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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 38 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CPT CAMDEN PPTY TR Real Estate 2,834.0 $312K 0.01% -2K -43.6% $110.08 -3.6%
742 SWK STANLEY BLACK & DECKER INC Industrials 4,195.0 $312K 0.01% -3K -43.1% $74.28 +0.9%
743 FOUR SHIFT4 PMTS INC Technology 4,920.0 $310K 0.01% -100.0 -2.0% $62.97 -30.9%
744 HST HOST HOTELS & RESORTS INC Real Estate 17,390.0 $308K 0.01% -13K -43.7% $17.73 +26.4%
745 ASB ASSOCIATED BANC CORP Financial Services 11,915.0 $307K 0.01% -321.0 -2.6% $25.76 +8.9%
746 REGCO REGENCY CTRS CORP Real Estate 4,435.0 $306K 0.01% -3K -43.0% $69.03 -66.9%
747 MUR MURPHY OIL CORP Energy 9,778.0 $306K 0.01% -270.0 -2.7% $31.25 +20.9%
748 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,968.0 $305K 0.01% -2K -43.3% $102.89 -28.2%
749 EPAM EPAM SYS INC Technology 1,489.0 $305K 0.01% -1K -41.1% $204.88 -49.6%
750 DOC HEALTHPEAK PROPERTIES INC Real Estate 18,897.0 $304K 0.01% -15K -43.7% $16.08 +22.1%
751 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 6,969.0 $302K 0.01% -5K -43.5% $43.30 +61.8%
752 BBWI BATH & BODY WORKS INC Consumer Cyclical 15,026.0 $302K 0.01% -822.0 -5.2% $20.08 -13.7%
753 NOVT NOVANTA INC Technology 2,532.0 $301K 0.01% -100.0 -3.8% $118.99 +30.2%
754 GL GLOBE LIFE INC Financial Services 2,154.0 $301K 0.01% -2K -43.5% $139.86 +12.0%
755 UDR UDR INC Real Estate 8,177.0 $300K 0.01% -6K -43.6% $36.68 +3.1%
756 DAYFORCE INC 4,320.0 $299K 0.01% -3K -43.1% $69.16
757 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,292.0 $298K 0.01% -100.0 -3.0% $90.54 +9.1%
758 FDS FACTSET RESH SYS INC Financial Services 1,021.0 $296K 0.01% -767.0 -42.9% $290.19 -22.5%
759 RVTY REVVITY INC Healthcare 3,058.0 $296K 0.01% -2K -43.8% $96.75 -2.0%
760 KRC KILROY RLTY CORP Real Estate 7,912.0 $296K 0.01% -217.0 -2.7% $37.37 -8.6%
Page 38 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%