1y return+21.1%S&P 500 +20.9%
3y return+50.8%S&P 500 +68.5%
5y return+52.2%S&P 500 +74.5%
10y return+160.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $260 against $357 in the S&P 500.2
Hartford Financial Management Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JCPBJ P Morgan Exchange Traded F | $36.1M | 8.0% | +8.8% |
| VGTVanguard World Fd | $23.1M | 5.2% | +8.6% |
| AMATApplied Matls Inc | $20.4M | 4.6% | −12.0% |
| JPSEJ P Morgan Exchange Traded F | $19.4M | 4.3% | −2.1% |
| AAPLApple Inc | $18.7M | 4.2% | |
| NVDANvidia Corporation | $14.6M | 3.3% | +1.5% |
| JMUBJ P Morgan Exchange Traded F | $13.0M | 2.9% | −9.6% |
| MSFTMicrosoft Corp | $12.2M | 2.7% | +7.0% |
| PAAAPgim Etf Tr | $10.5M | 2.3% | +5.5% |
| JPMJpmorgan Chase & Co | $9.4M | 2.1% | −1.7% |
| CATCaterpillar Inc | $9.0M | 2.0% | −5.5% |
| GOOGAlphabet Inc | $9.0M | 2.0% | −2.9% |
| JTEKJ P Morgan Exchange Traded F | $7.7M | 1.7% | −4.0% |
| DAUGFirst Tr Exchng Traded Fd Vi | $7.6M | 1.7% | |
| COSTCostco Wholesale Corporation | $7.4M | 1.6% | −1.4% |
| QLTIGmo Etf Trust | $7.0M | 1.6% | +24.3% |
| DBEFDbx Etf Tr | $6.7M | 1.5% | +24.0% |
| FBTFirst Tr Exchange-traded Fd | $6.6M | 1.5% | −4.0% |
| QLTYGmo Etf Trust | $5.9M | 1.3% | +3.2% |
| DDECFirst Tr Exchng Traded Fd Vi | $5.8M | 1.3% | +2.3% |
| CSXCsx Corp | $5.7M | 1.3% | −3.0% |
| XLYSelect Sector Spdr Tr | $5.5M | 1.2% | New |
| JPSTJ P Morgan Exchange Traded F | $5.5M | 1.2% | +146.7% |
| GLWCorning Inc | $5.5M | 1.2% | |
| AMZNAmazon Com Inc | $5.4M | 1.2% | +6.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $14.6M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $20.4M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $5.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $9.0M |
| TSMTaiwan Semiconductor Manufac | March 31, 2023 | +413.4% | $5.2M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $3.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.4M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $23.1M |
| RSPTInvesco Exchange Traded Fd T | June 30, 2020 | +223.9% | $5.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.5M
- Goldman Sachs Etf TrCUSIP 38149W507 was $2.5M
- PULSPgim Etf Tr was $866K
- Dupont De Nemours IncCUSIP 26614N102 was $115K
- IPInternational Paper Co was $32K
- CTRACoterra Energy Inc was $27K
- SGVTSchwab Strategic Tr was $26K
- ULUnilever PLC was $16K
- FTNTFortinet Inc was $7,682
- SOLVSolventum Corp was $6,530
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.5% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +2.0% | +7.0% |
| December 31, 2022 | +10.9% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hartford Financial Management Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1352526&type=13F-HR&dateb=&owner=include&count=40CIK 1352526
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1352526/000135252626000004/Filed July 24, 2026 · accession 0001352526-26-000004