Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hartford Financial Management Inc. (CIK 1352526) reported $392.4M across 341 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($33.2M, 8.47%), JPSE ($17.3M, 4.40%), AAPL ($16.3M, 4.16%), VGT ($15.5M, 3.96%), JMUB ($14.2M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $33.2M | 8.47% | 706,122 | Trimmed |
| 2 | JPSE | J P MORGAN EXCHANGE TRADED F | $17.3M | 4.40% | 329,105 | Trimmed |
| 3 | AAPL | APPLE INC | $16.3M | 4.16% | 64,346 | Trimmed |
| 4 | VGT | VANGUARD WORLD FD | $15.5M | 3.96% | 22,254 | Trimmed |
| 5 | JMUB | J P MORGAN EXCHANGE TRADED F | $14.2M | 3.62% | 284,481 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $12.5M | 3.19% | 71,839 | Added |
| 7 | MSFT | MICROSOFT CORP | $11.3M | 2.88% | 30,561 | Added |
| 8 | AMAT | APPLIED MATLS INC | $11.0M | 2.79% | 32,082 | Trimmed |
| 9 | PAAA | PGIM ETF TR | $9.9M | 2.53% | 194,021 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $8.6M | 2.19% | 29,151 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $8.0M | 2.03% | 8,004 | Added |
| 12 | GOOG | ALPHABET INC | $7.5M | 1.91% | 26,105 | Trimmed |
| 13 | DAUG | FIRST TR EXCHNG TRADED FD VI | $7.0M | 1.79% | 161,461 | Added |
| 14 | CAT | CATERPILLAR INC | $6.3M | 1.61% | 8,940 | Trimmed |
| 15 | JTEK | J P MORGAN EXCHANGE TRADED F | $5.7M | 1.46% | 72,085 | Added |
| 16 | FBT | FIRST TR EXCHANGE-TRADED FD | $5.6M | 1.43% | 27,948 | Trimmed |
| 17 | DDEC | FIRST TR EXCHNG TRADED FD VI | $5.3M | 1.34% | 118,765 | Added |
| 18 | QLTI | GMO ETF TRUST | $5.2M | 1.33% | 208,734 | New |
| 19 | HD | HOME DEPOT INC | $5.2M | 1.33% | 15,859 | Trimmed |
| 20 | ORCL | ORACLE CORP | $5.2M | 1.32% | 35,164 | Added |
| 21 | XOM | EXXON MOBIL CORP | $5.2M | 1.32% | 30,605 | Trimmed |
| 22 | CSX | CSX CORP | $5.1M | 1.29% | 123,231 | Trimmed |
| 23 | QLTY | GMO ETF TRUST | $5.0M | 1.27% | 137,840 | New |
| 24 | DBEF | DBX ETF TR | $4.9M | 1.24% | 98,425 | New |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 1.19% | 9,764 | Added |
Source: SEC Form 13F filings · as of 2026-03-31