Hartford Financial Management Inc. Top Holdings and 13F Report (2026)

About Hartford Financial Management Inc.

Investment Activity

Hartford Financial Management Inc. has $448.18 million in total holdings as of June 30, 2026.
Hartford Financial Management Inc. owns shares of 349 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 12.38% of the portfolio was purchased this quarter.
About 6.31% of the portfolio was sold this quarter.
This quarter, Hartford Financial Management Inc. has purchased 344 new stocks and bought additional shares in 67 stocks.
Hartford Financial Management Inc. sold shares of 100 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

JPMorgan Core Plus Bond ETF: $36,075,004
Vanguard Information Technology ETF: $23,097,773
Applied Materials: $20,416,797
JPMorgan Diversified Return U.S. Small Cap Equity ETF: $19,390,803
Apple: $18,707,945

Largest New Holdings this Quarter

81369Y407 - Consumer Discretionary Select Sector SPDR Fund: $5,543,826 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,338,861 Holding
438516205 - HONEYWELL INTL INC: $1,196,331 Holding
314352105 - FEDEX FGHT HLDG CO INC: $151,000 Holding
464287580 - iShares U.S. Consumer Discretionary ETF: $125,870 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 171,000 shares (about $20.44M)
Consumer Discretionary Select Sector SPDR Fund: 47,270 shares (about $5.54M)
KLA: 13,599 shares (about $4.10M)
JPMorgan Ultra-Short Income ETF: 65,097 shares (about $3.29M)
JPMorgan Core Plus Bond ETF: 62,412 shares (about $2.93M)

