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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $2.8B AUM 926 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 216 Added 523 Reduced 37 Exited
Page 5 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COP CONOCOPHILLIPS Energy 32,373.0 $3.7M 0.13% -1K -3.6% $114.71 +13.9%
82 CRM SALESFORCE INC Technology 21,738.0 $3.7M 0.13% -4K -16.0% $170.77 +34.7%
83 PLD PROLOGIS INC. Real Estate 24,765.0 $3.7M 0.13% -492.0 -1.9% $149.79 -4.8%
84 IJH ISHARES TR 48,410.0 $3.7M 0.13% -1K -2.8% $75.54 +1.5%
85 CVS CVS HEALTH CORP Healthcare 33,894.0 $3.6M 0.13% -624.0 -1.8% $107.47 -12.2%
86 SPGI S&P GLOBAL INC Financial Services 8,052.0 $3.6M 0.13% -378.0 -4.5% $450.84 -3.2%
87 COF CAPITAL ONE FINL CORP Financial Services 16,536.0 $3.4M 0.12% -751.0 -4.3% $208.03 +4.4%
88 DHR DANAHER CORP DEL Healthcare 16,761.0 $3.4M 0.12% -333.0 -1.9% $203.83 +5.7%
89 CB CHUBB LIMITED Financial Services 9,585.0 $3.4M 0.12% -367.0 -3.7% $352.16 -2.4%
90 BMY BRISTOL-MYERS SQUIBB CO Healthcare 54,255.0 $3.3M 0.12% -1K -2.0% $60.74 +11.2%
91 MO ALTRIA GROUP INC Consumer Defensive 44,375.0 $3.3M 0.12% -1K -2.8% $74.21 -6.9%
92 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,767.0 $3.3M 0.12% -132.0 -1.9% $485.65 +11.7%
93 SPSM SPDR SERIES TRUST 57,204.0 $3.2M 0.12% -2K -2.6% $56.76 +0.4%
94 ISRG INTUITIVE SURGICAL INC Healthcare 9,361.0 $3.2M 0.12% -279.0 -2.9% $345.42 +7.0%
95 PGR PROGRESSIVE CORP Financial Services 15,515.0 $3.2M 0.12% -430.0 -2.7% $207.95 +7.0%
96 GLW CORNING INC Technology 20,800.0 $3.2M 0.12% -415.0 -2.0% $154.61 -1.2%
97 SBUX STARBUCKS CORP Consumer Cyclical 30,253.0 $3.2M 0.12% -661.0 -2.1% $105.49 +2.9%
98 PH PARKER-HANNIFIN CORP Industrials 3,332.0 $3.2M 0.11% -100.0 -2.9% $953.21 +8.2%
99 LOW LOWES COS INC Consumer Cyclical 14,845.0 $3.1M 0.11% -405.0 -2.7% $208.73 -0.1%
100 DELL DELL TECHNOLOGIES INC Technology 7,687.0 $3.0M 0.11% -508.0 -6.2% $396.34 +17.1%
Page 5 of 27  ·  523 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 35.8%
Financial Services 12.7%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.4%
Communication Services 7.1%
Consumer Defensive 4.7%
Utilities 2.7%
Real Estate 2.7%
Energy 2.7%