Hartford Financial Management Inc.

CIK

1352526

Location

WEST HARTFORD, CT

Portfolio Value

Micro $2,776,577

Diversification

Diversified

Filing Date

Global Rank

#3,891 / 8,586 ▲ 144

Top Industry

Semiconductors 8.1%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.6%

SPY

+78.1%

Annualised alpha

-4.3%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

281 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

−0.7 pts

Top 5

25.7%

−1.5 pts

Top 10

38.6%

−0.8 pts

HHI

238

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$75,447,907	45
Industrials	13.5%	$31,203,596	32
Financial Services	13.4%	$30,965,158	33
Consumer Defensive	8.2%	$19,020,436	23
Energy	8.1%	$18,824,761	22
Consumer Cyclical	7.7%	$17,858,360	28
Healthcare	7.4%	$17,131,922	45
Communication Services	5.0%	$11,552,950	15
Real Estate	1.5%	$3,410,389	4
Basic Materials	1.2%	$2,776,577	19
Unclassified	0.9%	$2,000,716	4
Utilities	0.7%	$1,707,823	11

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RYN	Rayonier Inc	+52,706	54,438	$1,122,511
ORCL	Oracle Corp	+8,095	35,164	$5,172,976
NFLX	Netflix Inc	+3,349	27,018	$2,597,780
MSFT	Microsoft Corp	+2,852	30,561	$11,312,765
KO	Coca Cola Co	+2,433	8,848	$672,890
BAC	Bank Of America Corp /De/	+2,317	57,847	$2,820,041
MDLZ	Mondelez International, Inc.	+1,800	34,128	$1,967,137
V	Visa Inc.	+1,382	15,342	$4,636,966
META	Meta Platforms, Inc.	+1,308	6,745	$3,859,016
ADP	Automatic Data Processing Inc	+1,169	14,684	$2,983,495
NVDA	Nvidia Corp	+902	71,839	$12,528,721
JPM	Jpmorgan Chase & Co	+601	29,151	$8,575,058
TJX	Tjx Companies Inc /De/	+550	17,341	$2,769,357
AMZN	Amazon Com Inc	+550	21,338	$4,444,065
PLTR	Palantir Technologies Inc.	+550	1,750	$255,990
BAX	Baxter International Inc	+520	2,439	$40,975
UNH	Unitedhealth Group Inc	+477	6,605	$1,787,246
EL	Estee Lauder Companies Inc	+438	9,509	$682,460
DRI	Darden Restaurants Inc	+222	398	$78,023
CME	Cme Group Inc.	+222	11,022	$3,255,347
BRK-B	Berkshire Hathaway Inc	+189	9,764	$4,678,908
DIS	Walt Disney Co	+177	27,426	$2,643,317
PEP	Pepsico Inc	+174	13,222	$2,053,244
PG	PROCTER & GAMBLE Co	+141	10,342	$1,493,798
HPQ	Hp Inc	+72	448	$8,606
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	−10,456	46,335	$135,298
WY	Weyerhaeuser Co	−4,798	5,186	$126,693
CSX	Csx Corp	−4,154	123,231	$5,058,632
AMAT	Applied Materials Inc /De	−3,101	32,082	$10,965,306
FCX	Freeport-Mcmoran Inc	−2,865	18,162	$1,067,562
WMB	Williams Companies, Inc.	−2,313	31,374	$2,283,399
XOM	Exxon Mobil Corp	−1,654	30,605	$5,192,444
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,495	12,136	$4,101,361
MRK	Merck & Co., Inc.	−1,366	16,196	$1,948,216
AAPL	Apple Inc.	−1,130	64,346	$16,330,371
JNJ	Johnson & Johnson	−996	9,487	$2,319,002
RTX	RTX Corp	−919	23,634	$4,558,998
Q	Qnity Electronics, Inc.	−887	840	$96,919
GLW	Corning Inc /Ny	−800	21,546	$2,929,609
ENB	Enbridge Inc	−782	39,055	$2,114,437
WBS	Webster Financial Corp	−707	900	$62,478
CMCSA	Comcast Corp	−627	8,047	$231,029
