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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 21 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 WBS WEBSTER FINL CORP Financial Services 11,754.0 $740K 0.03% -692.0 -5.6% $62.94 +16.1%
402 AAL AMERICAN AIRLS GROUP INC Industrials 48,105.0 $737K 0.03% -1K -2.6% $15.33 -11.4%
403 AR ANTERO RESOURCES CORP Energy 21,358.0 $736K 0.03% -622.0 -2.8% $34.46 +7.5%
404 ENSG ENSIGN GROUP INC Healthcare 4,216.0 $734K 0.03% -100.0 -2.3% $174.20 -1.4%
405 LSCC LATTICE SEMICONDUCTOR CORP Technology 9,968.0 $733K 0.03% -284.0 -2.8% $73.58 +89.4%
406 AEE AMEREN CORP Utilities 7,341.0 $733K 0.03% -6K -43.5% $99.86 +10.0%
407 DTE DTE ENERGY CO Utilities 5,647.0 $728K 0.03% -4K -43.1% $128.98 +11.5%
408 HSY HERSHEY CO Consumer Defensive 3,984.0 $725K 0.03% -3K -43.2% $181.98 +4.6%
409 OVV OVINTIV INC Energy 18,457.0 $723K 0.03% -793.0 -4.1% $39.19 +50.2%
410 EFX EQUIFAX INC Industrials 3,328.0 $722K 0.03% -3K -44.3% $216.98 -24.8%
411 ATO ATMOS ENERGY CORP Utilities 4,305.0 $722K 0.03% -3K -44.0% $167.63 +5.9%
412 CNM CORE & MAIN INC Industrials 13,863.0 $720K 0.03% -340.0 -2.4% $51.97 -9.3%
413 RMBS RAMBUS INC DEL Technology 7,821.0 $719K 0.03% -237.0 -2.9% $91.89 +45.3%
414 TSCO TRACTOR SUPPLY CO Consumer Cyclical 14,368.0 $719K 0.03% -11K -43.9% $50.01 -36.6%
415 DOV DOVER CORP Industrials 3,680.0 $718K 0.03% -3K -43.3% $195.24 +6.4%
416 CBOE CBOE GLOBAL MKTS INC Financial Services 2,860.0 $718K 0.03% -2K -44.0% $251.00 +40.2%
417 EXPAND ENERGY CORPORATION 6,476.0 $715K 0.03% -5K -43.5% $110.36
418 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,779.0 $714K 0.03% -100.0 -3.5% $256.77 +19.0%
419 TPR TAPESTRY INC Consumer Cyclical 5,564.0 $711K 0.03% -4K -44.0% $127.77 +6.3%
420 PR PERMIAN RESOURCES CORP Energy 50,604.0 $710K 0.03% -2K -3.5% $14.03 +48.9%
Page 21 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%