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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 16 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 APOS APOLLO GLOBAL MGMT INC Financial Services 1,895.0 $211K 0.01% -297.0 -13.6% $111.42 -76.5%
302 IDXX IDEXX LABS INC Healthcare 372.0 $209K 0.01% -41.0 -9.9% $561.89 -0.4%
303 F FORD MTR CO Consumer Cyclical 17,993.0 $208K 0.01% -2K -11.6% $11.54 +29.4%
304 YUM YUM BRANDS INC Consumer Cyclical 1,330.0 $207K 0.01% -273.0 -17.0% $155.48 -0.2%
305 CARR CARRIER GLOBAL CORPORATION Industrials 3,668.0 $207K 0.01% -709.0 -16.2% $56.31 +12.1%
306 BDX BECTON DICKINSON & CO Healthcare 1,311.0 $206K 0.01% -194.0 -12.9% $157.23 -6.1%
307 EA ELECTRONIC ARTS INC Communication Services 1,003.0 $204K 0.01% -277.0 -21.6% $203.87 -1.4%
308 TER TERADYNE INC Technology 687.0 $204K 0.01% NEW $296.46 +20.9%
309 PYPL PAYPAL HLDGS INC Financial Services 4,483.0 $203K 0.01% -827.0 -15.6% $45.23 -2.2%
310 AMP AMERIPRISE FINL INC Financial Services 455.0 $202K 0.01% -70.0 -13.3% $444.40 +1.8%
311 PCG PG&E CORP Utilities 10,019.0 $176K 0.01% NEW $17.57 -6.1%
Page 16 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%