Arkolith/Funds/Conning Inc.

Conning Inc.

CIK 801051
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Conning Inc. holds a diversified book of 327 stocks worth $3.3B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 2% of the equity book.

Opened
62
bought for the first time
  • Honeywell Intl Inc
  • Honeywell Aerospace Inc
  • Alliant Energy Corp
  • +59 more · largest first
Added to
82
already held, bought more
Trimmed
102
sold some, still holds it
Sold out
14
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
16%
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

75% mapped to company sectors

ETF / fund or unclassified
25%
Financials
14%
Health Care
13%
Information Technology
12%
Industrials
10%
Consumer Staples
6%
Consumer Discretionary
6%
Materials
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

Funds with the most overlap

Other tracked managers holding the same core names as Conning Inc.

Manager / fundShared namesTheir $ in those
MML INVESTORS SERVICES, LLC80 / 80$11.4B
NewEdge Advisors, LLC80 / 80$9.4B
&PARTNERS80 / 80$8.3B
Kestra Advisory Services, LLC80 / 80$6.8B
Steward Partners Investment Advisory, LLC80 / 80$5.8B
CULLEN/FROST BANKERS, INC.80 / 80$3.6B
Arax Advisory Partners80 / 80$3.6B
Integrated Wealth Concepts LLC80 / 80$3.0B

Ranked by how many of Conning Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

327 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$75.5M101.0K
2.3%
−1.1%
Reduced · −1K sh
2Ishares TR
CORE S&P500 ETF
$73.0M97.5K
2.2%
−0.9%
Reduced · −918 sh
3SPDR Series Trust
ST PORT HIGH ETF
$63.9M2.73M
1.9%
+166%
Added · +1.7M sh
4Ishares TR
CORE S&P SCP ETF
$56.2M378.6K
1.7%
−3.3%
Reduced · −13K sh
5Corning Inc
COM
$48.0M187.8K
1.4%
−33%
Reduced · −92K sh
6Caterpillar Inc
COM
$44.5M41.8K
1.3%
−21%
Reduced · −11K sh
7Merck & Co Inc
COM
$44.3M345.0K
1.3%
+3.6%
Added · +12K sh
8JPMorgan Chase & Co
COM
$43.9M134.2K
1.3%
−1.8%
Reduced · −3K sh
9Abbvie Inc
COM
$43.7M173.6K
1.3%
+6.2%
Added · +10K sh
10Home Depot Inc
COM
$42.3M119.9K
1.3%
+15%
Added · +15K sh
11Travelers Companies Inc
COM
$42.1M127.6K
1.3%
+6.5%
Added · +8K sh
12US Bancorp
COM NEW
$42.1M696.4K
1.3%
−0.1%
Reduced · −692 sh
13Unitedhealth Group Inc
COM
$42.0M101.1K
1.3%
−22%
Reduced · −29K sh
14PNC Finl Svcs Group Inc
COM
$41.8M169.8K
1.3%
−3.9%
Reduced · −7K sh
15RTX Corporation
COM
$41.5M218.6K
1.2%
+22%
Added · +39K sh
16Illinois Tool WKS Inc
COM
$40.0M147.8K
1.2%
+12%
Added · +16K sh
17Procter & Gamble Co
COM
$39.9M271.9K
1.2%
+12%
Added · +29K sh
18Johnson & Johnson
COM
$39.7M156.3K
1.2%
+10%
Added · +15K sh
19Quest Diagnostics Inc
COM
$39.6M186.7K
1.2%
+6.2%
Added · +11K sh
20Amgen Inc
COM
$39.4M108.9K
1.2%
+13%
Added · +13K sh
21Colgate Palmolive Co
COM
$39.3M428.7K
1.2%
+11%
Added · +44K sh
22Coca Cola Co
COM
$39.3M483.3K
1.2%
+0.7%
Added · +4K sh
23Principal Financial Group In
COM
$39.2M363.3K
1.2%
−8.8%
Reduced · −35K sh
24Bristol-Myers Squibb Co
COM
$39.1M679.0K
1.2%
+13%
Added · +76K sh
25Starbucks Corp
COM
$39.0M382.0K
1.2%
+6.3%
Added · +23K sh
26Cummins Inc
COM
$38.9M54.5K
1.2%
−17%
Reduced · −11K sh
27Union Pac Corp
COM
$38.6M142.0K
1.2%
−1.5%
Reduced · −2K sh
28Packaging Corp Amer
COM
$38.4M161.2K
1.2%
+1.3%
Added · +2K sh
29General Dynamics Corp
COM
$38.3M108.2K
1.1%
+9.1%
Added · +9K sh
30Abbott Laboratories
COM
$38.2M421.5K
1.1%
+31%
Added · +99K sh
31Bank Of NY Mellon Corp
COM
$38.2M264.1K
1.1%
−16%
Reduced · −51K sh
32Best Buy Inc
COM
$37.9M500.0K
1.1%
−6.4%
Reduced · −34K sh
33Aflac Inc
COM
$37.8M322.7K
1.1%
−1.7%
Reduced · −6K sh
34Morgan Stanley
COM NEW
$37.0M177.1K
1.1%
−22%
Reduced · −49K sh
35The Cigna Group
COM
$37.0M134.2K
1.1%
+1.0%
Added · +1K sh
36Gilead Sciences Inc
COM
$36.7M290.4K
1.1%
+16%
Added · +40K sh
37Ishares TR
MBS ETF
$36.6M387.7K
1.1%
Held
38Automatic Data Processing In
COM
$36.5M163.1K
1.1%
−0.6%
Reduced · −909 sh
39McDonalds Corp
COM
$36.5M135.1K
1.1%
+23%
Added · +25K sh
40Lockheed Martin Corp
COM
$36.4M71.4K
1.1%
+31%
Added · +17K sh
41Valero Energy Corp
COM
$36.3M139.6K
1.1%
−15%
Reduced · −25K sh
42Omnicom Group Inc
COM
$36.3M499.0K
1.1%
+15%
Added · +66K sh
43Cisco Sys Inc
COM
$36.3M309.0K
1.1%
−37%
Reduced · −179K sh
44BlackRock Inc
COM
$36.2M37.7K
1.1%
−1.1%
Reduced · −437 sh
45Pepsico Inc
COM
$35.7M263.9K
1.1%
+15%
Added · +35K sh
46Exxon Mobil Corp
COM
$35.6M260.3K
1.1%
+0.7%
Added · +2K sh
47Mondelez Intl Inc
CL A
$35.0M605.4K
1.0%
−3.5%
Reduced · −22K sh
48Williams Cos Inc
COM
$34.9M469.4K
1.0%
40×
Added · +458K sh
49L3harris Technologies Inc
COM
$34.8M119.8K
1.0%
+24%
Added · +23K sh
50International Business Machs
COM
$34.4M122.4K
1.0%
−15%
Reduced · −22K sh
Showing 50 of 327 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026327$3.3B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.