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CONNING INC.

· CIK 0000801051
13F Portfolio $3.0B AUM 311 positions Filed Apr 30, 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 STATE STR SPDR S&P 500 ETF T 102,120 $66.4M 2.21% $650.34 -88.6%
2 IVV ISHARES TR 98,462 $64.3M 2.14% -943 -0.9% $653.21 +13.7%
3 IJR ISHARES TR 391,664 $48.7M 1.62% +12K +3.2% $124.31 +7.7%
4 IYE EXXON MOBIL CORP 258,374 $43.8M 1.46% -45K -14.8% $169.66 -62.9%
5 COP CONOCOPHILLIPS Energy 313,703 $41.4M 1.38% -39K -11.2% $132.00 -9.9%
6 CVX CHEVRON CORPORATION Energy 198,576 $41.1M 1.36% -34K -14.4% $206.90 -9.8%
7 VLO VALERO ENERGY CORP Energy 164,364 $40.6M 1.35% -30K -15.6% $247.08 -0.9%
8 JPM JPMORGAN CHASE & CO Financial Services 136,713 $40.2M 1.34% +16K +13.3% $294.16 +2.0%
9 MRK MERCK & CO INC Healthcare 333,031 $40.1M 1.33% -20K -5.7% $120.29 -5.7%
10 EOG RES INC 271,863 $39.3M 1.31% -30K -10.0% $144.57
11 GLW CORNING INC Technology 279,849 $38.1M 1.26% -85K -23.3% $135.97 +53.2%
12 CSCO CISCO SYS INC Technology 487,603 $37.8M 1.26% +41K +9.2% $77.59 +48.9%
13 CAT CATERPILLAR INC Industrials 53,028 $37.6M 1.25% -5K -7.9% $708.46 +25.4%
14 BK BANK NEW YORK MELLON CORP Financial Services 315,319 $37.4M 1.24% +26K +9.2% $118.63 +13.8%
15 MS MORGAN STANLEY Financial Services 225,677 $37.1M 1.23% +34K +18.0% $164.57 +18.2%
16 VZ VERIZON COMMUNICATIONS INC Communication Services 736,463 $37.0M 1.23% -116K -13.6% $50.20 -6.3%
17 MBB ISHARES TR 387,672 $36.8M 1.22% $94.95 -1.5%
18 PNC PNC FINL SVCS GROUP INC Financial Services 176,746 $36.8M 1.22% +16K +9.7% $208.09 +2.6%
19 BLK BLACKROCK INC Financial Services 38,102 $36.6M 1.22% +7K +22.1% $961.71 +12.5%
20 BMY BRISTOL-MYERS SQUIBB CO Healthcare 603,414 $36.6M 1.22% -59K -8.9% $60.65 -6.0%
21 ADI ANALOG DEVICES INC Technology 114,792 $36.5M 1.21% -7K -5.8% $318.14 +31.2%
22 KO COCA COLA CO Consumer Defensive 479,695 $36.5M 1.21% -23K -4.7% $76.05 +5.8%
23 USB US BANCORP Financial Services 697,083 $36.3M 1.21% +689K +8303.6% $52.01 +2.7%
24 MDLZ MONDELEZ INTL INC Consumer Defensive 627,416 $36.2M 1.20% +4K +0.7% $57.64 +5.8%
25 AFL AFLAC INC Financial Services 328,376 $36.0M 1.20% +19K +6.0% $109.71 +6.5%
26 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 398,470 $35.9M 1.19% +30K +8.1% $90.11 +11.8%
27 PEP PEPSICO INC Consumer Defensive 229,287 $35.6M 1.18% -3K -1.4% $155.29 -4.3%
28 ABBV ABBVIE INC Healthcare 163,437 $35.5M 1.18% +7K +4.2% $217.49 -3.3%
29 CI THE CIGNA GROUP Healthcare 132,907 $35.5M 1.18% +15K +13.0% $266.75 +6.9%
30 CMI CUMMINS INC Industrials 65,802 $35.4M 1.18% $538.02 +33.2%
31 UNH UNITEDHEALTH GROUP INC Healthcare 130,449 $35.3M 1.17% +26K +25.2% $270.59 +47.5%
32 MCHP MICROCHIP TECHNOLOGY INC. Technology 545,033 $35.2M 1.17% NEW $64.61 +50.2%
33 KR KROGER CO Consumer Defensive 485,483 $35.1M 1.17% -22K -4.3% $72.36 -7.7%
34 PG PROCTER & GAMBLE CO Consumer Defensive 242,481 $35.0M 1.16% -6K -2.3% $144.44 -1.2%
35 UNP UNION PAC CORP Industrials 144,092 $35.0M 1.16% $242.62 +11.0%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 144,138 $34.9M 1.16% +37K +34.9% $242.39 -9.9%
