Hartford Financial Management Inc.
- SEC CIK
- 0001352526
- Latest filing
- Jul 23, 2026
The latest 13F from Hartford Financial Management Inc. covers Q2 2026 (filed Jul 23, 2026): 349 long positions worth $448.2M. The top 10 holdings make up 39.6% of the portfolio, and the largest is J P Morgan Exchange Traded F at 8.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 17
- Est. +$8.78M
- Added
- 64
- Est. +$23.4M
- Reduced
- 101
- Est. −$23.8M
- Sold out
- 12
- Est. −$7.12M
Top 5 holdings
Share of this quarter's portfolio value
Biggest buys
New and added positions, by estimated amount bought
- State Street Consumer Discretionary Select Sector SPDR ETF81369Y407+$5.54MNew
- JPMorgan Ultra-Short Income ETF46641Q837+$3.29MAdded
- J P Morgan Exchange Traded F46641Q670+$2.93MAdded
- iShares Tr46435U374+$2.58MAdded
- State Street Health Care Select Sector SPDR ETF81369Y209+$2.56MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- State Street Consumer Discretionary Select Sector SPDR ETF81369Y407+1.24 pp0.0% → 1.2%
- Vanguard Information Technology ETF92204A702+1.20 pp4.0% → 5.2%
- JPMorgan Ultra-Short Income ETF46641Q837+0.66 pp0.6% → 1.2%
- iShares Tr46435U374+0.57 pp<0.1% → 0.6%
- State Street Health Care Select Sector SPDR ETF81369Y209+0.57 pp<0.1% → 0.6%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $448.2M
- +$55.8M (+14.2%) vs. prior quarter
- Positions
- 349
- +5 vs. prior quarter
- Top 10 concentration
- 39.6%
- Top 10 as share of value
- Turnover
- 7.3%
- Q2 2026, one quarter
- Average holding period
- 18.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $489.3M (Q3 2024)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 23, 2026 | 349 | $448.2M | J P Morgan Exchange Traded FVanguard Information Technology ETFAMAT | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 16, 2026 | 344 | $392.4M | J P Morgan Exchange Traded FJ P Morgan Exchange Traded FAAPL | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 21, 2026 | 338 | $384.9M | J P Morgan Exchange Traded FAAPLVanguard Information Technology ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 28, 2025 | 340 | $377.6M | J P Morgan Exchange Traded FAAPLVanguard Information Technology ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 31, 2025 | 347 | $365.7M | J P Morgan Exchange Traded FJ P Morgan Exchange Traded FJ P Morgan Exchange Traded F | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 21, 2025 | 359 | $484.4M | J P Morgan Exchange Traded FMSFTJ P Morgan Exchange Traded F | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 23, 2025 | 377 | $488.2M | J P Morgan Exchange Traded FMSFTAAPL | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 28, 2024 | 380 | $489.3M | J P Morgan Exchange Traded FMSFTAAPL | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 9, 2024 | 395 | $466.3M | J P Morgan Exchange Traded FMSFTLLY | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 24, 2024 | 382 | $473.6M | J P Morgan Exchange Traded FMSFTLLY | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 29, 2024 | 391 | $441.4M | J P Morgan Exchange Traded FMSFTAAPL | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 24, 2023 | 390 | $391.6M | MSFTFirst Tr Exchng Traded FD VIAAPL | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 27, 2023 | 367 | $404.6M | MSFTAAPLFirst Tr Exchng Traded FD VI | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 25, 2023 | 379 | $386.7M | MSFTAAPLFirst Tr Exchng Traded FD VI | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 1, 2023 | 376 | $378.1M | MSFTFirst Tr Exchng Traded FD VICSX | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 25, 2022 | 377 | $340.3M | MSFTAAPLCSX | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 21, 2022 | 385 | $360.7M | MSFTAAPLCSX | vs. Q1 2022 | SEC |
| Q1 2022 | May 5, 2022 | 385 | $414.6M | MSFTAAPLCSX | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 27, 2022 | 358 | $430.1M | MSFTAAPLCSX | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 29, 2021 | 391 | $393.0M | MSFTARK ETF TrJPM | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 27, 2021 | 374 | $402.9M | MSFTARK ETF TrAAPL | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 14, 2021 | 385 | $403.3M | Ssga Active ETF TrMSFTARK ETF Tr | – | SEC |