Sign In
test

Ann E. Cohen

Hartford Financial Management Inc.

Assets Managed
$392.42M
Holdings
344
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
1.96%(2Q avg: 1.95%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Hartford Financial Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 344 positions.

Assets under management

The assets under management (AUM) of Hartford Financial Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 392.42M in assets, with a quarterly growth rate of 1.96% and a 2-quarter average growth rate of 1.95%. The portfolio is managed by Ann E. Cohen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Decreased -2.7%
8.48%
$33.244M
706,122 shares@ $47.09 avg price
JPSE
Jpm Diversified Rt Small Cap
Recent Activity
Decreased -1.28%
4.4%
$17.255M
329,105 shares@ $52.43 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.72%
4.17%
$16.33M
64,346 shares@ $253.79 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -1.09%
3.96%
$15.527M
22,254 shares@ $697.74 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 5.65%
3.63%
$14.221M
284,481 shares@ $50.0 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.28%
3.2%
$12.529M
71,839 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.3%
2.89%
$11.313M
30,561 shares@ $370.18 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -8.81%
2.8%
$10.965M
32,082 shares@ $341.8 avg price
PAAA
Pgim Aaa Clo Etf
Recent Activity
Increased 0.33%
2.54%
$9.93M
194,021 shares@ $51.19 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.11%
2.19%
$8.575M
29,151 shares@ $294.17 avg price

1-10 of 344