Hartford Financial Management Inc.

Q1 2026 13F-HR Holdings

Location
West Hartford, CT
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
344
Total value ($000)
$392,420
Net value change ($000)
+7,536 (2.0%)
New positions
22
Sold out positions
16
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QLTI 5,213 NEW
QLTY 4,987 NEW
DBEF 4,862 NEW
AMAT 1,923 21.3%
XOM 1,310 33.7%
COST 1,096 15.9%
RYN 1,086 2935.1%
GLW 973 49.7%
CAT 896 16.5%
CVX 734 30.6%
Top Reduces (Value $000, Stocks/ETFs)
SPHQ -4,063 -68.1%
MSFT -2,088 -15.6%
AAPL -1,470 -8.3%
VGT -1,434 -8.5%
GOOGL -1,374 -15.5%
JCPB -1,120 -3.3%
PCH -987 -100.0%
NVDA -701 -5.3%
DHR -632 -19.4%
JPM -625 -6.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type