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Conning Inc.

SEC CIK
0000801051
Latest filing
Jul 30, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 20, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
392
−34 vs. Q1 2022
Portfolio value
$3.34B
−$335.8M (−9.1%) vs. Q1 2022
Filed
Jul 20, 2022
SEC
Holdings of Conning Inc. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF199,097$75.1M2.3%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF156,942$59.5M1.8%−1,585−1.0%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,305,762$54.4M1.6%−323,500−19.9%Reduced–
PFEPfizer IncStock923,396$48.4M1.4%−101,235−9.9%ReducedHistory
ABBVAbbVie Inc.Stock312,713$47.9M1.4%+294,343+1,602.3%AddedHistory
LLYEli Lilly & CoStock146,837$47.5M1.4%−34,146−18.9%ReducedHistory
BMYBristol Myers Squibb CoStock602,961$46.4M1.4%−65,135−9.7%ReducedHistory
PGProcter & Gamble CoStock318,976$45.8M1.4%+8,172+2.6%AddedHistory
KOCoca Cola CoStock723,174$45.4M1.4%−25,800−3.4%ReducedHistory
PEPPepsiCo IncStock272,886$45.4M1.4%−9,929−3.5%ReducedHistory
KMBKimberly Clark CorpStock335,829$45.3M1.4%−10,622−3.1%ReducedHistory
CMECME Group Inc.COM220,523$45.1M1.4%+30,287+15.9%AddedHistory
RTXRTX CorpStock468,577$45.0M1.3%+14,732+3.2%AddedHistory
UPSUnited Parcel Service IncStock246,639$45.0M1.3%+28,711+13.2%AddedHistory
iShares Tr464288513IBOXX HI YD ETF599,005$44.1M1.3%+36,000+6.4%Added–
CICigna GroupStock167,375$44.0M1.3%−20,495−10.9%ReducedHistory
MDLZMondelez International, Inc.Stock703,879$43.6M1.3%−803−0.1%ReducedHistory
AMGNAmgen IncStock178,176$43.3M1.3%−20,422−10.3%ReducedHistory
UNPUnion Pacific CorpStock201,841$43.0M1.3%+20,744+11.5%AddedHistory
CSCOCisco Systems, Inc.Stock1,002,680$42.7M1.3%+164,706+19.7%AddedHistory
TSNTyson Foods, Inc.Stock495,054$42.5M1.3%+23,077+4.9%AddedHistory
GILDGilead Sciences, Inc.Stock688,880$42.5M1.3%−49,128−6.7%ReducedHistory
HDHome Depot, Inc.Stock154,744$42.4M1.3%+7,961+5.4%AddedHistory
ADPAutomatic Data Processing IncStock202,088$42.4M1.3%−16,743−7.7%ReducedHistory
TRVTravelers Companies, Inc.Stock249,057$42.1M1.3%−9,997−3.9%ReducedHistory
JNJJohnson & JohnsonStock235,191$41.7M1.2%−17,129−6.8%ReducedHistory
CMICummins IncStock212,123$41.0M1.2%−6,525−3.0%ReducedHistory
QCOMQualcomm IncStock320,338$40.9M1.2%+41,454+14.9%AddedHistory
JPMJPMorgan Chase & CoStock362,761$40.8M1.2%+11,423+3.3%AddedHistory
BLKBlackRock, Inc.COM66,813$40.6M1.2%+4,668+7.5%AddedHistory
CMCSAComcast CorpStock1,029,492$40.3M1.2%+31,546+3.2%AddedHistory
PNCPNC Financial Services Group, Inc.Stock255,549$40.3M1.2%+19,214+8.1%AddedHistory
TXNTexas Instruments IncStock261,178$40.1M1.2%−10,788−4.0%ReducedHistory
TGTTarget CorpStock280,307$39.5M1.2%+77,175+38.0%AddedHistory
ADIAnalog Devices IncStock270,112$39.4M1.2%−15,664−5.5%ReducedHistory
BACBank of America CorpStock1,252,470$38.9M1.2%+144,721+13.1%AddedHistory
ITWIllinois Tool Works IncStock213,124$38.8M1.2%+1,965+0.9%AddedHistory
AVGOBroadcom Inc.Stock79,261$38.5M1.2%−368−0.5%ReducedHistory
INTCIntel CorpStock1,024,743$38.3M1.1%+70,257+7.4%AddedHistory
CLColgate Palmolive CoStock476,066$38.1M1.1%−21,103−4.2%ReducedHistory
