Hartford-Financial-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "MTCH",
  "LYFT",
  "RF",
  "QSR",
  "SOBO.TO",
  "SNOW",
  null,
  null,
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "A",
  "APD",
  "BABA",
  "PAA",
  "TGTX",
  "NGVT",
  "GOOGL",
  "ALNY",
  "AXP",
  null,
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "FMS",
  "DNA",
  "IAC",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  "NAD",
  "EBAY",
  "FUN",
  "TYG",
  "AVDL",
  null,
  "FCX",
  null,
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "SCCO",
  null,
  "ISRG",
  null,
  "ABUS",
  null,
  "ITW",
  "AMAT",
  "RIVN",
  "ING",
  "EMR",
  "ICE",
  "MUB",
  "META",
  null,
  "MYGN",
  null,
  "NB.TO",
  "RLYB",
  "SWK",
  "RNP",
  null,
  null,
  "KMI",
  "LRCX",
  null,
  null,
  "NMG",
  "MPC",
  "MA",
  "QXO",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "EQT",
  "EXC",
  "FICO",
  null,
  "FIS",
  "FTV",
  "GE",
  "GPC",
  "NI",
  "RHI",
  "INCY",
  "HIG",
  "NVS",
  "ILMN",
  "OMC",
  null,
  "ADM",
  "PCAR",
  "ALK",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "KLAC",
  "ORCL",
  "OKE",
  "PAYX",
  "VHT",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "AMGN",
  null,
  "REGN",
  null,
  "NOW",
  "SHOP",
  "SLB",
  "SRE",
  "RTX",
  "GLD",
  null,
  "SPYG",
  "BP",
  "SPLG",
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UAL",
  "UL",
  "UPS",
  "NEM",
  "VNRX",
  "FENC",
  "PCH",
  "RCL",
  "ATNM",
  "SCHW",
  "PGNY",
  "NJR",
  "NGG",
  "TXT",
  "TSCO",
  "ULTA",
  "WY",
  "MTD",
  "TSM",
  "GPN",
  null,
  "CHPT",
  null,
  "VYM",
  "DD",
  "VRTX",
  "GRAL",
  "EW",
  "TT",
  "MEDP",
  "NFG",
  "RH",
  "UGI",
  "APH",
  "AMD",
  "EL",
  "DRI",
  "NTRA",
  "WSO",
  "IP",
  "DECK",
  "DEO",
  "WM",
  "FTNT",
  "IR",
  null,
  "AEP",
  "FURY",
  "IPG",
  null,
  "IDXX",
  "FDS",
  "NVO",
  "AMZN",
  null,
  "TTWO",
  "CLF",
  "IVE",
  null,
  "KD",
  "ABEV",
  "VEU",
  "VGT",
  "USB",
  "VOOG",
  "VOO",
  "VERU",
  "VLTO",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VMEO",
  "WBD",
  "WMT",
  "WBS",
  "WFC",
  "WMB",
  "YUMC",
  "YUM",
  "ZBRA",
  "SOLV",
  null,
  null,
  "POST",
  "ET",
  "DVY",
  "CHKP",
  "LW",
  "JNPR",
  "NSC",
  "KEY",
  "JCI",
  "NWN",
  "TER",
  "SO",
  "TRMB",
  "TRP",
  "OKTA",
  "OTIS",
  "SW",
  "PSX",
  "CRM",
  "RBLX",
  "SYY",
  null,
  null,
  "LYB",
  "GEV",
  "ZM",
  null,
  "SPYV",
  "NTAP",
  "PSA",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  null,
  "BK",
  "BTE",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "BMRN",
  "BA",
  null,
  "BMY",
  "CDNS",
  "CARR",
  "CCL",
  "CNP",
  "CC",
  "CVX",
  "CSCO",
  "C",
  "CLX",
  "KOF",
  "CME",
  null,
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CMP",
  "CEG",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  "RSP",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 359
Total Value: 484390575
Accession Number: 0001352526-25-000002
Form Type: 13F-HR
CIK: hartford-financial-management
Manager Name: Hartford-Financial-Management

Data Enrichment

87% identified

313 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

359 positions • $484.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 18

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Veralto Corp

VLTO|92338C103

Shares:595

Value:$58.0K

% of Portfolio:0.0% ($58.0K/$484.4M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:692

Value:$55.9K

% of Portfolio:0.0% ($55.9K/$484.4M)

464287432

Shares:608

Value:$55.3K

% of Portfolio:0.0% ($55.3K/$484.4M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:473

Value:$53.0K

% of Portfolio:0.0% ($53.0K/$484.4M)

Okta, Inc.

OKTA|679295105

Shares:500

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$484.4M)

464287655

IWM|464287655

Shares:258

Value:$51.5K

% of Portfolio:0.0% ($51.5K/$484.4M)

Fresenius Medical Care AG

FMS|358029106

Shares:2.1K

Value:$51.3K

% of Portfolio:0.0% ($51.3K/$484.4M)

CITIGROUP INC

C|172967424

Shares:721

Value:$51.2K

% of Portfolio:0.0% ($51.2K/$484.4M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:1.4K

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$484.4M)

00214Q104

Shares:1.1K

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$484.4M)

OMNICOM GROUP INC.

