BullishAgent BullishAgent Filings Market Economic Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register

CONNING INC.

· CIK 0000801051
13F Portfolio $3.0B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 LRGF SPDR S&P 500 ETF TR 102,120 $69.6M 2.33% NEW $681.92 -89.2%
2 IVV ISHARES TR 99,405 $68.1M 2.28% NEW $684.94 +8.4%
3 IJR ISHARES TR 379,566 $45.6M 1.53% NEW $120.18 +11.4%
4 JPM JPMORGAN CHASE & CO. Financial Services 120,700 $38.9M 1.30% NEW $322.22 -6.9%
5 MRK MERCK & CO INC Healthcare 352,977 $37.2M 1.24% NEW $105.26 +7.7%
6 MBB ISHARES TR 387,672 $36.9M 1.24% NEW $95.22 -1.7%
7 IYE EXXON MOBIL CORP 303,273 $36.5M 1.22% NEW $120.34 -47.7%
8 RTX RTX CORPORATION Industrials 197,122 $36.2M 1.21% NEW $183.40 -4.2%
9 ABBV ABBVIE INC Healthcare 156,914 $35.9M 1.20% NEW $228.49 -7.9%
10 BMY BRISTOL-MYERS SQUIBB CO Healthcare 662,748 $35.7M 1.20% NEW $53.94 +5.7%
11 PG PROCTER AND GAMBLE CO Consumer Defensive 248,224 $35.6M 1.19% NEW $143.31 -0.4%
12 CVX CHEVRON CORP NEW Energy 232,092 $35.4M 1.18% NEW $152.41 +22.5%
13 KO COCA COLA CO Consumer Defensive 503,099 $35.2M 1.18% NEW $69.91 +15.1%
14 VZ VERIZON COMMUNICATIONS INC Communication Services 852,623 $34.7M 1.16% NEW $40.73 +15.5%
15 TRV TRAVELERS COMPANIES INC Financial Services 119,326 $34.6M 1.16% NEW $290.06 +2.8%
16 CSCO CISCO SYS INC Technology 446,614 $34.4M 1.15% NEW $77.03 +50.0%
17 UNH UNITEDHEALTH GROUP INC Healthcare 104,183 $34.4M 1.15% NEW $330.11 +20.9%
18 ABT ABBOTT LABS Healthcare 274,468 $34.4M 1.15% NEW $125.29 -32.6%
19 GILD GILEAD SCIENCES INC Healthcare 279,414 $34.3M 1.15% NEW $122.74 +7.6%
20 AFL AFLAC INC Financial Services 309,718 $34.2M 1.14% NEW $110.27 +5.9%
21 CME CME GROUP INC Financial Services 124,360 $34.0M 1.14% NEW $273.08 +9.4%
22 MS MORGAN STANLEY Financial Services 191,282 $34.0M 1.14% NEW $177.53 +9.6%
23 LMT LOCKHEED MARTIN CORP Industrials 70,100 $33.9M 1.14% NEW $483.67 +7.6%
24 CL COLGATE PALMOLIVE CO Consumer Defensive 426,753 $33.7M 1.13% NEW $79.02 +11.5%
25 CMI CUMMINS INC Industrials 66,008 $33.7M 1.13% NEW $510.45 +40.4%
26 PNC PNC FINL SVCS GROUP INC Financial Services 161,179 $33.6M 1.13% NEW $208.73 +2.3%
27 MDLZ MONDELEZ INTL INC Consumer Defensive 623,200 $33.5M 1.12% NEW $53.83 +13.3%
28 BK BANK NEW YORK MELLON CORP Financial Services 288,891 $33.5M 1.12% NEW $116.09 +16.3%
29 MCD MCDONALDS CORP Consumer Cyclical 109,683 $33.5M 1.12% NEW $305.63 -10.0%
30 BLK BLACKROCK INC Financial Services 31,197 $33.4M 1.12% NEW $1070.34 +1.1%
31 HD HOME DEPOT INC Consumer Cyclical 97,001 $33.4M 1.12% NEW $344.10 -11.6%
32 PEP PEPSICO INC Consumer Defensive 232,512 $33.4M 1.12% NEW $143.52 +3.6%
33 UNP UNION PAC CORP Industrials 144,051 $33.3M 1.12% NEW $231.32 +16.4%
34 AMGN AMGEN INC Healthcare 101,689 $33.3M 1.11% NEW $327.31 -0.3%
35 GD GENERAL DYNAMICS CORP Industrials 98,343 $33.1M 1.11% NEW $336.66 +1.2%
36 SBUX STARBUCKS CORP Consumer Cyclical 392,988 $33.1M 1.11% NEW $84.21 +26.4%
37 COP CONOCOPHILLIPS Energy 353,072 $33.1M 1.11% NEW $93.61 +27.1%
38 ADI ANALOG DEVICES INC Technology 121,800 $33.0M 1.11% NEW $271.20 +53.9%
39 CAT CATERPILLAR INC Industrials 57,579 $33.0M 1.10% NEW $572.87 +55.1%
40 OMC OMNICOM GROUP INC Communication Services 408,356 $33.0M 1.10% NEW $80.75 -11.4%
