Hartford Financial Management Inc.
•CIK: 1352526•Filing: Q4 2025
**HARTFORD FINANCIAL MANAGEMENT INC.** Manages $385M across 338 positions, demonstrating a diversified, large-cap focus. Top holdings are anchored by JCPB at $34.4M, followed by significant allocations to technology and growth names including AAPL ($17.8M), VGT ($17.0M), and JPSE ($16.7M). The portfolio maintains notable exposure to semiconductor and enterprise software leaders, with MSFT ($13.4M) and NVDA ($13.2M) representing core technology bets. This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$384.9M
QoQ Performance
+1.9%
Positions
302
Top 10 Concentration
40.3%
Latest Filing
Q4 2025
Top Holdings Allocation
JCPB
JCPB8.9%
AAPL4.6%
VGT4.4%
JPSE4.3%
JMUB3.5%
MSFT3.5%
NVDA3.4%
PAAA2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.8%
Technology17.8%
Financial6.1%
Consumer5.7%
Industrial4.9%
Healthcare4.4%
Energy2.0%
Communication1.5%
🚪 Exited Positionssold since Q3 2025
+138 more exited positions
Changes from Q3 2025
NEW3 new positions
↑64 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022