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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 10 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPG SIMON PPTY GROUP INC NEW Real Estate 8,564.0 $2.0M 0.07% -313.0 -3.5% $228.70 -5.7%
182 SNPS SYNOPSYS INC Technology 5,090.0 $2.0M 0.07% +61.0 +1.2% $384.27 +18.1%
183 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,009.0 $1.9M 0.07% -311.0 -4.9% $321.32 +1.7%
184 ITW ILLINOIS TOOL WKS INC Industrials 6,978.0 $1.9M 0.07% -200.0 -2.8% $276.05 +1.9%
185 CW CURTISS WRIGHT CORP Industrials 2,721.0 $1.9M 0.07% +33.0 +1.2% $707.84 -14.1%
186 AEP AMERICAN ELEC PWR CO INC Utilities 14,409.0 $1.9M 0.07% -145.0 -1.0% $132.14 -7.1%
187 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 22,021.0 $1.9M 0.07% -931.0 -4.1% $86.05 +2.0%
188 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,596.0 $1.9M 0.07% -300.0 -4.3% $286.96 +0.0%
189 HONEYWELL INTL INC 8,408.0 $1.9M 0.07% NEW $225.01
190 SLB SLB LIMITED Energy 39,728.0 $1.9M 0.07% -894.0 -2.2% $46.99 +16.4%
191 ATI ATI INC Industrials 10,015.0 $1.9M 0.07% +114.0 +1.1% $186.17 +14.8%
192 XPO XPO INC Industrials 8,646.0 $1.9M 0.07% +91.0 +1.1% $215.02 -10.8%
193 KKR KKR & CO INC 18,387.0 $1.9M 0.07% -275.0 -1.5% $100.94
194 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 19,002.0 $1.9M 0.07% -392.0 -2.0% $97.50 -52.0%
195 DASH DOORDASH INC Communication Services 10,059.0 $1.9M 0.07% -106.0 -1.0% $184.14 +25.7%
196 CTAS CINTAS CORP Industrials 9,056.0 $1.9M 0.07% -232.0 -2.5% $204.45 -0.4%
197 NOC NORTHROP GRUMMAN CORP Industrials 3,548.0 $1.9M 0.07% -100.0 -2.7% $521.57 +4.8%
198 OKTA OKTA INC Technology 12,364.0 $1.8M 0.07% +157.0 +1.3% $149.35 +14.6%
199 NVT NVENT ELEC PLC Industrials 11,909.0 $1.8M 0.07% +159.0 +1.4% $154.92 +0.3%
200 FDX FEDEX CORP Industrials 5,863.0 $1.8M 0.07% -40.0 -0.7% $312.98 +6.4%
Page 10 of 47  ·  926 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%