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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  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Q QNITY ELECTRONICS INC Technology 5,594.0 $763K 0.03% NEW $136.35 -7.4%
22 CTRE CARETRUST REIT INC Real Estate 17,422.0 $747K 0.03% NEW $42.88 -6.9%
23 DOCN DIGITALOCEAN HLDGS INC Technology 6,003.0 $714K 0.03% NEW $118.91 -3.3%
24 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 6,137.0 $697K 0.03% NEW $113.60 +13.4%
25 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 11,715.0 $684K 0.03% NEW $58.38 -3.4%
26 VIAV VIAVI SOLUTIONS INC Technology 17,250.0 $658K 0.02% NEW $38.16 +1.6%
27 BROS DUTCH BROS INC Consumer Cyclical 9,363.0 $640K 0.02% NEW $68.36 -25.1%
28 AMCOR PLC 12,310.0 $541K 0.02% NEW $43.94
29 IDCC INTERDIGITAL INC Technology 1,894.0 $493K 0.02% NEW $260.45 +32.2%
30 DUPONT DE NEMOURS INC 3,634.0 $492K 0.02% NEW $135.29
31 FEDEX FGHT HLDG CO INC 2,881.0 $439K 0.02% NEW $152.26
32 SIRI SIRIUSXM HOLDINGS INC Communication Services 13,946.0 $427K 0.01% NEW $30.59 -6.8%
33 VICR VICOR CORP Technology 1,723.0 $409K 0.01% NEW $237.62 -17.0%
34 IESC IES HOLDINGS INC Industrials 647.0 $397K 0.01% NEW $613.02 -45.9%
35 STANDARDAERO INC 13,997.0 $374K 0.01% NEW $26.73
Page 2 of 2  ·  35 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%