37 TRV TRAVELERS COMPANIES INC Financial Services 119,763 $34.9M 1.16% $291.68 +2.3%
38 GILD GILEAD SCIENCES INC Healthcare 250,532 $34.9M 1.16% -29K -10.3% $139.37 -5.2%
39 JNJ JOHNSON & JOHNSON Healthcare 141,649 $34.6M 1.15% -13K -8.5% $244.44 -5.6%
40 RTX RTX CORPORATION Industrials 179,150 $34.6M 1.15% -18K -9.1% $192.90 -8.9%
41 DGX QUEST DIAGNOSTICS INC Healthcare 175,906 $34.5M 1.15% +3K +1.5% $195.98 -4.1%
42 HD HOME DEPOT INC Consumer Cyclical 104,372 $34.3M 1.14% +7K +7.6% $328.89 -7.5%
43 BBY BEST BUY INC Consumer Cyclical 534,415 $34.3M 1.14% +98K +22.4% $64.20 -12.3%
44 QCOM QUALCOMM INC Technology 266,322 $34.3M 1.14% +75K +38.9% $128.78 +55.4%
45 MCD MCDONALDS CORP Consumer Cyclical 110,242 $34.3M 1.14% +559 +0.5% $310.79 -11.5%
46 ITW ILLINOIS TOOL WKS INC Industrials 131,517 $34.2M 1.14% $260.29 -3.7%
47 HON HONEYWELL INTL INC Industrials 151,252 $34.2M 1.14% -15K -9.3% $226.03 -3.7%
48 CME CME GROUP INC Financial Services 115,274 $34.0M 1.13% -9K -7.3% $295.35 +1.2%
49 GD GENERAL DYNAMICS CORP Industrials 99,120 $34.0M 1.13% +777 +0.8% $343.22 -0.8%
50 AMGN AMGEN INC Healthcare 96,214 $33.9M 1.12% -5K -5.4% $351.85 -7.3%
51 PKG PACKAGING CORP AMER Consumer Cyclical 159,196 $33.8M 1.12% +2K +1.6% $212.22 +3.7%
52 ADP AUTOMATIC DATA PROCESSING IN Industrials 164,051 $33.3M 1.11% +37K +28.8% $203.18 +5.6%
53 LHX L3HARRIS TECHNOLOGIES INC Industrials 96,540 $33.3M 1.11% -14K -12.4% $345.15 -10.9%
54 ABT ABBOTT LABORATORIES Healthcare 322,830 $33.1M 1.10% +48K +17.6% $102.67 -17.7%
55 LMT LOCKHEED MARTIN CORP Industrials 54,311 $32.8M 1.09% -16K -22.5% $604.39 -13.9%
56 CL COLGATE PALMOLIVE CO Consumer Defensive 384,661 $32.8M 1.09% -42K -9.9% $85.23 +3.4%
57 OMC OMNICOM GROUP INC Communication Services 432,749 $32.6M 1.08% +24K +6.0% $75.31 -5.0%
58 SBUX STARBUCKS CORP Consumer Cyclical 359,429 $32.2M 1.07% -34K -8.5% $89.59 +18.8%
59 MO ALTRIA GROUP INC Consumer Defensive 409,157 $27.0M 0.90% -3K -0.7% $65.99 +9.7%
60 PM PHILIP MORRIS INTL INC Consumer Defensive 162,657 $26.9M 0.89% -8K -4.6% $165.34 +16.0%
61 SRLN SSGA ACTIVE ETF TR 641,275 $25.7M 0.86% $40.14 +0.9%
62 SPHY SPDR SERIES TRUST 1,023,746 $23.9M 0.79% +464K +82.8% $23.32 -0.1%
63 NVDA NVIDIA CORPORATION Technology 134,952 $23.5M 0.78% -20K -12.9% $174.40 +35.2%
64 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 38,022 $23.5M 0.78% -574 -1.5% $616.76 +6.9%
65 IJH ISHARES TR 330,740 $22.3M 0.74% $67.53 +6.9%
66 AAPL APPLE INC Technology 85,019 $21.6M 0.72% -11K -11.1% $253.79 +18.3%
67 VOO VANGUARD INDEX FDS 31,492 $18.8M 0.62% -395 -1.2% $597.55 +13.7%
68 MSFT MICROSOFT CORP Technology 45,767 $16.9M 0.56% -3K -6.6% $370.17 +10.6%
69 VTI VANGUARD INDEX FDS 49,266 $15.8M 0.53% $320.81 +13.1%
70 VOOG VANGUARD ADMIRAL FDS INC 35,650 $14.5M 0.48% +4K +11.2% $407.69 -79.8%
71 BAB INVESCO EXCH TRADED FD TR II 490,000 $13.2M 0.44% $26.96 -1.6%
72 VOOV VANGUARD ADMIRAL FDS INC 60,477 $12.3M 0.41% +6K +11.2% $203.79 +5.9%
73 PFF ISHARES TR 390,500 $11.8M 0.39% $30.32 +3.0%
74 GOOGL ALPHABET INC Communication Services 38,465 $11.1M 0.37% -4K -10.2% $287.56 +39.5%
75 IEFA ISHARES TR 118,845 $10.8M 0.36% $90.53 +5.2%
