Hartford Investment Management
HARTFORD, CTfiles as HARTFORD INVESTMENT MANAGEMENT CO
$3.5bn in 496 US stocks at the end of 30 June 2026. The top 10 are 36.9% of the money. It changed about 8.6% of the portfolio this quarter.
Value
$3.5bn
Stocks
496
Top 10 share
36.9%
Turnover
8.6%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL0.4% of the fund
- Honeywell InternationalHON0.1% of the fund
- FlexFLEX<0.1% of the fund
- Astrazeneca<0.1% of the fund
- Carnival<0.1% of the fund
- Caseys General StoresCASY<0.1% of the fund
- Veeva SystemsVEEV<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Coca-Cola Europacific PartnersCCEP<0.1% of the fund
- NewsNWS<0.1% of the fund
Added
Bought more of a stock they already held.
- Lumentum HoldingsLITE0.1% of the fund+6%
- Xcel EnergyXEL<0.1% of the fund+2%
- Devon EnergyDVN<0.1% of the fund+80%
- Super Micro ComputerSMCI<0.1% of the fund+8%
- Teva Pharmaceutical IndustriesTEVA<0.1% of the fund+5%
- FoxFOX<0.1% of the fund+7%
- Grab Holdings LTD Class A<0.1% of the fund+4%
Cut
Sold some of their stake.
- NvidiaNVDA7.6% of the fund-3%
- AppleAAPL6.7% of the fund-3%
- MicrosoftMSFT4.4% of the fund-3%
- Amazon.comAMZN3.7% of the fund-3%
- AlphabetGOOGL3.3% of the fund-2%
- BroadcomAVGO2.8% of the fund-3%
- AlphabetGOOG2.6% of the fund-2%
- Micron TechnologyMU2.0% of the fund-3%
- Meta PlatformsMETA1.9% of the fund-3%
- TeslaTSLA1.9% of the fund-3%
- Eli LillyLLY1.5% of the fund-3%
- Advanced Micro DevicesAMD1.5% of the fund-3%
- Berkshire HathawayBRK-B1.4% of the fund-3%
- JPMorgan ChaseJPM1.4% of the fund-4%
- IntelINTC1.0% of the fund-2%
- Johnson & JohnsonJNJ1.0% of the fund-3%
- Applied MaterialsAMAT0.9% of the fund-3%
- VisaV0.9% of the fund-4%
- ExxonMobil HoldingsXOM0.9% of the fund-4%
- Lam ResearchLRCX0.9% of the fund-3%
- WalmartWMT0.8% of the fund-3%
- CaterpillarCAT0.8% of the fund-4%
- Cisco SystemsCSCO0.7% of the fund-3%
- AbbVieABBV0.7% of the fund-3%
- Costco WholesaleCOST0.7% of the fund-3%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Carnival-100%
- Coterra EnergyCTRA-100%
- DuPont de NemoursDD-100%
- Hologic-100%
- EPAM SystemsEPAM-100%
- Conagra BrandsCAG-100%
- PoolPOOL-100%
- Campbell'sCPB-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 7.6% | $268m | 1,339,077 | -3% |
| AppleAAPL | 6.7% | $235m | 812,000 | -3% |
| MicrosoftMSFT | 4.4% | $153m | 410,692 | -3% |
| Amazon.comAMZN | 3.7% | $129m | 541,225 | -3% |
| AlphabetGOOGL | 3.3% | $116m | 324,084 | -2% |
| BroadcomAVGO | 2.8% | $99m | 261,756 | -3% |
| AlphabetGOOG | 2.6% | $92m | 261,224 | -2% |
| Micron TechnologyMU | 2.0% | $72m | 62,340 | -3% |
| Meta PlatformsMETA | 1.9% | $68m | 121,404 | -3% |
| TeslaTSLA | 1.9% | $65m | 155,635 | -3% |
| Eli LillyLLY | 1.5% | $52m | 43,731 | -3% |
| Advanced Micro DevicesAMD | 1.5% | $52m | 90,143 | -3% |
| Berkshire HathawayBRK-B | 1.4% | $51m | 101,373 | -3% |
| JPMorgan ChaseJPM | 1.4% | $49m | 148,204 | -4% |
| IntelINTC | 1.0% | $36m | 261,192 | -2% |
| Johnson & JohnsonJNJ | 1.0% | $34m | 133,096 | -3% |
| Applied MaterialsAMAT | 0.9% | $32m | 43,864 | -3% |
| VisaV | 0.9% | $31m | 91,787 | -4% |
| ExxonMobil HoldingsXOM | 0.9% | $31m | 229,189 | -4% |
| Lam ResearchLRCX | 0.9% | $30m | 69,116 | -3% |
| WalmartWMT | 0.8% | $27m | 242,464 | -3% |
| CaterpillarCAT | 0.8% | $27m | 25,455 | -4% |
| Cisco SystemsCSCO | 0.7% | $26m | 218,321 | -3% |
| AbbVieABBV | 0.7% | $25m | 97,628 | -3% |
| Costco WholesaleCOST | 0.7% | $23m | 24,528 | -3% |
| MastercardMA | 0.7% | $23m | 44,629 | -4% |
| KLAKLAC | 0.6% | $22m | 72,196 | -3% |
| General ElectricGE | 0.6% | $22m | 57,680 | -4% |
| UnitedHealth GroupUNH | 0.6% | $21m | 50,214 | -3% |
| Bank of AmericaBAC | 0.6% | $21m | 361,195 | -4% |
| Home DepotHD | 0.6% | $19m | 55,085 | -3% |
