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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 36 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MAS MASCO CORP Industrials 5,647.0 $358K 0.01% -4K -43.8% $63.46 +5.8%
702 BBY BEST BUY INC Consumer Cyclical 5,313.0 $356K 0.01% -4K -43.3% $66.93 -8.6%
703 BILL BILL HOLDINGS INC Technology 6,496.0 $354K 0.01% -371.0 -5.4% $54.54 -33.2%
704 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,694.0 $354K 0.01% -234.0 -3.0% $46.02 +4.7%
705 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,616.0 $353K 0.01% -291.0 -2.7% $33.29 +43.4%
706 DBX DROPBOX INC Technology 12,711.0 $353K 0.01% -1K -8.3% $27.80 -2.0%
707 SR SPIRE INC Utilities 4,266.0 $353K 0.01% -100.0 -2.3% $82.70 +4.8%
708 LSTR LANDSTAR SYS INC Industrials 2,444.0 $351K 0.01% -100.0 -3.9% $143.70 +33.0%
709 MMS MAXIMUS INC Industrials 4,059.0 $350K 0.01% -100.0 -2.4% $86.32 -28.9%
710 BCO BRINKS CO Industrials 2,998.0 $350K 0.01% -100.0 -3.2% $116.73 -10.2%
711 BC BRUNSWICK CORP Consumer Cyclical 4,688.0 $348K 0.01% -200.0 -4.1% $74.24 +6.1%
712 MTN VAIL RESORTS INC Consumer Cyclical 2,620.0 $348K 0.01% -106.0 -3.9% $132.80 -4.5%
713 IEX IDEX CORP Industrials 1,949.0 $347K 0.01% -2K -44.2% $177.94 +15.6%
714 QLYS QUALYS INC Technology 2,609.0 $347K 0.01% -100.0 -3.7% $132.90 -24.3%
715 POST POST HLDGS INC Consumer Defensive 3,480.0 $345K 0.01% -100.0 -2.8% $99.05 -1.6%
716 JKHY HENRY JACK & ASSOC INC Technology 1,888.0 $345K 0.01% -1K -44.1% $182.48 -23.5%
717 NDSN NORDSON CORP Industrials 1,410.0 $339K 0.01% -1K -45.2% $240.43 +19.3%
718 OGS ONE GAS INC Utilities 4,364.0 $337K 0.01% -100.0 -2.2% $77.25 +6.6%
719 LOPE GRAND CANYON ED INC Consumer Defensive 2,025.0 $337K 0.01% -100.0 -4.7% $166.31 -5.7%
720 NJR NEW JERSEY RES CORP Utilities 7,295.0 $336K 0.01% -228.0 -3.0% $46.12 +24.0%
Page 36 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%