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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 11 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRH PLC 17,756.0 $1.8M 0.07% -469.0 -2.6% $102.92
202 ECL ECOLAB INC Basic Materials 6,691.0 $1.8M 0.07% -240.0 -3.5% $272.83 +4.8%
203 MSI MOTOROLA SOLUTIONS INC Technology 4,413.0 $1.8M 0.07% -115.0 -2.5% $413.31 +17.7%
204 GM GENERAL MTRS CO Consumer Cyclical 23,960.0 $1.8M 0.07% -1K -5.5% $76.07 +13.3%
205 TDG TRANSDIGM GROUP INC Industrials 1,486.0 $1.8M 0.07% -45.0 -2.9% $1214.43 -2.3%
206 REGN REGENERON PHARMACEUTICALS Healthcare 2,641.0 $1.8M 0.06% -100.0 -3.6% $676.69 +19.4%
207 NXPI NXP SEMICONDUCTORS N V Technology 6,705.0 $1.8M 0.06% -137.0 -2.0% $266.53 -15.3%
208 HONEYWELL AEROSPACE INC 8,407.0 $1.8M 0.06% NEW $211.62
209 WBD WARNER BROS DISCOVERY INC Communication Services 65,859.0 $1.8M 0.06% -2K -2.3% $26.87 +7.5%
210 PCAR PACCAR INC Industrials 13,998.0 $1.8M 0.06% -283.0 -2.0% $126.20 +0.3%
211 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 5,932.0 $1.8M 0.06% -119.0 -2.0% $295.62 +3.3%
212 URI UNITED RENTALS INC Industrials 1,665.0 $1.7M 0.06% -41.0 -2.4% $1045.21 -0.7%
213 BSX BOSTON SCIENTIFIC CORP Healthcare 39,510.0 $1.7M 0.06% -800.0 -2.0% $44.03 +6.0%
214 AJG GALLAGHER ARTHUR J & CO Financial Services 6,846.0 $1.7M 0.06% -137.0 -2.0% $253.90 +2.5%
215 TFC TRUIST FINL CORP Financial Services 33,107.0 $1.7M 0.06% -2K -4.8% $52.50 -4.2%
216 WWD WOODWARD INC Industrials 4,410.0 $1.7M 0.06% $392.88 -11.8%
217 ALL ALLSTATE CORP Financial Services 6,815.0 $1.7M 0.06% -300.0 -4.2% $249.90 +3.1%
218 MPWR MONOLITHIC PWR SYS INC Technology 1,298.0 $1.7M 0.06% -31.0 -2.3% $1312.00 -0.1%
219 TGT TARGET CORP Consumer Defensive 12,064.0 $1.7M 0.06% -292.0 -2.4% $139.60 +18.9%
220 KMI KINDER MORGAN INC DEL Energy 52,027.0 $1.7M 0.06% -1K -2.3% $32.30 -2.4%
Page 11 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%