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Portfolio (Quarterly) Guide ↗

CONNING INC.

· CIK 0000801051
13F Portfolio $3.0B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 345 New
Page 9 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NFLX NETFLIX INC Communication Services 22,706.0 $2.1M 0.07% NEW $93.76 -5.5%
162 PLTR PALANTIR TECHNOLOGIES INC Technology 11,784.0 $2.1M 0.07% NEW $177.75 -23.0%
163 BAC BANK AMERICA CORP Financial Services 35,670.0 $2.0M 0.07% NEW $55.00 -5.8%
164 D DOMINION ENERGY INC Utilities 33,217.0 $1.9M 0.07% NEW $58.59 +15.5%
165 AMD ADVANCED MICRO DEVICES INC Technology 8,657.0 $1.9M 0.06% NEW $214.16 +118.3%
166 IWR ISHARES TR 18,612.0 $1.8M 0.06% NEW $96.27 +10.0%
167 MU MICRON TECHNOLOGY INC Technology 6,076.0 $1.7M 0.06% NEW $285.41 +163.1%
168 ORCL ORACLE CORP Technology 8,823.0 $1.7M 0.06% NEW $194.91 -1.5%
169 PFE PFIZER INC Healthcare 69,018.0 $1.7M 0.06% NEW $24.90 +4.0%
170 VMBS VANGUARD SCOTTSDALE FDS 36,000.0 $1.7M 0.06% NEW $47.08 -1.1%
171 CMCSA COMCAST CORP NEW Communication Services 54,337.0 $1.6M 0.05% NEW $29.89 -15.7%
172 C CITIGROUP INC Financial Services 13,570.0 $1.6M 0.05% NEW $116.69 +7.2%
173 GS GOLDMAN SACHS GROUP INC Financial Services 1,652.0 $1.5M 0.05% NEW $879.00 +13.4%
174 MGC VANGUARD WORLD FD 5,427.0 $1.4M 0.05% NEW $251.17 +9.2%
175 WEC WEC ENERGY GROUP INC Utilities 12,623.0 $1.3M 0.04% NEW $105.46 +7.5%
176 VIG VANGUARD SPECIALIZED FUNDS 6,050.0 $1.3M 0.04% NEW $219.78 +6.1%
177 IVE ISHARES TR 6,227.0 $1.3M 0.04% NEW $212.07 +7.5%
178 T AT&T INC Communication Services 47,772.0 $1.2M 0.04% NEW $24.84 +1.7%
179 MDT MEDTRONIC PLC Healthcare 12,329.0 $1.2M 0.04% NEW $96.06 -18.2%
180 ISRG INTUITIVE SURGICAL INC Healthcare 1,929.0 $1.1M 0.04% NEW $566.36 -22.6%
Page 9 of 18  ·  345 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 19.5%
Healthcare 15.6%
Technology 15.5%
Industrials 15.1%
Consumer Defensive 11.3%
Consumer Cyclical 9.7%
Energy 7.3%
Communication Services 4.7%
Utilities 0.7%
Basic Materials 0.3%