StockDriftsStockDriftsTop 50 Hartford Financial Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 8.05% | 768.5K | $36.1M | +8.84%(+62.41K) | $46.41(-0.42%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 5.15% | 193.3K | $23.1M | +8.55%(+15.22K) | $53.76(+128.02%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.56% | 28.2K | $20.4M | -11.98%(-3.84K) | $51.95(+923.62%) | 2026-06-30 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 4.33% | 322.3K | $19.4M | -2.07%(-6.81K) | $35.50(+72.59%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.17% | 64.7K | $18.7M | +0.48%(+307) | $61.82(+393.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.25% | 72.9K | $14.6M | +1.48%(+1.06K) | $57.71(+291.71%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.91% | 257.2K | $13.0M | -9.60%(-27.30K) | $50.33(-1.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.72% | 32.7K | $12.2M | +7.01%(+2.14K) | $163.01(+198.19%) | 2026-06-30 | |
| PAAA | PGIM ETF TR | 2.34% | 204.8K | $10.5M | +5.55%(+10.76K) | $51.15(+0.52%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.09% | 28.6K | $9.4M | -1.75%(-509) | $73.49(+396.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.06% | +52.33% | +8.00% | +46.91% |
| Top 20 Holdings Unweighted | +15.43% | +53.82% | +8.21% | +48.34% |
Hartford Financial Management Inc. reports $448.18M in US-listed equity holdings across 349 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (8.1%), VGT (5.2%) and AMAT (4.6%). The top 20 holdings account for 55.79% of reported assets. Its disclosed equity book has returned +52.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hartford Financial Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1352526). View Hartford Financial Management Inc.’s 13F filings on SEC