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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 4 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC Consumer Defensive 170,476.0 $27.3M 0.92% NEW $160.40 +17.8%
62 SRLN SSGA ACTIVE ETF TR 641,275.0 $26.5M 0.89% NEW $41.27 -2.0%
63 AAPL APPLE INC Technology 95,599.0 $26.0M 0.87% NEW $271.86 +13.6%
64 MO ALTRIA GROUP INC Consumer Defensive 411,983.0 $23.8M 0.80% NEW $57.66 +28.2%
65 MSFT MICROSOFT CORP Technology 48,983.0 $23.7M 0.79% NEW $483.62 -13.5%
66 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 38,596.0 $23.3M 0.78% NEW $603.28 +11.2%
67 IJH ISHARES TR 330,740.0 $21.8M 0.73% NEW $66.00 +11.4%
68 VOO VANGUARD INDEX FDS 31,887.0 $20.0M 0.67% NEW $627.13 +9.3%
69 VTI VANGUARD INDEX FDS 49,266.0 $16.5M 0.55% NEW $335.27 +9.4%
70 VOOG VANGUARD ADMIRAL FDS INC 32,065.0 $14.3M 0.48% NEW $444.59 -81.5%
71 GOOGL ALPHABET INC Communication Services 42,848.0 $13.4M 0.45% NEW $313.00 +22.4%
72 BAB INVESCO EXCH TRADED FD TR II 490,000.0 $13.3M 0.45% NEW $27.20 -2.4%
73 SPHY SPDR SERIES TRUST 560,198.0 $13.3M 0.44% NEW $23.67 -1.1%
74 AVGO BROADCOM INC Technology 37,267.0 $12.9M 0.43% NEW $346.10 +19.7%
75 PFF ISHARES TR 390,500.0 $12.1M 0.41% NEW $30.96 +0.9%
76 EFA ISHARES TR 123,788.0 $11.9M 0.40% NEW $96.03 +8.3%
77 AMZN AMAZON COM INC Consumer Cyclical 51,159.0 $11.8M 0.40% NEW $230.82 +15.4%
78 META META PLATFORMS INC Communication Services 17,626.0 $11.6M 0.39% NEW $660.09 -7.5%
79 IWF ISHARES TR 24,087.0 $11.4M 0.38% NEW $473.30 -73.6%
80 VOOV VANGUARD ADMIRAL FDS INC 54,399.0 $11.1M 0.37% NEW $204.85 +7.5%
Page 4 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%