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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 8 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNPS SYNOPSYS INC Technology 852.0 $338K 0.01% -140.0 -14.1% $396.48 +32.3%
142 SHW SHERWIN WILLIAMS CO Basic Materials 1,051.0 $337K 0.01% -126.0 -10.7% $320.55 -3.6%
143 BX BLACKSTONE INC Financial Services 2,900.0 $333K 0.01% -779.0 -21.2% $114.99 +3.1%
144 ROST ROSS STORES INC Consumer Cyclical 1,535.0 $333K 0.01% -253.0 -14.2% $216.63 +8.4%
145 AEP AMERICAN ELEC PWR CO INC Utilities 2,489.0 $326K 0.01% -487.0 -16.4% $131.08 +0.4%
146 UPS UNITED PARCEL SVCS INC Industrials 3,311.0 $326K 0.01% -426.0 -11.4% $98.38 +2.7%
147 GM GENERAL MTRS CO Consumer Cyclical 4,348.0 $324K 0.01% -864.0 -16.6% $74.50 +5.8%
148 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,172.0 $323K 0.01% -170.0 -12.7% $275.18 -6.9%
149 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,052.0 $320K 0.01% -195.0 -15.6% $304.08 +5.6%
150 AON AON PLC Financial Services 987.0 $319K 0.01% -194.0 -16.4% $322.78 +0.6%
151 SLB SLB LIMITED Energy 6,169.0 $317K 0.01% -961.0 -13.5% $51.39 +11.5%
152 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,031.0 $302K 0.01% -153.0 -12.9% $292.75 +34.8%
153 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,030.0 $299K 0.01% -187.0 -15.4% $290.49 -0.4%
154 MSI MOTOROLA SOLUTIONS INC Technology 678.0 $294K 0.01% -206.0 -23.3% $433.97 -6.9%
155 PCAR PACCAR INC Industrials 2,530.0 $292K 0.01% -461.0 -15.4% $115.50 -5.3%
156 SRE SEMPRA Utilities 2,985.0 $290K 0.01% -625.0 -17.3% $97.17 -4.5%
157 NSC NORFOLK SOUTHN CORP Industrials 1,009.0 $290K 0.01% -197.0 -16.3% $287.00 +9.6%
158 BKR BAKER HUGHES COMPANY Energy 4,617.0 $282K 0.01% -598.0 -11.5% $61.05 +8.2%
159 SPG SIMON PPTY GROUP INC NEW Real Estate 1,494.0 $279K 0.01% -239.0 -13.8% $186.53 +9.6%
160 WBD WARNER BROS DISCOVERY INC Communication Services 9,937.0 $273K 0.01% -2K -13.8% $27.46 -1.6%
Page 8 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%