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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 10 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ALL ALLSTATE CORP Financial Services 6,815.0 $1.7M 0.06% -300.0 -4.2% $249.90 +3.1%
182 MPWR MONOLITHIC PWR SYS INC Technology 1,298.0 $1.7M 0.06% -31.0 -2.3% $1312.00 -0.1%
183 TGT TARGET CORP Consumer Defensive 12,064.0 $1.7M 0.06% -292.0 -2.4% $139.60 +18.9%
184 KMI KINDER MORGAN INC DEL Energy 52,027.0 $1.7M 0.06% -1K -2.3% $32.30 -2.4%
185 O REALTY INCOME CORP Real Estate 24,779.0 $1.6M 0.06% -235.0 -0.9% $65.71 -6.0%
186 GWW WW GRAINGER INC Industrials 1,165.0 $1.6M 0.06% -62.0 -5.0% $1395.01 -5.3%
187 ABNB AIRBNB INC Consumer Cyclical 11,106.0 $1.6M 0.06% -458.0 -4.0% $145.98 +26.3%
188 TRGP TARGA RES CORP Energy 5,719.0 $1.6M 0.06% -118.0 -2.0% $282.91 +2.1%
189 HPE HEWLETT PACKARD ENTERPRISE C Technology 35,259.0 $1.6M 0.06% -619.0 -1.7% $45.82 +18.7%
190 SRE SEMPRA Utilities 17,388.0 $1.6M 0.06% -359.0 -2.0% $92.25 -8.1%
191 CENCORA INC 5,172.0 $1.6M 0.06% -100.0 -1.9% $307.90
192 TEL TE CONNECTIVITY PLC Technology 7,718.0 $1.6M 0.06% -281.0 -3.5% $203.31 -0.2%
193 OKE ONEOK INC NEW Energy 16,764.0 $1.6M 0.06% -346.0 -2.0% $93.52 +1.3%
194 FIX COMFORT SYS USA INC Industrials 934.0 $1.6M 0.06% -23.0 -2.4% $1674.06 -3.5%
195 CTVA CORTEVA INC Basic Materials 17,772.0 $1.6M 0.06% -602.0 -3.3% $87.30 -5.6%
196 HCA HCA HEALTHCARE INC Healthcare 4,144.0 $1.5M 0.06% -200.0 -4.6% $371.18 +13.0%
197 AFL AFLAC INC Financial Services 12,173.0 $1.5M 0.06% -653.0 -5.1% $124.72 -6.5%
198 LITE LUMENTUM HLDGS INC Technology 2,067.0 $1.5M 0.05% -3K -59.8% $732.82 +30.5%
199 USRT ISHARES TR 21,853.0 $1.5M 0.05% -450.0 -2.0% $68.83 -3.2%
200 RS RELIANCE INC Basic Materials 3,765.0 $1.5M 0.05% -107.0 -2.8% $395.93 -1.1%
Page 10 of 27  ·  523 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%