HARTFORD INVESTMENT MANAGEMENT CO
Long book
$3.16B
Q1 2026
Positions
495
Top-10 weight
37%
concentration
Last quarter
+14.9%
SPY +14.8%
Turnover
3%
of book per quarter
Strategy in plain words
auto-generated from filingsHARTFORD INVESTMENT MANAGEMENT CO is an institutional manager, running a $3.16B US long book across 495 positions.
The portfolio is moderately concentrated (top 10 ≈ 37% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.4%
Q2 2024
+5.9%
Q3 2024
+2.5%
Q4 2024
-4.3%
Q1 2025
+10.9%
Q2 2025
+8.1%
Q3 2025
+2.7%
Q4 2025
-4.3%
Q1 2026
+14.9%
Sector allocation
Technology 41%
Financials 11%
Industrials 11%
Consumer discretionary 9%
Healthcare 8%
Services media 5%
Energy 3%
Utilities 3%
Long book by quarter
What does HARTFORD INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 1.4M | $241.5M | 7.7% | -1.4% |
| AAPL APPLE INC | Technology | 836.6K | $212.3M | 6.7% | -2.0% |
| MSFT MICROSOFT CORP | Technology | 423.2K | $156.6M | 5.0% | -1.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 556.7K | $115.9M | 3.7% | -1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 331.9K | $95.4M | 3.0% | -1.3% |
| AVGO BROADCOM INC | Technology | 270.2K | $83.6M | 2.6% | -1.0% |
| GOOG ALPHABET INC-CL C | Technology | 266.6K | $76.5M | 2.4% | -0.8% |
| META META PLATFORMS INC-CLASS A | Technology | 124.6K | $71.3M | 2.3% | -0.9% |
| TSLA TESLA INC | Industrials | 160.3K | $59.6M | 1.9% | -1.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 104.5K | $50.1M | 1.6% | -1.4% |
| JPM JPMORGAN CHASE & CO | Financials | 153.7K | $45.2M | 1.4% | -2.3% |
| LLY ELI LILLY & CO | Healthcare | 45.2K | $41.5M | 1.3% | -1.6% |
| XOM EXXON MOBIL CORP | Energy | 238.2K | $40.4M | 1.3% | -2.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 137.4K | $33.6M | 1.1% | -1.3% |
| WMT WALMART INC | Consumer discretionary | 249.9K | $31.1M | 1.0% | -1.3% |
| V VISA INC-CLASS A SHARES | Services media | 95.8K | $29.0M | 0.9% | -1.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 25.3K | $25.2M | 0.8% | -1.2% |
| MA MASTERCARD INC - A | Services media | 46.4K | $23.2M | 0.7% | -2.0% |
| NFLX NETFLIX INC | Services media | 240.6K | $23.1M | 0.7% | -1.7% |
| CVX CHEVRON CORP | Energy | 106.8K | $22.1M | 0.7% | -2.3% |
| ABBV ABBVIE INC | Healthcare | 100.7K | $21.9M | 0.7% | -1.4% |
| MU MICRON TECHNOLOGY INC | Technology | 64.1K | $21.7M | 0.7% | -1.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 132.5K | $19.1M | 0.6% | -1.8% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 130.2K | $19.0M | 0.6% | -1.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 92.9K | $18.9M | 0.6% | -1.2% |
| CAT CATERPILLAR INC | Industrials | 26.5K | $18.8M | 0.6% | -1.9% |
| HD HOME DEPOT INC | Consumer discretionary | 56.7K | $18.7M | 0.6% | -1.4% |
| BAC BANK OF AMERICA CORP | Financials | 378.2K | $18.4M | 0.6% | -2.6% |
| CSCO CISCO SYSTEMS INC | Technology | 225.1K | $17.5M | 0.6% | -1.1% |
| MRK MERCK & CO. INC. | Healthcare | 141.5K | $17.0M | 0.5% | -1.3% |
| GE GENERAL ELECTRIC | Industrials | 59.8K | $17.0M | 0.5% | -1.9% |
| KO COCA-COLA CO/THE | Consumer staples | 221.3K | $16.8M | 0.5% | -1.2% |
| AMAT APPLIED MATERIALS INC | Technology | 45.2K | $15.5M | 0.5% | -1.7% |
| LRCX LAM RESEARCH CORP | Industrials | 71.2K | $15.2M | 0.5% | -1.9% |
| RTX RTX CORP | Industrials | 76.6K | $14.8M | 0.5% | -1.2% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 88.8K | $14.7M | 0.5% | -1.3% |
| GS GOLDMAN SACHS GROUP INC | Financials | 17.1K | $14.5M | 0.5% | -1.3% |
| ORCL ORACLE CORP | Technology | 96.6K | $14.2M | 0.5% | -0.6% |
| WFC WELLS FARGO & CO | Financials | 176.2K | $14.0M | 0.4% | -2.9% |
| UNH UNITEDHEALTH GROUP INC | Financials | 51.6K | $14.0M | 0.4% | -1.4% |
| GEV GE VERNOVA INC | Industrials | 15.4K | $13.4M | 0.4% | -2.0% |
| LIN LINDE PLC | Materials | 26.6K | $13.2M | 0.4% | -1.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 53.3K | $12.9M | 0.4% | -1.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 40.6K | $12.6M | 0.4% | -1.3% |
| PEP PEPSICO INC | Consumer staples | 77.9K | $12.1M | 0.4% | -1.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 240.3K | $12.1M | 0.4% | -1.3% |
| INTC INTEL CORP | Technology | 267.6K | $11.8M | 0.4% | +3.3% |
| T AT&T INC | Communications | 399.3K | $11.6M | 0.4% | -2.6% |
| MS MORGAN STANLEY | Financials | 68.7K | $11.3M | 0.4% | -1.6% |
| C CITIGROUP INC | Financials | 99.6K | $11.3M | 0.4% | -3.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 495 | $3.16B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 497 | $3.34B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 498 | $3.31B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 499 | $3.14B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 496 | $2.88B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 496 | $3.05B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 494 | $3.04B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 1, 2024 | 498 | $2.92B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 17, 2024 | 498 | $2.83B | canonical | SEC ↗ |
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