iShares Tr464288687PFD AND INCM SEC1,156,359$38.0M1.1%+145,000+14.3%Added–
MCDMcDonalds CorpStock153,455$37.8M1.1%−9,008−5.5%ReducedHistory
iShares Tr464288588MBS ETF387,672$37.8M1.1%00.0%Unchanged–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF335,920$37.0M1.1%+95,000+39.4%Added–
CATCaterpillar IncStock206,239$36.8M1.1%−28,389−12.1%ReducedHistory
LMTLockheed Martin CorpStock85,456$36.7M1.1%−105−0.1%ReducedHistory
GDGeneral Dynamics CorpStock165,304$36.5M1.1%+2,484+1.5%AddedHistory
GPCGenuine Parts CoStock272,113$36.1M1.1%−30,816−10.2%ReducedHistory
ABTAbbott LaboratoriesStock330,884$35.9M1.1%+5,744+1.8%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF386,285$35.7M1.1%+1,382+0.4%Added–
COPConocoPhillipsStock386,016$34.6M1.0%−74,962−16.3%ReducedHistory
MMM3M CoStock255,369$33.0M1.0%−4,700−1.8%ReducedHistory
MTBM&T Bank CorpCOM207,201$33.0M1.0%−3,547−1.7%ReducedHistory
AMPAmeriprise Financial IncCOM136,358$32.4M1.0%+5,844+4.5%AddedHistory
HPQHP IncStock920,127$30.1M0.9%−124,428−11.9%ReducedHistory
EMNEastman Chemical CoStock334,907$30.0M0.9%+36,766+12.3%AddedHistory
BBYBest Buy Co IncStock458,245$29.8M0.9%+85,272+22.9%AddedHistory
EOGEOG Resources IncStock266,194$29.3M0.9%−59,196−18.2%ReducedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD358,554$29.1M0.9%+178,000+98.6%Added–
PMPhilip Morris International Inc.Stock282,991$27.9M0.8%−13,869−4.7%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF59,907$24.8M0.7%+1,684+2.9%AddedHistory
AAPLApple Inc.Stock175,409$24.0M0.7%+1,638+0.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF67,010$23.2M0.7%−1,722−2.5%Reduced–
iShares Tr46428743220 YR TR BD ETF193,000$22.2M0.7%+73,000+60.8%Added–
MSFTMicrosoft CorpStock86,285$22.2M0.7%+317+0.4%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF89,144$20.2M0.6%00.0%Unchanged–
iShares MSCI Eafe ETF464287465ETF309,178$19.3M0.6%+3,139+1.0%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF645,375$19.2M0.6%+166,000+34.6%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD246,450$18.8M0.6%+65,000+35.8%Added–
iShares Tr464288646ISHS 1-5YR INVS368,800$18.6M0.6%−14,280−3.7%Reduced–
SPDR Series Trust78468R622ST BLOO HIGH ETF200,000$18.1M0.5%+30,000+17.6%Added–
iShares Tr46434V4070-5YR HI YL CP428,474$17.4M0.5%00.0%Unchanged–
Global X FDS37954Y657US PFD ETF775,225$16.4M0.5%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G508SR LN ETF677,050$13.7M0.4%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD470,000$13.0M0.4%00.0%Unchanged–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF190,000$12.3M0.4%+70,000+58.3%Added–
iShares Russell Midcap ETF464287499ETF188,943$12.2M0.4%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF63,981$12.1M0.4%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF70,994$12.0M0.4%00.0%Unchanged–
UNHUnitedHealth Group IncStock21,248$10.9M0.3%−891−4.0%ReducedHistory
Pioneer Nat Res Co723787AP2NOTE 0.250% 5/1–$9.83M0.3%–––
iShares Tr464288281JPMORGAN USD EMG114,000$9.73M0.3%+70,000+159.1%Added–
Akamai Technologies Inc00971TAJ0NOTE 0.125% 5/0–$9.52M0.3%–––
Wellpoint Inc94973VBG1NOTE 2.750%10/1–$9.41M0.3%–––
iShares Core MSCI Eafe ETF46432F842ETF155,075$9.13M0.3%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF119,575$9.00M0.3%00.0%Unchanged–
