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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 4 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EVR EVERCORE INC Financial Services 2,891.0 $987K 0.04% +100.0 +3.6% $341.54 -14.6%
62 HBAN HUNTINGTON BANCSHARES INC Financial Services 53,867.0 $983K 0.04% +11K +26.0% $18.25 -7.2%
63 MLI MUELLER INDS INC Industrials 16,366.0 $968K 0.04% +8K +103.3% $59.13 +9.3%
64 WAT WATERS CORP Healthcare 2,598.0 $959K 0.03% +954.0 +58.0% $368.98 +13.8%
65 ELAN ELANCO ANIMAL HEALTH INC Healthcare 36,832.0 $951K 0.03% +622.0 +1.7% $25.83 -3.3%
66 GLPI GAMING & LEISURE P Real Estate 20,886.0 $942K 0.03% +261.0 +1.3% $45.08 -6.1%
67 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 14,306.0 $941K 0.03% +181.0 +1.3% $65.75 -2.4%
68 ALLY ALLY FINL INC Financial Services 20,570.0 $939K 0.03% +141.0 +0.7% $45.64 -7.1%
69 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 11,981.0 $919K 0.03% +151.0 +1.3% $76.68 -9.9%
70 GGG GRACO INC Industrials 12,236.0 $913K 0.03% +154.0 +1.3% $74.59 +6.0%
71 NYT NEW YORK TIMES CO MTN BE Communication Services 11,924.0 $905K 0.03% +150.0 +1.3% $75.93 -10.5%
72 WBS WEBSTER FINL CORP Financial Services 11,900.0 $905K 0.03% +146.0 +1.2% $76.01 +2.1%
73 DY DYCOM INDS INC Industrials 2,210.0 $900K 0.03% +100.0 +4.7% $407.11 -22.6%
74 CG CARLYLE GROUP INC Financial Services 19,151.0 $882K 0.03% +240.0 +1.3% $46.07 +6.5%
75 EGP EASTGROUP PPTYS INC Real Estate 3,945.0 $877K 0.03% +100.0 +2.6% $222.20 -9.6%
76 SF STIFEL FINL CORP Financial Services 11,350.0 $876K 0.03% +4K +52.9% $77.16 +4.7%
77 AA ALCOA CORP Basic Materials 19,461.0 $856K 0.03% +589.0 +3.1% $43.98 +12.4%
78 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,278.0 $851K 0.03% +278.0 +2.0% $59.59 +9.5%
79 WTRG ESSENTIAL UTILS INC Utilities 20,884.0 $829K 0.03% +335.0 +1.6% $39.69 +2.0%
80 WTFC WINTRUST FINL CORP Financial Services 4,998.0 $821K 0.03% +100.0 +2.0% $164.30 -7.7%
Page 4 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%