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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 9 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMD ADVANCED MICRO DEVICES INC Technology 7,498.0 $1.5M 0.05% -1K -13.4% $203.43 +129.8%
162 PLTR PALANTIR TECHNOLOGIES INC Technology 10,197.0 $1.5M 0.05% -2K -13.5% $146.28 -6.4%
163 BAC BANK AMERICA CORP Financial Services 30,587.0 $1.5M 0.05% -5K -14.2% $48.75 +6.3%
164 WEC WEC ENERGY GROUP INC Utilities 12,372.0 $1.4M 0.05% -251.0 -2.0% $115.77 -2.0%
165 C CITIGROUP INC Financial Services 12,051.0 $1.4M 0.04% -2K -11.2% $113.41 +10.3%
166 T AT&T INC Communication Services 42,012.0 $1.2M 0.04% -6K -12.1% $28.99 -12.9%
167 GS GOLDMAN SACHS GROUP INC Financial Services 1,408.0 $1.2M 0.04% -244.0 -14.8% $845.99 +17.8%
168 IVE ISHARES TR 5,390.0 $1.1M 0.04% -837.0 -13.4% $211.15 +8.0%
169 ORCL ORACLE CORP Technology 7,578.0 $1.1M 0.04% -1K -14.1% $147.11 +30.6%
170 GEV GE VERNOVA INC Utilities 1,254.0 $1.1M 0.04% -192.0 -13.3% $872.90 +19.0%
171 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,009.0 $1.1M 0.04% -266.0 -1.7% $72.69 +6.6%
172 MDT MEDTRONIC PLC Healthcare 12,579.0 $1.1M 0.04% +250.0 +2.0% $86.65 -9.3%
173 LIN LINDE PLC Basic Materials 2,151.0 $1.1M 0.04% -301.0 -12.3% $495.76 +4.4%
174 OKE ONEOK INC NEW Energy 10,598.0 $958K 0.03% -410.0 -3.7% $90.39 +4.0%
175 IVOG VANGUARD ADMIRAL FDS INC 7,552.0 $944K 0.03% +765.0 +11.3% $125.03 +11.3%
176 NEE NEXTERA ENERGY INC Utilities 9,577.0 $890K 0.03% -2K -13.8% $92.88 -4.7%
177 INTC INTEL CORP Technology 19,676.0 $868K 0.03% -4K -15.8% $44.13 +171.6%
178 WMB WILLIAMS COS INC Energy 11,809.0 $859K 0.03% -707.0 -5.7% $72.78 +7.8%
179 VCLT VANGUARD SCOTTSDALE FDS 11,380.0 $850K 0.03% $74.72 -0.3%
180 TXN TEXAS INSTRS INC Technology 4,158.0 $807K 0.03% -184K -97.8% $194.14 +59.3%
Page 9 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%