Hartford Financial Management Inc.
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$392.4M
Holdings
343
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JCPB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Sold 2.7% (725.7k → 706.1k shares)
8.5%
02
$JPSE
J P MORGAN EXCHANGE TRADED F
Q1 2026: Sold 1.3% (333.4k → 329.1k shares)
4.4%
03
$AAPL
APPLE INC
Q1 2026: Sold 1.7% (65.5k → 64.3k shares)
4.2%
04
$VGT
VANGUARD WORLD FD
Q1 2026: Sold 1.1% (22.5k → 22.3k shares)
4.0%
05
$JMUB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +5.7% (269.3k → 284.5k shares)
3.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1.3% (70.9k → 71.8k shares)
3.2%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +10.3% (27.7k → 30.6k shares)
2.9%
08
$AMAT
APPLIED MATLS INC
Q1 2026: Sold 8.8% (35.2k → 32.1k shares)
2.8%
09
$PAAA
PGIM ETF TR
Q4 2025: New position (193.4k shares)
2.5%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +2.1% (28.6k → 29.2k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:05 UTC.