Hartford Financial Management Inc.
Top Portfolio Positions
281 positions ·
$231,900,595 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
64,346 | $16,330,371 | 7.04% | |
| NVDA |
Nvidia Corp
Technology
|
71,839 | $12,528,721 | 5.40% | |
| MSFT |
Microsoft Corp
Technology
|
30,561 | $11,312,765 | 4.88% | |
| AMAT |
Applied Materials Inc /De
Technology
|
32,082 | $10,965,306 | 4.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,151 | $8,575,058 | 3.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
8,004 | $7,975,425 | 3.44% | |
| CAT |
Caterpillar Inc
Industrials
|
8,940 | $6,333,632 | 2.73% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
15,859 | $5,215,866 | 2.25% | |
| XOM |
Exxon Mobil Corp
Energy
|
30,605 | $5,192,444 | 2.24% | |
| ORCL |
Oracle Corp
Technology
|
35,164 | $5,172,976 | 2.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FURY
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,090 | 10,000 | Shares | Sole | 2026-04-16 | |
| 2025-03-31 | $1,975 | 5,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,850 | 5,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,175 | 5,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,940 | 5,000 | Shares | Sole | 2024-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||