Arkolith/Funds/Conning Inc.

Conning Inc.

CIK 801051
Holdings as of Mar 31, 2026·disclosed Apr 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Conning Inc. holds a diversified book of 311 stocks worth $3.0B as of Q1 2026 (disclosed Apr 30, 2026, a ~45-day 13F lag). This quarter they opened Microchip Technology Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 2% of the equity book.

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Use Arkolith to show CONNING INC.'s latest
holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
63
existing
Trimmed
198
reduced
Sold out
41
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
15%
Top 20 holdings
28%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

ETF / fund or unclassified
22%
Financials
14%
Health Care
12%
Information Technology
12%
Industrials
11%
Energy
7%
Consumer Staples
7%
Consumer Discretionary
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

311 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$66.4M102.1K
2.2%
Held
2Ishares TR
CORE S&P500 ETF
$64.3M98.5K
2.1%
−0.9%
Reduced · −943 sh
3Ishares TR
CORE S&P SCP ETF
$48.7M391.7K
1.6%
+3.2%
Added · +12K sh
4Exxon Mobil Corp
COM
$43.8M258.4K
1.5%
−15%
Reduced · −45K sh
5ConocoPhillips
COM
$41.4M313.7K
1.4%
−11%
Reduced · −39K sh
6Chevron Corporation
COM
$41.1M198.6K
1.4%
−14%
Reduced · −34K sh
7Valero Energy Corp
COM
$40.6M164.4K
1.3%
−16%
Reduced · −30K sh
8JPMorgan Chase & Co
COM
$40.2M136.7K
1.3%
+13%
Added · +16K sh
9Merck & Co Inc
COM
$40.1M333.0K
1.3%
−5.7%
Reduced · −20K sh
10Eog Res Inc
COM
$39.3M271.9K
1.3%
−10.0%
Reduced · −30K sh
11Corning Inc
COM
$38.1M279.8K
1.3%
−23%
Reduced · −85K sh
12Cisco Sys Inc
COM
$37.8M487.6K
1.3%
+9.2%
Added · +41K sh
13Caterpillar Inc
COM
$37.6M53.0K
1.2%
−7.9%
Reduced · −5K sh
14Bank New York Mellon Corp
COM
$37.4M315.3K
1.2%
+9.1%
Added · +26K sh
15Morgan Stanley
COM NEW
$37.1M225.7K
1.2%
+18%
Added · +34K sh
16Verizon Communications Inc
COM
$37.0M736.5K
1.2%
−14%
Reduced · −116K sh
17Ishares TR
MBS ETF
$36.8M387.7K
1.2%
Held
18PNC Finl Svcs Group Inc
COM
$36.8M176.7K
1.2%
+9.7%
Added · +16K sh
19BlackRock Inc
COM
$36.6M38.1K
1.2%
+22%
Added · +7K sh
20Bristol-Myers Squibb Co
COM
$36.6M603.4K
1.2%
−8.9%
Reduced · −59K sh
21Analog Devices Inc
COM
$36.5M114.8K
1.2%
−5.8%
Reduced · −7K sh
22Coca Cola Co
COM
$36.5M479.7K
1.2%
−4.7%
Reduced · −23K sh
23US Bancorp
COM NEW
$36.3M697.1K
1.2%
84×
Added · +689K sh
24Mondelez Intl Inc
CL A
$36.2M627.4K
1.2%
+0.7%
Added · +4K sh
25Aflac Inc
COM
$36.0M328.4K
1.2%
+6.0%
Added · +19K sh
26Principal Financial Group In
COM
$35.9M398.5K
1.2%
+8.1%
Added · +30K sh
27Pepsico Inc
COM
$35.6M229.3K
1.2%
−1.4%
Reduced · −3K sh
28Abbvie Inc
COM
$35.5M163.4K
1.2%
+4.2%
Added · +7K sh
