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CONNING INC.

Q2 2026 · 13F-HR

CONNING INC.holdings as filed

Filed 2026-07-30 · accession 0000801051-26-000003

$3.34B
Reported value
327
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$75.5M2.26%101,038CommonSOLE
464287200IVVISHARES TR$73.0M2.19%97,544CommonSOLE
78468R606SPHYSPDR SERIES TRUST$63.9M1.91%2,726,004CommonSOLE
464287804IJRISHARES TR$56.2M1.68%378,644CommonSOLE
219350105GLWCORNING INC$48.0M1.44%187,820CommonSOLE
149123101CATCATERPILLAR INC$44.5M1.33%41,798CommonSOLE
58933Y105MRKMERCK & CO INC$44.3M1.33%344,967CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$43.9M1.32%134,209CommonSOLE
00287Y109ABBVABBVIE INC$43.7M1.31%173,581CommonSOLE
437076102HDHOME DEPOT INC$42.3M1.27%119,852CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$42.1M1.26%127,552CommonSOLE
902973304USBUS BANCORP$42.1M1.26%696,391CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$42.0M1.26%101,113CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$41.8M1.25%169,775CommonSOLE
75513E101RTXRTX CORPORATION$41.5M1.24%218,583CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$40.0M1.20%147,812CommonSOLE
742718109PGPROCTER & GAMBLE CO$39.9M1.19%271,892CommonSOLE
478160104JNJJOHNSON & JOHNSON$39.7M1.19%156,278CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$39.6M1.19%186,734CommonSOLE
031162100AMGNAMGEN INC$39.4M1.18%108,934CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$39.3M1.18%428,725CommonSOLE
191216100KOCOCA COLA CO$39.3M1.18%483,270CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$39.2M1.17%363,250CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$39.1M1.17%679,012CommonSOLE
855244109SBUXSTARBUCKS CORP$39.0M1.17%382,035CommonSOLE
231021106CMICUMMINS INC$38.9M1.17%54,533CommonSOLE
907818108UNPUNION PAC CORP$38.6M1.16%141,953CommonSOLE
695156109PKGPACKAGING CORP AMER$38.4M1.15%161,187CommonSOLE
369550108GDGENERAL DYNAMICS CORP$38.3M1.15%108,165CommonSOLE
002824100ABTABBOTT LABORATORIES$38.2M1.15%421,457CommonSOLE
064058100BKBANK OF NY MELLON CORP$38.2M1.14%264,111CommonSOLE
086516101BBYBEST BUY INC$37.9M1.14%499,997CommonSOLE
001055102AFLAFLAC INC$37.8M1.13%322,743CommonSOLE
617446448MSMORGAN STANLEY$37.0M1.11%177,117CommonSOLE
125523100CITHE CIGNA GROUP$37.0M1.11%134,237CommonSOLE
375558103GILDGILEAD SCIENCES INC$36.7M1.10%290,397CommonSOLE
464288588MBBISHARES TR$36.6M1.10%387,672CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$36.5M1.09%163,142CommonSOLE
580135101MCDMCDONALDS CORP$36.5M1.09%135,117CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$36.4M1.09%71,380CommonSOLE
91913Y100VLOVALERO ENERGY CORP$36.3M1.09%139,571CommonSOLE
681919106OMCOMNICOM GROUP INC$36.3M1.09%498,979CommonSOLE
17275R102CSCOCISCO SYS INC$36.3M1.09%309,004CommonSOLE
09290D101BLKBLACKROCK INC$36.2M1.08%37,665CommonSOLE
713448108PEPPEPSICO INC$35.7M1.07%263,864CommonSOLE
30231G102XOMEXXON MOBIL CORP$35.6M1.07%260,296CommonSOLE
609207105MDLZMONDELEZ INTL INC$35.0M1.05%605,363CommonSOLE
969457100WMBWILLIAMS COS INC$34.9M1.05%469,420CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$34.8M1.04%119,769CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$34.4M1.03%122,420CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$34.4M1.03%377,084CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$34.3M1.03%811,184CommonSOLE
032654105ADIANALOG DEVICES INC$34.3M1.03%86,400CommonSOLE
166764100CVXCHEVRON CORPORATION$33.6M1.01%202,478CommonSOLE
26875P101EOGEOG RES INC$33.4M1.00%257,766CommonSOLE
501044101KRKROGER CO$32.8M0.98%591,525CommonSOLE
20825C104COPCONOCOPHILLIPS$32.8M0.98%315,062CommonSOLE
12572Q105CMECME GROUP INC$32.4M0.97%146,914CommonSOLE
922908363VOOVANGUARD INDEX FDS$30.4M0.91%44,272CommonSOLE
718172109PMPHILIP MORRIS INTL INC$29.7M0.89%163,924CommonSOLE
02209S103MOALTRIA GROUP INC$28.8M0.86%400,006CommonSOLE
747525103QCOMQUALCOMM INC$28.2M0.85%152,770CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$26.7M0.80%38,022CommonSOLE
