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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 5 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORPORATION Healthcare 17,094.0 $3.9M 0.15% -15K -46.7% $228.92 -24.3%
82 PFE PFIZER INC Healthcare 154,605.0 $3.8M 0.15% -120K -43.7% $24.90 +4.2%
83 BSX BOSTON SCIENTIFIC CORP Healthcare 40,310.0 $3.8M 0.15% -31K -43.7% $95.35 -40.1%
84 UNP UNION PAC CORP Industrials 16,129.0 $3.7M 0.14% -13K -43.7% $231.32 +14.9%
85 ANET ARISTA NETWORKS INC Technology 28,078.0 $3.7M 0.14% -22K -43.6% $131.03 +13.4%
86 LOW LOWES COS INC Consumer Cyclical 15,250.0 $3.7M 0.14% -12K -43.6% $241.16 -9.9%
87 PGR PROGRESSIVE CORP Financial Services 15,945.0 $3.6M 0.14% -12K -43.7% $227.72 -11.0%
88 ADI ANALOG DEVICES INC Technology 13,377.0 $3.6M 0.14% -11K -44.2% $271.20 +41.7%
89 WELL WELLTOWER INC Real Estate 18,589.0 $3.5M 0.13% -14K -42.5% $185.61 +17.8%
90 PANW PALO ALTO NETWORKS INC Technology 18,564.0 $3.4M 0.13% -14K -42.4% $184.20 +37.3%
91 HON HONEYWELL INTL INC Industrials 17,263.0 $3.4M 0.13% -13K -43.7% $195.09 +14.7%
92 ETN EATON CORP PLC Industrials 10,561.0 $3.4M 0.13% -8K -43.8% $318.51 +19.8%
93 MDT MEDTRONIC PLC Healthcare 34,876.0 $3.4M 0.13% -27K -43.6% $96.06 -18.6%
94 SYK STRYKER CORPORATION Healthcare 9,359.0 $3.3M 0.12% -7K -43.5% $351.47 -8.5%
95 PLD PROLOGIS INC. Real Estate 25,257.0 $3.2M 0.12% -20K -43.6% $127.66 +13.3%
96 CRWD CROWDSTRIKE HLDGS INC Technology 6,824.0 $3.2M 0.12% -5K -43.8% $468.76 +38.3%
97 DE DEERE & CO Industrials 6,836.0 $3.2M 0.12% -5K -44.4% $465.57 +14.1%
98 COP CONOCOPHILLIPS Energy 33,601.0 $3.1M 0.12% -27K -44.3% $93.61 +28.8%
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,899.0 $3.1M 0.12% -5K -44.0% $453.36 -5.1%
100 CB CHUBB LIMITED Financial Services 9,952.0 $3.1M 0.12% -8K -44.4% $312.12 +5.8%
Page 5 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%