BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PSTG EVERPURE INC 23,270.0 $1.6M 0.06% +518.0 +2.3% $69.38
22 BURL BURLINGTON STORES INC Consumer Cyclical 4,667.0 $1.6M 0.06% +100.0 +2.2% $345.31 -9.1%
23 DLR DIGITAL RLTY TR INC Real Estate 9,175.0 $1.6M 0.06% +424.0 +4.8% $173.88 +11.2%
24 ENTG ENTEGRIS INC Technology 11,213.0 $1.6M 0.06% +165.0 +1.5% $138.74 +2.7%
25 RB GLOBAL INC 13,704.0 $1.5M 0.06% +172.0 +1.3% $111.65
26 MTZ MASTEC INC Industrials 4,527.0 $1.5M 0.05% +35.0 +0.8% $329.59 -24.5%
27 FITB FIFTH THIRD BANCORP Financial Services 24,083.0 $1.4M 0.05% +6K +34.0% $58.01 -5.0%
28 EWBC EAST WEST BANCORP INC Financial Services 10,141.0 $1.4M 0.05% +114.0 +1.1% $134.52 -3.0%
29 DVN DEVON ENERGY CORP NEW Energy 30,673.0 $1.3M 0.05% +14K +79.8% $43.83 +6.8%
30 RBC RBC BEARINGS INC Industrials 2,330.0 $1.3M 0.05% +36.0 +1.6% $575.22 -10.7%
31 XEL XCEL ENERGY INC Utilities 16,589.0 $1.3M 0.05% +504.0 +3.1% $78.77 -1.4%
32 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 11,593.0 $1.3M 0.05% +170.0 +1.5% $111.76 -8.3%
33 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 4,839.0 $1.3M 0.05% +143.0 +3.0% $267.36 +2.0%
34 CVNA CARVANA CO Consumer Cyclical 19,034.0 $1.3M 0.05% +15K +394.9% $67.34 +9.8%
35 ITT ITT INC Industrials 6,593.0 $1.3M 0.05% +394.0 +6.4% $192.51 +9.3%
36 FN FABRINET Technology 2,644.0 $1.3M 0.04% +33.0 +1.3% $478.39 -8.5%
37 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,398.0 $1.3M 0.04% +196.0 +2.7% $170.88 -8.4%
38 LSCC LATTICE SEMICONDUCTOR CORP Technology 10,082.0 $1.3M 0.04% +114.0 +1.1% $125.23 -4.7%
39 WPC WP CAREY INC Real Estate 16,426.0 $1.2M 0.04% +456.0 +2.9% $75.86 -6.2%
40 ANNALY CAPITAL MANAGEMENT IN 54,038.0 $1.2M 0.04% +4K +8.6% $23.01
Page 2 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%