Hartford Financial Management Inc.
CIK 1352526
13F filing for Q2 2026・No. 4,180
- Holdings
- US$448.18M
- Quarter change
- +US$55.76M
- Entries
- 349
- Net bought (estimate)
- +US$3.14M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 13
- Cut 103
- Added 63
- Corporate actions 2
- Unchanged 165
Largest holdings
349 stocks worth US$448.18M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 768,534 | US$36.08M | 8.05% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 9:1 | 193,254 | US$23.1M | 5.15% |
| AMATAPPLIED MATLS INCCOM | Cut | 28,239 | US$20.42M | 4.56% |
| J P MORGAN EXCHANGE TRADED FDIVERSFD EQT ETF | Cut | 322,294 | US$19.39M | 4.33% |
| AAPLAppleCOM | Added | 64,653 | US$18.71M | 4.17% |
| NVDANvidiaCOM | Added | 72,901 | US$14.59M | 3.25% |
| J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | Cut | 257,179 | US$13.03M | 2.91% |
| MSFTMicrosoftCOM | Added | 32,702 | US$12.2M | 2.72% |
| PGIM ETF TRAAA CLO ETF | Added | 204,782 | US$10.5M | 2.34% |
| JPMJPMORGAN CHASE & COCOM | Cut | 28,642 | US$9.38M | 2.09% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.