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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 20 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EHC ENCOMPASS HEALTH CORP Healthcare 7,316.0 $777K 0.03% -227.0 -3.0% $106.14 -1.6%
382 CSGP COSTAR GROUP INC Real Estate 11,524.0 $775K 0.03% -9K -43.5% $67.24 -49.5%
383 INGERSOLL RAND INC 9,776.0 $774K 0.03% -8K -44.0% $79.22
384 MTD METTLER TOLEDO INTERNATIONAL Healthcare 555.0 $774K 0.03% -464.0 -45.5% $1394.19 -21.8%
385 ULTA ULTA BEAUTY INC Consumer Cyclical 1,278.0 $773K 0.03% -913.0 -41.7% $605.01 -18.5%
386 EME EMCOR GROUP INC Industrials 1,257.0 $769K 0.03% -917.0 -42.2% $611.79 +38.8%
387 RJF RAYMOND JAMES FINL INC Financial Services 4,780.0 $768K 0.03% -4K -43.9% $160.59 -5.3%
388 FSLR FIRST SOLAR INC Energy 2,932.0 $766K 0.03% -2K -43.9% $261.23 -4.7%
389 MANH MANHATTAN ASSOCIATES INC Technology 4,417.0 $766K 0.03% -100.0 -2.2% $173.31 -22.4%
390 FIVE FIVE BELOW INC Consumer Cyclical 4,054.0 $764K 0.03% -106.0 -2.5% $188.36 +16.7%
391 AMH AMERICAN HOMES 4 RENT Real Estate 23,759.0 $763K 0.03% -644.0 -2.6% $32.10 +0.0%
392 FANG DIAMONDBACK ENERGY INC Energy 5,064.0 $761K 0.03% -4K -43.4% $150.33 +33.7%
393 ORI OLD REP INTL CORP Financial Services 16,590.0 $757K 0.03% -530.0 -3.1% $45.64 -13.1%
394 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,443.0 $755K 0.03% -100.0 -2.2% $170.00 +40.8%
395 EXR EXTRA SPACE STORAGE INC Real Estate 5,771.0 $752K 0.03% -4K -43.1% $130.22 +10.5%
396 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13,067.0 $751K 0.03% -10K -43.7% $57.49 +34.1%
397 DCI DONALDSON INC Industrials 8,441.0 $748K 0.03% -285.0 -3.3% $88.66 -6.8%
398 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,162.0 $748K 0.03% -200.0 -3.7% $144.83 -5.5%
399 JEF JEFFERIES FINL GROUP INC Financial Services 12,026.0 $745K 0.03% -317.0 -2.6% $61.97 -15.4%
400 HBAN HUNTINGTON BANCSHARES INC Financial Services 42,750.0 $742K 0.03% -28K -39.6% $17.35 -8.6%
Page 20 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%