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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 12 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MPC MARATHON PETE CORP Energy 8,173.0 $1.3M 0.05% -6K -44.3% $162.63 +52.8%
222 CAH CARDINAL HEALTH INC Healthcare 6,448.0 $1.3M 0.05% -5K -43.6% $205.50 -2.4%
223 BURL BURLINGTON STORES INC Consumer Cyclical 4,567.0 $1.3M 0.05% -100.0 -2.1% $288.85 +9.4%
224 TECHNIPFMC PLC 29,480.0 $1.3M 0.05% -1K -4.2% $44.56
225 ROP ROPER TECHNOLOGIES INC Industrials 2,927.0 $1.3M 0.05% -2K -44.4% $445.13 -26.1%
226 AME AMETEK INC Industrials 6,259.0 $1.3M 0.05% -5K -43.4% $205.31 +8.7%
227 CBRE CBRE GROUP INC Real Estate 7,970.0 $1.3M 0.05% -6K -43.5% $160.79 -18.5%
228 THC TENET HEALTHCARE CORP Healthcare 6,405.0 $1.3M 0.05% -212.0 -3.2% $198.72 -5.7%
229 WDAY WORKDAY INC Technology 5,900.0 $1.3M 0.05% -4K -43.0% $214.78 -41.1%
230 TLN TALEN ENERGY CORP Utilities 3,364.0 $1.3M 0.05% -117.0 -3.4% $374.84 -8.1%
231 OKE ONEOK INC NEW Energy 17,110.0 $1.3M 0.05% -13K -43.7% $73.50 +26.0%
232 AIG AMERICAN INTL GROUP INC Financial Services 14,672.0 $1.3M 0.05% -12K -45.2% $85.55 -8.1%
233 FAST FASTENAL CO Industrials 31,217.0 $1.3M 0.05% -24K -43.7% $40.13 +8.5%
234 EA ELECTRONIC ARTS INC Communication Services 6,103.0 $1.2M 0.05% -5K -43.7% $204.33 -1.2%
235 GWRE GUIDEWIRE SOFTWARE INC Technology 6,199.0 $1.2M 0.05% -107.0 -1.7% $201.01 -32.5%
236 AMP AMERIPRISE FINL INC Financial Services 2,526.0 $1.2M 0.05% -2K -44.9% $490.34 -8.1%
237 GWW GRAINGER W W INC Industrials 1,227.0 $1.2M 0.05% -893.0 -42.1% $1009.05 +22.8%
238 CTVA CORTEVA INC Basic Materials 18,374.0 $1.2M 0.05% -14K -44.0% $67.03 +17.9%
239 DAL DELTA AIR LINES INC DEL Industrials 17,637.0 $1.2M 0.05% -14K -43.7% $69.40 +9.0%
240 USFD US FOODS HLDG CORP Consumer Defensive 16,247.0 $1.2M 0.05% -616.0 -3.6% $75.32 +7.7%
Page 12 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%