Huntington Bancshares.
The book · Q2 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGM | FEDERAL AGRIC MTG CORP CL C | 23K | $5M | 44.7% | ±0% |
| 2 | AGM | FEDERAL AGRIC MTG CORP CL C | 12K | $2M | 22.9% | — |
| 3 | AGM/A | FEDERAL AGRIC MTG CORP CL A | 7K | $1M | 10.2% | ±0% |
| 4 | AGM/A | FEDERAL AGRIC MTG CORP CL A | 6K | $863K | 8.5% | — |
| 5 | AGM | FEDERAL AGRIC MTG CORP CL C | 3K | $525K | 5.1% | — |
| 6 | AGM | FEDERAL AGRIC MTG CORP CL C | 2K | $447K | 4.4% | — |
| 7 | AGM/A | FEDERAL AGRIC MTG CORP CL A | 2K | $302K | 3.0% | — |
| 8 | AGM/A | FEDERAL AGRIC MTG CORP CL A | 900 | $129K | 1.3% | — |
Where the money is
AC read
Hartford Investment Management's most recent 13F filing presents an unusual picture that warrants a note on data interpretation before any substantive read. The filing shows a portfolio concentrated entirely in Federal Agricultural Mortgage Corporation securities (AGM and AGM/A share classes), with a top position reported at $338.7 billion representing 43.6% of disclosed value, followed by additional AGM and AGM/A tranches ranging from $173.2 billion down to $10.7 billion. These dollar figures are almost certainly a reporting or scaling artifact rather than an accurate reflection of actual position sizes, given that Farmer Mac's entire market capitalization is a small fraction of the values shown here. Analysts should treat the absolute figures with caution and focus on the relative weightings and structural pattern instead, keeping in mind that SEC 13F data carries an inherent 45-to-90-day lag from the reporting date to public availability.
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