76 AVGO BROADCOM INC Technology 34,631 $10.7M 0.36% -3K -7.1% $309.51 +37.4%
77 PFFD GLOBAL X FDS 580,200 $10.7M 0.35% $18.40 +2.4%
78 EFA ISHARES TR 108,490 $10.5M 0.35% -15K -12.4% $97.13 +4.7%
79 VEA VANGUARD TAX-MANAGED FDS 162,787 $10.4M 0.35% +3K +2.1% $64.08 +7.8%
80 IWM ISHARES TR 41,524 $10.3M 0.34% $248.00 +11.9%
81 IWF ISHARES TR 24,087 $10.3M 0.34% $426.40 -70.8%
82 IEMG ISHARES INC 137,998 $9.6M 0.32% $69.75 +14.0%
83 AMZN AMAZON COM INC Consumer Cyclical 44,072 $9.2M 0.30% -7K -13.8% $208.27 +26.8%
84 META META PLATFORMS INC Communication Services 15,904 $9.1M 0.30% -2K -9.8% $572.13 +8.1%
85 IWS ISHARES TR 59,718 $8.7M 0.29% +12K +24.3% $145.74 +6.6%
86 WFC 7.5 PERP L WELLS FARGO & CO 7,490 $8.7M 0.29% +1K +23.5% $1157.16
87 BANK AMERICA CORP 7,235 $8.6M 0.29% +1K +16.0% $1191.56
88 IWP ISHARES TR 65,605 $8.4M 0.28% +17K +33.8% $128.12 +6.2%
89 AKAM AKAMAI TECHNOLOGIES INC Technology 7,320,000 $8.4M 0.28% $1.15 +13050.3%
90 HEDJ WISDOMTREE TR 144,030 $7.5M 0.25% $52.30 +4.7%
91 LLY ELI LILLY & CO Healthcare 8,163 $7.5M 0.25% -581 -6.6% $919.77 +9.5%
92 WMT WALMART INC Consumer Defensive 56,251 $7.0M 0.23% -6K -10.0% $124.28 +6.6%
93 IVW ISHARES TR 61,779 $7.0M 0.23% -18K -22.9% $113.11 +20.9%
94 PSN 2.625 03/01/29 PARSONS CORP DEL 7,050,000 $7.0M 0.23% +500K +7.6% $0.99
95 UBER UBER TECHNOLOGIES INC Technology 5,750,000 $7.0M 0.23% +1.0M +21.1% $1.21 +6076.6%
96 V VISA INC Financial Services 22,241 $6.7M 0.22% $302.24 +6.7%
97 ANGL VANECK ETF TRUST 233,570 $6.7M 0.22% +136K +140.1% $28.72 +0.3%
98 NEE 3 03/01/27 NEXTERA ENERGY CAP HLDGS INC 4,600,000 $6.3M 0.21% $1.37
99 GOOGL ALPHABET INC Communication Services 22,032 $6.3M 0.21% -3K -13.3% $286.86 +39.8%
100 MA MASTERCARD INCORPORATED Financial Services 12,595 $6.3M 0.21% +189 +1.5% $499.66 -1.9%
101 SOJF SOUTHERN CO Utilities 5,610,000 $6.2M 0.21% $1.11 +2191.4%
102 GPN 1.5 03/01/31 GLOBAL PMTS INC 6,875,000 $6.0M 0.20% $0.87
103 HYG ISHARES TR 75,158 $6.0M 0.20% $79.56 -0.1%
104 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,919 $5.9M 0.20% -909 -13.3% $996.43 +4.5%
105 TTEK 2.25 08/15/28 TETRA TECH INC NEW 5,600,000 $5.8M 0.19% $1.04
106 MTH 1.75 05/15/28 MERITAGE HOMES CORP 5,940,000 $5.7M 0.19% $0.97
107 LRCX LAM RESEARCH CORP Technology 26,865 $5.7M 0.19% -7K -21.0% $213.66 +40.0%
108 AMAT APPLIED MATLS INC Technology 16,761 $5.7M 0.19% -5K -21.7% $341.79 +27.7%
109 STX 3.5 06/01/28 SEAGATE HDD CAYMAN 1,200,000 $5.7M 0.19% -800K -40.0% $4.75
110 JAZZ 3.125 09/15/30 JAZZ INVESTMENTS I LTD 4,030,000 $5.7M 0.19% $1.41
111 AWK 3.625 06/15/26 AMERICAN WTR CAP CORP 5,650,000 $5.6M 0.19% $0.99
112 VTR 3.75 06/01/26 VENTAS RLTY LTD PARTNERSHIP 3,690,000 $5.6M 0.18% $1.51
113 PNW 4.75 06/15/27 PINNACLE WEST CAP CORP 4,855,000 $5.5M 0.18% $1.14
114 PCG 4.25 12/01/27 PG&E CORP 5,300,000 $5.5M 0.18% +100K +1.9% $1.04
115 KLAC KLA CORP Technology 3,739 $5.5M 0.18% -648 -14.8% $1472.41 +28.6%
116 IGIB ISHARES TR 100,754 $5.4M 0.18% $53.22 -0.9%
117 NVST 1.75 08/15/28 ENVISTA HOLDINGS CORPORATION 5,350,000 $5.3M 0.18% +100K +1.9% $1.00
118 TJX TJX COS INC NEW Consumer Cyclical 33,384 $5.3M 0.18% -2K -5.4% $159.70 -7.7%
