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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 9 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KKR KKR & CO INC 18,387.0 $1.9M 0.07% -275.0 -1.5% $100.94
162 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 19,002.0 $1.9M 0.07% -392.0 -2.0% $97.50 -52.1%
163 DASH DOORDASH INC Communication Services 10,059.0 $1.9M 0.07% -106.0 -1.0% $184.14 +25.9%
164 CTAS CINTAS CORP Industrials 9,056.0 $1.9M 0.07% -232.0 -2.5% $204.45 -0.1%
165 NOC NORTHROP GRUMMAN CORP Industrials 3,548.0 $1.9M 0.07% -100.0 -2.7% $521.57 +4.5%
166 FDX FEDEX CORP Industrials 5,863.0 $1.8M 0.07% -40.0 -0.7% $312.98 +5.9%
167 CRH PLC 17,756.0 $1.8M 0.07% -469.0 -2.6% $102.92
168 ECL ECOLAB INC Basic Materials 6,691.0 $1.8M 0.07% -240.0 -3.5% $272.83 +4.8%
169 MSI MOTOROLA SOLUTIONS INC Technology 4,413.0 $1.8M 0.07% -115.0 -2.5% $413.31 +17.7%
170 GM GENERAL MTRS CO Consumer Cyclical 23,960.0 $1.8M 0.07% -1K -5.5% $76.07 +13.3%
171 TDG TRANSDIGM GROUP INC Industrials 1,486.0 $1.8M 0.07% -45.0 -2.9% $1214.43 -2.3%
172 REGN REGENERON PHARMACEUTICALS Healthcare 2,641.0 $1.8M 0.06% -100.0 -3.6% $676.69 +19.4%
173 NXPI NXP SEMICONDUCTORS N V Technology 6,705.0 $1.8M 0.06% -137.0 -2.0% $266.53 -15.3%
174 WBD WARNER BROS DISCOVERY INC Communication Services 65,859.0 $1.8M 0.06% -2K -2.3% $26.87 +7.5%
175 PCAR PACCAR INC Industrials 13,998.0 $1.8M 0.06% -283.0 -2.0% $126.20 +0.3%
176 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 5,932.0 $1.8M 0.06% -119.0 -2.0% $295.62 +3.3%
177 URI UNITED RENTALS INC Industrials 1,665.0 $1.7M 0.06% -41.0 -2.4% $1045.21 -0.7%
178 BSX BOSTON SCIENTIFIC CORP Healthcare 39,510.0 $1.7M 0.06% -800.0 -2.0% $44.03 +6.0%
179 AJG GALLAGHER ARTHUR J & CO Financial Services 6,846.0 $1.7M 0.06% -137.0 -2.0% $253.90 +2.5%
180 TFC TRUIST FINL CORP Financial Services 33,107.0 $1.7M 0.06% -2K -4.8% $52.50 -4.2%
Page 9 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%