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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 5 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RMBS RAMBUS INC DEL Technology 7,935.0 $805K 0.03% +114.0 +1.5% $101.44 -10.6%
82 CYTK CYTOKINETICS INC Healthcare 10,012.0 $803K 0.03% +1K +12.4% $80.18 -1.9%
83 CR CRANE COMPANY Industrials 3,663.0 $797K 0.03% +100.0 +2.8% $217.49 -4.3%
84 SPXC SPX TECHNOLOGIES INC Industrials 3,732.0 $790K 0.03% +100.0 +2.8% $211.73 -3.8%
85 ZION ZIONS BANCORPORATION NATL AS Financial Services 10,890.0 $787K 0.03% +131.0 +1.2% $72.27 -6.8%
86 ATO ATMOS ENERGY CORP Utilities 4,388.0 $780K 0.03% +83.0 +1.9% $177.68 -6.2%
87 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,282.0 $779K 0.03% +120.0 +2.3% $147.55 -5.7%
88 DCI DONALDSON INC Industrials 8,585.0 $776K 0.03% +144.0 +1.7% $90.40 +1.8%
89 UMBF UMB FINL CORP Financial Services 5,263.0 $768K 0.03% +128.0 +2.5% $145.99 -1.6%
90 AYI ACUITY INC Industrials 2,242.0 $748K 0.03% +31.0 +1.4% $333.72 +2.1%
91 OGE OGE ENERGY CORP Utilities 15,264.0 $743K 0.03% +583.0 +4.0% $48.70 -5.5%
92 DAR DARLING INGREDIENTS INC Consumer Defensive 11,774.0 $743K 0.03% +246.0 +2.1% $63.10 -3.8%
93 LFUS LITTELFUSE INC Technology 1,865.0 $742K 0.03% +89.0 +5.0% $397.75 +5.1%
94 ENSG ENSIGN GROUP INC Healthcare 4,316.0 $739K 0.03% +100.0 +2.4% $171.28 +3.2%
95 BRX BRIXMOR PPTY GROUP INC Real Estate 22,627.0 $737K 0.03% +320.0 +1.4% $32.57 -10.5%
96 AAL AMERICAN AIRLINES GROUP INC Industrials 48,731.0 $730K 0.03% +626.0 +1.3% $14.98 -7.1%
97 AR ANTERO RESOURCES CORP Energy 21,731.0 $730K 0.03% +373.0 +1.8% $33.57 +12.8%
98 AFG AMERICAN FINANCIAL GROUP INC Financial Services 5,103.0 $724K 0.03% +119.0 +2.4% $141.89 +0.0%
99 NRG NRG ENERGY INC Utilities 5,558.0 $718K 0.03% +347.0 +6.7% $129.11 -11.5%
100 ADC AGREE RLTY CORP Real Estate 8,833.0 $717K 0.03% +471.0 +5.6% $81.12 -9.4%
Page 5 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%