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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 19 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,000.0 $832K 0.03% -380.0 -2.6% $59.43 -9.0%
362 NRG NRG ENERGY INC Utilities 5,211.0 $830K 0.03% -4K -43.9% $159.24 -14.0%
363 SNX TD SYNNEX CORPORATION Technology 5,519.0 $829K 0.03% -205.0 -3.6% $150.23 +53.6%
364 TER TERADYNE INC Technology 4,235.0 $820K 0.03% -3K -44.2% $193.56 +77.9%
365 ELAN ELANCO ANIMAL HEALTH INC Healthcare 36,210.0 $819K 0.03% -998.0 -2.7% $22.63 -5.8%
366 NYT NEW YORK TIMES CO Communication Services 11,774.0 $817K 0.03% -361.0 -3.0% $69.42 +7.0%
367 VICI VICI PPTYS INC Real Estate 29,063.0 $817K 0.03% -22K -43.5% $28.12 +1.0%
368 SYF SYNCHRONY FINANCIAL Financial Services 9,793.0 $817K 0.03% -8K -45.5% $83.43 -13.6%
369 COMERICA INC 9,309.0 $809K 0.03% -316.0 -3.3% $86.93
370 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 4,696.0 $804K 0.03% -100.0 -2.1% $171.28 +122.1%
371 OXY OCCIDENTAL PETE CORP Energy 19,556.0 $804K 0.03% -15K -43.6% $41.12 +43.1%
372 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,843.0 $804K 0.03% -100.0 -2.0% $166.00 +7.4%
373 SCI SERVICE CORP INTL Consumer Cyclical 10,216.0 $797K 0.03% -287.0 -2.7% $77.97 -0.6%
374 LAMR LAMAR ADVERTISING CO NEW Real Estate 6,290.0 $796K 0.03% -210.0 -3.2% $126.58 +20.6%
375 AYI ACUITY INC Industrials 2,211.0 $796K 0.03% -100.0 -4.3% $360.04 -21.9%
376 WTRG ESSENTIAL UTILS INC Utilities 20,549.0 $788K 0.03% -456.0 -2.2% $38.36 -4.7%
377 DG DOLLAR GEN CORP NEW Consumer Defensive 5,918.0 $786K 0.03% -5K -43.8% $132.77 -20.9%
378 MKSI MKS INC. Technology 4,889.0 $781K 0.03% -100.0 -2.0% $159.80 +96.0%
379 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 12,110.0 $779K 0.03% -9K -43.7% $64.31 +30.4%
380 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,957.0 $777K 0.03% -4K -44.0% $156.80 +32.5%
Page 19 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%