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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 15 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FAST FASTENAL CO Industrials 5,236.0 $243K 0.01% -1K -18.3% $46.40 -5.3%
282 TGT TARGET CORP Consumer Defensive 1,996.0 $242K 0.01% NEW $121.20 +3.6%
283 DASH DOORDASH INC Communication Services 1,611.0 $242K 0.01% -73.0 -4.3% $150.15 +6.7%
284 ZTS ZOETIS INC Healthcare 2,046.0 $242K 0.01% -264.0 -11.4% $118.21 -32.3%
285 MCO MOODYS CORP Financial Services 550.0 $240K 0.01% -297.0 -35.1% $436.25 +2.9%
286 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,308.0 $240K 0.01% -893.0 -21.3% $72.46 +19.8%
287 ADSK AUTODESK INC Technology 991.0 $237K 0.01% -136.0 -12.1% $239.40 +0.7%
288 CAH CARDINAL HEALTH INC Healthcare 1,113.0 $235K 0.01% -257.0 -18.8% $211.31 -5.0%
289 SANDISK CORP 370.0 $235K 0.01% NEW $635.34
290 MPWR MONOLITHIC PWR SYS INC Technology 214.0 $234K 0.01% -29.0 -11.9% $1093.35 +45.4%
291 AME AMETEK INC Industrials 1,079.0 $231K 0.01% -183.0 -14.5% $214.36 +4.7%
292 ENTERGY CORP NEW 2,027.0 $228K 0.01% -406.0 -16.7% $112.36
293 EXC EXELON CORP Utilities 4,584.0 $225K 0.01% -680.0 -12.9% $49.02 -5.7%
294 XEL XCEL ENERGY INC Utilities 2,802.0 $223K 0.01% -418.0 -13.0% $79.44 +2.1%
295 KEYS KEYSIGHT TECHNOLOGIES INC Technology 785.0 $222K 0.01% -214.0 -21.4% $282.37 +22.7%
296 EW EDWARDS LIFESCIENCES CORP Healthcare 2,765.0 $221K 0.01% -425.0 -13.3% $80.08 +7.1%
297 TRGP TARGA RES CORP Energy 872.0 $219K 0.01% NEW $250.73 +10.4%
298 URI UNITED RENTALS INC Industrials 297.0 $216K 0.01% -64.0 -17.7% $728.56 +28.8%
299 OXY OCCIDENTAL PETE CORP Energy 3,291.0 $214K 0.01% NEW $65.00 -9.5%
300 EVV EATON VANCE LIMITED DURATION Financial Services 22,455.0 $212K 0.01% $9.45 -1.7%
Page 15 of 16  ·  311 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%