67066G104NVDANVIDIA CORPORATION$26.3M0.79%131,490CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$25.8M0.77%641,275CommonSOLE
464287507IJHISHARES TR$25.5M0.76%330,740CommonSOLE
037833100AAPLAPPLE INC$23.6M0.71%81,603CommonSOLE
438516205HONHONEYWELL INTL INC$18.4M0.55%82,374CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.2M0.55%49,266CommonSOLE
43849R105HONAHONEYWELL AEROSPACE INC$18.2M0.55%82,374CommonSOLE
594918104MSFTMICROSOFT CORP$16.8M0.50%44,906CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$16.7M0.50%202,438CommonSOLE
02079K305GOOGLALPHABET INC$13.3M0.40%37,123CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$13.2M0.39%490,000CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$12.5M0.38%57,210CommonSOLE
464287655IWMISHARES TR$12.5M0.37%41,524CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$12.4M0.37%173,517CommonSOLE
464287614IWFISHARES TR$12.0M0.36%96,348CommonSOLE
464288687PFFISHARES TR$11.9M0.36%390,500CommonSOLE
11135F101AVGOBROADCOM INC$11.8M0.35%31,339CommonSOLE
46432F842IEFAISHARES TR$11.5M0.34%118,845CommonSOLE
46434G103IEMGISHARES INC$11.4M0.34%137,998CommonSOLE
464287465EFAISHARES TR$11.3M0.34%108,490CommonSOLE
37954Y657PFFDGLOBAL X FDS$10.8M0.32%580,200CommonSOLE
023135106AMZNAMAZON COM INC$10.5M0.31%43,990CommonSOLE
464287473IWSISHARES TR$9.8M0.29%59,718CommonSOLE
532457108LLYELI LILLY & CO$9.6M0.29%8,044CommonSOLE
464287481IWPISHARES TR$9.6M0.29%65,605CommonSOLE
038222105AMATAPPLIED MATLS INC$9.5M0.29%13,183CommonSOLE
30303M102METAMETA PLATFORMS INC$9.3M0.28%16,469CommonSOLE
060505682BAC 7.25 PERP LBANK OF AMER CORP$9.1M0.27%7,235CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$8.7M0.26%7,320,000CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$8.7M0.26%7,490CommonSOLE
482480100KLACKLA CORP$8.6M0.26%28,510CommonSOLE
512807306LRCXLAM RESEARCH CORP$8.5M0.25%19,621CommonSOLE
464287309IVWISHARES TR$8.5M0.25%61,779CommonSOLE
97717X701HEDJWISDOMTREE TR$8.2M0.25%144,030CommonSOLE
92826C839VVISA INC$7.9M0.24%23,062CommonSOLE
02079K107GOOGALPHABET INC$7.7M0.23%21,680CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.2M0.21%13,927CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$7.0M0.21%600,000CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$7.0M0.21%7,050,000CommonSOLE
931142103WMTWALMART INC$6.9M0.21%60,494CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$6.8M0.21%5,750,000CommonSOLE
472145AH4JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD$6.8M0.20%4,030,000CommonSOLE
92189F437ANGLVANECK ETF TRUST$6.8M0.20%233,570CommonSOLE
032095101APHAMPHENOL CORP$6.7M0.20%38,106CommonSOLE
369604301GEGE AEROSPACE$6.7M0.20%17,874CommonSOLE
018802AE8ALLIANT ENERGY CORP$6.5M0.19%5,915,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$6.2M0.19%18,455CommonSOLE
842587DZ7SO 4.5 06/15/27SOUTHERN CO$6.2M0.19%5,610,000CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$6.2M0.18%6,875,000CommonSOLE
59001ABF8MTH 1.75 05/15/28MERITAGE HOMES CORP$6.1M0.18%5,940,000CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$6.1M0.18%4,600,000CommonSOLE
464288513HYGISHARES TR$6.0M0.18%75,158CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.9M0.18%11,866CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.9M0.18%6,281CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$5.9M0.18%5,600,000CommonSOLE
928298AR9VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC$5.8M0.17%2,950,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.8M0.17%5,051CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.8M0.17%63,081CommonSOLE
723484AK7PNW 4.75 06/15/27PINNACLE WEST CAP CORP$5.8M0.17%4,855,000CommonSOLE
278865100ECLECOLAB INC$5.6M0.17%19,936CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$5.5M0.17%77,076CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$5.4M0.16%5,300,000CommonSOLE
384802104GWWWW GRAINGER INC$5.4M0.16%3,941CommonSOLE
