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Hartford Financial Management Inc.
hedge fundUpdated 15 days agoManaged by Hartford Financial Management Inc. • Latest filing Q3 2026
Portfolio value
$448.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $377.6M |
| Q4 2025 | $384.9M |
| Q1 2026 | $392.4M |
| Q2 2026 | $448.2M |
| Q3 2026 | $448.1M |
Top holdings
347 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $34.2M | 764.6K | 7.64% | Trimmed(-0.5%) | |
| 2 | $24.6M | 195.4K | 5.48% | Added(+1.1%) | |
| 3 | $21.4M | 64.3K | 4.78% | Trimmed(-0.5%) | |
| 4 | ? N/A J P MORGAN EXCHANGE TRADED F | $18.3M | 325.0K | 4.08% | Added(+0.8%) |
| 5 | $16.7M | 73.1K | 3.72% | Added(+0.2%) | |
| 6 | $16.3M | 31.9K | 3.65% | Trimmed(-2.6%) | |
| 7 | $14.4M | 28.2K | 3.22% | Added(+0.0%) | |
| 8 | $11.5M | 241.0K | 2.56% | Trimmed(-6.3%) | |
| 9 | ? N/A PGIM ETF TR | $10.1M | 197.6K | 2.26% | Trimmed(-3.5%) |
| 10 | $9.4M | 28.4K | 2.10% | Trimmed(-0.8%) | |
| 11 | $8.6M | 25.4K | 1.93% | Added(+0.1%) | |
| 12 | ? N/A FIRST TR EXCHNG TRADED FD VI | $7.7M | 161.8K | 1.72% | Trimmed(-0.3%) |
| 13 | $7.4M | 70.4K | 1.65% | Added(+1.7%) | |
| 14 | $7.3M | 26.7K | 1.62% | Trimmed(-0.4%) | |
| 15 | $7.2M | 7.9K | 1.61% | Added(+0.3%) | |
| 16 | ? N/A GMO ETF TRUST | $7.1M | 265.4K | 1.58% | Added(+2.3%) |
| 17 | $6.9M | 8.5K | 1.54% | Added(+0.5%) | |
| 18 | ? N/A DBX ETF TR | $6.9M | 125.3K | 1.54% | Added(+2.6%) |
| 19 | $6.8M | 134.6K | 1.51% | Added(+22.9%) | |
| 20 | $6.2M | 143.7K | 1.37% | Added(+1.0%) |