SOLS	Solstice Advanced Materials Inc.	−595	828	$63,060
CVX	Chevron Corp	−593	15,129	$3,130,190
CAT	Caterpillar Inc	−553	8,940	$6,333,632
MPC	Marathon Petroleum Corp	−532	8,239	$2,011,799
BMY	Bristol Myers Squibb Co	−476	11,002	$667,271
PLD	Prologis, Inc.	−441	15,506	$2,049,583
PSX	Phillips 66	−414	2,834	$516,298
ABT	Abbott Laboratories	−406	23,691	$2,432,354
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
IBRX	ImmunityBio, Inc.	12,998	$99,694
RYAM	Rayonier Advanced Materials Inc.	8,000	$88,560
HL	Hecla Mining Co/De/	2,700	$50,301
ZETA	Zeta Global Holdings Corp.	2,400	$38,208
MOS	Mosaic Co	1,220	$31,110
SCZM	Santacruz Silver Mining Ltd.	2,242	$19,213
KHC	Kraft Heinz Co	509	$11,447
MINE	Mayfair Gold Corp.	3,500	$10,832
AZO	Autozone Inc	3	$10,133
PGR	Progressive Corp/Oh/	45	$8,920
FIX	Comfort Systems USA Inc	6	$8,273
RLYB	Rallybio Corp	812	$7,283
RIG	Transocean Ltd.	1,000	$6,630
FURY	Fury Gold Mines Ltd	10,000	$6,090
VSNT	Versant Media Group, Inc.	99	$3,664
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
GRAL	GRAIL, Inc.	660	$56,489
CLF	Cleveland-Cliffs Inc.	1,300	$17,264
RAL	Ralliant Corp	203	$10,334
CHKP	Check Point Software Technologies Ltd	30	$5,566
ABNB	Airbnb, Inc.	35	$4,750
DAL	Delta Air Lines, Inc.	55	$3,817
ETHA	iShares Ethereum Trust ETF	155	$3,476
ETHE	Grayscale Ethereum Staking ETF	100	$2,437
MICC	Magnum Ice Cream Co N.V.	65	$1,030
ETH	Grayscale Ethereum Staking Mini ETF	10	$280
ANGI	Angi Inc.	10	$129
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $2,776,577 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
B	Barrick Mining Corp Basic Materials	Held	8	0	$326	−6.3%	0.01%
CMP	Compass Minerals International Inc Basic Materials	Held	50	0	$1,167	+18.8%	0.04%
FURY	Fury Gold Mines Ltd Basic Materials	NEW	10,000	NEW	$6,090	NEW	0.22%
NB	Niocorp Developments Ltd Basic Materials	Held	1,450	0	$6,467	−15.8%	0.23%
MINE	Mayfair Gold Corp. Basic Materials	NEW	3,500	NEW	$10,832	NEW	0.39%
NGVT	Ingevity Corp Basic Materials	Held	260	0	$18,519	+20.4%	0.67%
SCZM	Santacruz Silver Mining Ltd. Basic Materials	NEW	2,242	NEW	$19,213	NEW	0.69%
MOS	Mosaic Co Basic Materials	NEW	1,220	NEW	$31,110	NEW	1.12%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	240	-83	$41,294	−10.2%	1.49%
HL	Hecla Mining Co/De/ Basic Materials	NEW	2,700	NEW	$50,301	NEW	1.81%
CE	Celanese Corp Basic Materials	Held	901	0	$59,258	+55.6%	2.13%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	828	-595	$63,060	−8.8%	2.27%
DOW	Dow Inc. Basic Materials	Held	1,543	0	$64,265	+78.1%	2.31%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	652	-83	$70,579	−3.8%	2.54%
RYAM	Rayonier Advanced Materials Inc. Basic Materials	NEW	8,000	NEW	$88,560	NEW	3.19%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	2,505	-23	$114,729	+12.9%	4.13%
NUE	Nucor Corp Basic Materials	Held	1,500	0	$253,650	+3.7%	9.14%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	2,787	+67	$809,595	+20.5%	29.16%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	18,162	-2,865	$1,067,562	−0.0%	38.45%