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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 25 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,256.0 $606K 0.02% -3K -43.2% $142.50 +16.5%
482 ALV AUTOLIV INC Consumer Cyclical 5,092.0 $604K 0.02% -200.0 -3.8% $118.70 +1.3%
483 LEN LENNAR CORP Consumer Cyclical 5,866.0 $603K 0.02% -5K -46.4% $102.80 -13.6%
484 GAMESTOP CORP NEW 30,031.0 $603K 0.02% -791.0 -2.6% $20.08
485 CART MAPLEBEAR INC Consumer Cyclical 13,393.0 $602K 0.02% -417.0 -3.0% $44.98 -10.9%
486 PRI PRIMERICA INC Financial Services 2,323.0 $600K 0.02% -100.0 -4.1% $258.36 +8.8%
487 CUBE CUBESMART Real Estate 16,618.0 $599K 0.02% -460.0 -2.7% $36.05 +11.3%
488 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,869.0 $596K 0.02% -2K -44.9% $207.81 -39.0%
489 CNH INDL N V 64,493.0 $595K 0.02% -2K -3.0% $9.22
490 EQR EQUITY RESIDENTIAL Real Estate 9,414.0 $593K 0.02% -7K -43.6% $63.04 +4.3%
491 ON ON SEMICONDUCTOR CORP Technology 10,941.0 $592K 0.02% -9K -44.6% $54.15 +102.4%
492 CFR CULLEN FROST BANKERS INC Financial Services 4,674.0 $592K 0.02% -100.0 -2.1% $126.63 +9.8%
493 UMBF UMB FINL CORP Financial Services 5,135.0 $591K 0.02% -200.0 -3.8% $115.04 +13.2%
494 LAD LITHIA MTRS INC Consumer Cyclical 1,768.0 $588K 0.02% -211.0 -10.7% $332.33 -17.4%
495 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,286.0 $587K 0.02% -3K -43.4% $178.59 +0.9%
496 UGI UGI CORP NEW Utilities 15,663.0 $586K 0.02% -433.0 -2.7% $37.43 -6.2%
497 BRX BRIXMOR PPTY GROUP INC Real Estate 22,307.0 $585K 0.02% -618.0 -2.7% $26.22 +17.7%
498 NVR NVR INC Consumer Cyclical 80.0 $583K 0.02% -66.0 -45.2% $7292.77 -17.1%
499 AMG AFFILIATED MANAGERS GROUP IN Financial Services 2,018.0 $582K 0.02% -100.0 -4.7% $288.28 +5.0%
500 CADENCE BANK 13,575.0 $582K 0.02% -378.0 -2.7% $42.84
Page 25 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%