Largest Sales this Quarter

Oracle: 21,769 shares (about $3.19M)
Applied Materials: 3,843 shares (about $2.78M)
Home Depot: 7,116 shares (about $2.51M)
Genuine Parts: 12,520 shares (about $1.48M)
JPMorgan Municipal ETF: 27,302 shares (about $1.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JCPB JPMorgan Core Plus Bond ETF	$36,075,004	$2,929,621 â–²	8.8%	768,534	8.0%	ETF
VGT Vanguard Information Technology ETF	$23,097,773	$20,437,969 â–²	768.4%	193,254	5.2%	ETF
AMAT Applied Materials	$20,416,797	$2,778,489 â–¼	-12.0%	28,239	4.6%	Computer and Technology
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF	$19,390,803	$409,783 â–¼	-2.1%	322,294	4.3%	ETF
AAPL Apple	$18,707,945	$88,833 â–²	0.5%	64,653	4.2%	Computer and Technology
NVDA NVIDIA	$14,586,762	$212,496 â–²	1.5%	72,901	3.3%	Computer and Technology
JMUB JPMorgan Municipal ETF	$13,027,403	$1,382,983 â–¼	-9.6%	257,179	2.9%	ETF
MSFT Microsoft	$12,198,350	$798,626 â–²	7.0%	32,702	2.7%	Computer and Technology
PGIM ETF TR	$10,499,174	$551,717 â–²	5.5%	204,782	2.3%	AAA CLO ETF
JPM JPMorgan Chase & Co.	$9,375,548	$166,614 â–¼	-1.7%	28,642	2.1%	Finance
CAT Caterpillar	$9,000,425	$519,665 â–¼	-5.5%	8,452	2.0%	Industrials
GOOG Alphabet	$8,957,343	$266,413 â–¼	-2.9%	25,351	2.0%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$7,718,033	$323,165 â–¼	-4.0%	69,188	1.7%	U S TEC LEA ETF
DAUG FT Vest U.S. Equity Deep Buffer ETF - August	$7,600,928	$36,916 â–²	0.5%	162,249	1.7%	ETF
COST Costco Wholesale	$7,385,340	$101,964 â–¼	-1.4%	7,895	1.6%	Retail/Wholesale
GMO ETF TRUST	$7,015,644	$1,373,167 â–²	24.3%	259,532	1.6%	INTL QUALITY ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$6,666,718	$1,289,760 â–²	24.0%	122,034	1.5%	ETF
FBT First Trust NYSE Arca Biotechnology Index Fund	$6,648,703	$279,374 â–¼	-4.0%	26,821	1.5%	ETF
GMO ETF TRUST	$5,920,362	$183,461 â–²	3.2%	142,248	1.3%	US QUALITY ETF
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$5,756,538	$130,044 â–²	2.3%	121,510	1.3%	ETF
CSX CSX	$5,683,043	$174,151 â–¼	-3.0%	119,567	1.3%	Transportation
XLY Consumer Discretionary Select Sector SPDR Fund	$5,543,826	$5,543,826 â–²	New Holding	47,270	1.2%	Finance
JPST JPMorgan Ultra-Short Income ETF	$5,536,684	$3,291,942 â–²	146.7%	109,486	1.2%	ETF
GLW Corning	$5,503,376		0.0%	21,546	1.2%	Computer and Technology
AMZN Amazon.com	$5,412,702	$327,003 â–²	6.4%	22,710	1.2%	Retail/Wholesale
V Visa	$5,262,919	$686 â–¼	0.0%	15,340	1.2%	Business Services
TSM Taiwan Semiconductor Manufacturing	$5,234,645	$561,145 â–¼	-9.7%	10,961	1.2%	Computer and Technology
RSPT Invesco S&P 500 Equal Weight Technology ETF	$5,038,805		0.0%	78,121	1.1%	ETF
BRK.B Berkshire Hathaway	$4,992,892	$107,083 â–²	2.2%	9,978	1.1%	Finance
KLAC KLA	$4,851,497	$4,102,954 â–²	548.1%	16,080	1.1%	Computer and Technology
RTX RTX	$4,544,740	$60,713 â–²	1.4%	23,954	1.0%	Aerospace
ARKQ ARK Autonomous Technology & Robotics ETF	$4,338,709	$1,454 â–²	0.0%	32,814	1.0%	ETF
META Meta Platforms	$4,165,874	$366,683 â–²	9.7%	7,396	0.9%	Computer and Technology
XOM ExxonMobil	$4,153,763	$30,488 â–¼	-0.7%	30,382	0.9%	Energy
UNP Union Pacific	$3,480,561	$8,976 â–¼	-0.3%	12,796	0.8%	Transportation
BAC Bank of America	$3,379,313	$83,191 â–²	2.5%	59,307	0.8%	Finance
GS The Goldman Sachs Group	$3,337,521		0.0%	3,300	0.7%	Finance
ADP Automatic Data Processing	$3,304,025	$15,453 â–²	0.5%	14,753	0.7%	Computer and Technology
HD Home Depot	$3,083,402	$2,509,606 â–¼	-44.9%	8,743	0.7%	Retail/Wholesale
CME CME Group	$2,881,390	$447,402 â–²	18.4%	13,048	0.6%	Finance
TJX TJX Companies	$2,695,488	$68,327 â–²	2.6%	17,792	0.6%	Retail/Wholesale
DIS Walt Disney	$2,639,122	$674 â–¼	0.0%	27,419	0.6%	Consumer Discretionary
XLV Health Care Select Sector SPDR Fund	$2,611,544	$2,563,946 â–²	5,386.7%	16,460	0.6%	ETF
EWJV iShares MSCI Japan Value ETF	$2,584,497	$2,575,001 â–²	27,117.6%	58,790	0.6%	Manufacturing
CVX Chevron	$2,490,950	$16,908 â–¼	-0.7%	15,027	0.6%	Energy
JNJ Johnson & Johnson	$2,388,524	$20,825 â–¼	-0.9%	9,405	0.5%	Medical
WMB Williams Companies	$2,336,435	$4,089 â–²	0.2%	31,429	0.5%	Energy
UNH UnitedHealth Group	$2,328,775	$416,461 â–¼	-15.2%	5,603	0.5%	Medical