| Procter & GamblePG | 0.5% | $19m | 128,831 | -3% |
| SandiskSNDK | 0.5% | $19m | 8,185 | -3% |
| MerckMRK | 0.5% | $18m | 136,591 | -3% |
| GE VernovaGEV | 0.5% | $17m | 14,858 | -3% |
| Coca-ColaKO | 0.5% | $17m | 214,404 | -3% |
| ChevronCVX | 0.5% | $17m | 103,430 | -3% |
| NetflixNFLX | 0.5% | $17m | 232,802 | -3% |
| Goldman Sachs GroupGS | 0.5% | $17m | 16,317 | -5% |
| Philip Morris InternationalPM | 0.4% | $16m | 86,195 | -3% |
| Palo Alto NetworksPANW | 0.4% | $15m | 44,820 | -3% |
| Texas InstrumentsTXN | 0.4% | $15m | 50,317 | -3% |
| Palantir TechnologiesPLTR | 0.4% | $15m | 126,930 | -2% |
| International Business MachinesIBM | 0.4% | $15m | 51,951 | -2% |
| Marvell TechnologyMRVL | 0.4% | $14m | 48,393 | New |
| RTXRTX | 0.4% | $14m | 74,415 | -3% |
| Wells Fargo & CompanyWFC | 0.4% | $14m | 169,160 | -4% |
| Morgan StanleyMS | 0.4% | $14m | 66,298 | -3% |
| OracleORCL | 0.4% | $14m | 93,785 | -3% |
| LindeLIN | 0.4% | $13m | 25,573 | -4% |
| CitigroupC | 0.4% | $13m | 94,291 | -5% |
| Western DigitalWDC | 0.3% | $12m | 19,050 | Held |
| AmphenolAPH | 0.3% | $12m | 68,005 | -3% |
| CorningGLW | 0.3% | $11m | 43,333 | -3% |
| AmgenAMGN | 0.3% | $11m | 29,842 | -3% |
| QualcommQCOM | 0.3% | $11m | 58,281 | -4% |
| Analog DevicesADI | 0.3% | $11m | 26,995 | -3% |
| McDonald'sMCD | 0.3% | $11m | 39,261 | -3% |
| Thermo Fisher ScientificTMO | 0.3% | $10m | 20,546 | -4% |
| PepsiCoPEP | 0.3% | $10m | 75,570 | -3% |
| NextEra EnergyNEE | 0.3% | $10m | 115,360 | -3% |
| American ExpressAXP | 0.3% | $10m | 29,462 | -4% |
| Verizon CommunicationsVZ | 0.3% | $10m | 230,692 | -4% |
| Arista NetworksANET | 0.3% | $10m | 57,053 | -3% |
| BoeingBA | 0.3% | $9m | 43,586 | -3% |
| TJX CompaniesTJX | 0.3% | $9m | 61,119 | -3% |
| Walt DisneyDIS | 0.3% | $9m | 96,070 | -5% |
| EatonETN | 0.3% | $9m | 21,472 | -3% |
| Union PacificUNP | 0.3% | $9m | 32,902 | -3% |
| WelltowerWELL | 0.3% | $9m | 39,042 | Held |
| DeereDE | 0.3% | $9m | 13,888 | -3% |
| Abbott LaboratoriesABT | 0.2% | $9m | 96,299 | -3% |
| Gilead SciencesGILD | 0.2% | $9m | 68,761 | -3% |
| Charles SchwabSCHW | 0.2% | $8m | 90,623 | -5% |
| Uber TechnologiesUBER | 0.2% | $8m | 112,529 | -4% |
| AT&TT | 0.2% | $8m | 384,829 | -4% |
| Intuitive SurgicalISRG | 0.2% | $8m | 19,579 | -3% |
| BlackRockBLK | 0.2% | $8m | 7,990 | -3% |
| AppLovinAPP | 0.2% | $8m | 14,870 | -4% |
| Booking HoldingsBKNG | 0.2% | $8m | 42,884 | -7% |
| PfizerPFE | 0.2% | $8m | 315,579 | -3% |
| CVS HealthCVS | 0.2% | $7m | 70,431 | -3% |
| Vertiv HoldingsVRT | 0.2% | $7m | 21,232 | -3% |
| SalesforceCRM | 0.2% | $7m | 45,277 | -15% |
| ProgressivePGR | 0.2% | $7m | 32,328 | -3% |
| ConocoPhillipsCOP | 0.2% | $7m | 67,335 | -4% |
| PrologisPLD | 0.2% | $7m | 51,521 | -3% |
| Vertex PharmaceuticalsVRTX | 0.2% | $7m | 14,038 | -3% |
| Capital One FinancialCOF | 0.2% | $7m | 34,404 | -3% |
| Dell TechnologiesDELL | 0.2% | $7m | 15,986 | -6% |
| ChubbCB | 0.2% | $7m | 20,083 | -4% |
| Lowe's CompaniesLOW | 0.2% | $7m | 30,989 | -3% |
| S&P GlobalSPGI | 0.2% | $7m | 16,766 | -4% |
| Parker-HannifinPH | 0.2% | $7m | 6,975 | -3% |
| Altria GroupMO | 0.2% | $7m | 92,424 | -4% |
| DanaherDHR | 0.2% | $7m | 34,835 | -3% |
| Bristol-Myers SquibbBMY | 0.2% | $7m | 113,017 | -3% |
| StarbucksSBUX | 0.2% | $6m | 62,996 | -3% |
| StrykerSYK | 0.2% | $6m | 19,087 | -3% |
| Trane TechnologiesTT | 0.2% | $6m | 12,232 | -3% |
Showing the largest 100 of 496.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 12.1% since 30 June 2025.
Where the money is
Technology37.5%
Financial services11.6%
Media & telecom10.0%
Retail & consumer9.3%
Health care8.9%
Industrials8.9%
Everyday goods4.6%
Energy3.0%
Utilities2.2%
Real estate1.8%
Materials1.6%
Other0.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.