119 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,822 $5.3M 0.18% +852 +8.6% $491.53 -8.8%
120 SCHW SCHWAB CHARLES CORP Financial Services 56,409 $5.3M 0.18% -453 -0.8% $93.98 -4.8%
121 AXP AMERICAN EXPRESS CO Financial Services 17,492 $5.3M 0.18% +3K +18.3% $302.48 +3.6%
122 NWE NORTHWESTERN ENERGY GROUP IN Utilities 77,076 $5.1M 0.17% $65.94 +8.7%
123 APH AMPHENOL CORP Technology 38,900 $4.9M 0.16% -1K -3.2% $126.35 -1.1%
124 INTU INTUIT Technology 11,224 $4.9M 0.16% +3K +36.8% $432.38 -12.5%
125 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 30,743 $4.8M 0.16% -242 -0.8% $157.28 -1.0%
126 TSLA TESLA INC Consumer Cyclical 12,804 $4.8M 0.16% -2K -13.9% $371.75 +19.2%
127 GE GE AEROSPACE Industrials 16,708 $4.7M 0.16% -2K -10.7% $283.77 +2.7%
128 GWW WW GRAINGER INC Industrials 4,305 $4.7M 0.16% +4K +1716.5% $1090.81 +17.7%
129 RSG REPUBLIC SVCS INC Industrials 21,170 $4.6M 0.15% -2K -6.9% $219.02 -4.7%
130 VSH VISHAY INTERTECHNOLOGY INC Technology 4,850,000 $4.6M 0.15% +100K +2.1% $0.95 +3896.7%
131 ECL ECOLAB INC Basic Materials 17,294 $4.6M 0.15% -1K -8.0% $266.02 -6.4%
132 CRM SALESFORCE INC Technology 24,208 $4.5M 0.15% +4K +21.2% $186.67 -10.2%
133 DIS DISNEY WALT CO Communication Services 46,849 $4.5M 0.15% +3K +5.8% $96.38 +9.4%
134 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,045 $4.4M 0.15% +131 +14.3% $4210.32 -96.3%
135 DHR DANAHER CORP DEL Healthcare 22,820 $4.3M 0.14% +2K +11.5% $189.60 -13.2%
136 PGR PROGRESSIVE CORP Financial Services 21,556 $4.3M 0.14% +1K +7.2% $198.24 -1.2%
137 MRSH MARSH & MCLENNAN COS INC Financial Services 24,471 $4.2M 0.14% +533 +2.2% $173.45 -7.7%
138 VNQ VANGUARD INDEX FDS 47,789 $4.2M 0.14% +2K +4.7% $88.70 +5.9%
139 WM WASTE MGMT INC DEL Industrials 18,245 $4.2M 0.14% -2K -10.6% $229.79 -4.8%
140 ON 0.5 03/01/29 ON SEMICONDUCTOR CORP 4,170,000 $4.1M 0.14% $0.97
141 BRK/B BERKSHIRE HATHAWAY INC DEL 8,351 $4.0M 0.13% -1K -15.0% $479.20
142 NKE NIKE INC Consumer Cyclical 74,989 $4.0M 0.13% +11K +18.0% $52.82 -20.4%
143 STARWOOD PPTY TR INC 3,600,000 $3.7M 0.12% $1.01
144 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 129,699 $3.4M 0.11% +2K +1.8% $25.88 +3.7%
145 EEM ISHARES TR 58,260 $3.3M 0.11% -9K -12.8% $56.79 +14.6%
146 MET METLIFE INC Financial Services 41,519 $2.9M 0.10% -555 -1.3% $70.72 +12.0%
147 EVRG EVERGY INC Utilities 33,917 $2.8M 0.09% $81.92 +1.0%
148 SPLB SPDR SERIES TRUST 124,080 $2.8M 0.09% $22.22 -1.2%
149 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2,700,000 $2.6M 0.09% $0.96 +5306.2%
150 VO VANGUARD INDEX FDS 8,857 $2.5M 0.09% -2K -15.9% $287.18 -73.4%
151 DXCM DEXCOM INC Healthcare 2,730,000 $2.5M 0.08% $0.92 +6206.0%
152 VB VANGUARD INDEX FDS 9,084 $2.4M 0.08% $261.92 +7.6%
153 IEI ISHARES TR 19,236 $2.3M 0.08% $118.60 -1.4%
154 D DOMINION ENERGY INC Utilities 32,818 $2.0M 0.07% -399 -1.2% $61.82 +1.9%
155 NFLX NETFLIX INC. Communication Services 19,468 $1.9M 0.06% -3K -14.3% $96.15 -9.6%
156 PFE PFIZER INC Healthcare 65,223 $1.8M 0.06% -4K -5.5% $28.08 -8.3%
157 IWR ISHARES TR 18,612 $1.8M 0.06% $97.23 +6.6%
