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Latest Hartford Financial Management Inc. Stock Portfolio

$448Million | No. of Holdings #349

Hartford Financial Management Inc. Performance

2026 Q2-3.39%
YTD-4.03%
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 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hartford Financial Management Inc. reported an equity portfolio of $448.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Hartford Financial Management Inc. are BBAX, VAW, AMAT. The fund has invested 8.1% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.2% of portfolio in VANGUARD WORLD FD. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), GOLDMAN SACHS ETF TR (GBUY) and PGIM ETF TR (PAB) stocks. They significantly reduced their stock positions in AIR PRODUCTS AND CHEMICALS I (APD), THERMO FISHER SCIENTIFIC INC (TMO) and ROBERT HALF INC. (RHI). Hartford Financial Management Inc. opened new stock positions in SELECT SECTOR SPDR TR (XLB), HONEYWELL AEROSPACE INC and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES TR (BGRN) and AMERICAN WTR WKS CO INC NEW (AWK).
Hartford Financial Management Inc. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$448Million
  as of Jul 24, 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 -3.39% in the last quarter. In trailing 12 months, it's portfolio return was 3.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr5,543,830
honeywell aerospace inc1,338,860
honeywell intl inc1,196,330
fedex fght hldg co inc151,000
ishares tr125,870
ishares tr97,363
spdr series trust72,004
vanguard specialized funds50,874
New stocks bought by Hartford Financial Management Inc.

Additions

Ticker% Inc.
ishares tr36,030
ishares tr27,117
american wtr wks co inc new11,472
select sector spdr tr5,386
select sector spdr tr3,807
vanguard world fd768
vanguard admiral fds inc500
ishares tr299
Additions to existing portfolio by Hartford Financial Management Inc.

Reductions

Ticker% Reduced
air products and chemicals i-98.13
thermo fisher scientific inc-94.44
robert half inc.-74.11
fair isaac corp-66.67
rh-62.5
colgate palmolive co-62.46
oracle corp-61.91
genuine parts co-59.57
Hartford Financial Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
goldman sachs etf tr-2,521,510
pgim etf tr-865,656
honeywell intl inc-3,499,200
international paper co-32,416
dupont de nemours inc-114,729
coterra energy inc-27,375
unilever plc-16,465
schwab strategic tr-26,087
Hartford Financial Management Inc. got rid off the above stocks

Sector Distribution

Hartford Financial Management Inc. has about 46.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Energy
  • Consumer Defensive
  • Healthcare
  • Consumer Cyclical
Sector%
Others46.1
Technology18.9
Industrials8.2
Financial Services6.4
Communication Services4.6
Energy3.8
Consumer Defensive3.6
Healthcare3.5
Consumer Cyclical3.3

Market Cap. Distribution

Hartford Financial Management Inc. has about 53.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED46.1
MEGA-CAP36.8
LARGE-CAP16.4

Stocks belong to which Index?

About 52.2% 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 50052.2
Others47.6
Top 5 Winners (%)%
INTC
intel corp
205.4 %
AMD
advanced micro devices inc
177.4 %
ICHR
ichor holdings
140.9 %
PANW
palo alto networks inc
112.7 %
AMAT
applied matls inc
104.8 %
Top 5 Winners ($)$
AMAT
applied matls inc
11.5 M
KLAC
kla corp
3.2 M
CAT
caterpillar inc
3.1 M
GLW
corning inc
2.6 M
BBAX
j p morgan exchange traded f
2.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.0 %
IVOG
vanguard admiral fds inc
-69.7 %
IJR
ishares tr
-60.3 %
TSCO
tractor supply co
-30.2 %
CE
celanese corp del
-30.0 %
Top 5 Losers ($)$
VAW
vanguard world fd
-62.3 M
IJR
ishares tr
-1.2 M
XOM
exxon mobil corp
-1.0 M
CME
cme group inc
-0.9 M
NFLX
netflix inc.
-0.7 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 349 stocks in it's portfolio. About 39.6% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Hartford Financial Management Inc. last quarter.

$448.18MTotal Value
362Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Hartford Financial Management Inc., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hartford Financial Management Inc.'s holding in Ishares Tr over time
0.01%469
$49.8K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hartford Financial Management Inc.'s holding in Ishares Tr over time
0%132
$15.5K
0%
new position
ABEV
Ambev Sa

Ambev Sa

ABEV
Hartford Financial Management Inc.'s holding in Ambev Sa over time
0.03%41,265
$129.6K
0.03%
decreased 10.94 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Hartford Financial Management Inc.'s holding in Etf Ser Solutions over time
0%66.00
$10.9K
0%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Hartford Financial Management Inc.'s holding in Dbx Etf Tr over time
1.49%122,034
$6.67M
1.49%
increased 23.99 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Hartford Financial Management Inc.'s holding in Vaneck Etf Trust over time
0.02%137
$89.9K
0.02%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Hartford Financial Management Inc.'s holding in Vaneck Etf Trust over time
0.01%513
$53.3K
0.01%
unchanged 0 percentunchanged
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
1.7%162,249
$7.60M
1.7%
increased 0.49 percentadded
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
0.26%23,332
$1.17M
0.26%
decreased 2.13 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Hartford Financial Management Inc.'s holding in Pacer Fds Tr over time
0.01%952
$30.2K
0.01%
new position
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Hartford Financial Management Inc.'s holding in Wisdomtree Tr over time
0%54.00
$7.1K
0%
new position