VVisa Inc.Stock45,419$8.94M0.3%−1,763−3.7%ReducedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A7,105$8.64M0.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock3,918$8.54M0.3%−41−1.0%ReducedHistory
Bank of Amer Corp0605056827.25%CNV PFD L6,960$8.38M0.3%00.0%Unchanged–
NVDANVIDIA CorpStock54,697$8.29M0.2%+5,975+12.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF37,022$8.10M0.2%00.0%Unchanged–
Western Digital Corp958102AP0NOTE 1.500% 2/0–$8.05M0.2%–––
AMZNAmazon Com IncStock75,506$8.02M0.2%−454−0.6%ReducedConverted for a 20-for-1 splitHistory
Ares Capital Corp04010LAW3NOTE 4.625% 3/0–$7.87M0.2%–––
MAMastercard IncStock24,653$7.78M0.2%−1,490−5.7%ReducedHistory
Illumina, Inc.452327AK5NOTE 8/1–$7.66M0.2%–––
Euronet Worldwide, Inc.298736AL3NOTE 0.750% 3/1–$7.61M0.2%–––
VanEck ETF Trust92189H300JP MRGAN EM LOC310,000$7.59M0.2%+100,000+47.6%Added–
MDTMedtronic plcStock83,402$7.49M0.2%+4,886+6.2%AddedHistory

Sold out since Q1 2022 (40)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Conning Inc. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
BGBunge Global SACOM43,675$4.84M0.1%History
Twitter, Inc.90184LAN2NOTE 3/1–$3.86M0.1%–
DXCMDexcom IncCOM659$337.0K<0.1%History
ALGNAlign Technology IncCOM722$315.0K<0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,768$289.0K<0.1%History
BALLBALL CorpCOM3,159$284.0K<0.1%History
EFXEquifax IncCOM1,186$281.0K<0.1%History
GPNGlobal Payments IncStock2,006$275.0K<0.1%History
URIUnited Rentals, Inc.COM774$275.0K<0.1%History
STTState Street CorpCOM3,131$273.0K<0.1%History
CERNCERNER CorpCOM2,860$268.0K<0.1%History
HLTHilton Worldwide Holdings Inc.COM1,705$259.0K<0.1%History
AKAMAkamai Technologies IncCOM2,087$249.0K<0.1%History
DOVDOVER CorpCOM1,569$246.0K<0.1%History
LUVSouthwest Airlines CoCOM5,245$240.0K<0.1%History
GWWW.W. Grainger, Inc.Stock461$238.0K<0.1%History
MTDMettler Toledo International IncCOM173$238.0K<0.1%History
WSTWest Pharmaceutical Services IncCOM566$232.0K<0.1%History
RMDResmed IncCOM954$231.0K<0.1%History
NTRSNorthern Trust CorpCOM1,981$231.0K<0.1%History
KIMKimco Realty CorpCOM9,338$231.0K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock1,742$223.0K<0.1%History
RYRoyal Bank of CanadaStock1,990$219.0K<0.1%History
AESAES CorpStock8,488$218.0K<0.1%History
NTAPNetApp, Inc.Stock2,621$218.0K<0.1%History
EXRExtra Space Storage Inc.COM1,053$216.0K<0.1%History
CFGCitizens Financial Group IncCOM4,675$212.0K<0.1%History
Paramount Global92556H206CL B5,595$212.0K<0.1%–
MPWRMonolithic Power Systems, Inc.COM434$211.0K<0.1%History
GNRCGenerac Holdings Inc.Stock701$208.0K<0.1%History
DHIHorton D R IncCOM2,788$208.0K<0.1%History
EXPEExpedia Group, Inc.Stock1,052$206.0K<0.1%History
VMCVulcan Materials COCOM1,120$206.0K<0.1%History
NDAQNasdaq, Inc.COM1,156$206.0K<0.1%History
TECHBIO-TECHNE CorpCOM473$205.0K<0.1%History
NTESNetEase, Inc.SPONSORED ADS2,282$205.0K<0.1%History
CFCF Industries Holdings, Inc.COM1,976$204.0K<0.1%History
ETSYEtsy IncCOM1,634$203.0K<0.1%History
TDGTransDigm Group INCCOM309$201.0K<0.1%History
VLYValley National BancorpCOM11,340$148.0K<0.1%History