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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 14 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VMC VULCAN MATLS CO Basic Materials 3,447.0 $994K 0.04% -100.0 -2.8% $288.33 -5.0%
262 UAL UNITED AIRLS HLDGS INC Industrials 8,603.0 $993K 0.04% -200.0 -2.3% $115.41 -2.6%
263 A AGILENT TECHNOLOGIES INC Healthcare 7,508.0 $987K 0.04% -200.0 -2.6% $131.46 +20.0%
264 PAYX PAYCHEX INC Industrials 8,607.0 $985K 0.04% -200.0 -2.3% $114.39 +10.6%
265 WEC WEC ENERGY GROUP INC Utilities 8,671.0 $983K 0.04% -152.0 -1.7% $113.35 -6.2%
266 IRM IRON MTN INC DEL Real Estate 7,937.0 $983K 0.04% -100.0 -1.2% $123.82 -0.9%
267 ROP ROPER TECHNOLOGIES INC Industrials 2,682.0 $974K 0.04% -245.0 -8.4% $363.14 +16.4%
268 MTB M & T BK CORP Financial Services 3,891.0 $970K 0.04% -288.0 -6.9% $249.24 -4.2%
269 KVUE KENVUE INC Consumer Defensive 51,046.0 $969K 0.04% -1K -2.0% $18.98 +1.2%
270 UNM UNUM GROUP Financial Services 10,840.0 $965K 0.04% -379.0 -3.4% $89.05 +3.8%
271 DT DYNATRACE INC Technology 21,729.0 $965K 0.04% -242.0 -1.1% $44.41 +20.3%
272 WSO WATSCO INC Industrials 2,574.0 $957K 0.03% -32.0 -1.2% $371.91 -15.8%
273 KMB KIMBERLY-CLARK CORP Consumer Defensive 8,823.0 $956K 0.03% -200.0 -2.2% $108.35 +1.5%
274 CCK CROWN HLDGS INC Consumer Cyclical 8,143.0 $954K 0.03% -166.0 -2.0% $117.21 +0.1%
275 BWA BORGWARNER INC Consumer Cyclical 15,126.0 $944K 0.03% -464.0 -3.0% $62.44 +3.8%
276 ACGL ARCH CAP GROUP LTD Financial Services 9,249.0 $937K 0.03% -569.0 -5.8% $101.35 -2.6%
277 COIN COINBASE GLOBAL INC Financial Services 5,942.0 $934K 0.03% -205.0 -3.3% $157.12 +21.4%
278 CCI CROWN CASTLE INC Real Estate 11,602.0 $919K 0.03% -239.0 -2.0% $79.17 -5.2%
279 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,726.0 $917K 0.03% -53.0 -1.9% $336.41 +0.6%
280 IQVIA HLDGS INC 4,436.0 $915K 0.03% -135.0 -3.0% $206.26
Page 14 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%