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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 27 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KHC KRAFT HEINZ CO Consumer Defensive 23,173.0 $562K 0.02% -18K -43.7% $24.25 -2.9%
522 TTC TORO CO Industrials 7,131.0 $561K 0.02% -259.0 -3.5% $78.72 +13.2%
523 CMC COMMERCIAL METALS CO Basic Materials 8,087.0 $560K 0.02% -295.0 -3.5% $69.22 +2.1%
524 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,019.0 $557K 0.02% -100.0 -4.7% $276.02 +8.4%
525 ONTO ONTO INNOVATION INC Technology 3,530.0 $557K 0.02% -100.0 -2.8% $157.86 +65.6%
526 SEIC SEI INVTS CO Financial Services 6,781.0 $556K 0.02% -255.0 -3.6% $82.02 +10.7%
527 PTC PTC INC Technology 3,191.0 $556K 0.02% -3K -44.5% $174.21 -15.1%
528 FR FIRST INDL RLTY TR INC Real Estate 9,648.0 $553K 0.02% -268.0 -2.7% $57.27 +9.0%
529 SMURFIT WESTROCK PLC 14,199.0 $549K 0.02% -11K -43.7% $38.67
530 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 2,838.0 $549K 0.02% -2K -44.8% $193.43 +7.4%
531 CHD CHURCH & DWIGHT CO INC Consumer Defensive 6,529.0 $547K 0.02% -5K -44.3% $83.85 +14.1%
532 NNN NNN REIT INC Real Estate 13,799.0 $547K 0.02% -339.0 -2.4% $39.63 +13.5%
533 G GENPACT LIMITED Technology 11,685.0 $547K 0.02% -453.0 -3.7% $46.78 -31.6%
534 CTRA COTERRA ENERGY INC Energy 20,703.0 $545K 0.02% -16K -43.8% $26.32 +23.7%
535 CHDN CHURCHILL DOWNS INC Consumer Cyclical 4,789.0 $545K 0.02% -200.0 -4.0% $113.78 -24.8%
536 VRSN VERISIGN INC Technology 2,236.0 $543K 0.02% -2K -44.9% $242.95 +24.7%
537 EXPD EXPEDITORS INTL WASH INC Industrials 3,644.0 $543K 0.02% -3K -43.5% $149.01 +5.5%
538 NI NISOURCE INC Utilities 12,975.0 $542K 0.02% -10K -42.9% $41.76 +14.2%
539 PODD INSULET CORP Healthcare 1,903.0 $541K 0.02% -2K -44.8% $284.24 -44.9%
540 CHWY CHEWY INC Consumer Cyclical 16,311.0 $539K 0.02% -348.0 -2.1% $33.05 -39.7%
Page 27 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%