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 $448.2M across 349 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JCPB ($36.1M, 8.05%), VGT ($23.1M, 5.15%), AMAT ($20.4M, 4.56%), JPSE ($19.4M, 4.33%), AAPL ($18.7M, 4.17%). Source: SEC Form 13F.
| 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 | XLY | SELECT SECTOR SPDR TR | $5.5M | 1.24% | 47,270 | New |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.24% | 109,486 | Added |
| 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