OMC|681919106

Shares:600

Value:$49.7K

% of Portfolio:0.0% ($49.7K/$484.4M)

Medtronic plc

MDT|G5960L103

Shares:529

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$484.4M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:1.6K

Value:$46.2K

% of Portfolio:0.0% ($46.2K/$484.4M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:160

Value:$45.2K

% of Portfolio:0.0% ($45.2K/$484.4M)

81369Y209

Shares:300

Value:$43.8K

% of Portfolio:0.0% ($43.8K/$484.4M)

NEWMONT Corp /DE/

NEM|651639106

Shares:873

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$484.4M)

81369Y803

XLK|81369Y803

Shares:200

Value:$41.3K

% of Portfolio:0.0% ($41.3K/$484.4M)

922908769

VTI|922908769

Shares:146

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$484.4M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:192

Value:$39.9K

% of Portfolio:0.0% ($39.9K/$484.4M)

N20944109

Shares:3.1K

Value:$38.1K

% of Portfolio:0.0% ($38.1K/$484.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Veralto Corp(VLTOcusip92338C103)	595	QoQ 0.00% (-0) YoY -21.71% (-165)	All Managers (Combined)	$58.0K	0.0% ($58.0K/$484.4M)	QoQ -4.32% (-$2.6K) YoY -13.94% (-$9.4K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	692	QoQ 0.00% (+0) YoY -0.57% (-4)	All Managers (Combined)	$55.9K	0.0% ($55.9K/$484.4M)	QoQ +3.23% (+$1.8K) YoY -11.72% (-$7.4K)
(cusip464287432)✕	608	QoQ 0.00% (+0) YoY -70.06% (-1.4K)	All Managers (Combined)	$55.3K	0.0% ($55.3K/$484.4M)	QoQ +4.23% (+$2.3K) YoY -71.20% (-$136.8K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	473	QoQ 0.00% (+0) YoY -7.07% (-36)	All Managers (Combined)	$53.0K	0.0% ($53.0K/$484.4M)	QoQ +21.30% (+$9.3K) YoY +42.14% (-$15.7K)
Okta, Inc.(OKTAcusip679295105)	500	QoQ 0.00% (+0) YoY NEW(+500)	All Managers (Combined)	$52.6K	0.0% ($52.6K/$484.4M)	QoQ +33.52% (+$13.2K) YoY NEW(+$52.6K)
(IWMcusip464287655)	258	QoQ 0.00% (-0) YoY -16.23% (-50)	All Managers (Combined)	$51.5K	0.0% ($51.5K/$484.4M)	QoQ -9.71% (-$5.5K) YoY -20.53% (-$13.3K)
Fresenius Medical Care AG(FMScusip358029106)	2.1K	QoQ 0.00% (+0) YoY -2.55% (-54)	All Managers (Combined)	$51.3K	0.0% ($51.3K/$484.4M)	QoQ +9.98% (+$4.7K) YoY +25.85% (-$10.5K)
CITIGROUP INC(Ccusip172967424)	721	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$51.2K	0.0% ($51.2K/$484.4M)	QoQ +0.85% (+$432) YoY +12.25% (+$5.6K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	1.4K	QoQ +0.58% (+8) YoY +3.17% (-42)	All Managers (Combined)	$51.1K	0.0% ($51.1K/$484.4M)	QoQ +15.00% (+$6.7K) YoY -23.05% (-$15.3K)
(cusip00214Q104)✕	1.1K	QoQ 0.00% (-0) YoY -32.23% (-508)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$484.4M)	QoQ -16.18% (-$9.8K) YoY -35.62% (-$28.1K)
OMNICOM GROUP INC.(OMCcusip681919106)	600	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$49.7K	0.0% ($49.7K/$484.4M)	QoQ -3.63% (-$1.9K) YoY -14.31% (-$8.3K)
Medtronic plc(MDTcusipG5960L103)	529	QoQ 0.00% (+0) YoY -19.96% (-132)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$484.4M)	QoQ +12.49% (+$5.3K) YoY -17.48% (-$10.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	1.6K	QoQ 0.00% (+0) YoY -30.79% (-720)	All Managers (Combined)	$46.2K	0.0% ($46.2K/$484.4M)	QoQ +4.12% (+$1.8K) YoY +7.65% (-$3.3K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	160	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$45.2K	0.0% ($45.2K/$484.4M)	QoQ -26.83% (-$16.6K) YoY -6.26% (-$3.0K)
(cusip81369Y209)✕	300	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$43.8K	0.0% ($43.8K/$484.4M)	QoQ +6.13% (+$2.5K) YoY -1.16% (-$516)
NEWMONT Corp /DE/(NEMcusip651639106)	873	QoQ 0.00% (+0) YoY -17.64% (-187)	All Managers (Combined)	$42.1K	0.0% ($42.1K/$484.4M)	QoQ +29.71% (+$9.7K) YoY +10.94% (-$4.2K)
(XLKcusip81369Y803)	200	QoQ -23.07% (-60) YoY -13.79% (-32)	All Managers (Combined)	$41.3K	0.0% ($41.3K/$484.4M)	QoQ -31.69% (-$19.2K) YoY -14.53% (-$7.0K)
(VTIcusip922908769)	146	QoQ 0.00% (-0) YoY -73.69% (-409)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$484.4M)	QoQ -5.16% (-$2.2K) YoY -72.18% (-$104.1K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	192	QoQ 0.00% (+0) YoY -2.04% (-4)	All Managers (Combined)	$39.9K	0.0% ($39.9K/$484.4M)	QoQ +11.28% (+$4.0K) YoY +21.75% (-$7.1K)
(cusipN20944109)✕	3.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$38.1K	0.0% ($38.1K/$484.4M)	QoQ +8.38% (+$2.9K) YoY -5.24% (-$2.1K)