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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 34 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PEGA PEGASYSTEMS INC Technology 6,679.0 $399K 0.01% -239.0 -3.5% $59.72 -42.6%
662 ENS ENERSYS Industrials 2,706.0 $397K 0.01% -100.0 -3.6% $146.75 +62.8%
663 HLNE HAMILTON LANE INC Financial Services 2,930.0 $394K 0.01% -100.0 -3.3% $134.31 -34.0%
664 VNT VONTIER CORPORATION Technology 10,574.0 $393K 0.01% -412.0 -3.8% $37.18 -23.6%
665 UBSI UNITED BANKSHARES INC WEST V Financial Services 10,209.0 $392K 0.01% -374.0 -3.5% $38.40 +12.3%
666 THO THOR INDS INC Consumer Cyclical 3,816.0 $392K 0.01% -100.0 -2.5% $102.67 -27.2%
667 VNO VORNADO RLTY TR Real Estate 11,757.0 $391K 0.01% -324.0 -2.7% $33.28 -5.0%
668 EVEREST GROUP LTD 1,152.0 $391K 0.01% -834.0 -42.0% $339.35
669 VTRS VIATRIS INC Healthcare 31,318.0 $390K 0.01% -25K -44.4% $12.45 +33.3%
670 FFIV F5 INC Technology 1,521.0 $388K 0.01% -1K -45.6% $255.26 +50.3%
671 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,093.0 $388K 0.01% -254.0 -4.0% $63.68 +4.7%
672 BALL BALL CORP Consumer Cyclical 7,287.0 $386K 0.01% -6K -44.4% $52.97 +6.4%
673 JBHT HUNT J B TRANS SVCS INC Industrials 1,971.0 $383K 0.01% -2K -44.3% $194.34 +33.4%
674 UFPI UFP INDUSTRIES INC Basic Materials 4,186.0 $381K 0.01% -200.0 -4.6% $91.05 -12.1%
675 TKR TIMKEN CO Industrials 4,526.0 $381K 0.01% -200.0 -4.2% $84.13 +39.3%
676 BRKR BRUKER CORP Healthcare 8,054.0 $379K 0.01% -240.0 -2.9% $47.11 -4.5%
677 CHRD CHORD ENERGY CORPORATION Energy 4,088.0 $379K 0.01% -200.0 -4.7% $92.70 +54.1%
678 KRG KITE RLTY GROUP TR Real Estate 15,778.0 $378K 0.01% -688.0 -4.2% $23.97 +12.1%
679 FCN FTI CONSULTING INC Industrials 2,206.0 $377K 0.01% -172.0 -7.2% $170.83 -10.3%
680 MORN MORNINGSTAR INC Financial Services 1,732.0 $376K 0.01% -100.0 -5.5% $217.31 -20.2%
Page 34 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%