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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 39 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CNO CNO FINL GROUP INC Financial Services 6,949.0 $295K 0.01% -310.0 -4.3% $42.47 +11.6%
762 WHR WHIRLPOOL CORP Consumer Cyclical 4,057.0 $293K 0.01% -100.0 -2.4% $72.14 -42.5%
763 HAS HASBRO INC Consumer Cyclical 3,557.0 $292K 0.01% -3K -43.4% $82.00 +9.9%
764 KNF KNIFE RIVER CORP Basic Materials 4,083.0 $287K 0.01% -100.0 -2.4% $70.35 +4.7%
765 NWE NORTHWESTERN ENERGY GROUP IN Utilities 4,449.0 $287K 0.01% -100.0 -2.2% $64.54 +11.2%
766 DLB DOLBY LABORATORIES INC Technology 4,451.0 $286K 0.01% -100.0 -2.2% $64.22 -15.8%
767 PNW PINNACLE WEST CAP CORP Utilities 3,215.0 $285K 0.01% -2K -43.2% $88.70 +14.9%
768 AVT AVNET INC Technology 5,927.0 $285K 0.01% -353.0 -5.6% $48.08 +73.5%
769 FFIN FIRST FINL BANKSHARES INC Financial Services 9,487.0 $283K 0.01% -244.0 -2.5% $29.87 +7.8%
770 MRNA MODERNA INC Healthcare 9,454.0 $279K 0.01% -7K -43.1% $29.49 +60.3%
771 FEDERATED HERMES INC 5,335.0 $278K 0.01% -200.0 -3.6% $52.07
772 AES AES CORP Utilities 19,363.0 $278K 0.01% -15K -43.7% $14.34 +2.4%
773 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 12,379.0 $276K 0.01% -9K -43.1% $22.32 -26.2%
774 MSM MSC INDL DIRECT INC Industrials 3,281.0 $276K 0.01% -100.0 -3.0% $84.10 +26.0%
775 SJM SMUCKER J M CO Consumer Defensive 2,815.0 $275K 0.01% -2K -43.7% $97.81 +2.7%
776 FLAGSTAR FINANCIAL INC 21,815.0 $275K 0.01% -594.0 -2.6% $12.59
777 EPR EPR PPTYS Real Estate 5,485.0 $274K 0.01% -200.0 -3.5% $49.90 +17.7%
778 TREX TREX CO INC Industrials 7,795.0 $273K 0.01% -236.0 -2.9% $35.08 +9.0%
779 HAE HAEMONETICS CORP MASS Healthcare 3,408.0 $273K 0.01% -200.0 -5.5% $80.15 -22.7%
780 GHC GRAHAM HLDGS CO Consumer Defensive 248.0 $272K 0.01% -29.0 -10.5% $1098.60 -0.2%
Page 39 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%