464288638IGIBISHARES TR$5.4M0.16%100,754CommonSOLE
872540109TJXTJX COS INC NEW$5.4M0.16%35,345CommonSOLE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$5.3M0.16%5,350,000CommonSOLE
88160R101TSLATESLA INC$5.3M0.16%12,610CommonSOLE
743315103PGRPROGRESSIVE CORP$5.3M0.16%24,039CommonSOLE
760759100RSGREPUBLIC SVCS INC$5.2M0.16%24,405CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.1M0.15%28,658CommonSOLE
235851102DHRDANAHER CORP DEL$5.0M0.15%26,065CommonSOLE
886364389VETZTIDAL TRUST I$4.9M0.15%250,000CommonSOLE
254687106DISDISNEY WALT CO$4.8M0.14%49,552CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.7M0.14%28,334CommonSOLE
778296103ROSTROSS STORES INC$4.6M0.14%21,679CommonSOLE
922908553VNQVANGUARD INDEX FDS$4.6M0.14%47,789CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.6M0.14%20,591CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.6M0.14%37,249CommonSOLE
464287234EEMISHARES TR$4.6M0.14%66,533CommonSOLE
461202103INTUINTUIT$4.4M0.13%16,683CommonSOLE
670346105NUENUCOR CORP$4.3M0.13%19,389CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.3M0.13%7,378CommonSOLE
665531AJ8NOG 3.625 04/15/29NORTHERN OIL & GAS INC$4.3M0.13%4,500,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.1M0.12%8,240CommonSOLE
654106103NKENIKE INC$4.1M0.12%99,491CommonSOLE
79466L302CRMSALESFORCE INC$4.1M0.12%25,994CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$3.6M0.11%3,600,000CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$3.6M0.11%132,057CommonSOLE
59156R108METMETLIFE INC$3.5M0.11%41,519CommonSOLE
30034W106EVRGEVERGY INC$2.9M0.09%33,917CommonSOLE
458140100INTCINTEL CORP$2.9M0.09%20,646CommonSOLE
922908629VOVANGUARD INDEX FDS$2.9M0.09%35,428CommonSOLE
78464A367SPLBSPDR SERIES TRUST$2.8M0.08%124,080CommonSOLE
922908751VBVANGUARD INDEX FDS$2.8M0.08%9,084CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$2.7M0.08%35,107CommonSOLE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$2.6M0.08%2,700,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$2.5M0.08%2,730,000CommonSOLE
464288661IEIISHARES TR$2.3M0.07%19,236CommonSOLE
25746U109DDOMINION ENERGY INC$2.2M0.07%32,818CommonSOLE
464287499IWRISHARES TR$1.8M0.06%16,697CommonSOLE
060505104BACBANK OF AMER CORP$1.7M0.05%29,722CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.7M0.05%36,000CommonSOLE
949746101WMT2WELLS FARGO & CO$1.7M0.05%20,361CommonSOLE
172967424CCITIGROUP INC$1.6M0.05%11,644CommonSOLE
717081103PFEPFIZER INC$1.5M0.05%63,314CommonSOLE
36828A101GEVGE VERNOVA INC$1.4M0.04%1,232CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.4M0.04%12,264CommonSOLE
80004C200SNDKSANDISK CORP$1.4M0.04%621CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.04%1,390CommonSOLE
64110L106NFLXNETFLIX INC.$1.4M0.04%19,350CommonSOLE
464287408IVEISHARES TR$1.2M0.04%5,390CommonSOLE
882508104TXNTEXAS INSTRS INC$1.2M0.04%4,076CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.04%10,249CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.04%3,462CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.1M0.03%15,009CommonSOLE
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G54950103LINLINDE PLC$1.1M0.03%2,069CommonSOLE
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921932869IVOGVANGUARD ADMIRAL FDS INC$1.0M0.03%7,142CommonSOLE
958102105WDCWESTERN DIGITAL CORP$995,1260.03%1,558CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$958,2450.03%993CommonSOLE
74460D109PSAPUBLIC STORAGE$881,4000.03%2,769CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$856,3450.03%11,380CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$854,7180.03%1,120CommonSOLE
65339F101NEENEXTERA ENERGY INC$840,5740.03%9,577CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$829,6000.02%2,952CommonSOLE
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040413205ANETARISTA NETWORKS INC$800,6450.02%4,713CommonSOLE
00206R102TAT&T INC$790,0160.02%38,165CommonSOLE
29476L107EQREQUITY RESIDENTIAL$778,0690.02%11,454CommonSOLE
