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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 17 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,673.0 $950K 0.04% -4K -43.1% $203.19 +66.1%
322 CPRT COPART INC Industrials 24,211.0 $948K 0.04% -19K -43.6% $39.15 -12.1%
323 RNR RENAISSANCERE HLDGS LTD Financial Services 3,361.0 $945K 0.04% -164.0 -4.7% $281.16 +7.8%
324 ACGL ARCH CAP GROUP LTD Financial Services 9,818.0 $942K 0.04% -8K -45.3% $95.92 +0.2%
325 NXT NEXTRACKER INC Technology 10,793.0 $940K 0.04% -288.0 -2.6% $87.11 +38.9%
326 MCHP MICROCHIP TECHNOLOGY INC. Technology 14,695.0 $936K 0.04% -11K -43.5% $63.72 +43.0%
327 FIS FIDELITY NATL INFORMATION SV Technology 14,081.0 $936K 0.04% -11K -44.2% $66.46 -34.4%
328 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 12,304.0 $934K 0.04% -337.0 -2.7% $75.91 -28.0%
329 ENTG ENTEGRIS INC Technology 11,048.0 $931K 0.04% -305.0 -2.7% $84.25 +56.0%
330 WEC WEC ENERGY GROUP INC Utilities 8,823.0 $930K 0.04% -7K -43.1% $105.46 +4.9%
331 SF STIFEL FINL CORP Financial Services 7,421.0 $929K 0.04% -231.0 -3.0% $125.22 -41.6%
332 OTIS OTIS WORLDWIDE CORP Industrials 10,597.0 $926K 0.04% -8K -44.1% $87.35 -18.0%
333 ALLY ALLY FINL INC Financial Services 20,429.0 $925K 0.04% -549.0 -2.6% $45.29 -5.6%
334 MLI MUELLER INDS INC Industrials 8,050.0 $924K 0.04% -240.0 -2.9% $114.80 +16.4%
335 GLPI GAMING & LEISURE PPTYS INC Real Estate 20,625.0 $922K 0.04% -570.0 -2.7% $44.69 +6.3%
336 ACM AECOM Industrials 9,651.0 $920K 0.04% -268.0 -2.7% $95.33 -26.4%
337 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,023.0 $910K 0.04% -7K -43.5% $100.89 -2.1%
338 EQT EQT CORP Energy 16,969.0 $910K 0.03% -13K -43.7% $53.60 +7.7%
339 CCL CARNIVAL CORP Consumer Cyclical 29,525.0 $902K 0.03% -23K -43.7% $30.54 -14.3%
340 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,182.0 $901K 0.03% -3K -44.6% $283.31 -23.0%
Page 17 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%