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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 13 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BKR BAKER HUGHES COMPANY Energy 26,832.0 $1.2M 0.05% -21K -43.6% $45.54 +44.5%
242 AXON AXON ENTERPRISE INC Industrials 2,140.0 $1.2M 0.05% -2K -44.1% $567.93 -31.4%
243 TRU TRANSUNION Industrials 14,152.0 $1.2M 0.05% -437.0 -3.0% $85.75 -19.6%
244 TGT TARGET CORP Consumer Defensive 12,356.0 $1.2M 0.05% -10K -43.7% $97.75 +25.1%
245 MPWR MONOLITHIC PWR SYS INC Technology 1,329.0 $1.2M 0.05% -982.0 -42.5% $906.36 +72.3%
246 ROK ROCKWELL AUTOMATION INC Industrials 3,094.0 $1.2M 0.05% -2K -43.7% $389.07 +12.1%
247 DDOG DATADOG INC Technology 8,833.0 $1.2M 0.05% -7K -43.2% $135.99 +60.3%
248 NVT NVENT ELECTRIC PLC Industrials 11,750.0 $1.2M 0.04% -303.0 -2.5% $101.97 +60.4%
249 EXC EXELON CORP Utilities 27,471.0 $1.2M 0.04% -21K -43.7% $43.59 +4.0%
250 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,666.0 $1.2M 0.04% -4K -43.9% $256.03 -7.6%
251 NDAQ NASDAQ INC Financial Services 12,265.0 $1.2M 0.04% -10K -44.0% $97.13 -6.9%
252 FN FABRINET Technology 2,611.0 $1.2M 0.04% -100.0 -3.7% $455.28 +54.5%
253 XEL XCEL ENERGY INC Utilities 16,085.0 $1.2M 0.04% -12K -43.7% $73.86 +8.1%
254 MET METLIFE INC Financial Services 15,049.0 $1.2M 0.04% -12K -44.2% $78.94 +6.8%
255 MSCI MSCI INC Financial Services 2,043.0 $1.2M 0.04% -2K -46.2% $573.73 +1.5%
256 XPO XPO INC Industrials 8,555.0 $1.2M 0.04% -264.0 -3.0% $135.91 +55.1%
257 RSG REPUBLIC SVCS INC Industrials 5,471.0 $1.2M 0.04% -4K -43.6% $211.93 +0.1%
258 JLL JONES LANG LASALLE INC Real Estate 3,440.0 $1.2M 0.04% -109.0 -3.1% $336.47 -12.9%
259 CRS CARPENTER TECHNOLOGY CORP Industrials 3,668.0 $1.2M 0.04% -100.0 -2.6% $314.84 +39.2%
260 BWXT BWX TECHNOLOGIES INC Industrials 6,629.0 $1.1M 0.04% -216.0 -3.2% $172.84 +17.2%
Page 13 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%