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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 30 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ROL ROLLINS INC Consumer Cyclical 7,980.0 $479K 0.02% -6K -40.9% $60.02 -11.2%
582 WING WINGSTOP INC Consumer Cyclical 2,008.0 $479K 0.02% -100.0 -4.7% $238.49 -46.3%
583 EXP EAGLE MATLS INC Basic Materials 2,314.0 $478K 0.02% -100.0 -4.1% $206.68 -3.7%
584 FTV FORTIVE CORP Technology 8,636.0 $477K 0.02% -8K -47.1% $55.21 +6.9%
585 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,828.0 $477K 0.02% -237.0 -2.9% $60.89 -20.5%
586 PB PROSPERITY BANCSHARES INC Financial Services 6,894.0 $476K 0.02% -220.0 -3.1% $69.11 +0.0%
587 MTG MGIC INVT CORP WIS Financial Services 16,305.0 $476K 0.02% -959.0 -5.5% $29.22 -10.4%
588 VNOM VIPER ENERGY INC Energy 12,274.0 $474K 0.02% -362.0 -2.9% $38.63 +23.5%
589 AGCO AGCO CORP Industrials 4,489.0 $468K 0.02% -100.0 -2.2% $104.32 +7.4%
590 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,932.0 $467K 0.02% -5K -43.6% $67.39 +11.7%
591 MKC MCCORMICK & CO INC Consumer Defensive 6,844.0 $466K 0.02% -5K -43.6% $68.11 -31.1%
592 FLR FLUOR CORP NEW Industrials 11,746.0 $465K 0.02% -361.0 -3.0% $39.63 +12.5%
593 WY WEYERHAEUSER CO MTN BE Real Estate 19,601.0 $464K 0.02% -15K -43.8% $23.69 -1.9%
594 PNR PENTAIR PLC Industrials 4,449.0 $463K 0.02% -3K -43.0% $104.14 -28.8%
595 GPC GENUINE PARTS CO Consumer Cyclical 3,740.0 $460K 0.02% -3K -43.3% $122.96 -20.6%
596 ESAB ESAB CORPORATION Industrials 4,109.0 $459K 0.02% -100.0 -2.4% $111.72 -18.4%
597 DD DUPONT DE NEMOURS INC Basic Materials 11,392.0 $458K 0.02% -9K -43.6% $40.20 +17.3%
598 ESNT ESSENT GROUP LTD Financial Services 7,044.0 $458K 0.02% -335.0 -4.5% $65.01 -4.8%
599 GDDY GODADDY INC Technology 3,674.0 $456K 0.02% -3K -44.5% $124.08 -26.2%
600 STWD STARWOOD PPTY TR INC Real Estate 25,309.0 $456K 0.02% -537.0 -2.1% $18.01 -4.8%
Page 30 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%