TXN Texas Instruments	$2,258,477	$33,086 â–¼	-1.4%	7,577	0.5%	Computer and Technology
SPHQ Invesco S&P 500 Quality ETF	$2,216,675	$62,260 â–¼	-2.7%	24,602	0.5%	ETF
GOOGL Alphabet	$2,161,374	$1,072 â–²	0.0%	6,048	0.5%	Computer and Technology
NFLX Netflix	$2,123,936	$194,851 â–²	10.1%	29,747	0.5%	Consumer Discretionary
ENB Enbridge	$2,079,821	$37,351 â–¼	-1.8%	38,366	0.5%	Energy
MPC Marathon Petroleum	$2,074,052	$32,471 â–¼	-1.5%	8,112	0.5%	Energy
PLD Prologis	$2,068,221	$32,377 â–¼	-1.5%	15,267	0.5%	Finance
MRK Merck & Co., Inc.	$2,024,328	$56,795 â–¼	-2.7%	15,754	0.5%	Medical
MDLZ Mondelez International	$1,974,252	$289 â–²	0.0%	34,133	0.4%	Consumer Staples
ORCL Oracle	$1,963,042	$3,190,255 â–¼	-61.9%	13,395	0.4%	Computer and Technology
IGV iShares Expanded Tech-Software Sector ETF	$1,931,321	$1,925,976 â–²	36,030.5%	21,317	0.4%	ETF
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$1,851,593	$133 â–²	0.0%	55,788	0.4%	ETF
WALMART INC	$1,818,730	$1,586 â–¼	-0.1%	16,058	0.4%	COM
SPLG SPDR Portfolio S&P 500 ETF	$1,812,525	$45,610 â–²	2.6%	20,625	0.4%	ETF
IBM International Business Machines	$1,705,258		0.0%	6,064	0.4%	Computer and Technology
DHR Danaher	$1,645,957	$996,222 â–¼	-37.7%	8,641	0.4%	Medical
PH Parker-Hannifin	$1,536,627	$47,928 â–²	3.2%	1,571	0.3%	Industrials
ABT Abbott Laboratories	$1,483,795	$665,947 â–¼	-31.0%	16,352	0.3%	Medical
HONEYWELL AEROSPACE INC	$1,338,861	$1,338,861 â–²	New Holding	6,056	0.3%	COM
HONEYWELL INTL INC	$1,196,331	$1,196,331 â–²	New Holding	5,343	0.3%	COM
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$1,169,984	$25,524 â–¼	-2.1%	23,332	0.3%	ETF
RYN Rayonier	$1,165,293	$6,852 â–²	0.6%	54,760	0.3%	Construction
LOW Lowe's Companies	$1,144,344	$159,194 â–¼	-12.2%	5,190	0.3%	Retail/Wholesale
WM Waste Management	$1,136,911		0.0%	5,101	0.3%	Business Services
EPD Enterprise Products Partners	$1,130,197	$11,028 â–¼	-1.0%	30,745	0.3%	Energy
FCX Freeport-McMoRan	$1,129,945	$12,264 â–¼	-1.1%	17,967	0.3%	Basic Materials
LLY Eli Lilly and Company	$1,072,670		0.0%	894	0.2%	Medical
CVS CVS Health	$1,044,418	$22,345 â–¼	-2.1%	10,096	0.2%	Medical
GLD SPDR Gold Shares	$1,033,306		0.0%	2,805	0.2%	Finance
BA Boeing	$1,010,915	$2,381 â–¼	-0.2%	4,670	0.2%	Aerospace
GPC Genuine Parts	$1,002,477	$1,477,111 â–¼	-59.6%	8,497	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$929,358	$4,419 â–²	0.5%	1,262	0.2%	Finance
XLI Industrial Select Sector SPDR Fund	$911,888	$888,549 â–²	3,807.1%	4,923	0.2%	ETF
PEP PepsiCo	$911,107	$879,153 â–¼	-49.1%	6,729	0.2%	Consumer Staples
AXP American Express	$908,202	$1,691 â–¼	-0.2%	2,685	0.2%	Finance
CI Cigna Group	$905,885	$141,424 â–¼	-13.5%	3,286	0.2%	Medical
VOO Vanguard S&P 500 ETF	$889,419	$9,615 â–²	1.1%	1,295	0.2%	ETF
EL Estee Lauder Companies	$840,581	$89,845 â–²	12.0%	10,647	0.2%	Consumer Staples
PAYX Paychex	$835,707	$14,356 â–¼	-1.7%	8,499	0.2%	Computer and Technology
INTC Intel	$821,583	$92,854 â–¼	-10.2%	5,884	0.2%	Computer and Technology
CARR Carrier Global	$810,486		0.0%	11,050	0.2%	Construction
GE GE Aerospace	$806,136		0.0%	2,157	0.2%	Aerospace
TT Trane Technologies	$801,574		0.0%	1,632	0.2%	Construction
IWF iShares Russell 1000 Growth ETF	$776,639	$582,448 â–²	299.9%	6,255	0.2%	ETF
ISRG Intuitive Surgical	$752,411	$61,640 â–²	8.9%	1,892	0.2%	Medical
KO CocaCola	$719,077		0.0%	8,848	0.2%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$718,903	$15,106 â–¼	-2.1%	3,379	0.2%	ETF
PLAINS ALL AMERN PIPELINE L	$662,592		0.0%	29,766	0.1%	UNIT LTD PARTN
PG Procter & Gamble	$657,223	$859,288 â–¼	-56.7%	4,482	0.1%	Consumer Staples
KEY KeyCorp	$635,333		0.0%	27,563	0.1%	Finance
FDX FedEx	$626,260		0.0%	2,000	0.1%	Transportation
GE VERNOVA INC	$625,026		0.0%	532	0.1%	COM

Showing largest 100 holdings. View all holdings.

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Hartford Financial Management Inc. Top Holdings and 13F Report (2026)

About Hartford Financial Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Hartford Financial Management Inc. Top Holdings and 13F Report (2026)

About Hartford Financial Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHartford Financial Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools