Hartford Financial Management Inc. holds a diversified book of 349 stocks worth $448.2M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened SS Consumer Disc Select Sect and trimmed Applied Materials Inc. Their largest long position is JPMorgan Core Plus Bond ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1352526/holdings"
Use Arkolith to show Hartford Financial Management Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Hartford Financial Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $36.1M | 768.5K | 8.0% | ▲+8.8% Added · +62K sh | |
| 2 | Vanguard World FD INF TECH ETF | $23.1M | 193.3K | 5.2% | ▲+768% Added · +171K sh | |
| 3 | Applied Matls Inc COM | $20.4M | 28.2K | 4.6% | ▼−12% Reduced · −4K sh | |
| 4 | J P Morgan Exchange Traded F DIVERSFD EQT ETF | $19.4M | 322.3K | 4.3% | ▼−2.1% Reduced · −7K sh | |
| 5 | Apple Inc COM | $18.7M | 64.7K | 4.2% | ▲+0.5% Added · +307 sh | |
| 6 | Nvidia Corporation COM | $14.6M | 72.9K | 3.3% | ▲+1.5% Added · +1K sh | |
| 7 | J P Morgan Exchange Traded F MUNICIPAL ETF | $13.0M | 257.2K | 2.9% | ▼−9.6% Reduced · −27K sh | |
| 8 | Microsoft Corp COM | $12.2M | 32.7K | 2.7% | ▲+7.0% Added · +2K sh | |
| 9 | Pgim ETF TR AAA CLO ETF | $10.5M | 204.8K | 2.3% | ▲+5.5% Added · +11K sh | |
| 10 | JPMorgan Chase & Co COM | $9.4M | 28.6K | 2.1% | ▼−1.7% Reduced · −509 sh | |
| 11 | Caterpillar Inc COM | $9.0M | 8.5K | 2.0% | ▼−5.5% Reduced · −488 sh | |
| 12 | Alphabet Inc CAP STK CL C | $9.0M | 25.4K | 2.0% | ▼−2.9% Reduced · −754 sh | |
| 13 | J P Morgan Exchange Traded F U S TEC LEA ETF | $7.7M | 69.2K | 1.7% | ▼−4.0% Reduced · −3K sh | |
| 14 | First TR Exchng Traded FD VI FT VEST U.S. | $7.6M | 162.2K | 1.7% | ▲+0.5% Added · +788 sh | |
| 15 | Costco Wholesale Corporation COM | $7.4M | 7.9K | 1.6% | ▼−1.4% Reduced · −109 sh | |
| 16 | GMO ETF Trust INTL QUALITY ETF | $7.0M | 259.5K | 1.6% | ▲+24% Added · +51K sh | |
| 17 | DBX ETF TR XTRACK MSCI EAFE | $6.7M | 122.0K | 1.5% | ▲+24% Added · +24K sh | |
| 18 | First TR Exchange-Traded FD NY ARCA BIOTECH | $6.6M | 26.8K | 1.5% | ▼−4.0% Reduced · −1K sh | |
| 19 | GMO ETF Trust US QUALITY ETF | $5.9M | 142.2K | 1.3% | ▲+3.2% Added · +4K sh | |
| 20 | First TR Exchng Traded FD VI FT VEST U.S. | $5.8M | 121.5K | 1.3% | ▲+2.3% Added · +3K sh | |
| 21 | CSX Corp COM | $5.7M | 119.6K | 1.3% | ▼−3.0% Reduced · −4K sh | |
| 22 | Select Sector SPDR TR ST STR DISCR ETF | $5.5M | 47.3K | 1.2% | ▲New New position | |
| 23 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $5.5M | 109.5K | 1.2% | ▲+147% Added · +65K sh | |
| 24 | Corning Inc COM | $5.5M | 21.5K | 1.2% | —Held | |
| 25 | Amazon Com Inc COM | $5.4M | 22.7K | 1.2% | ▲+6.4% Added · +1K sh | |
| 26 | Visa Inc COM CL A | $5.3M | 15.3K | 1.2% | ▼~0% Reduced · −2 sh | |
| 27 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.2M | 11.0K | 1.2% | ▼−9.7% Reduced · −1K sh | |
| 28 | Invesco Exchange Traded FD T S&P500 EQL TEC | $5.0M | 78.1K | 1.1% | —Held | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $5.0M | 10.0K | 1.1% | ▲+2.2% Added · +214 sh | |
| 30 | Kla Corp COM NEW | $4.9M | 16.1K | 1.1% | ▲+548% Added · +14K sh | |
| 31 | RTX Corporation COM | $4.5M | 24.0K | 1.0% | ▲+1.4% Added · +320 sh | |
| 32 | Ark ETF TR AUTNMUS TECHNLGY | $4.3M | 32.8K | 1.0% | ▲~0% Added · +11 sh | |
| 33 | Meta Platforms Inc CL A | $4.2M | 7.4K | 0.9% | ▲+9.7% Added · +651 sh | |
| 34 | Exxon Mobil Corp COM | $4.2M | 30.4K | 0.9% | ▼−0.7% Reduced · −223 sh | |
| 35 | Union Pac Corp COM | $3.5M | 12.8K | 0.8% | ▼−0.3% Reduced · −33 sh | |
| 36 | Bank Of Amer Corp COM | $3.4M | 59.3K | 0.8% | ▲+2.5% Added · +1K sh | |
| 37 | Goldman Sachs Group Inc COM | $3.3M | 3.3K | 0.7% | —Held | |
| 38 | Automatic Data Processing In COM | $3.3M | 14.8K | 0.7% | ▲+0.5% Added · +69 sh | |
| 39 | Home Depot Inc COM | $3.1M | 8.7K | 0.7% | ▼−45% Reduced · −7K sh | |
| 40 | Cme Group Inc COM | $2.9M | 13.0K | 0.6% | ▲+18% Added · +2K sh | |
| 41 | TJX Cos Inc New COM | $2.7M | 17.8K | 0.6% | ▲+2.6% Added · +451 sh | |
| 42 | Disney Walt Co COM | $2.6M | 27.4K | 0.6% | ▼~0% Reduced · −7 sh | |
| 43 | Select Sector SPDR TR ST STR CARE ETF | $2.6M | 16.5K | 0.6% | ▲55× Added · +16K sh | |
| 44 | Ishares TR MSCI JP VALUE | $2.6M | 58.8K | 0.6% | ▲272× Added · +59K sh | |
| 45 | Chevron Corporation COM | $2.5M | 15.0K | 0.6% | ▼−0.7% Reduced · −102 sh | |
| 46 | Johnson & Johnson COM | $2.4M | 9.4K | 0.5% | ▼−0.9% Reduced · −82 sh | |
| 47 | Williams Cos Inc COM | $2.3M | 31.4K | 0.5% | ▲+0.2% Added · +55 sh | |
| 48 | Unitedhealth Group Inc COM | $2.3M | 5.6K | 0.5% | ▼−15% Reduced · −1K sh | |
| 49 | Texas Instrs Inc COM | $2.3M | 7.6K | 0.5% | ▼−1.4% Reduced · −111 sh | |
| 50 | Invesco Exchange Traded FD T S&P500 QUALITY | $2.2M | 24.6K | 0.5% | ▼−2.7% Reduced · −691 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.