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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CAG CONAGRA BRANDS INC Consumer Defensive 13,007 $225K 0.01% SOLD
22 MTCH MATCH GROUP INC NEW Communication Services 6,419 $207K 0.01% SOLD
23 POTLATCHDELTIC CORPORATION 5,125 $204K 0.01% SOLD
24 GTM ZOOMINFO TECHNOLOGIES INC Technology 19,983 $203K 0.01% SOLD
25 PAYC PAYCOM SOFTWARE INC Technology 1,253 $200K 0.01% SOLD
26 POOL POOL CORP Industrials 870 $199K 0.01% SOLD
27 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 20,854 $183K 0.01% SOLD
28 KMPR KEMPER CORP Financial Services 4,266 $173K 0.01% SOLD
29 BLKB BLACKBAUD INC Technology 2,663 $169K 0.01% SOLD
30 FLO FLOWERS FOODS INC Consumer Defensive 15,390 $167K 0.01% SOLD
31 LW LAMB WESTON HLDGS INC Consumer Defensive 3,789 $159K 0.01% SOLD
32 CIVITAS RESOURCES INC 5,595 $152K 0.01% SOLD
33 CPB THE CAMPBELLS COMPANY Consumer Defensive 5,342 $149K 0.01% SOLD
34 ASGN ASGN INC Technology 3,088 $149K 0.01% SOLD
35 CNXC CONCENTRIX CORP Technology 3,151 $131K 0.01% SOLD
36 COTY COTY INC Consumer Defensive 26,770 $82K 0.00% SOLD
37 FG F&G ANNUITIES & LIFE INC Financial Services $9.0 SOLD
Page 2 of 2  ·  37 positions
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%