41 QCOM QUALCOMM INC Technology 191,765 $32.8M 1.10% NEW $171.05 +17.0%
42 ADP AUTOMATIC DATA PROCESSING IN Industrials 127,421 $32.8M 1.10% NEW $257.23 -16.6%
43 TXN TEXAS INSTRS INC Technology 188,614 $32.7M 1.10% NEW $173.49 +76.6%
44 HON HONEYWELL INTL INC Industrials 166,746 $32.5M 1.09% NEW $195.09 +11.6%
45 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 368,763 $32.5M 1.09% NEW $88.21 +14.2%
46 ITW ILLINOIS TOOL WKS INC Industrials 131,417 $32.4M 1.08% NEW $246.30 +1.8%
47 LHX L3HARRIS TECHNOLOGIES INC Industrials 110,241 $32.4M 1.08% NEW $293.57 +4.8%
48 CI THE CIGNA GROUP Healthcare 117,583 $32.4M 1.08% NEW $275.23 +3.6%
49 PKG PACKAGING CORP AMER Consumer Cyclical 156,769 $32.3M 1.08% NEW $206.23 +6.7%
50 JNJ JOHNSON & JOHNSON Healthcare 154,793 $32.0M 1.07% NEW $206.95 +11.5%
51 GLW CORNING INC Technology 364,665 $31.9M 1.07% NEW $87.56 +137.9%
52 VLO VALERO ENERGY CORP Energy 194,835 $31.7M 1.06% NEW $162.79 +50.4%
53 EOG RES INC 302,028 $31.7M 1.06% NEW $105.01
54 KR KROGER CO Consumer Defensive 507,459 $31.7M 1.06% NEW $62.48 +6.9%
55 IBM INTERNATIONAL BUSINESS MACHS Technology 106,852 $31.7M 1.06% NEW $296.21 -26.3%
56 GPC GENUINE PARTS CO Consumer Cyclical 246,390 $30.3M 1.01% NEW $122.96 -21.0%
57 DGX QUEST DIAGNOSTICS INC Healthcare 173,262 $30.1M 1.01% NEW $173.53 +8.3%
58 BBY BEST BUY INC Consumer Cyclical 436,710 $29.2M 0.98% NEW $66.93 -15.9%
59 HPQ HP INC Technology 1,299,416 $29.0M 0.97% NEW $22.28 -6.8%
60 NVDA NVIDIA CORPORATION Technology 154,976 $28.9M 0.97% NEW $186.50 +26.4%
61 PM PHILIP MORRIS INTL INC Consumer Defensive 170,476 $27.3M 0.92% NEW $160.40 +19.6%
62 SRLN SSGA ACTIVE ETF TR 641,275 $26.5M 0.89% NEW $41.27 -1.8%
63 AAPL APPLE INC Technology 95,599 $26.0M 0.87% NEW $271.86 +10.4%
64 MO ALTRIA GROUP INC Consumer Defensive 411,983 $23.8M 0.80% NEW $57.66 +25.6%
65 MSFT MICROSOFT CORP Technology 48,983 $23.7M 0.79% NEW $483.62 -15.3%
66 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 38,596 $23.3M 0.78% NEW $603.28 +9.3%
67 IJH ISHARES TR 330,740 $21.8M 0.73% NEW $66.00 +9.4%
68 VOO VANGUARD INDEX FDS 31,887 $20.0M 0.67% NEW $627.13 +8.3%
69 VTI VANGUARD INDEX FDS 49,266 $16.5M 0.55% NEW $335.27 +8.2%
70 VOOG VANGUARD ADMIRAL FDS INC 32,065 $14.3M 0.48% NEW $444.59 -81.5%
71 GOOGL ALPHABET INC Communication Services 42,848 $13.4M 0.45% NEW $313.00 +28.1%
72 BAB INVESCO EXCH TRADED FD TR II 490,000 $13.3M 0.45% NEW $27.20 -2.5%
73 SPHY SPDR SERIES TRUST 560,198 $13.3M 0.44% NEW $23.67 -1.6%
74 AVGO BROADCOM INC Technology 37,267 $12.9M 0.43% NEW $346.10 +22.9%
75 PFF ISHARES TR 390,500 $12.1M 0.41% NEW $30.96 +0.9%
76 EFA ISHARES TR 123,788 $11.9M 0.40% NEW $96.03 +5.9%
77 AMZN AMAZON COM INC Consumer Cyclical 51,159 $11.8M 0.40% NEW $230.82 +14.4%
78 META META PLATFORMS INC Communication Services 17,626 $11.6M 0.39% NEW $660.09 -6.3%
79 IWF ISHARES TR 24,087 $11.4M 0.38% NEW $473.30 -73.7%
80 VOOV VANGUARD ADMIRAL FDS INC 54,399 $11.1M 0.37% NEW $204.85 +5.4%
81 PFFD GLOBAL X FDS 580,200 $11.0M 0.37% NEW $18.91 -0.4%
82 IEFA ISHARES TR 118,845 $10.6M 0.36% NEW $89.46 +6.4%
83 IWM ISHARES TR 41,524 $10.2M 0.34% NEW $246.16 +12.8%
84 VEA VANGUARD TAX-MANAGED FDS 159,445 $10.0M 0.33% NEW $62.47 +10.6%
85 IVW ISHARES TR 80,100 $9.9M 0.33% NEW $123.26 +10.9%
