Hartford Financial Management Inc.
SEC Form 13F institutional filer · CIK 0001352526
13F-HR · 215 reported holdings · 2026-03-31
Reported long-US-equity value
$0.24B
Top-10 concentration
38.7%
Hartford Financial Management Inc. — $240M AUM allocation strategy
Hartford Financial Management Inc. files SEC Form 13F and reports $240M of long US equity value across 215 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.0%, followed by Financials 10.0% and Industrials 8.7%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hartford Financial Management Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$240M
total across 215 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ORCL +8.1K sh · −$103K+$NFLX +3.35K sh · +$379K+$MSFT +2.85K sh · −$2.09M
Biggest trims (shares)
−$IVZ −54.7K sh · −$4.16M−$WY −4.8K sh · −$110K−$CSX −4.15K sh · +$441K
Exited to nil (held last quarter, gone now)
$O ($10.3K last qtr)$ABNB ($4.75K last qtr)$DAL ($3.82K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.8%—
- Semiconductor Materials & Equipment6.1%—
- Semiconductors5.2%—
- Interactive Media & Services4.7%—
- Systems Software4.7%—
- Diversified Banks3.6%—
- Consumer Staples Merchandise Retail3.3%—
- Construction Machinery & Heavy Transportation Equipment2.7%—
- Other holdings62.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 64.3K | $16.3M | -1.13K | 6.8% |
| $NVDA | NVIDIA Corporation | 71.8K | $12.5M | +902 | 5.2% |
| $MSFT | Microsoft Corporation | 30.6K | $11.3M | +2.85K | 4.7% |
| $AMAT | Applied Materials Inc | 32.1K | $11M | -3.1K | 4.6% |
| $JPM | JP Morgan Chase & Co | 29.2K | $8.58M | +601 | 3.6% |
| $COST | Costco Wholesale Corporation | 8K | $7.98M | +26 | 3.3% |
| $GOOGL | Alphabet Inc | 26.1K | $7.49M | -2.14K | 3.1% |
| $CAT | Caterpillar Inc | 8.94K | $6.33M | -553 | 2.6% |
| $IVZ | Invesco Ltd | 107K | $6.1M | -54.7K | 2.5% |
| $HD | Home Depot Inc | 15.9K | $5.22M | -70 | 2.2% |
…and 205 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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