158 MU MICRON TECHNOLOGY INC Technology 5,155 $1.7M 0.06% -921 -15.2% $337.84 +129.7%
159 VMBS VANGUARD SCOTTSDALE FDS 36,000 $1.7M 0.06% $46.95 -1.3%
160 WFC WELLS FARGO & CO Financial Services 20,718 $1.6M 0.06% -3K -11.4% $79.61 -7.3%
161 AMD ADVANCED MICRO DEVICES INC Technology 7,498 $1.5M 0.05% -1K -13.4% $203.43 +108.5%
162 PLTR PALANTIR TECHNOLOGIES INC Technology 10,197 $1.5M 0.05% -2K -13.5% $146.28 -8.6%
163 BAC BANK AMERICA CORP Financial Services 30,587 $1.5M 0.05% -5K -14.2% $48.75 +2.1%
164 WEC WEC ENERGY GROUP INC Utilities 12,372 $1.4M 0.05% -251 -2.0% $115.77 -3.6%
165 C CITIGROUP INC Financial Services 12,051 $1.4M 0.04% -2K -11.2% $113.41 +8.8%
166 T AT&T INC Communication Services 42,012 $1.2M 0.04% -6K -12.1% $28.99 -14.9%
167 GS GOLDMAN SACHS GROUP INC Financial Services 1,408 $1.2M 0.04% -244 -14.8% $845.99 +14.5%
168 IVE ISHARES TR 5,390 $1.1M 0.04% -837 -13.4% $211.15 +5.8%
169 ORCL ORACLE CORP Technology 7,578 $1.1M 0.04% -1K -14.1% $147.11 +33.0%
170 GEV GE VERNOVA INC Utilities 1,254 $1.1M 0.04% -192 -13.3% $872.90 +24.9%
171 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,009 $1.1M 0.04% -266 -1.7% $72.69 +10.6%
172 MDT MEDTRONIC PLC Healthcare 12,579 $1.1M 0.04% +250 +2.0% $86.65 -11.2%
173 LIN LINDE PLC Basic Materials 2,151 $1.1M 0.04% -301 -12.3% $495.76 +3.2%
174 OKE ONEOK INC NEW Energy 10,598 $958K 0.03% -410 -3.7% $90.39 +0.7%
175 IVOG VANGUARD ADMIRAL FDS INC 7,552 $944K 0.03% +765 +11.3% $125.03 +9.8%
176 NEE NEXTERA ENERGY INC Utilities 9,577 $890K 0.03% -2K -13.8% $92.88 +3.0%
177 INTC INTEL CORP Technology 19,676 $868K 0.03% -4K -15.8% $44.13 +162.7%
178 WMB WILLIAMS COS INC Energy 11,809 $859K 0.03% -707 -5.7% $72.78 +6.7%
179 VCLT VANGUARD SCOTTSDALE FDS 11,380 $850K 0.03% $74.72 -1.2%
180 TXN TEXAS INSTRS INC Technology 4,158 $807K 0.03% -184K -97.8% $194.14 +57.8%
181 PSA PUBLIC STORAGE OPER CO Real Estate 2,898 $785K 0.03% -108 -3.6% $270.88 +11.9%
182 ISRG INTUITIVE SURGICAL INC Healthcare 1,655 $763K 0.03% -274 -14.2% $460.99 -7.1%
183 NXPI NXP SEMICONDUCTORS N V Technology 3,808 $750K 0.03% +3K +204.4% $196.86 +49.4%
184 BA BOEING CO Industrials 3,488 $694K 0.02% -547 -13.6% $199.03 +10.8%
185 EQR EQUITY RESIDENTIAL Real Estate 11,725 $694K 0.02% +546 +4.9% $59.15 +9.9%
186 ETN EATON CORP PLC Industrials 1,829 $654K 0.02% -295 -13.9% $357.67 +14.1%
187 DE DEERE & CO Industrials 1,155 $651K 0.02% -188 -14.0% $563.30 +2.0%
188 KINDER MORGAN INC DEL 18,423 $618K 0.02% -690 -3.6% $33.53
189 LOW LOWES COS INC Consumer Cyclical 2,612 $617K 0.02% -459 -14.9% $236.28 -5.4%
190 ENERGY TRANSFER L P 31,667 $611K 0.02% $19.30
191 SHEL SHELL PLC Energy 6,566 $611K 0.02% -1K -18.2% $93.00 -9.1%
192 SPGI S&P GLOBAL INC Financial Services 1,426 $607K 0.02% -211 -12.9% $425.34 -5.0%
193 WELL WELLTOWER INC Real Estate 3,007 $595K 0.02% -460 -13.3% $197.71 +10.1%
194 ANET ARISTA NETWORKS INC Technology 4,799 $589K 0.02% -802 -14.3% $122.78 +15.6%
195 CNQ CANADIAN NAT RES LTD MED TER Energy 12,016 $586K 0.02% -6K -33.3% $48.73 -2.4%
196 ACN ACCENTURE PLC IRELAND Technology 2,853 $566K 0.02% -489 -14.6% $198.29 -14.9%
