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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 24 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TYL TYLER TECHNOLOGIES INC Technology 1,085.0 $347K 0.01% -100.0 -8.4% $319.51 +15.8%
462 TREX TREX INC Industrials 7,662.0 $346K 0.01% -133.0 -1.7% $45.13 +2.1%
463 CBT CABOT CORP Basic Materials 3,787.0 $342K 0.01% -69.0 -1.8% $90.39 -6.4%
464 DBX DROPBOX INC Technology 11,044.0 $338K 0.01% -2K -13.1% $30.62 +17.2%
465 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,603.0 $337K 0.01% -59.0 -1.3% $73.27 -2.2%
466 SATS ECHOSTAR CORP Technology 3,652.0 $336K 0.01% -6K -62.7% $92.00 -7.3%
467 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,192.0 $335K 0.01% -100.0 -3.0% $105.07 -6.6%
468 APA APA CORPORATION Energy 9,344.0 $329K 0.01% -300.0 -3.1% $35.22 +20.3%
469 GDDY GODADDY INC Technology 3,474.0 $328K 0.01% -200.0 -5.4% $94.35 +2.8%
470 TRMB TRIMBLE INC Technology 6,194.0 $327K 0.01% -251.0 -3.9% $52.72 +16.7%
471 RVTY REVVITY INC Healthcare 2,958.0 $326K 0.01% -100.0 -3.3% $110.15 +17.8%
472 APTIV PLC 5,656.0 $325K 0.01% -200.0 -3.4% $57.47
473 CSGP COSTAR GROUP INC Real Estate 10,851.0 $323K 0.01% -673.0 -5.8% $29.78 +5.2%
474 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,769.0 $322K 0.01% -100.0 -3.5% $116.33 -1.1%
475 EXLS EXLSERVICE HLDGS INC Technology 11,267.0 $317K 0.01% -298.0 -2.6% $28.16 +35.6%
476 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,299.0 $314K 0.01% -129.0 -3.8% $95.24 +53.0%
477 SOLV SOLVENTUM CORP Healthcare 3,860.0 $314K 0.01% -100.0 -2.5% $81.31 +11.8%
478 VNT VONTIER CORPORATION Technology 10,339.0 $314K 0.01% -235.0 -2.2% $30.35 +9.1%
479 UDR UDR INC Real Estate 7,857.0 $312K 0.01% -320.0 -3.9% $39.76 -6.7%
480 BBWI BATH & BODY WORKS INC Consumer Cyclical 14,851.0 $310K 0.01% -175.0 -1.2% $20.87 -10.6%
Page 24 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%