account_balance
Investment manager · 13F filer · SEC CIK 801051
Conning Inc.
Reported value$3.25Bas of Sep 30, 2026
Positions329 13 new, 11 sold out
Top 10 weight15.8%IVV alone is 2%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
2.3%
SPYSPDR S&P 500 ETF Trust
2.2%Trimmed −6%
SPHYSPDR Series Trust
1.9%
IJRiShares Tr
1.6%
ADIAnalog Devices Inc
1.4%Added +30%
QCOMQualcomm Inc
1.4%Added +56%
MCHPMicrochip Technology Inc
1.3%Added +43%
MRKMerck & Co., Inc.
1.3%Trimmed −17%
XOMExxonMobil Holdings Corp
1.3%
VLOValero Energy Corp
1.3%Trimmed −23%
BBYBest Buy Co Inc
1.3%Trimmed −7%
JNJJohnson & Johnson
1.3%
IVViShares Tr
2.3%
SPYSPDR S&P 500 ETF Trust
2.2%Trimmed −6%
SPHYSPDR Series Trust
1.9%
IJRiShares Tr
1.6%
ADIAnalog Devices Inc
1.4%
QCOMQualcomm Inc
1.4%
MCHPMicrochip Technology Inc
1.3%
MRKMerck & Co., Inc.
1.3%
XOMExxonMobil Holdings Corp
1.3%
VLO1.3%BBY1.3%JNJ1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 2.3% Held
SPY SPDR S&P 500 ETF Trust 2.2% Trimmed −6%SPHY SPDR Series Trust 1.9% Held
IJR iShares Tr 1.6% Held
ADI Analog Devices Inc 1.4% Added +30%QCOM Qualcomm Inc 1.4% Added +56%MCHP Microchip Technology Inc 1.3% Added +43%MRK Merck & Co., Inc. 1.3% Trimmed −17%XOM ExxonMobil Holdings Corp 1.3% HeldVLO Valero Energy Corp 1.3% Trimmed −23%BBY Best Buy Co Inc 1.3% Trimmed −7%JNJ Johnson & Johnson 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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