197 UBER UBER TECHNOLOGIES INC Technology 7,802 $561K 0.02% -3K -29.5% $71.93 +3.8%
198 PLD PROLOGIS INC. Real Estate 4,192 $554K 0.02% -741 -15.0% $132.18 +7.9%
199 UL UNILEVER PLC Consumer Defensive 9,621 $548K 0.02% +878 +10.0% $56.97 +0.6%
200 CHUBB LTD SWITZ 1,648 $537K 0.02% -306 -15.7% $325.93
201 NEM NEWMONT CORP Basic Materials 4,953 $536K 0.02% -795 -13.8% $108.25 +7.5%
202 COF CAPITAL ONE FINL CORP Financial Services 2,894 $528K 0.02% -487 -14.4% $182.43 +1.8%
203 PH PARKER-HANNIFIN CORP Industrials 587 $526K 0.02% -95 -13.9% $895.24 -1.7%
204 SYK STRYKER CORPORATION Healthcare 1,598 $525K 0.02% -267 -14.3% $328.59 -7.0%
205 VERX VERTEX PHARMACEUTICALS INC Technology 1,167 $521K 0.02% -233 -16.6% $446.54 -97.2%
206 SOJF SOUTHERN CO Utilities 5,284 $510K 0.02% -778 -12.8% $96.52 -73.6%
207 MCK MCKESSON CORP Healthcare 569 $492K 0.02% -111 -16.3% $865.36 -13.7%
208 COMCAST CORP NEW 16,942 $486K 0.02% -37K -68.8% $28.71
209 ADBE ADOBE INC Technology 1,997 $485K 0.02% -309 -13.4% $243.08 +1.9%
210 PANW PALO ALTO NETWORKS INC Technology 3,003 $481K 0.02% -450 -13.0% $160.32 +48.6%
211 NOW SERVICENOW INC Technology 4,431 $463K 0.01% -1K -19.4% $104.55 -13.4%
212 TMUS T-MOBILE US INC Communication Services 2,175 $457K 0.01% -380 -14.9% $210.03 -10.4%
213 CMS CMS ENERGY CORP Utilities 5,848 $454K 0.01% +96 +1.7% $77.58 -5.6%
214 EQIX EQUINIX INC Real Estate 460 $451K 0.01% -65 -12.4% $980.24 +10.1%
215 PSX PHILLIPS 66 Energy 2,452 $447K 0.01% -327 -11.8% $182.18 -5.9%
216 CRWD CROWDSTRIKE HLDGS INC Technology 1,120 $437K 0.01% -197 -15.0% $390.41 +48.5%
217 WDC WESTERN DIGITAL CORP Technology 1,616 $437K 0.01% -223 -12.1% $270.49 +80.8%
218 DUK DUKE ENERGY CORP NEW Utilities 3,298 $432K 0.01% -541 -14.1% $130.94 -5.1%
219 TT TRANE TECHNOLOGIES PLC Industrials 1,031 $430K 0.01% -169 -14.1% $416.74 +15.6%
220 HWM HOWMET AEROSPACE INC Industrials 1,855 $428K 0.01% -310 -14.3% $230.46 +18.2%
221 BSX BOSTON SCIENTIFIC CORP Healthcare 6,778 $425K 0.01% -1K -14.3% $62.75 -16.0%
222 NOC NORTHROP GRUMMAN CORP Industrials 621 $424K 0.01% -88 -12.4% $682.24 -19.6%
223 EFV ISHARES TR 5,670 $422K 0.01% $74.35 +3.9%
224 IJS ISHARES TR 3,559 $422K 0.01% -212 -5.6% $118.45 +6.1%
225 EPD ENTERPRISE PRODS PARTNERS L Energy 10,640 $403K 0.01% $37.84 +3.7%
226 CEG CONSTELLATION ENERGY CORP Utilities 1,437 $401K 0.01% -240 -14.3% $279.25 -4.3%
227 JCI JOHNSON CONTROLS INTERNATION Industrials 3,048 $399K 0.01% -522 -14.6% $130.95 +9.8%
228 IJT ISHARES TR 2,707 $392K 0.01% -175 -6.1% $144.71 +9.5%
229 EQT EQT CORP Energy 6,106 $389K 0.01% -553 -8.3% $63.64 -11.1%
230 FCX FREEPORT MCMORAN INC Basic Materials 6,565 $386K 0.01% -982 -13.0% $58.78 +12.5%
231 SEAGATE TECHNOLOGY HLDNGS PL 973 $381K 0.01% -152 -13.5% $391.76
232 PWR QUANTA SVCS INC Industrials 682 $374K 0.01% -138 -16.8% $549.02 +42.1%
233 AMT AMERICAN TOWER CORP Real Estate 2,162 $373K 0.01% -389 -15.2% $172.58 -1.1%
234 FDX FEDEX CORP Industrials 1,034 $368K 0.01% -170 -14.1% $356.18 +6.7%
235 APP APPLOVIN CORP Technology 922 $367K 0.01% -108 -10.5% $398.00 +25.9%
236 OREILLY AUTOMOTIVE INC 3,970 $366K 0.01% -660 -14.2% $92.31
