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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 15 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTRS NORTHERN TR CORP Financial Services 4,942.0 $913K 0.03% -200.0 -3.9% $184.68 +0.9%
282 ON ON SEMICONDUCTOR CORP Technology 10,397.0 $908K 0.03% -544.0 -5.0% $87.37 -14.4%
283 FHN FIRST HORIZON CORPORATION Financial Services 35,001.0 $903K 0.03% -883.0 -2.5% $25.80 -5.3%
284 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,593.0 $896K 0.03% -100.0 -5.9% $562.59 -6.0%
285 MEDP MEDPACE HLDGS INC Healthcare 1,653.0 $889K 0.03% -9.0 -0.5% $537.73 +13.7%
286 KR KROGER CO Consumer Defensive 15,073.0 $887K 0.03% -2K -9.1% $58.82 -3.2%
287 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9,417.0 $880K 0.03% -184.0 -1.9% $93.40 -3.1%
288 CASY CASEYS GEN STORES INC Consumer Cyclical 1,007.0 $865K 0.03% -2K -62.8% $859.12 -11.1%
289 EME EMCOR GROUP INC Industrials 1,157.0 $861K 0.03% -100.0 -8.0% $744.16 +4.1%
290 NTAP NETAPP INC Technology 5,215.0 $855K 0.03% -200.0 -3.7% $163.88 +16.3%
291 ZTS ZOETIS INC Healthcare 11,140.0 $853K 0.03% -843.0 -7.0% $76.56 -2.0%
292 OC OWENS CORNING NEW Industrials 5,918.0 $852K 0.03% -72.0 -1.2% $143.91 -0.2%
293 STLD STEEL DYNAMICS INC Basic Materials 3,603.0 $849K 0.03% -100.0 -2.7% $235.51 +0.1%
294 JBL JABIL INC Technology 2,798.0 $842K 0.03% -100.0 -3.5% $301.01 +3.7%
295 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,082.0 $828K 0.03% -100.0 -3.1% $268.77 +18.7%
296 CNC CENTENE CORP DEL Healthcare 12,446.0 $827K 0.03% -251.0 -2.0% $66.44 -1.7%
297 EXR EXTRA SPACE STORAGE INC Real Estate 5,571.0 $825K 0.03% -200.0 -3.5% $148.16 -3.6%
298 PINS PINTEREST INC Communication Services 35,527.0 $824K 0.03% -8K -18.2% $23.20 -1.4%
299 EQT EQT CORP Energy 16,626.0 $824K 0.03% -343.0 -2.0% $49.56 +10.5%
300 DTE DTE ENERGY CO Utilities 5,534.0 $820K 0.03% -113.0 -2.0% $148.19 -8.1%
Page 15 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%