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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMB WILLIAMS COS INC Energy 11,809.0 $859K 0.03% -707.0 -5.7% $72.78 +7.8%
82 TXN TEXAS INSTRS INC Technology 4,158.0 $807K 0.03% -184K -97.8% $194.14 +59.3%
83 PSA PUBLIC STORAGE OPER CO Real Estate 2,898.0 $785K 0.03% -108.0 -3.6% $270.88 +12.7%
84 ISRG INTUITIVE SURGICAL INC Healthcare 1,655.0 $763K 0.03% -274.0 -14.2% $460.99 -5.0%
85 BA BOEING CO Industrials 3,488.0 $694K 0.02% -547.0 -13.6% $199.03 +10.0%
86 ETN EATON CORP PLC Industrials 1,829.0 $654K 0.02% -295.0 -13.9% $357.67 +9.4%
87 DE DEERE & CO Industrials 1,155.0 $651K 0.02% -188.0 -14.0% $563.30 -6.1%
88 KMI KINDER MORGAN INC DEL Energy 18,423.0 $618K 0.02% -690.0 -3.6% $33.53 +0.8%
89 LOW LOWES COS INC Consumer Cyclical 2,612.0 $617K 0.02% -459.0 -14.9% $236.28 -9.0%
90 SHEL SHELL PLC Energy 6,566.0 $611K 0.02% -1K -18.2% $93.00 -7.8%
91 SPGI S&P GLOBAL INC Financial Services 1,426.0 $607K 0.02% -211.0 -12.9% $425.34 -1.8%
92 WELL WELLTOWER INC Real Estate 3,007.0 $595K 0.02% -460.0 -13.3% $197.71 +9.3%
93 ANET ARISTA NETWORKS INC Technology 4,799.0 $589K 0.02% -802.0 -14.3% $122.78 +25.5%
94 CNQ CANADIAN NAT RES LTD MED TER Energy 12,016.0 $586K 0.02% -6K -33.3% $48.73 -0.2%
95 ACN ACCENTURE PLC IRELAND Technology 2,853.0 $566K 0.02% -489.0 -14.6% $198.29 -9.6%
96 UBER UBER TECHNOLOGIES INC Technology 7,802.0 $561K 0.02% -3K -29.5% $71.93 -0.2%
97 PLD PROLOGIS INC. Real Estate 4,192.0 $554K 0.02% -741.0 -15.0% $132.18 +10.4%
98 CB CHUBB LTD SWITZ Financial Services 1,648.0 $537K 0.02% -306.0 -15.7% $325.93 +0.6%
99 NEM NEWMONT CORP Basic Materials 4,953.0 $536K 0.02% -795.0 -13.8% $108.25 -0.6%
100 COF CAPITAL ONE FINL CORP Financial Services 2,894.0 $528K 0.02% -487.0 -14.4% $182.43 +2.9%
Page 5 of 10  ·  196 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 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%