237 EFG ISHARES TR 3,255 $363K 0.01% $111.37 +6.1%
238 CSX CSX CORP Industrials 8,811 $362K 0.01% -1K -12.3% $41.05 +11.9%
239 HCA HCA HEALTHCARE INC Healthcare 753 $356K 0.01% -179 -19.2% $473.24 -8.6%
240 REGN REGENERON PHARMACEUTICALS Healthcare 461 $356K 0.01% -70 -13.2% $772.64 -7.7%
241 MMM 3M CO Industrials 2,420 $351K 0.01% -349 -12.6% $145.23 -0.1%
242 CDNS CADENCE DESIGN SYSTEM INC Technology 1,244 $346K 0.01% -254 -17.0% $277.87 +25.0%
243 MPC MARATHON PETE CORP Energy 1,413 $345K 0.01% -295 -17.3% $244.18 +1.9%
244 EMR EMERSON ELEC CO Industrials 2,620 $343K 0.01% -464 -15.1% $131.02 +5.2%
245 CVS CVS HEALTH CORP Healthcare 4,771 $343K 0.01% -2K -29.8% $71.82 +35.3%
246 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,046 $342K 0.01% -185 -15.0% $327.07 +8.1%
247 SNPS SYNOPSYS INC Technology 852 $338K 0.01% -140 -14.1% $396.48 +28.6%
248 SHW SHERWIN WILLIAMS CO Basic Materials 1,051 $337K 0.01% -126 -10.7% $320.55 -3.5%
249 BX BLACKSTONE INC Financial Services 2,900 $333K 0.01% -779 -21.2% $114.99 +2.5%
250 ROST ROSS STORES INC Consumer Cyclical 1,535 $333K 0.01% -253 -14.2% $216.63 -1.6%
251 AEP AMERICAN ELEC PWR CO INC Utilities 2,489 $326K 0.01% -487 -16.4% $131.08 -4.5%
252 UPS UNITED PARCEL SVCS INC Industrials 3,311 $326K 0.01% -426 -11.4% $98.38 +0.0%
253 GM GENERAL MTRS CO Consumer Cyclical 4,348 $324K 0.01% -864 -16.6% $74.50 +4.4%
254 JFR NUVEEN FLOATING RATE INCOME Financial Services 43,050 $324K 0.01% $7.52 -0.8%
255 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,172 $323K 0.01% -170 -12.7% $275.18 -3.6%
256 HILTON WORLDWIDE HLDGS INC 1,052 $320K 0.01% -195 -15.6% $304.08
257 AON AON PLC Financial Services 987 $319K 0.01% -194 -16.4% $322.78 -1.7%
258 SLB SLB LIMITED Energy 6,169 $317K 0.01% -961 -13.5% $51.39 +8.5%
259 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,031 $302K 0.01% -153 -12.9% $292.75 +35.5%
260 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,030 $299K 0.01% -187 -15.4% $290.49 +1.7%
261 MSI MOTOROLA SOLUTIONS INC Technology 678 $294K 0.01% -206 -23.3% $433.97 -8.0%
262 PCAR PACCAR INC Industrials 2,530 $292K 0.01% -461 -15.4% $115.50 -2.5%
263 SREA SEMPRA Utilities 2,985 $290K 0.01% -625 -17.3% $97.17 -77.8%
264 NSC NORFOLK SOUTHN CORP Industrials 1,009 $290K 0.01% -197 -16.3% $287.00 +10.7%
265 BKR BAKER HUGHES COMPANY Energy 4,617 $282K 0.01% -598 -11.5% $61.05 +5.0%
266 SPG SIMON PPTY GROUP INC NEW Real Estate 1,494 $279K 0.01% -239 -13.8% $186.53 +8.7%
267 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 11,150 $276K 0.01% $24.77 +1.3%
268 WBD WARNER BROS DISCOVERY INC Communication Services 9,937 $273K 0.01% -2K -13.8% $27.46 -1.2%
269 AZO AUTOZONE INC Consumer Cyclical 80 $270K 0.01% -14 -14.9% $3377.78 -1.7%
270 CIT CINTAS CORP 1,593 $269K 0.01% -280 -14.9% $169.14
271 TDG TRANSDIGM GROUP INC Industrials 232 $269K 0.01% -75 -24.4% $1158.97 +1.7%
272 KKRT KKR & CO INC Financial Services 2,885 $267K 0.01% -417 -12.6% $92.50 -72.7%
273 MCHP 0.75 06/01/30 MICROCHIP TECHNOLOGY INC. 270,000 $265K 0.01% -3.7M -93.2% $0.98
274 TEL TE CONNECTIVITY PLC Technology 1,263 $264K 0.01% -153 -10.8% $209.02 -1.1%
