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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 6 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BX BLACKSTONE INC Financial Services 20,079.0 $3.1M 0.12% -15K -43.5% $154.14 -23.1%
102 PH PARKER-HANNIFIN CORP Industrials 3,432.0 $3.0M 0.11% -3K -44.7% $878.96 -2.2%
103 CEG CONSTELLATION ENERGY CORP Utilities 8,492.0 $3.0M 0.11% -7K -43.6% $353.27 -19.1%
104 BMY BRISTOL-MYERS SQUIBB CO Healthcare 55,356.0 $3.0M 0.11% -43K -43.7% $53.94 +10.4%
105 NEM NEWMONT CORP Basic Materials 29,673.0 $3.0M 0.11% -23K -44.1% $99.85 +8.5%
106 CMCSA COMCAST CORP NEW Communication Services 98,827.0 $3.0M 0.11% -79K -44.4% $29.89 -16.1%
107 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,998.0 $2.8M 0.11% -9K -43.8% $257.23 -14.4%
108 MCK MCKESSON CORP Healthcare 3,356.0 $2.8M 0.10% -3K -44.3% $820.29 -6.6%
109 CVS CVS HEALTH CORP Healthcare 34,518.0 $2.7M 0.10% -27K -43.6% $79.36 +17.6%
110 LMT LOCKHEED MARTIN CORP Industrials 5,537.0 $2.7M 0.10% -4K -44.5% $483.67 +8.1%
111 CME CME GROUP INC Financial Services 9,805.0 $2.7M 0.10% -8K -43.6% $273.08 +5.9%
112 TMUS T-MOBILE US INC Communication Services 13,078.0 $2.7M 0.10% -10K -44.0% $203.04 -6.3%
113 MO ALTRIA GROUP INC Consumer Defensive 45,646.0 $2.6M 0.10% -35K -43.7% $57.66 +27.8%
114 SO SOUTHERN CO Utilities 29,941.0 $2.6M 0.10% -23K -43.6% $87.20 +7.4%
115 SBUX STARBUCKS CORP Consumer Cyclical 30,914.0 $2.6M 0.10% -24K -43.7% $84.21 +26.5%
116 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 15,504.0 $2.5M 0.10% -12K -43.9% $161.96 -6.5%
117 DUK DUKE ENERGY CORP NEW Utilities 21,146.0 $2.5M 0.09% -16K -43.7% $117.21 +6.4%
118 MRSH MARSH & MCLENNAN COS INC Financial Services 13,321.0 $2.5M 0.09% -10K -43.9% $185.52 -11.0%
119 HOOD ROBINHOOD MKTS INC Financial Services 21,382.0 $2.4M 0.09% -16K -42.8% $113.10 -32.9%
120 CIEN CIENA CORP Technology 10,280.0 $2.4M 0.09% -307.0 -2.9% $233.87 +151.1%
Page 6 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%