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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 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HL HECLA MINING COMPANY Basic Materials 49,454.0 $709K 0.03% +619.0 +1.3% $14.33 +47.7%
102 NNN NNN REIT INC Real Estate 14,018.0 $695K 0.03% +219.0 +1.6% $49.59 -8.7%
103 CNH INDL N V 64,922.0 $691K 0.03% +429.0 +0.7% $10.64
104 HALO HALOZYME THERAPEUTICS INC Healthcare 8,768.0 $682K 0.03% +257.0 +3.0% $77.81 +37.4%
105 FR FIRST INDL RLTY TR INC Real Estate 9,768.0 $673K 0.02% +120.0 +1.2% $68.86 -9.3%
106 GAMESTOP CORP 30,418.0 $666K 0.02% +387.0 +1.3% $21.89
107 FLS FLOWSERVE CORP Industrials 9,463.0 $648K 0.02% +200.0 +2.2% $68.46 +18.8%
108 TKR TIMKEN CO Industrials 4,672.0 $644K 0.02% +146.0 +3.2% $137.78 -10.0%
109 GLOBUS MED INC 8,356.0 $643K 0.02% +237.0 +2.9% $77.00
110 PB PROSPERITY BANCSHARES INC Financial Services 8,718.0 $641K 0.02% +2K +26.5% $73.49 -1.3%
111 RRC RANGE RES CORP Energy 17,376.0 $639K 0.02% +109.0 +0.6% $36.76 +11.6%
112 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13,829.0 $637K 0.02% +2K +12.4% $46.03 +15.3%
113 VNOM VIPER ENERGY INC Energy 14,322.0 $636K 0.02% +2K +16.7% $44.38 -1.1%
114 IDA IDACORP INC Utilities 4,127.0 $614K 0.02% +200.0 +5.1% $148.73 -8.1%
115 CBSH COMMERCE BANCSHARES INC Financial Services 9,998.0 $591K 0.02% +576.0 +6.1% $59.14 -2.1%
116 STAG STAG INDUSTRIAL INC Real Estate 14,099.0 $588K 0.02% +490.0 +3.6% $41.68 -11.3%
117 RGEN REPLIGEN CORP Healthcare 3,942.0 $580K 0.02% +100.0 +2.6% $147.25 +23.7%
118 UGI UGI CORP NEW Utilities 15,840.0 $580K 0.02% +177.0 +1.1% $36.62 +3.5%
119 NFG NATIONAL FUEL GAS CO Energy 7,004.0 $567K 0.02% +451.0 +6.9% $80.94 +1.5%
120 AAON AAON INC Industrials 5,037.0 $561K 0.02% +112.0 +2.3% $111.42 -27.9%
Page 6 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%