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Portfolio (Quarterly) Guide ↗

CONNING INC.

· CIK 0000801051
13F Portfolio $3.0B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 345 New
Page 2 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CME CME GROUP INC Financial Services 124,360.0 $34.0M 1.14% NEW $273.08 +6.6%
22 MS MORGAN STANLEY Financial Services 191,282.0 $34.0M 1.14% NEW $177.53 +13.2%
23 LMT LOCKHEED MARTIN CORP Industrials 70,100.0 $33.9M 1.14% NEW $483.67 +10.2%
24 CL COLGATE PALMOLIVE CO Consumer Defensive 426,753.0 $33.7M 1.13% NEW $79.02 +14.7%
25 CMI CUMMINS INC Industrials 66,008.0 $33.7M 1.13% NEW $510.45 +25.3%
26 PNC PNC FINL SVCS GROUP INC Financial Services 161,179.0 $33.6M 1.13% NEW $208.73 +5.0%
27 MDLZ MONDELEZ INTL INC Consumer Defensive 623,200.0 $33.5M 1.12% NEW $53.83 +14.7%
28 BK BANK NEW YORK MELLON CORP Financial Services 288,891.0 $33.5M 1.12% NEW $116.09 +19.9%
29 MCD MCDONALDS CORP Consumer Cyclical 109,683.0 $33.5M 1.12% NEW $305.63 -7.6%
30 BLK BLACKROCK INC Financial Services 31,197.0 $33.4M 1.12% NEW $1070.34 +0.2%
31 HD HOME DEPOT INC Consumer Cyclical 97,001.0 $33.4M 1.12% NEW $344.10 -9.0%
32 PEP PEPSICO INC Consumer Defensive 232,512.0 $33.4M 1.12% NEW $143.52 +4.9%
33 UNP UNION PAC CORP Industrials 144,051.0 $33.3M 1.12% NEW $231.32 +14.9%
34 AMGN AMGEN INC Healthcare 101,689.0 $33.3M 1.11% NEW $327.31 +3.7%
35 GD GENERAL DYNAMICS CORP Industrials 98,343.0 $33.1M 1.11% NEW $336.66 +1.9%
36 SBUX STARBUCKS CORP Consumer Cyclical 392,988.0 $33.1M 1.11% NEW $84.21 +22.4%
37 COP CONOCOPHILLIPS Energy 353,072.0 $33.1M 1.11% NEW $93.61 +28.7%
38 ADI ANALOG DEVICES INC Technology 121,800.0 $33.0M 1.11% NEW $271.20 +46.4%
39 CAT CATERPILLAR INC Industrials 57,579.0 $33.0M 1.10% NEW $572.87 +53.6%
40 OMC OMNICOM GROUP INC Communication Services 408,356.0 $33.0M 1.10% NEW $80.75 -7.2%
Page 2 of 18  ·  345 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 19.5%
Healthcare 15.6%
Technology 15.5%
Industrials 15.1%
Consumer Defensive 11.3%
Consumer Cyclical 9.7%
Energy 7.3%
Communication Services 4.7%
Utilities 0.7%
Basic Materials 0.3%