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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $2.6B AUM 928 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 24 Added 859 Reduced 17 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 241,230.0 $151.3M 5.74% +182K +304.7% $627.13 +8.9%
2 USIG ISHARES TR 439,717.0 $22.8M 0.86% +80K +22.1% $51.77 -1.6%
3 IDEV ISHARES TR 236,229.0 $19.5M 0.74% +31K +14.9% $82.48 +8.9%
4 NFLX NETFLIX INC Communication Services 115,221.0 $10.8M 0.41% +95K +461.4% $93.76 -4.8%
5 IAGG ISHARES TR 166,626.0 $8.3M 0.32% +21K +14.7% $50.01 +0.0%
6 SPEM SPDR INDEX SHS FDS 177,360.0 $8.3M 0.32% +18K +11.3% $46.81 +9.1%
7 NOW SERVICENOW INC Technology 28,209.0 $4.3M 0.16% +18K +178.8% $153.19 -34.9%
8 IJH ISHARES TR 49,810.0 $3.3M 0.12% +5K +11.9% $66.00 +10.5%
9 SPSM SPDR SERIES TRUST 58,724.0 $2.8M 0.10% +16K +36.5% $46.86 +13.1%
10 XLU SELECT SECTOR SPDR TR 48,000.0 $2.0M 0.08% +24K +100.0% $42.69 +5.4%
11 RGLD ROYAL GOLD INC Basic Materials 5,947.0 $1.3M 0.05% +1K +20.6% $222.29 +0.4%
12 USRT ISHARES TR 22,303.0 $1.3M 0.05% +3K +14.9% $56.96 +14.8%
13 ANNALY CAPITAL MANAGEMENT IN 49,777.0 $1.1M 0.04% +2K +3.5% $22.36
14 ITT ITT INC Industrials 6,199.0 $1.1M 0.04% +357.0 +6.1% $173.51 +11.0%
15 ADC AGREE RLTY CORP Real Estate 8,362.0 $602K 0.02% +89.0 +1.1% $72.03 +5.1%
16 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 41,519.0 $551K 0.02% +5K +12.2% $13.28 -19.4%
17 CBSH COMMERCE BANCSHARES INC Financial Services 9,422.0 $493K 0.02% +150.0 +1.6% $52.34 -0.3%
18 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,593.0 $458K 0.02% +666.0 +71.8% $287.22 +40.1%
19 TXNM ENERGY INC 7,144.0 $421K 0.02% +75.0 +1.1% $58.88
20 GBCI GLACIER BANCORP INC NEW Financial Services 9,368.0 $413K 0.02% +490.0 +5.5% $44.05 +8.5%
Page 1 of 2  ·  24 positions

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
Technology 32.9%
Financial Services 13.4%
Consumer Cyclical 10.5%
Communication Services 9.7%
Industrials 9.4%
Healthcare 9.4%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.6%
Real Estate 2.5%