7.82 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Hartford Financial Management Inc.'s holding in Etf Ser Solutions over time
0%66.00
$10.0K
0%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Hartford Financial Management Inc.'s holding in Dbx Etf Tr over time
1.54%125,273
$6.88M
1.54%
increased 2.65 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Hartford Financial Management Inc.'s holding in Vaneck Etf Trust over time
0.01%513
$54.2K
0.01%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Hartford Financial Management Inc.'s holding in Vaneck Etf Trust over time
0%37.00
$22.5K
0%
decreased 72.99 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Hartford Financial Management Inc.'s holding in First Tr Exchng Traded Fd Vi over time
1.72%161,771
$7.69M
1.72%
decreased 0.29 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Hartford Financial Management Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.27%23,332
$1.19M
0.27%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Hartford Financial Management Inc.'s holding in Pacer Fds Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Hartford Financial Management Inc.'s holding in Wisdomtree Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off