29The Cigna Group
COM
$35.5M132.9K
1.2%
+13%
Added · +15K sh
30Cummins Inc
COM
$35.4M65.8K
1.2%
−0.3%
Reduced · −206 sh
31Unitedhealth Group Inc
COM
$35.3M130.4K
1.2%
+25%
Added · +26K sh
32Microchip Technology Inc.
COM
$35.2M545.0K
1.2%
New
New position
33Kroger Co
COM
$35.1M485.5K
1.2%
−4.3%
Reduced · −22K sh
34Procter & Gamble Co
COM
$35.0M242.5K
1.2%
−2.3%
Reduced · −6K sh
35Union Pac Corp
COM
$35.0M144.1K
1.2%
~0%
Added · +41 sh
36International Business Machs
COM
$34.9M144.1K
1.2%
+35%
Added · +37K sh
37Travelers Companies Inc
COM
$34.9M119.8K
1.2%
+0.4%
Added · +437 sh
38Gilead Sciences Inc
COM
$34.9M250.5K
1.2%
−10%
Reduced · −29K sh
39Johnson & Johnson
COM
$34.6M141.6K
1.2%
−8.5%
Reduced · −13K sh
40RTX Corporation
COM
$34.6M179.2K
1.1%
−9.1%
Reduced · −18K sh
41Quest Diagnostics Inc
COM
$34.5M175.9K
1.1%
+1.5%
Added · +3K sh
42Home Depot Inc
COM
$34.3M104.4K
1.1%
+7.6%
Added · +7K sh
43Best Buy Inc
COM
$34.3M534.4K
1.1%
+22%
Added · +98K sh
44Qualcomm Inc
COM
$34.3M266.3K
1.1%
+39%
Added · +75K sh
45McDonalds Corp
COM
$34.3M110.2K
1.1%
+0.5%
Added · +559 sh
46Illinois Tool WKS Inc
COM
$34.2M131.5K
1.1%
+0.1%
Added · +100 sh
47Honeywell Intl Inc
COM
$34.2M151.3K
1.1%
−9.3%
Reduced · −15K sh
48Cme Group Inc
COM
$34.0M115.3K
1.1%
−7.3%
Reduced · −9K sh
49General Dynamics Corp
COM
$34.0M99.1K
1.1%
+0.8%
Added · +777 sh
50Amgen Inc
COM
$33.9M96.2K
1.1%
−5.4%
Reduced · −5K sh
Showing 50 of 311 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 30, 2026311$3.0B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026345$3.0B13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025352$3.0B13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025341$2.9B13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025351$2.9B13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025344$2.9B13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024354$3.0B13F-HR
Q2 2024Jun 30, 2024Jul 26, 2024350$2.8B13F-HR
Q1 2024Mar 31, 2024Apr 26, 2024354$3.1B13F-HR
Q4 2023Dec 31, 2023Jan 30, 2024347$2.9B13F-HR
Q3 2023Sep 30, 2023Oct 26, 2023328$2.7B13F-HR
Q2 2023Jun 30, 2023Jul 21, 2023348$3.0B13F-HR
Q1 2023Mar 31, 2023Apr 27, 2023369$3.0B13F-HR
Q4 2022Dec 31, 2022Feb 8, 2023374$3.1B13F-HR
Q3 2022Sep 30, 2022Oct 31, 2022359$2.8B13F-HR
Q2 2022Jun 30, 2022Jul 20, 2022392$3.3B13F-HR
Q1 2022Mar 31, 2022May 2, 2022426$3.7B13F-HR
Q4 2021Dec 31, 2021Jan 27, 2022439$3.8B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021436$3.5B13F-HR
Q2 2021Jun 30, 2021Jul 29, 2021474$3.5B13F-HR
Q1 2021Mar 31, 2021Apr 23, 2021475$3.3B13F-HR
Q4 2020Dec 31, 2020Jan 28, 2021479$3.1B13F-HR
Q3 2020Sep 30, 2020Oct 21, 2020447$2.8B13F-HR
Q2 2020Jun 30, 2020Aug 7, 2020442$2.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.