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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 1 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 102,120.0 $69.6M 2.33% NEW $681.92 +9.3%
2 IVV ISHARES TR 99,405.0 $68.1M 2.28% NEW $684.94 +9.4%
3 IJR ISHARES TR 379,566.0 $45.6M 1.53% NEW $120.18 +14.3%
4 JPM JPMORGAN CHASE & CO. Financial Services 120,700.0 $38.9M 1.30% NEW $322.22 -4.9%
5 MRK MERCK & CO INC Healthcare 352,977.0 $37.2M 1.24% NEW $105.26 +16.3%
6 MBB ISHARES TR 387,672.0 $36.9M 1.24% NEW $95.22 -1.2%
7 XOM EXXON MOBIL CORP Energy 303,273.0 $36.5M 1.22% NEW $120.34 +28.7%
8 RTX RTX CORPORATION Industrials 197,122.0 $36.2M 1.21% NEW $183.40 -3.5%
9 ABBV ABBVIE INC Healthcare 156,914.0 $35.9M 1.20% NEW $228.49 -5.6%
10 BMY BRISTOL-MYERS SQUIBB CO Healthcare 662,748.0 $35.7M 1.20% NEW $53.94 +10.2%
11 PG PROCTER AND GAMBLE CO Consumer Defensive 248,224.0 $35.6M 1.19% NEW $143.31 +0.8%
12 CVX CHEVRON CORP NEW Energy 232,092.0 $35.4M 1.18% NEW $152.41 +25.6%
13 KO COCA COLA CO Consumer Defensive 503,099.0 $35.2M 1.18% NEW $69.91 +16.5%
14 VZ VERIZON COMMUNICATIONS INC Communication Services 852,623.0 $34.7M 1.16% NEW $40.73 +18.7%
15 TRV TRAVELERS COMPANIES INC Financial Services 119,326.0 $34.6M 1.16% NEW $290.06 +5.7%
16 CSCO CISCO SYS INC Technology 446,614.0 $34.4M 1.15% NEW $77.03 +56.3%
17 UNH UNITEDHEALTH GROUP INC Healthcare 104,183.0 $34.4M 1.15% NEW $330.11 +17.7%
18 ABT ABBOTT LABS Healthcare 274,468.0 $34.4M 1.15% NEW $125.29 -30.2%
19 GILD GILEAD SCIENCES INC Healthcare 279,414.0 $34.3M 1.15% NEW $122.74 +9.5%
20 AFL AFLAC INC Financial Services 309,718.0 $34.2M 1.14% NEW $110.27 +6.9%
Page 1 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%