86 LLY ELI LILLY & CO Healthcare 8,744 $9.4M 0.32% NEW $1074.68 -6.3%
87 IEMG ISHARES INC 137,998 $9.3M 0.31% NEW $67.22 +18.3%
88 GOOGL ALPHABET INC Communication Services 25,400 $8.0M 0.27% NEW $313.80 +27.8%
89 BANK AMERICA CORP 6,235 $7.8M 0.26% NEW $1252.00
90 V VISA INC Financial Services 22,136 $7.8M 0.26% NEW $350.71 -8.0%
91 F FORD MTR CO Consumer Cyclical 7,400,000 $7.7M 0.26% NEW $1.04 +1295.0%
92 HEDJ WISDOMTREE TR 144,030 $7.6M 0.26% NEW $53.06 +3.2%
93 WFC 7.5 PERP L WELLS FARGO CO NEW 6,065 $7.4M 0.25% NEW $1216.12
94 AKAM AKAMAI TECHNOLOGIES INC Technology 7,320,000 $7.3M 0.24% NEW $1.00 +14976.4%
95 MA MASTERCARD INCORPORATED Financial Services 12,406 $7.1M 0.24% NEW $570.88 -14.2%
96 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,235,000 $7.0M 0.23% NEW $1.13 +19193.9%
97 WMT WALMART INC Consumer Defensive 62,519 $7.0M 0.23% NEW $111.41 +18.9%
98 IWS ISHARES TR 48,042 $6.8M 0.23% NEW $141.05 +10.2%
99 IWP ISHARES TR 49,023 $6.7M 0.23% NEW $136.94 -0.6%
100 TSLA TESLA INC Consumer Cyclical 14,870 $6.7M 0.22% NEW $449.72 -1.4%
101 STX 3.5 06/01/28 SEAGATE HDD CAYMAN 2,000,000 $6.7M 0.22% NEW $3.34
102 PSN 2.625 03/01/29 PARSONS CORP DEL 6,550,000 $6.7M 0.22% NEW $1.02
103 UBER UBER TECHNOLOGIES INC Technology 4,750,000 $6.2M 0.21% NEW $1.30 +5631.1%
104 GPN 1.5 03/01/31 GLOBAL PMTS INC 6,875,000 $6.1M 0.20% NEW $0.89
105 TTEK 2.25 08/15/28 TETRA TECH INC NEW 5,600,000 $6.1M 0.20% NEW $1.08
106 HYG ISHARES TR 75,158 $6.1M 0.20% NEW $80.63 -1.5%
107 SOJF SOUTHERN CO Utilities 5,610,000 $6.0M 0.20% NEW $1.07 +2287.3%
108 DUK DUKE ENERGY CORP NEW Utilities 5,715,000 $5.9M 0.20% NEW $1.03 +11922.2%
109 COST COSTCO WHSL CORP NEW Consumer Defensive 6,828 $5.9M 0.20% NEW $862.34 +20.7%
110 LNT ALLIANT ENERGY CORP Utilities 5,650,000 $5.8M 0.20% NEW $1.03 +6906.4%
111 LRCX LAM RESEARCH CORP Technology 34,023 $5.8M 0.20% NEW $171.18 +74.8%
112 MTH 1.75 05/15/28 MERITAGE HOMES CORP 5,940,000 $5.8M 0.19% NEW $0.97
113 TMO THERMO FISHER SCIENTIFIC INC Healthcare 9,970 $5.8M 0.19% NEW $579.45 -22.6%
114 GE GE AEROSPACE Industrials 18,699 $5.8M 0.19% NEW $308.03 -5.4%
115 NEE 3 03/01/27 NEXTERA ENERGY CAP HLDGS INC 4,600,000 $5.7M 0.19% NEW $1.25
116 SCHW SCHWAB CHARLES CORP Financial Services 56,862 $5.7M 0.19% NEW $99.91 -10.5%
117 AWK 3.625 06/15/26 AMERICAN WTR CAP CORP 5,650,000 $5.6M 0.19% NEW $1.00
118 AMAT APPLIED MATLS INC Technology 21,403 $5.5M 0.18% NEW $256.99 +69.9%
119 AXP AMERICAN EXPRESS CO Financial Services 14,791 $5.5M 0.18% NEW $369.95 -15.3%
120 INTU INTUIT Technology 8,204 $5.4M 0.18% NEW $662.42 -42.9%
121 APH AMPHENOL CORP NEW Technology 40,198 $5.4M 0.18% NEW $135.14 -7.5%
122 IGIB ISHARES TR 100,754 $5.4M 0.18% NEW $53.88 -2.1%
123 TJX TJX COS INC NEW Consumer Cyclical 35,294 $5.4M 0.18% NEW $153.61 -4.1%
124 PCG 4.25 12/01/27 PG&E CORP 5,200,000 $5.4M 0.18% NEW $1.03
125 JAZZ 3.125 09/15/30 JAZZ INVESTMENTS I LTD 4,030,000 $5.4M 0.18% NEW $1.33
126 KLAC KLA CORP Technology 4,387 $5.3M 0.18% NEW $1215.08 +55.8%
127 CRM SALESFORCE INC Technology 19,977 $5.3M 0.18% NEW $264.91 -36.7%
128 VTR 3.75 06/01/26 VENTAS RLTY LTD PARTNERSHIP 3,690,000 $5.3M 0.18% NEW $1.42
129 PNW 4.75 06/15/27 PINNACLE WEST CAP CORP 4,855,000 $5.2M 0.17% NEW $1.07
