Hartford Funds Management Co LLC
Annual return '25
+10.9%
SPY '25
+17.7%
Alpha
-6.8ptsvs SPY
Invested
$1.2B
Holdings
96
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HTRB
HARTFORD FDS EXCHANGE TRADED
Q4 2025: Exited (was 26.82M shares)
38.0%
02
$HCRB
HARTFORD FDS EXCHANGE TRADED
Q4 2025: Exited (was 5.24M shares)
15.7%
03
$RODM
LATTICE STRATEGIES TR
Q4 2025: Exited (was 2.61M shares)
8.7%
04
$HFGO
HARTFORD FDS EXCHANGE TRADED
Q4 2025: Exited (was 3.40M shares)
7.2%
05
$HFSI
HARTFORD FDS EXCHANGE TRADED
Q4 2025: Exited (was 1.57M shares)
4.6%
06
$ROUS
LATTICE STRATEGIES TR
Q4 2025: Exited (was 1.83M shares)
4.4%
07
$VMAX
LATTICE STRATEGIES TR
Q4 2025: Exited (was 856.8k shares)
3.7%
08
$HQGO
LATTICE STRATEGIES TR
Q4 2025: Exited (was 774.8k shares)
3.6%
09
$AAPL
APPLE INC
Q1 2026: Increased +2.0% (71.1k → 72.5k shares)
0.9%
10
$GOOGL
ALPHABET INC
Q4 2025: Sold 93.5% (26.5k → 1.7k shares)
0.9%
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 11:19 UTC.