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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 18 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HSY HERSHEY CO Consumer Defensive 3,884.0 $666K 0.02% -100.0 -2.5% $171.42 +5.8%
342 SYF SYNCHRONY FINANCIAL Financial Services 8,938.0 $658K 0.02% -855.0 -8.7% $73.62 +8.6%
343 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,827.0 $655K 0.02% -100.0 -5.2% $358.24 -3.4%
344 CPRT COPART INC Industrials 23,550.0 $650K 0.02% -661.0 -2.7% $27.61 +18.7%
345 ACM AECOM Industrials 9,430.0 $644K 0.02% -221.0 -2.3% $68.29 -3.0%
346 PHM PULTE GROUP INC Consumer Cyclical 5,100.0 $643K 0.02% -200.0 -3.8% $126.08 +0.5%
347 CORPAY INC 1,736.0 $635K 0.02% -158.0 -8.3% $365.79
348 EXPD EXPEDITORS INTL WASH INC Industrials 3,444.0 $630K 0.02% -200.0 -5.5% $182.80 +4.3%
349 EQR EQUITY RESIDENTIAL Real Estate 9,060.0 $625K 0.02% -354.0 -3.8% $69.00 -1.2%
350 LUV SOUTHWEST AIRLS CO Industrials 12,988.0 $624K 0.02% -1K -7.6% $48.08 -17.3%
351 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,493.0 $621K 0.02% -100.0 -6.3% $415.70 -11.1%
352 OMC OMNICOM GROUP INC Communication Services 7,573.0 $619K 0.02% -1K -12.7% $81.73 +7.5%
353 REXR REXFORD INDL RLTY INC Real Estate 16,515.0 $619K 0.02% -414.0 -2.5% $37.46 -0.9%
354 CHD CHURCH & DWIGHT CO INC Consumer Defensive 6,306.0 $618K 0.02% -223.0 -3.4% $98.07 +4.4%
355 SMURFIT WESTROCK PLC 13,918.0 $617K 0.02% -281.0 -2.0% $44.30
356 VLTO VERALTO CORP Industrials 6,507.0 $610K 0.02% -200.0 -3.0% $93.81 +4.9%
357 LH LABCORP HOLDINGS INC Healthcare 2,144.0 $608K 0.02% -100.0 -4.5% $283.36 +18.8%
358 DLTR DOLLAR TREE INC Consumer Defensive 4,812.0 $606K 0.02% -346.0 -6.7% $125.94 +0.8%
359 HPQ HP INC Technology 24,302.0 $604K 0.02% -1K -4.4% $24.84 +19.3%
360 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,038.0 $603K 0.02% -100.0 -3.2% $198.53 +6.3%
Page 18 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%