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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $2.8B AUM 926 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 216 Added 523 Reduced 37 Exited
Page 11 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 21,781.0 $236K 0.01% +274.0 +1.3% $10.82 +5.8%
202 NSA NATIONAL STORAGE AFFILIATES Real Estate 5,268.0 $234K 0.01% +125.0 +2.4% $44.50 -2.5%
203 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,294.0 $234K 0.01% +145.0 +4.6% $70.98 -13.6%
204 ASH ASHLAND INC Basic Materials 3,406.0 $234K 0.01% +127.0 +3.9% $68.64 +8.3%
205 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 4,429.0 $221K 0.01% +66.0 +1.5% $49.94 -9.9%
206 PK PARK HOTELS & RESORTS INC Real Estate 14,853.0 $221K 0.01% +285.0 +2.0% $14.88 +7.1%
207 PSN PARSONS CORP DEL Industrials 3,900.0 $219K 0.01% +101.0 +2.7% $56.05 -13.2%
208 VC VISTEON CORP Consumer Cyclical 2,011.0 $211K 0.01% +114.0 +6.0% $104.85 -1.1%
209 XRAY DENTSPLY SIRONA INC Healthcare 14,727.0 $207K 0.01% +185.0 +1.3% $14.05 -22.2%
210 CAR AVIS BUDGET GROUP INC Industrials 1,259.0 $202K 0.01% +100.0 +8.6% $160.57 -10.3%
211 WLK WESTLAKE CORPORATION Basic Materials 2,503.0 $194K 0.01% +100.0 +4.2% $77.63 -3.9%
212 CXT CRANE NXT CO Industrials 3,640.0 $187K 0.01% +123.0 +3.5% $51.27 -1.2%
213 WHR WHIRLPOOL CORP Consumer Cyclical 4,819.0 $184K 0.01% +762.0 +18.8% $38.24 +5.0%
214 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 8,783.0 $144K 0.01% +118.0 +1.4% $16.38 -17.0%
215 GEF GREIF INC Consumer Cyclical 1,842.0 $141K 0.01% +17.0 +0.9% $76.32 +12.0%
216 PPC PILGRIMS PRIDE CORP Consumer Defensive 3,202.0 $93K 0.00% +100.0 +3.2% $29.11 +7.5%
Page 11 of 11  ·  216 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 35.8%
Financial Services 12.7%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.4%
Communication Services 7.1%
Consumer Defensive 4.7%
Utilities 2.7%
Real Estate 2.7%
Energy 2.7%