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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CEG CONSTELLATION ENERGY CORP Utilities 1,437.0 $401K 0.01% -240.0 -14.3% $279.25 +5.3%
122 JCI JOHNSON CONTROLS INTERNATION Industrials 3,048.0 $399K 0.01% -522.0 -14.6% $130.95 +5.7%
123 IJT ISHARES TR 2,707.0 $392K 0.01% -175.0 -6.1% $144.71 +11.9%
124 EQT EQT CORP Energy 6,106.0 $389K 0.01% -553.0 -8.3% $63.64 -9.0%
125 FCX FREEPORT MCMORAN INC Basic Materials 6,565.0 $386K 0.01% -982.0 -13.0% $58.78 +5.5%
126 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 973.0 $381K 0.01% -152.0 -13.5% $391.76 +107.5%
127 PWR QUANTA SVCS INC Industrials 682.0 $374K 0.01% -138.0 -16.8% $549.02 +31.8%
128 AMT AMERICAN TOWER CORP Real Estate 2,162.0 $373K 0.01% -389.0 -15.2% $172.58 +6.5%
129 FDX FEDEX CORP Industrials 1,034.0 $368K 0.01% -170.0 -14.1% $356.18 +10.7%
130 APP APPLOVIN CORP Technology 922.0 $367K 0.01% -108.0 -10.5% $398.00 +21.0%
131 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,970.0 $366K 0.01% -660.0 -14.2% $92.31 -0.6%
132 CSX CSX CORP Industrials 8,811.0 $362K 0.01% -1K -12.3% $41.05 +10.9%
133 HCA HCA HEALTHCARE INC Healthcare 753.0 $356K 0.01% -179.0 -19.2% $473.24 -16.7%
134 REGN REGENERON PHARMACEUTICALS Healthcare 461.0 $356K 0.01% -70.0 -13.2% $772.64 -17.3%
135 MMM 3M CO Industrials 2,420.0 $351K 0.01% -349.0 -12.6% $145.23 +5.0%
136 CDNS CADENCE DESIGN SYSTEM INC Technology 1,244.0 $346K 0.01% -254.0 -17.0% $277.87 +34.4%
137 MPC MARATHON PETE CORP Energy 1,413.0 $345K 0.01% -295.0 -17.3% $244.18 +4.3%
138 EMR EMERSON ELEC CO Industrials 2,620.0 $343K 0.01% -464.0 -15.1% $131.02 +4.1%
139 CVS CVS HEALTH CORP Healthcare 4,771.0 $343K 0.01% -2K -29.8% $71.82 +29.9%
140 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,046.0 $342K 0.01% -185.0 -15.0% $327.07 +12.9%
Page 7 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%