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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 11 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALL ALLSTATE CORP Financial Services 7,115.0 $1.5M 0.06% -6K -43.9% $208.15 +3.0%
202 IDXX IDEXX LABS INC Healthcare 2,168.0 $1.5M 0.06% -2K -44.5% $676.53 -18.2%
203 KMI KINDER MORGAN INC DEL Energy 53,236.0 $1.5M 0.06% -41K -43.6% $27.49 +21.9%
204 ILMN ILLUMINA INC Healthcare 11,136.0 $1.5M 0.06% -375.0 -3.3% $131.16 +10.4%
205 AFL AFLAC INC Financial Services 12,826.0 $1.4M 0.05% -10K -44.8% $110.27 +6.8%
206 PSX PHILLIPS 66 Energy 10,956.0 $1.4M 0.05% -9K -43.9% $129.04 +39.0%
207 O REALTY INCOME CORP Real Estate 25,014.0 $1.4M 0.05% -19K -43.4% $56.37 +10.4%
208 VST VISTRA CORP Utilities 8,660.0 $1.4M 0.05% -7K -43.6% $161.33 -10.7%
209 F FORD MTR CO Consumer Cyclical 106,419.0 $1.4M 0.05% -82K -43.6% $13.12 +4.2%
210 RB GLOBAL INC 13,532.0 $1.4M 0.05% -368.0 -2.6% $102.87
211 COIN COINBASE GLOBAL INC Financial Services 6,147.0 $1.4M 0.05% -5K -43.5% $226.14 -14.4%
212 URI UNITED RENTALS INC Industrials 1,706.0 $1.4M 0.05% -1K -45.4% $809.32 +15.7%
213 SOMNIGROUP INTERNATIONAL INC 15,297.0 $1.4M 0.05% -372.0 -2.4% $89.28
214 FORTINET INC 17,188.0 $1.4M 0.05% -14K -45.4% $79.41
215 D DOMINION ENERGY INC Utilities 23,219.0 $1.4M 0.05% -18K -43.7% $58.59 +16.6%
216 DLR DIGITAL RLTY TR INC Real Estate 8,751.0 $1.4M 0.05% -7K -43.3% $154.71 +25.6%
217 VLO VALERO ENERGY CORP Energy 8,293.0 $1.4M 0.05% -7K -44.7% $162.79 +55.9%
218 EW EDWARDS LIFESCIENCES CORP Healthcare 15,779.0 $1.3M 0.05% -13K -44.4% $85.25 -2.4%
219 WWD WOODWARD INC Industrials 4,410.0 $1.3M 0.05% -100.0 -2.2% $302.32 +17.9%
220 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 35,955.0 $1.3M 0.05% -29K -44.5% $37.00 -11.4%
Page 11 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%