097023105BABOEING CO$755,0480.02%3,488CommonSOLE
244199105DEDEERE & CO$732,6520.02%1,155CommonSOLE
G29183103ETNEATON CORP PLC$731,2230.02%1,716CommonSOLE
95040Q104WELLWELLTOWER INC$682,4990.02%3,007CommonSOLE
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46120E602ISRGINTUITIVE SURGICAL INC$658,1610.02%1,655CommonSOLE
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90353T100UBERUBER TECHNOLOGIES INC$616,3900.02%8,542CommonSOLE
780259305SHELSHELL PLC$615,2020.02%7,934CommonSOLE
29273V100ETENERGY TRANSFER L P$605,4730.02%31,667CommonSOLE
03831W108APPAPPLOVIN CORP$594,0600.02%1,153CommonSOLE
78409V104SPGIS&P GLOBAL INC$580,7520.02%1,426CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$579,6840.02%1,167CommonSOLE
548661107LOWLOWES COS INC$575,9200.02%2,612CommonSOLE
74340W103PLDPROLOGIS INC.$570,6000.02%4,212CommonSOLE
701094104PHPARKER-HANNIFIN CORP$570,2440.02%583CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$569,7600.02%2,840CommonSOLE
H1467J104CBCHUBB LIMITED$561,5400.02%1,648CommonSOLE
126650100CVSCVS HEALTH CORP$556,4580.02%5,379CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$542,7780.02%1,258CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$525,4780.02%1,764CommonSOLE
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443201108HWMHOWMET AEROSPACE INC$493,0890.01%1,834CommonSOLE
863667101SYKSTRYKER CORPORATION$491,1510.01%1,560CommonSOLE
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842587107SOSOUTHERN CO$486,8770.01%5,087CommonSOLE
464287879IJSISHARES TR$486,4440.01%3,559CommonSOLE
464287887IJTISHARES TR$483,4700.01%2,707CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$481,1360.01%1,437CommonSOLE
29444U700EQIXEQUINIX INC$479,4990.01%460CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$474,6320.01%12,016CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$466,8990.01%1,244CommonSOLE
34959E109FTNTFORTINET INC$464,2400.01%3,022CommonSOLE
651639106NEMNEWMONT CORP$453,7370.01%4,858CommonSOLE
81762P102NOWSERVICENOW INC$440,8040.01%4,440CommonSOLE
464288877EFVISHARES TR$434,0390.01%5,670CommonSOLE
125896100CMSCMS ENERGY CORP$433,0680.01%5,661CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$432,3390.01%2,959CommonSOLE
126408103CSXCSX CORP$418,7860.01%8,811CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$415,9420.01%3,286CommonSOLE
20030N101CMCSACOMCAST CORP NEW$415,9270.01%16,942CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$412,8740.01%6,565CommonSOLE
464288885EFGISHARES TR$404,9870.01%3,255CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$398,7180.01%1,031CommonSOLE
00724F101ADBEADOBE INC$397,9440.01%1,941CommonSOLE
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291011104EMREMERSON ELEC CO$375,0530.01%2,620CommonSOLE
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67103H107ORLYOREILLY AUTOMOTIVE INC$365,5980.01%3,970CommonSOLE
872590104TMUST-MOBILE US INC$364,8130.01%2,175CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$361,8800.01%1,051CommonSOLE
56585A102MPCMARATHON PETE CORP$361,2620.01%1,413CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$357,9020.01%1,441CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$355,0270.01%2,853CommonSOLE
03027X100AMTAMERICAN TOWER CORP$353,6370.01%2,162CommonSOLE
871607107SNPSSYNOPSYS INC$353,2880.01%792CommonSOLE
09260D107BXBLACKSTONE INC$343,9500.01%2,923CommonSOLE
770700102HOODROBINHOOD MKTS INC$341,9550.01%3,410CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$340,5200.01%2,489CommonSOLE
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67072T108JFRNUVEEN FLOATING RATE INCOME$330,1940.01%43,050CommonSOLE
911363109URIUNITED RENTALS INC$328,5380.01%290CommonSOLE
G0403H108AONAON PLC$327,3790.01%987CommonSOLE
37045V100GMGENERAL MTRS CO$324,9690.01%4,216CommonSOLE
718546104PSXPHILLIPS 66$324,5760.01%1,920CommonSOLE