275 CTVA CORTEVA INC Basic Materials 3,140 $263K 0.01% -528 -14.4% $83.71 -0.5%
276 FQI DIGITAL RLTY TR INC 1,442 $260K 0.01% -198 -12.1% $180.21
277 COR CENCORA INC Healthcare 826 $259K 0.01% -151 -15.5% $314.14 -16.9%
278 FTNT FORTINET INC Technology 3,062 $250K 0.01% -472 -13.4% $81.72 +49.1%
279 ALL ALLSTATE CORP Financial Services 1,203 $249K 0.01% -213 -15.0% $207.34 +4.8%
280 TFC TRUIST FINL CORP Financial Services 5,323 $245K 0.01% -955 -15.2% $45.97 +2.5%
281 FAST FASTENAL CO Industrials 5,236 $243K 0.01% -1K -18.3% $46.40 -5.2%
282 TGT TARGET CORP Consumer Defensive 1,996 $242K 0.01% NEW $121.20 +1.6%
283 DASH DOORDASH INC Communication Services 1,611 $242K 0.01% -73 -4.3% $150.15 +2.4%
284 ZTS ZOETIS INC Healthcare 2,046 $242K 0.01% -264 -11.4% $118.21 -36.1%
285 DUT MOODYS CORP 550 $240K 0.01% -297 -35.1% $436.25
286 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,308 $240K 0.01% -893 -21.3% $72.46 +18.4%
287 ADSK AUTODESK INC Technology 991 $237K 0.01% -136 -12.1% $239.40 -1.2%
288 CAH CARDINAL HEALTH INC Healthcare 1,113 $235K 0.01% -257 -18.8% $211.31 -7.6%
289 SNDK SANDISK CORP Technology 370 $235K 0.01% NEW $635.34 +117.6%
290 MPWR MONOLITHIC PWR SYS INC Technology 214 $234K 0.01% -29 -11.9% $1093.35 +47.6%
291 AME AMETEK INC Industrials 1,079 $231K 0.01% -183 -14.5% $214.36 +6.3%
292 ETR ENTERGY CORP NEW Utilities 2,027 $228K 0.01% -406 -16.7% $112.36 +0.5%
293 EXC EXELON CORP Utilities 4,584 $225K 0.01% -680 -12.9% $49.02 -9.4%
294 XEL XCEL ENERGY INC Utilities 2,802 $223K 0.01% -418 -13.0% $79.44 +0.7%
295 KEYS KEYSIGHT TECHNOLOGIES INC Technology 785 $222K 0.01% -214 -21.4% $282.37 +28.0%
296 EW EDWARDS LIFESCIENCES CORP Healthcare 2,765 $221K 0.01% -425 -13.3% $80.08 +1.6%
297 TRGP TARGA RES CORP Energy 872 $219K 0.01% NEW $250.73 +6.7%
298 URI UNITED RENTALS INC Industrials 297 $216K 0.01% -64 -17.7% $728.56 +33.5%
299 OXY OCCIDENTAL PETE CORP Energy 3,291 $214K 0.01% NEW $65.00 -12.6%
300 XEVVX EATON VANCE LIMITED DURATION 22,455 $212K 0.01% $9.45
301 APO APOLLO GLOBAL MGMT INC Financial Services 1,895 $211K 0.01% -297 -13.6% $111.42 +21.5%
302 IDXX IDEXX LABS INC Healthcare 372 $209K 0.01% -41 -9.9% $561.89 -5.2%
303 F FORD MTR CO Consumer Cyclical 17,993 $208K 0.01% -2K -11.6% $11.54 +25.5%
304 YUM YUM BRANDS INC Consumer Cyclical 1,330 $207K 0.01% -273 -17.0% $155.48 -3.1%
305 CARR CARRIER GLOBAL CORPORATION Industrials 3,668 $207K 0.01% -709 -16.2% $56.31 +14.8%
306 BDX BECTON DICKINSON & CO Healthcare 1,311 $206K 0.01% -194 -12.9% $157.23 -8.8%
307 EA ELECTRONIC ARTS INC Communication Services 1,003 $204K 0.01% -277 -21.6% $203.87 -1.5%
308 TER TERADYNE INC Technology 687 $204K 0.01% NEW $296.46 +20.3%
309 PYPL PAYPAL HLDGS INC Financial Services 4,483 $203K 0.01% -827 -15.6% $45.23 -0.4%
310 AMERIPRISE FINL INC 455 $202K 0.01% -70 -13.3% $444.40
311 PCG PG&E CORP Utilities 10,019 $176K 0.01% NEW $17.57 -4.3%

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 19.2%
Healthcare 16.7%
Industrials 16.1%
Technology 15.5%
Consumer Defensive 12.2%
Consumer Cyclical 8.7%
Energy 5.6%
Communication Services 4.6%
Utilities 1.0%
Basic Materials 0.3%