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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 16 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VTR VENTAS INC Real Estate 12,772.0 $988K 0.04% -9K -41.5% $77.38 +14.5%
302 PAYX PAYCHEX INC Industrials 8,807.0 $988K 0.04% -7K -43.6% $112.18 -16.0%
303 UAL UNITED AIRLS HLDGS INC Industrials 8,803.0 $984K 0.04% -7K -43.6% $111.82 -12.3%
304 FISV FISERV INC Technology 14,625.0 $982K 0.04% -12K -44.3% $67.17 -16.9%
305 STT STATE STR CORP Financial Services 7,595.0 $980K 0.04% -6K -44.5% $129.01 +19.4%
306 MTZ MASTEC INC Industrials 4,492.0 $976K 0.04% -100.0 -2.2% $217.37 +78.9%
307 ED CONSOLIDATED EDISON INC Utilities 9,814.0 $975K 0.04% -8K -43.5% $99.32 +8.1%
308 RPM RPM INTL INC Basic Materials 9,344.0 $972K 0.04% -270.0 -2.8% $104.00 -5.3%
309 CSL CARLISLE COS INC Industrials 3,038.0 $972K 0.04% -149.0 -4.7% $319.86 +3.9%
310 BLOCK INC 14,892.0 $969K 0.04% -12K -43.9% $65.09
311 LECO LINCOLN ELEC HLDGS INC Industrials 4,033.0 $966K 0.04% -100.0 -2.4% $239.64 +8.5%
312 RGA REINSURANCE GRP OF AMERICA I Financial Services 4,750.0 $966K 0.04% -200.0 -4.0% $203.46 +5.2%
313 PCG PG&E CORP Utilities 59,765.0 $960K 0.04% -46K -43.7% $16.07 +2.3%
314 SYY SYSCO CORP Consumer Defensive 13,021.0 $960K 0.04% -10K -43.5% $73.69 +2.4%
315 RMD RESMED INC Healthcare 3,967.0 $956K 0.04% -3K -43.9% $240.87 -12.9%
316 OHI OMEGA HEALTHCARE INVS INC Real Estate 21,537.0 $955K 0.04% -462.0 -2.1% $44.34 +8.8%
317 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,818.0 $954K 0.04% -238.0 -4.7% $197.97 +12.0%
318 DT DYNATRACE INC Technology 21,971.0 $952K 0.04% -609.0 -2.7% $43.34 -9.7%
319 TOL TOLL BROTHERS INC Consumer Cyclical 7,024.0 $950K 0.04% -329.0 -4.5% $135.22 +0.8%
320 EVR EVERCORE INC Financial Services 2,791.0 $950K 0.04% -100.0 -3.5% $340.25 +1.8%
Page 16 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%