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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 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BERKSHIRE HATHAWAY INC DEL 8,351.0 $4.0M 0.13% -1K -15.0% $479.20
142 NKE NIKE INC Consumer Cyclical 74,989.0 $4.0M 0.13% +11K +18.0% $52.82 -15.5%
143 STARWOOD PPTY TR INC 3,600,000.0 $3.7M 0.12% $1.01
144 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 129,699.0 $3.4M 0.11% +2K +1.8% $25.88 +4.5%
145 EEM ISHARES TR 58,260.0 $3.3M 0.11% -9K -12.8% $56.79 +19.9%
146 MET METLIFE INC Financial Services 41,519.0 $2.9M 0.10% -555.0 -1.3% $70.72 +18.0%
147 EVRG EVERGY INC Utilities 33,917.0 $2.8M 0.09% $81.92 +2.7%
148 SPLB SPDR SERIES TRUST 124,080.0 $2.8M 0.09% $22.22 +0.2%
149 BIOMARIN PHARMACEUTICAL INC 2,700,000.0 $2.6M 0.09% $0.96
150 VO VANGUARD INDEX FDS 8,857.0 $2.5M 0.09% -2K -15.9% $287.18 -72.6%
151 DEXCOM INC 2,730,000.0 $2.5M 0.08% $0.92
152 VB VANGUARD INDEX FDS 9,084.0 $2.4M 0.08% $261.92 +11.5%
153 IEI ISHARES TR 19,236.0 $2.3M 0.08% $118.60 -1.0%
154 D DOMINION ENERGY INC Utilities 32,818.0 $2.0M 0.07% -399.0 -1.2% $61.82 +9.3%
155 NFLX NETFLIX INC. Communication Services 19,468.0 $1.9M 0.06% -3K -14.3% $96.15 -8.6%
156 PFE PFIZER INC Healthcare 65,223.0 $1.8M 0.06% -4K -5.5% $28.08 -7.9%
157 IWR ISHARES TR 18,612.0 $1.8M 0.06% $97.23 +9.9%
158 MU MICRON TECHNOLOGY INC Technology 5,155.0 $1.7M 0.06% -921.0 -15.2% $337.84 +158.9%
159 VMBS VANGUARD SCOTTSDALE FDS 36,000.0 $1.7M 0.06% $46.95 -0.6%
160 WFC WELLS FARGO & CO Financial Services 20,718.0 $1.6M 0.06% -3K -11.4% $79.61 -2.8%
Page 8 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%