Hartford Financial Management Inc.
Top Portfolio Positions
280 positions ·
$227,221,687 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
64,346 | $16,330,371 | 7.19% |
| NVDA |
Nvidia Corp
Technology
|
71,839 | $12,528,721 | 5.51% |
| MSFT |
Microsoft Corp
Technology
|
30,561 | $11,312,765 | 4.98% |
| AMAT |
Applied Materials Inc /De
Technology
|
32,082 | $10,965,306 | 4.83% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,151 | $8,575,058 | 3.77% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
8,004 | $7,975,425 | 3.51% |
| CAT |
Caterpillar Inc
Industrials
|
8,940 | $6,333,632 | 2.79% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
15,859 | $5,215,866 | 2.30% |
| XOM |
Exxon Mobil Corp
Energy
|
30,605 | $5,192,444 | 2.29% |
| ORCL |
Oracle Corp
Technology
|
35,164 | $5,172,976 | 2.28% |
Holdings in SW
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,809 | 2,605 | Shares | Sole | 2026-04-16 | |
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