130 DIS DISNEY WALT CO Communication Services 44,286 $5.0M 0.17% NEW $113.77 -7.3%
131 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 30,985 $5.0M 0.17% NEW $161.96 -3.9%
132 NVST 1.75 08/15/28 ENVISTA HOLDINGS CORPORATION 5,250,000 $5.0M 0.17% NEW $0.95
133 NWE NORTHWESTERN ENERGY GROUP IN Utilities 77,076 $5.0M 0.17% NEW $64.54 +11.1%
134 BRK/B BERKSHIRE HATHAWAY INC DEL 9,825 $4.9M 0.17% NEW $502.65
135 ECL ECOLAB INC Basic Materials 18,788 $4.9M 0.17% NEW $262.52 -5.2%
136 BKNG BOOKING HOLDINGS INC Consumer Cyclical 914 $4.9M 0.16% NEW $5355.33 -97.1%
137 RSG REPUBLIC SVCS INC Industrials 22,729 $4.8M 0.16% NEW $211.93 -1.5%
138 JBTM JBT MAREL CORPORATION Industrials 4,675,000 $4.7M 0.16% NEW $1.01 +12344.8%
139 DHR DANAHER CORPORATION Healthcare 20,459 $4.7M 0.16% NEW $228.92 -28.1%
140 PGR PROGRESSIVE CORP Financial Services 20,116 $4.6M 0.15% NEW $227.72 -13.9%
141 WM WASTE MGMT INC DEL Industrials 20,407 $4.5M 0.15% NEW $219.71 -0.4%
142 MRSH MARSH & MCLENNAN COS INC Financial Services 23,938 $4.4M 0.15% NEW $185.52 -13.7%
143 VSH VISHAY INTERTECHNOLOGY INC Technology 4,750,000 $4.3M 0.14% NEW $0.90 +4138.1%
144 NKE NIKE INC Consumer Cyclical 63,526 $4.0M 0.14% NEW $63.71 -34.0%
145 VNQ VANGUARD INDEX FDS 45,628 $4.0M 0.14% NEW $88.49 +6.1%
146 ON 0.5 03/01/29 ON SEMICONDUCTOR CORP 4,170,000 $3.9M 0.13% NEW $0.95
147 MCHP 0.75 06/01/30 MICROCHIP TECHNOLOGY INC. 4,000,000 $3.9M 0.13% NEW $0.97
148 STARWOOD PPTY TR INC 3,600,000 $3.7M 0.12% NEW $1.04
149 EEM ISHARES TR 66,780 $3.7M 0.12% NEW $54.71 +18.9%
150 MET METLIFE INC Financial Services 42,074 $3.3M 0.11% NEW $78.94 +0.3%
151 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 127,390 $3.1M 0.10% NEW $24.11 +11.3%
152 VO VANGUARD INDEX FDS 10,535 $3.1M 0.10% NEW $290.22 -73.6%
153 ANGL VANECK ETF TRUST 97,267 $2.9M 0.10% NEW $29.36 -1.9%
154 SPLB SPDR SERIES TRUST 124,080 $2.8M 0.09% NEW $22.58 -2.7%
155 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2,700,000 $2.6M 0.09% NEW $0.95 +5336.5%
156 DXCM DEXCOM INC Healthcare 2,730,000 $2.5M 0.08% NEW $0.92 +6214.3%
157 EVRG EVERGY INC Utilities 34,073 $2.5M 0.08% NEW $72.49 +14.1%
158 VB VANGUARD INDEX FDS 9,084 $2.3M 0.08% NEW $257.95 +9.3%
159 IEI ISHARES TR 19,236 $2.3M 0.08% NEW $119.35 -2.0%
160 WFC WELLS FARGO CO NEW Financial Services 23,387 $2.2M 0.07% NEW $93.20 -20.8%
161 NFLX NETFLIX INC Communication Services 22,706 $2.1M 0.07% NEW $93.76 -7.3%
162 PLTR PALANTIR TECHNOLOGIES INC Technology 11,784 $2.1M 0.07% NEW $177.75 -24.8%
163 BAC BANK AMERICA CORP Financial Services 35,670 $2.0M 0.07% NEW $55.00 -9.5%
164 D DOMINION ENERGY INC Utilities 33,217 $1.9M 0.07% NEW $58.59 +7.5%
165 AMD ADVANCED MICRO DEVICES INC Technology 8,657 $1.9M 0.06% NEW $214.16 +98.0%
166 IWR ISHARES TR 18,612 $1.8M 0.06% NEW $96.27 +7.7%
167 MU MICRON TECHNOLOGY INC Technology 6,076 $1.7M 0.06% NEW $285.41 +171.9%
168 ORCL ORACLE CORP Technology 8,823 $1.7M 0.06% NEW $194.91 +0.4%
169 PFE PFIZER INC Healthcare 69,018 $1.7M 0.06% NEW $24.90 +3.4%
170 VMBS VANGUARD SCOTTSDALE FDS 36,000 $1.7M 0.06% NEW $47.08 -1.6%
171 COMCAST CORP NEW 54,337 $1.6M 0.05% NEW $29.89
172 C CITIGROUP INC Financial Services 13,570 $1.6M 0.05% NEW $116.69 +5.8%
173 GS GOLDMAN SACHS GROUP INC Financial Services 1,652 $1.5M 0.05% NEW $879.00 +10.2%
