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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 20 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EFX EQUIFAX INC Industrials 3,128.0 $554K 0.02% -200.0 -6.0% $177.08 +7.5%
382 KNSL KINSALE CAP GROUP INC Financial Services 1,610.0 $554K 0.02% -48.0 -2.9% $343.99 +11.0%
383 EL LAUDER ESTEE COS INC Consumer Defensive 6,585.0 $541K 0.02% -100.0 -1.5% $82.13 +29.3%
384 BRO BROWN & BROWN INC Financial Services 7,784.0 $540K 0.02% -200.0 -2.5% $69.35 +2.9%
385 GIS GENERAL MILLS INC Consumer Defensive 14,216.0 $540K 0.02% -288.0 -2.0% $37.97 +6.5%
386 VTRS VIATRIS INC Healthcare 30,948.0 $535K 0.02% -370.0 -1.2% $17.29 -2.3%
387 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,823.0 $534K 0.02% -109.0 -1.6% $78.20 +11.1%
388 IP INTERNATIONAL PAPER CO Consumer Cyclical 14,068.0 $528K 0.02% -290.0 -2.0% $37.56 +6.2%
389 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,935.0 $526K 0.02% -160.0 -2.3% $75.78 +6.9%
390 EVRG EVERGY INC Utilities 6,105.0 $523K 0.02% -100.0 -1.6% $85.59 -4.9%
391 LNTH LANTHEUS HLDGS INC Healthcare 4,801.0 $517K 0.02% -31.0 -0.6% $107.59 -6.6%
392 LNT ALLIANT ENERGY CORP Utilities 6,848.0 $512K 0.02% -114.0 -1.6% $74.82 -8.8%
393 L LOEWS CORP Financial Services 4,473.0 $512K 0.02% -100.0 -2.2% $114.45 -4.0%
394 AGCO AGCO CORP Industrials 4,389.0 $506K 0.02% -100.0 -2.2% $115.33 -3.8%
395 FLR FLUOR CORP Industrials 10,300.0 $506K 0.02% -1K -12.3% $49.08 +10.2%
396 CROX CROCS INC Consumer Cyclical 3,683.0 $505K 0.02% -100.0 -2.6% $137.13 -11.3%
397 FTV FORTIVE CORP Technology 8,101.0 $500K 0.02% -535.0 -6.2% $61.78 -3.0%
398 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 6,890.0 $497K 0.02% -232.0 -3.3% $72.13 +0.4%
399 CHE CHEMED CORP NEW Healthcare 971.0 $495K 0.02% -100.0 -9.3% $510.03 +2.0%
400 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,706.0 $492K 0.02% -100.0 -2.6% $132.87 -1.1%
Page 20 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%