31428X106FDXFEDEX CORP$323,7760.01%1,034CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$317,9660.01%3,308CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$317,4200.01%1,009CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$316,2820.01%621CommonSOLE
26884L109EQTEQT CORP$314,0220.01%5,906CommonSOLE
880770102TERTERADYNE INC$309,1750.01%639CommonSOLE
693718108PCARPACCAR INC$303,9040.01%2,530CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$301,9750.01%1,030CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$299,9260.01%2,790CommonSOLE
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$296,7440.01%270,000CommonSOLE
19247G107COHRCOHERENT CORP$295,8530.01%750CommonSOLE
893641100TDGTRANSDIGM GROUP INC$294,3800.01%221CommonSOLE
40412C101HCAHCA HEALTHCARE INC$293,5870.01%753CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$289,2850.01%6,778CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$288,9140.01%209CommonSOLE
806857108SLBSLB LIMITED$286,7970.01%6,169CommonSOLE
020002101ALLALLSTATE CORP$286,2430.01%1,203CommonSOLE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$284,2140.01%11,150CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$278,6550.01%796CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$276,9260.01%838CommonSOLE
816851109SRESEMPRA$276,7400.01%2,985CommonSOLE
615369105MCOMOODYS CORP$272,6570.01%602CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$270,3140.01%546CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$269,3690.01%432CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$269,0470.01%3,668CommonSOLE
22052L104CTVACORTEVA INC$265,9270.01%3,140CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$264,9200.01%9,937CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$264,4040.01%1,113CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$261,9990.01%5,808CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$260,8020.01%628CommonSOLE
87612E106TGTTARGET CORP$260,6980.01%1,996CommonSOLE
172908105CTASCINTAS CORP$260,5630.01%1,532CommonSOLE
25809K105DASHDOORDASH INC$259,4490.01%1,406CommonSOLE
253868103DLRDIGITAL RLTY TR INC$258,9550.01%1,442CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$257,4550.01%8,053CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$256,2450.01%4,617CommonSOLE
89832Q109TFCTRUIST FINL CORP$256,1250.01%5,141CommonSOLE
55024U109LITELUMENTUM HLDGS INC$255,7010.01%298CommonSOLE
053332102AZOAUTOZONE INC$255,6760.01%80CommonSOLE
247361702DALDELTA AIR LINES INC$252,1340.01%2,692CommonSOLE
311900104FASTFASTENAL CO$251,4840.01%5,236CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$250,1220.01%2,765CommonSOLE
29364G103ETRENTERGY CORP NEW$245,3410.01%2,136CommonSOLE
G87052109TELTE CONNECTIVITY PLC$240,3190.01%1,192CommonSOLE
171779309CIENCIENA CORP$239,8840.01%489CommonSOLE
87612G101TRGPTARGA RES CORP$233,8170.01%872CommonSOLE
345370860FFORD MTR CO$226,1670.01%16,271CommonSOLE
199908104FIXCOMFORT SYS USA INC$225,9430.01%114CommonSOLE
98389B100XELXCEL ENERGY INC$225,0010.01%2,802CommonSOLE
444859102HUMHUMANA INC$224,8270.01%566CommonSOLE
G25508105CRHCRH PLC$222,9880.01%2,084CommonSOLE
03073E105CORCENCORA INC$222,1390.01%785CommonSOLE
857477103STTSTATE STR CORP$221,3270.01%1,305CommonSOLE
278642103EBAYEBAY INC.$221,1530.01%1,979CommonSOLE
031100100AMEAMETEK INC$220,8920.01%913CommonSOLE
48251W104KKRKKR & CO INC$218,8950.01%2,385CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$215,7960.01%940CommonSOLE
92840M102VSTVISTRA CORP$214,4680.01%1,352CommonSOLE
988498101YUMYUM BRANDS INC$212,6130.01%1,330CommonSOLE
27828H105XEVVXEATON VANCE LIMITED DURATION$210,4030.01%22,455CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$209,8820.01%6,173CommonSOLE
03076C106AMPAMERIPRISE FINL INC$208,7360.01%455CommonSOLE
23331A109DHID R HORTON INC$208,6490.01%1,281CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$201,7660.01%4,883CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$3,9960.00%84,400CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.