174 MGC VANGUARD WORLD FD 5,427 $1.4M 0.05% NEW $251.17 +8.4%
175 WEC WEC ENERGY GROUP INC Utilities 12,623 $1.3M 0.04% NEW $105.46 +5.9%
176 VIG VANGUARD SPECIALIZED FUNDS 6,050 $1.3M 0.04% NEW $219.78 +4.4%
177 IVE ISHARES TR 6,227 $1.3M 0.04% NEW $212.07 +5.4%
178 T AT&T INC Communication Services 47,772 $1.2M 0.04% NEW $24.84 -0.7%
179 MDT MEDTRONIC PLC Healthcare 12,329 $1.2M 0.04% NEW $96.06 -19.9%
180 ISRG INTUITIVE SURGICAL INC Healthcare 1,929 $1.1M 0.04% NEW $566.36 -24.4%
181 LIN LINDE PLC Basic Materials 2,452 $1.0M 0.04% NEW $426.39 +20.0%
182 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,336 $1.0M 0.04% NEW $100.89 -4.2%
183 PAYX PAYCHEX INC Industrials 9,092 $1.0M 0.03% NEW $112.18 -20.8%
184 GEV GE VERNOVA INC Utilities 1,446 $945K 0.03% NEW $653.57 +66.9%
185 UBER UBER TECHNOLOGIES INC Technology 11,064 $904K 0.03% NEW $81.71 -8.6%
186 ACN ACCENTURE PLC IRELAND Technology 3,342 $897K 0.03% NEW $268.30 -37.1%
187 NEE NEXTERA ENERGY INC Utilities 11,114 $892K 0.03% NEW $80.28 +19.2%
188 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,275 $878K 0.03% NEW $57.49 +39.9%
189 BA BOEING CO Industrials 4,035 $876K 0.03% NEW $217.12 +1.6%
190 VCLT VANGUARD SCOTTSDALE FDS 11,380 $863K 0.03% NEW $75.85 -2.7%
191 INTC INTEL CORP Technology 23,367 $862K 0.03% NEW $36.90 +214.2%
192 SPGI S&P GLOBAL INC Financial Services 1,637 $855K 0.03% NEW $522.59 -22.7%
193 NOW SERVICENOW INC Technology 5,496 $842K 0.03% NEW $153.19 -40.9%
194 COF CAPITAL ONE FINL CORP Financial Services 3,381 $819K 0.03% NEW $242.36 -23.3%
195 IVOG VANGUARD ADMIRAL FDS INC 6,787 $816K 0.03% NEW $120.20 +14.3%
196 OKE ONEOK INC NEW Energy 11,008 $809K 0.03% NEW $73.50 +23.9%
197 ADBE ADOBE INC Technology 2,306 $807K 0.03% NEW $349.99 -29.3%
198 PSA PUBLIC STORAGE OPER CO Real Estate 3,006 $780K 0.03% NEW $259.50 +16.8%
199 BSX BOSTON SCIENTIFIC CORP Healthcare 7,906 $754K 0.03% NEW $95.35 -44.8%
200 WMB WILLIAMS COS INC Energy 12,516 $752K 0.03% NEW $60.11 +29.2%
201 LOW LOWES COS INC Consumer Cyclical 3,071 $741K 0.03% NEW $241.16 -7.3%
202 ANET ARISTA NETWORKS INC Technology 5,601 $734K 0.03% NEW $131.03 +8.3%
203 EQR EQUITY RESIDENTIAL Real Estate 11,179 $705K 0.02% NEW $63.04 +3.1%
204 APP APPLOVIN CORP Technology 1,030 $694K 0.02% NEW $673.82 -25.6%
205 ETN EATON CORP PLC Industrials 2,124 $677K 0.02% NEW $318.51 +28.1%
206 SYK STRYKER CORPORATION Healthcare 1,865 $655K 0.02% NEW $351.47 -13.1%
207 WELL WELLTOWER INC Real Estate 3,467 $644K 0.02% NEW $185.61 +17.3%
208 PANW PALO ALTO NETWORKS INC Technology 3,453 $636K 0.02% NEW $184.20 +29.3%
209 VERX VERTEX PHARMACEUTICALS INC Technology 1,400 $635K 0.02% NEW $453.36 -97.3%
210 PLD PROLOGIS INC. Real Estate 4,933 $630K 0.02% NEW $127.66 +11.7%
211 DE DEERE & CO Industrials 1,343 $625K 0.02% NEW $465.57 +23.4%
212 CRWD CROWDSTRIKE HLDGS INC Technology 1,317 $617K 0.02% NEW $468.76 +23.7%
213 CB CHUBB LIMITED Financial Services 1,954 $610K 0.02% NEW $312.12 +3.9%
214 CNQ CANADIAN NAT RES LTD Energy 18,004 $609K 0.02% NEW $33.85 +40.5%
215 PH PARKER-HANNIFIN CORP Industrials 682 $599K 0.02% NEW $878.96 +0.2%
216 CEG CONSTELLATION ENERGY CORP Utilities 1,677 $592K 0.02% NEW $353.27 -24.4%
217 SHEL SHELL PLC Energy 8,032 $590K 0.02% NEW $73.48 +15.0%
