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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 43 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 XRAY DENTSPLY SIRONA INC Healthcare 14,542.0 $166K 0.01% -398.0 -2.7% $11.43 -13.9%
842 CXT CRANE NXT CO Industrials 3,517.0 $166K 0.01% -100.0 -2.8% $47.07 -14.9%
843 PBF PBF ENERGY INC Energy 5,948.0 $161K 0.01% -204.0 -3.3% $27.12 +44.1%
844 LW LAMB WESTON HLDGS INC Consumer Defensive 3,789.0 $159K 0.01% -3K -43.0% $41.89 +2.2%
845 PK PARK HOTELS & RESORTS INC Real Estate 14,568.0 $152K 0.01% -404.0 -2.7% $10.46 +8.9%
846 CIVITAS RESOURCES INC 5,595.0 $152K 0.01% -650.0 -10.4% $27.09
847 CPB THE CAMPBELLS COMPANY Consumer Defensive 5,342.0 $149K 0.01% -4K -43.1% $27.87 -28.1%
848 ASGN ASGN INC Technology 3,088.0 $149K 0.01% -100.0 -3.1% $48.17 -60.3%
849 CAR AVIS BUDGET GROUP Industrials 1,159.0 $149K 0.01% -100.0 -7.9% $128.32 +22.9%
850 NSA NATIONAL STORAGE AFFILIATES Real Estate 5,143.0 $145K 0.01% -100.0 -1.9% $28.21 +51.6%
851 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1,447.0 $138K 0.01% -100.0 -6.5% $95.26 +17.0%
852 CNXC CONCENTRIX CORP Technology 3,151.0 $131K 0.01% -200.0 -6.0% $41.58 -37.8%
853 GEF GREIF INC Consumer Cyclical 1,825.0 $124K 0.01% -100.0 -5.2% $67.70 -5.3%
854 BROWN FORMAN CORP 4,741.0 $124K 0.01% -4K -43.9% $26.06
855 PPC PILGRIMS PRIDE CORP Consumer Defensive 3,102.0 $121K 0.01% -100.0 -3.1% $38.99 -26.5%
856 DVA DAVITA INC Healthcare 899.0 $102K 0.00% -732.0 -44.9% $113.61 +74.9%
857 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 1,827.0 $101K 0.00% -100.0 -5.2% $55.09 +11.4%
858 NWS NEWS CORP NEW Communication Services 3,296.0 $98K 0.00% -3K -45.2% $29.63 +1.5%
859 COTY COTY INC Consumer Defensive 26,770.0 $82K 0.00% -668.0 -2.4% $3.08 -35.7%
Page 43 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%