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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 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTR VENTAS INC Real Estate 12,919.0 $1.2M 0.04% +147.0 +1.1% $96.10 -3.9%
42 WCC WESCO INTL INC Industrials 3,581.0 $1.2M 0.04% +36.0 +1.0% $327.86 +6.7%
43 OVV OVINTIV INC Energy 20,309.0 $1.2M 0.04% +2K +10.0% $57.79 +12.8%
44 PR PERMIAN RESOURCES CORP Energy 58,041.0 $1.2M 0.04% +7K +14.7% $20.21 +12.6%
45 RGA REINSURANCE GROUP AMER INC Financial Services 4,850.0 $1.2M 0.04% +100.0 +2.1% $241.79 +1.4%
46 BWXT BWX TECHNOLOGIES INC Industrials 6,739.0 $1.2M 0.04% +110.0 +1.7% $171.18 -8.6%
47 ROIV ROIVANT SCIENCES LTD Healthcare 33,276.0 $1.1M 0.04% +1K +4.2% $34.51 +6.1%
48 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,627.0 $1.1M 0.04% +184.0 +4.1% $247.53 +0.9%
49 RGLD ROYAL GOLD INC Basic Materials 6,047.0 $1.1M 0.04% +100.0 +1.7% $189.17 +40.0%
50 APG API GROUP CORP Industrials 28,434.0 $1.1M 0.04% +1K +5.4% $40.12 +2.7%
51 NXT NEXTPOWER INC Technology 10,951.0 $1.1M 0.04% +158.0 +1.5% $103.10 -13.9%
52 SOMNIGROUP INTERNATIONAL INC 15,491.0 $1.1M 0.04% +194.0 +1.3% $72.73
53 OHI OMEGA HEALTHCARE INVS INC Real Estate 21,961.0 $1.1M 0.04% +424.0 +2.0% $50.21 -6.5%
54 ARMK ARAMARK Industrials 19,398.0 $1.1M 0.04% +242.0 +1.3% $56.74 +4.2%
55 DTM DT MIDSTREAM INC Energy 7,494.0 $1.1M 0.04% +114.0 +1.5% $145.05 -8.5%
56 LAMR LAMAR ADVERTISING CO Real Estate 6,403.0 $1.0M 0.04% +113.0 +1.8% $162.32 -7.1%
57 ONTO ONTO INNOVATION INC Technology 3,660.0 $1.0M 0.04% +130.0 +3.7% $279.85 +4.3%
58 RRX REGAL REXNORD CORPORATION Industrials 4,932.0 $1.0M 0.04% +100.0 +2.1% $206.81 -20.2%
59 FANG DIAMONDBACK ENERGY INC Energy 5,171.0 $1.0M 0.04% +107.0 +2.1% $195.54 +2.5%
60 RPM RPM INTL INC Basic Materials 9,444.0 $992K 0.04% +100.0 +1.1% $105.08 +1.1%
Page 3 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%