218 NEM NEWMONT CORP Basic Materials 5,748 $574K 0.02% NEW $99.85 +16.5%
219 UL UNILEVER PLC Consumer Defensive 8,743 $572K 0.02% NEW $65.40 -12.3%
220 BX BLACKSTONE INC Financial Services 3,679 $567K 0.02% NEW $154.14 -23.5%
221 MCK MCKESSON CORP Healthcare 680 $558K 0.02% NEW $820.29 -8.9%
222 CVS CVS HEALTH CORP Healthcare 6,791 $539K 0.02% NEW $79.36 +22.4%
223 SOJF SOUTHERN CO Utilities 6,062 $529K 0.02% NEW $87.20 -70.7%
224 KINDER MORGAN INC DEL 19,113 $525K 0.02% NEW $27.49
225 ENERGY TRANSFER L P 31,667 $522K 0.02% NEW $16.49
226 TMUS T-MOBILE US INC Communication Services 2,555 $519K 0.02% NEW $203.04 -7.3%
227 CDNS CADENCE DESIGN SYSTEM INC Technology 1,498 $468K 0.02% NEW $312.58 +11.1%
228 TT TRANE TECHNOLOGIES PLC Industrials 1,200 $467K 0.02% NEW $389.20 +23.8%
229 SNPS SYNOPSYS INC Technology 992 $466K 0.02% NEW $469.72 +8.6%
230 DUK DUKE ENERGY CORP NEW Utilities 3,839 $450K 0.01% NEW $117.21 +6.1%
231 AMT AMERICAN TOWER CORP NEW Real Estate 2,551 $448K 0.01% NEW $175.57 -2.8%
232 HWM HOWMET AEROSPACE INC Industrials 2,165 $444K 0.01% NEW $205.02 +32.9%
233 MMM 3M CO Industrials 2,769 $443K 0.01% NEW $160.10 -9.4%
234 USB US BANCORP DEL Financial Services 8,295 $443K 0.01% NEW $53.36 +0.1%
235 HCA HCA HEALTHCARE INC Healthcare 932 $435K 0.01% NEW $466.86 -7.3%
236 DUT MOODYS CORP 847 $433K 0.01% NEW $510.85
237 IJS ISHARES TR 3,771 $429K 0.01% NEW $113.72 +10.5%
238 JCI JOHNSON CTLS INTL PLC Industrials 3,570 $428K 0.01% NEW $119.75 +20.1%
239 GM GENERAL MTRS CO Consumer Cyclical 5,212 $424K 0.01% NEW $81.32 -4.4%
240 OREILLY AUTOMOTIVE INC 4,630 $422K 0.01% NEW $91.21
241 KKRT KKR & CO INC Financial Services 3,302 $421K 0.01% NEW $127.48 -80.2%
242 AON AON PLC Financial Services 1,181 $417K 0.01% NEW $352.88 -10.1%
243 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,184 $415K 0.01% NEW $350.55 +13.2%
244 REGN REGENERON PHARMACEUTICALS Healthcare 531 $410K 0.01% NEW $771.87 -7.6%
245 EMR EMERSON ELEC CO Industrials 3,084 $409K 0.01% NEW $132.72 +3.9%
246 TDG TRANSDIGM GROUP INC Industrials 307 $408K 0.01% NEW $1329.85 -11.4%
247 IJT ISHARES TR 2,882 $407K 0.01% NEW $141.16 +12.3%
248 EFV ISHARES TR 5,670 $405K 0.01% NEW $71.41 +8.2%
249 NOC NORTHROP GRUMMAN CORP Industrials 709 $404K 0.01% NEW $570.21 -3.8%
250 CMS CMS ENERGY CORP Utilities 5,752 $402K 0.01% NEW $69.93 +4.8%
251 EQIX EQUINIX INC Real Estate 525 $402K 0.01% NEW $766.16 +40.9%
252 FCX FREEPORT-MCMORAN INC Basic Materials 7,547 $383K 0.01% NEW $50.79 +30.2%
253 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,231 $382K 0.01% NEW $310.24 +13.9%
254 DASH DOORDASH INC Communication Services 1,684 $381K 0.01% NEW $226.48 -32.1%
255 SHW SHERWIN WILLIAMS CO Basic Materials 1,177 $381K 0.01% NEW $324.03 -4.6%
256 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,342 $374K 0.01% NEW $278.92 -4.9%
257 EFG ISHARES TR 3,255 $371K 0.01% NEW $113.92 +3.7%
258 UPS UNITED PARCEL SERVICE INC Industrials 3,737 $371K 0.01% NEW $99.19 -0.8%
259 AJG GALLAGHER ARTHUR J & CO Financial Services 1,428 $370K 0.01% NEW $258.79 -22.7%
260 CSX CSX CORP Industrials 10,045 $364K 0.01% NEW $36.25 +26.7%
261 PSX PHILLIPS 66 Energy 2,779 $359K 0.01% NEW $129.04 +32.9%
262 HILTON WORLDWIDE HLDGS INC 1,247 $358K 0.01% NEW $287.25
