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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 9 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APOS APOLLO GLOBAL MGMT INC Financial Services 12,626.0 $1.8M 0.07% -10K -43.0% $144.76 -81.9%
162 TEL TE CONNECTIVITY PLC Technology 7,999.0 $1.8M 0.07% -6K -43.8% $227.51 -11.5%
163 ECL ECOLAB INC Basic Materials 6,931.0 $1.8M 0.07% -5K -43.5% $262.52 -4.7%
164 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,320.0 $1.8M 0.07% -5K -44.2% $287.25 +12.4%
165 AJG GALLAGHER ARTHUR J & CO Financial Services 6,983.0 $1.8M 0.07% -5K -43.7% $258.79 -19.9%
166 CENCORA INC 5,272.0 $1.8M 0.07% -4K -43.5% $337.75
167 ITW ILLINOIS TOOL WKS INC Industrials 7,178.0 $1.8M 0.07% -6K -43.8% $246.30 +1.5%
168 NSC NORFOLK SOUTHN CORP Industrials 6,101.0 $1.8M 0.07% -5K -43.4% $288.72 +7.9%
169 TRV TRAVELERS COMPANIES INC Financial Services 6,065.0 $1.8M 0.07% -5K -44.0% $290.06 +5.8%
170 CTAS CINTAS CORP Industrials 9,288.0 $1.7M 0.07% -7K -43.8% $188.07 -8.4%
171 MSI MOTOROLA SOLUTIONS INC Technology 4,528.0 $1.7M 0.07% -4K -44.4% $383.32 +4.4%
172 CL COLGATE PALMOLIVE CO Consumer Defensive 21,918.0 $1.7M 0.07% -17K -43.8% $79.02 +14.5%
173 ADSK AUTODESK INC Technology 5,792.0 $1.7M 0.07% -5K -44.0% $296.01 -18.9%
174 TFC TRUIST FINL CORP Financial Services 34,785.0 $1.7M 0.07% -27K -44.1% $49.21 -2.5%
175 PWR QUANTA SVCS INC Industrials 4,055.0 $1.7M 0.07% -3K -44.0% $422.06 +68.2%
176 FDX FEDEX CORP Industrials 5,903.0 $1.7M 0.07% -4K -43.1% $288.86 +34.6%
177 AEP AMERICAN ELEC PWR CO INC Utilities 14,554.0 $1.7M 0.06% -11K -43.6% $115.31 +12.4%
178 SPG SIMON PPTY GROUP INC NEW Real Estate 8,877.0 $1.6M 0.06% -7K -43.7% $185.11 +10.3%
179 FLEX FLEX LTD Technology 26,949.0 $1.6M 0.06% -1K -4.1% $60.42 +116.9%
180 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,900.0 $1.6M 0.06% -4K -42.5% $275.39 +172.7%
Page 9 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%