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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $2.6B AUM 928 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 24 Added 859 Reduced 17 Exited
Page 10 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WDC WESTERN DIGITAL CORP Technology 9,296.0 $1.6M 0.06% -7K -44.5% $172.27 +166.8%
182 ROST ROSS STORES INC Consumer Cyclical 8,843.0 $1.6M 0.06% -7K -44.0% $180.14 +18.1%
183 TWLO TWILIO INC Communication Services 11,049.0 $1.6M 0.06% -442.0 -3.9% $142.24 +33.1%
184 ABNB AIRBNB INC Consumer Cyclical 11,564.0 $1.6M 0.06% -9K -44.2% $135.72 -1.1%
185 SRE SEMPRA Utilities 17,747.0 $1.6M 0.06% -14K -43.7% $88.29 +3.6%
186 PCAR PACCAR INC Industrials 14,281.0 $1.6M 0.06% -11K -43.7% $109.51 -0.2%
187 SLB SCHLUMBERGER LTD Energy 40,622.0 $1.6M 0.06% -31K -43.6% $38.38 +49.2%
188 EOG EOG RES INC Energy 14,754.0 $1.5M 0.06% -12K -44.0% $105.01 +33.3%
189 AZO AUTOZONE INC Consumer Cyclical 452.0 $1.5M 0.06% -364.0 -44.6% $3391.50 +1.4%
190 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,138.0 $1.5M 0.06% -300.0 -8.7% $487.25 +15.7%
191 PSTG PURE STORAGE INC Technology 22,752.0 $1.5M 0.06% -501.0 -2.1% $67.01 +25.1%
192 BDX BECTON DICKINSON & CO Healthcare 7,793.0 $1.5M 0.06% -6K -43.4% $194.07 -24.6%
193 ZTS ZOETIS INC Healthcare 11,983.0 $1.5M 0.06% -9K -44.0% $125.82 -36.6%
194 CASY CASEYS GEN STORES INC Consumer Cyclical 2,710.0 $1.5M 0.06% -75.0 -2.7% $552.71 +49.2%
195 APD AIR PRODS & CHEMS INC Basic Materials 6,051.0 $1.5M 0.06% -5K -43.7% $247.02 +17.5%
196 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,086.0 $1.5M 0.06% -4K -43.2% $293.57 +4.3%
197 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 19,394.0 $1.5M 0.06% -15K -43.7% $76.67 +12.6%
198 PYPL PAYPAL HLDGS INC Financial Services 25,442.0 $1.5M 0.06% -21K -44.9% $58.38 -24.0%
199 NXPI NXP SEMICONDUCTORS N V Technology 6,842.0 $1.5M 0.06% -5K -43.5% $217.06 +37.9%
200 CW CURTISS WRIGHT CORP Industrials 2,688.0 $1.5M 0.06% -134.0 -4.8% $551.27 +31.9%
Page 10 of 43  ·  859 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 32.9%
Financial Services 13.4%
Consumer Cyclical 10.5%
Communication Services 9.7%
Industrials 9.4%
Healthcare 9.4%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.6%
Real Estate 2.5%