263 EQT EQT CORP Energy 6,659 $357K 0.01% NEW $53.60 +5.5%
264 CIT CINTAS CORP 1,873 $352K 0.01% NEW $188.07
265 NSC NORFOLK SOUTHN CORP Industrials 1,206 $348K 0.01% NEW $288.72 +10.0%
266 FDX FEDEX CORP Industrials 1,204 $348K 0.01% NEW $288.86 +31.5%
267 PWR QUANTA SVCS INC Industrials 820 $346K 0.01% NEW $422.06 +84.8%
268 AEP AMERICAN ELEC PWR CO INC Utilities 2,976 $343K 0.01% NEW $115.31 +8.5%
269 EPD ENTERPRISE PRODS PARTNERS L Energy 10,640 $341K 0.01% NEW $32.06 +22.4%
270 MSI MOTOROLA SOLUTIONS INC Technology 884 $339K 0.01% NEW $383.32 +4.2%
271 JFR NUVEEN FLOATING RATE INCOME Financial Services 43,050 $337K 0.01% NEW $7.83 -4.7%
272 HOOD ROBINHOOD MKTS INC Financial Services 2,951 $334K 0.01% NEW $113.10 -28.6%
273 ADSK AUTODESK INC Technology 1,127 $334K 0.01% NEW $296.01 -20.1%
274 WBD WARNER BROS DISCOVERY INC Communication Services 11,530 $332K 0.01% NEW $28.82 -5.9%
275 COR CENCORA INC Healthcare 977 $330K 0.01% NEW $337.75 -22.7%
276 PCAR PACCAR INC Industrials 2,991 $328K 0.01% NEW $109.51 +2.8%
277 TEL TE CONNECTIVITY PLC Technology 1,416 $322K 0.01% NEW $227.51 -9.2%
278 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,201 $322K 0.01% NEW $76.67 +11.9%
279 ROST ROSS STORES INC Consumer Cyclical 1,788 $322K 0.01% NEW $180.14 +18.4%
280 SPG SIMON PPTY GROUP INC NEW Real Estate 1,733 $321K 0.01% NEW $185.11 +9.6%
281 AZO AUTOZONE INC Consumer Cyclical 94 $319K 0.01% NEW $3391.51 -2.1%
282 SREA SEMPRA Utilities 3,610 $319K 0.01% NEW $88.29 -75.6%
283 APO APOLLO GLOBAL MGMT INC Financial Services 2,192 $317K 0.01% NEW $144.76 -6.5%
284 WDC WESTERN DIGITAL CORP Technology 1,839 $317K 0.01% NEW $172.27 +183.9%
285 PYPL PAYPAL HLDGS INC Financial Services 5,310 $310K 0.01% NEW $58.38 -22.9%
286 SEAGATE TECHNOLOGY HLDNGS PL 1,125 $310K 0.01% NEW $275.39
287 TFC TRUIST FINL CORP Financial Services 6,278 $309K 0.01% NEW $49.21 -4.2%
288 APD AIR PRODS & CHEMS INC Basic Materials 1,217 $301K 0.01% NEW $247.02 +19.6%
289 ALL ALLSTATE CORP Financial Services 1,416 $295K 0.01% NEW $208.15 +4.4%
290 URI UNITED RENTALS INC Industrials 361 $292K 0.01% NEW $809.32 +20.2%
291 BDX BECTON DICKINSON & CO Healthcare 1,505 $292K 0.01% NEW $194.07 -26.1%
292 ABNB AIRBNB INC Consumer Cyclical 2,151 $292K 0.01% NEW $135.72 -2.1%
293 ZTS ZOETIS INC Healthcare 2,310 $291K 0.01% NEW $125.82 -40.0%
294 CAH CARDINAL HEALTH INC Healthcare 1,370 $282K 0.01% NEW $205.50 -5.0%
295 FTNT FORTINET INC Technology 3,534 $281K 0.01% NEW $79.41 +53.5%
296 IDXX IDEXX LABS INC Healthcare 413 $279K 0.01% NEW $676.53 -21.2%
297 MPC MARATHON PETE CORP Energy 1,708 $278K 0.01% NEW $162.63 +53.0%
298 SLB SLB LIMITED Energy 7,130 $274K 0.01% NEW $38.38 +45.3%
299 EW EDWARDS LIFESCIENCES CORP Healthcare 3,190 $272K 0.01% NEW $85.25 -4.6%
300 NXPI NXP SEMICONDUCTORS N V Technology 1,251 $272K 0.01% NEW $217.06 +35.5%
301 VST VISTRA CORP Utilities 1,678 $271K 0.01% NEW $161.33 -12.0%
302 F FORD MTR CO Consumer Cyclical 20,353 $267K 0.01% NEW $13.12 +10.4%
303 CBRE CBRE GROUP INC Real Estate 1,653 $266K 0.01% NEW $160.79 -19.2%
304 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 11,150 $264K 0.01% NEW $23.66 +6.1%
305 EA ELECTRONIC ARTS INC Communication Services 1,280 $262K 0.01% NEW $204.33 -1.7%
