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Portfolio (Quarterly) Guide ↗

CONNING INC.

· CIK 0000801051
13F Portfolio $3.0B AUM 311 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 59 Added 196 Reduced 41 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 COIN COINBASE GLOBAL INC Financial Services 1,064 $241K 0.01% SOLD
22 NDAQ NASDAQ INC Financial Services 2,469 $240K 0.01% SOLD
23 MSCI MSCI INC Financial Services 416 $239K 0.01% SOLD
24 O REALTY INCOME CORP Real Estate 4,178 $236K 0.01% SOLD
25 DAL DELTA AIR LINES INC DEL Industrials 3,392 $235K 0.01% SOLD
26 DHI D R HORTON INC Consumer Cyclical 1,626 $234K 0.01% SOLD
27 AXON AXON ENTERPRISE INC Industrials 396 $225K 0.01% SOLD
28 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 873 $224K 0.01% SOLD
29 EBAY EBAY INC. Consumer Cyclical 2,558 $223K 0.01% SOLD
30 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,771 $223K 0.01% SOLD
31 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,679 $222K 0.01% SOLD
32 PRU PRUDENTIAL FINL INC Financial Services 1,921 $217K 0.01% SOLD
33 WDAY WORKDAY INC Technology 1,006 $216K 0.01% SOLD
34 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,562 $215K 0.01% SOLD
35 A AGILENT TECHNOLOGIES INC Healthcare 1,548 $211K 0.01% SOLD
36 MLM MARTIN MARIETTA MATLS INC Basic Materials 331 $206K 0.01% SOLD
37 IQVIA HLDGS INC 906 $204K 0.01% SOLD
38 DELL DELL TECHNOLOGIES INC Technology 1,600 $201K 0.01% SOLD
39 ED CONSOLIDATED EDISON INC Utilities 2,023 $201K 0.01% SOLD
40 VTRS VIATRIS INC Healthcare 11,182 $139K 0.01% SOLD
Page 2 of 3  ·  41 positions
Sector Allocation
Financial Services 21.0%
Healthcare 15.7%
Industrials 15.3%
Technology 13.9%
Consumer Defensive 11.5%
Energy 8.8%
Consumer Cyclical 8.3%
Communication Services 4.4%
Utilities 0.7%
Basic Materials 0.3%