Hartford Financial Management Inc.
CIK: 1352526SEC EDGAR →
Portfolio Value
$163.3B
Holdings
344
As of
Q1 2026
New Positions
340
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 706,122 | $33.2B | 20.36% |
| 2 | J P MORGAN EXCHANGE TRADED F | 329,105 | $17.3B | 10.57% |
| 3 | J P MORGAN EXCHANGE TRADED F | 284,481 | $14.2B | 8.71% |
| 4 | PGIM ETF TR | 194,021 | $9.9B | 6.08% |
| 5 | FIRST TR EXCHNG TRADED FD VI | 161,461 | $7.0B | 4.31% |
| 6 | J P MORGAN EXCHANGE TRADED F | 72,085 | $5.7B | 3.51% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 118,765 | $5.3B | 3.22% |
| 8 | GMO ETF TRUST | 208,734 | $5.2B | 3.19% |
| 9 | CSX CORP | 123,231 | $5.1B | 3.10% |
| 10 | GMO ETF TRUST | 137,840 | $5.0B | 3.05% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $122.8B | 75.2% |
| Energy | 22 | $8.0B | 4.9% |
| Unknown | 22 | $7.6B | 4.7% |
| Industrials | 34 | $7.3B | 4.5% |
| Communication Services | 11 | $5.7B | 3.5% |
| Consumer Defensive | 21 | $4.6B | 2.8% |
| Healthcare | 41 | $1.9B | 1.2% |
| Basic Materials | 17 | $1.6B | 1.0% |
| Utilities | 11 | $1.4B | 0.8% |
| Real Estate | 4 | $1.3B | 0.8% |
| Technology | 46 | $810.2M | 0.5% |
| Consumer Cyclical | 27 | $254.8M | 0.2% |