306 AME AMETEK INC Industrials 1,262 $259K 0.01% NEW $205.31 +11.0%
307 AIG AMERICAN INTL GROUP INC Financial Services 3,012 $258K 0.01% NEW $85.55 -11.0%
308 AMERIPRISE FINL INC 525 $257K 0.01% NEW $490.34
309 ROP ROPER TECHNOLOGIES INC Industrials 578 $257K 0.01% NEW $445.13 -28.6%
310 FAST FASTENAL CO Industrials 6,407 $257K 0.01% NEW $40.13 +9.6%
311 ROK ROCKWELL AUTOMATION INC Industrials 658 $256K 0.01% NEW $389.07 +17.3%
312 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,858 $254K 0.01% NEW $37.00 -11.8%
313 FQI DIGITAL RLTY TR INC 1,640 $254K 0.01% NEW $154.71
314 CTVA CORTEVA INC Basic Materials 3,668 $246K 0.01% NEW $67.03 +24.3%
315 YUM YUM BRANDS INC Consumer Cyclical 1,603 $243K 0.01% NEW $151.28 -0.4%
316 COIN COINBASE GLOBAL INC Financial Services 1,064 $241K 0.01% NEW $226.14 -6.2%
317 NDAQ NASDAQ INC Financial Services 2,469 $240K 0.01% NEW $97.13 -6.4%
318 GWW WW GRAINGER INC Industrials 237 $239K 0.01% NEW $1009.05 +27.3%
319 MSCI MSCI INC Financial Services 416 $239K 0.01% NEW $573.73 -0.7%
320 XEL XCEL ENERGY INC Utilities 3,220 $238K 0.01% NEW $73.86 +8.4%
321 BKR BAKER HUGHES COMPANY Energy 5,215 $237K 0.01% NEW $45.54 +40.8%
322 O REALTY INCOME CORP Real Estate 4,178 $236K 0.01% NEW $56.37 +9.9%
323 DAL DELTA AIR LINES INC DEL Industrials 3,392 $235K 0.01% NEW $69.40 +3.1%
324 DHI D R HORTON INC Consumer Cyclical 1,626 $234K 0.01% NEW $144.03 -3.2%
325 CARR CARRIER GLOBAL CORPORATION Industrials 4,377 $231K 0.01% NEW $52.84 +22.4%
326 EXC EXELON CORP Utilities 5,264 $229K 0.01% NEW $43.59 +1.9%
327 AXON AXON ENTERPRISE INC Industrials 396 $225K 0.01% NEW $567.93 -31.0%
328 ETR ENTERGY CORP NEW Utilities 2,433 $225K 0.01% NEW $92.43 +22.1%
329 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 873 $224K 0.01% NEW $256.03 -5.3%
330 EBAY EBAY INC. Consumer Cyclical 2,558 $223K 0.01% NEW $87.10 +30.0%
331 XEVVX EATON VANCE LIMITED DURATION 22,455 $223K 0.01% NEW $9.91
332 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,771 $223K 0.01% NEW $80.30 -3.2%
333 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,679 $222K 0.01% NEW $83.00 -44.5%
334 MPWR MONOLITHIC PWR SYS INC Technology 243 $220K 0.01% NEW $906.36 +78.1%
335 PRU PRUDENTIAL FINL INC Financial Services 1,921 $217K 0.01% NEW $112.88 -8.6%
336 WDAY WORKDAY INC Technology 1,006 $216K 0.01% NEW $214.78 -44.7%
337 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,562 $215K 0.01% NEW $137.80 -2.6%
338 A AGILENT TECHNOLOGIES INC Healthcare 1,548 $211K 0.01% NEW $136.07 -17.9%
339 MLM MARTIN MARIETTA MATLS INC Basic Materials 331 $206K 0.01% NEW $622.66 -7.6%
340 IQVIA HLDGS INC 906 $204K 0.01% NEW $225.41
341 KEYS KEYSIGHT TECHNOLOGIES INC Technology 999 $203K 0.01% NEW $203.19 +77.9%
342 DELL DELL TECHNOLOGIES INC Technology 1,600 $201K 0.01% NEW $125.88 +96.9%
343 ED CONSOLIDATED EDISON INC Utilities 2,023 $201K 0.01% NEW $99.32 +7.9%
344 VTRS VIATRIS INC Healthcare 11,182 $139K 0.01% NEW $12.45 +38.6%
345 AMCR AMCOR PLC Consumer Cyclical 11,517 $96K 0.00% NEW $8.34 +339.9%

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 17.2%
Technology 16.8%
Healthcare 16.3%
Industrials 15.9%
Consumer Defensive 11.8%
Consumer Cyclical 10.6%
Communication Services 4.8%
Energy 4.6%
Utilities 1.5%
Basic Materials 0.4%