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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 12 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,130.0 $1.7M 0.06% $535.67 -1.4%
222 D DOMINION ENERGY INC Utilities 23,370.0 $1.7M 0.06% +151.0 +0.7% $71.04 -6.4%
223 O REALTY INCOME CORP Real Estate 24,779.0 $1.6M 0.06% -235.0 -0.9% $65.71 -6.0%
224 GWW WW GRAINGER INC Industrials 1,165.0 $1.6M 0.06% -62.0 -5.0% $1395.01 -5.3%
225 ABNB AIRBNB INC Consumer Cyclical 11,106.0 $1.6M 0.06% -458.0 -4.0% $145.98 +26.3%
226 MKSI MKS INC. Technology 4,989.0 $1.6M 0.06% +100.0 +2.0% $324.69 -16.5%
227 TRGP TARGA RES CORP Energy 5,719.0 $1.6M 0.06% -118.0 -2.0% $282.91 +2.1%
228 HPE HEWLETT PACKARD ENTERPRISE C Technology 35,259.0 $1.6M 0.06% -619.0 -1.7% $45.82 +18.7%
229 PSTG EVERPURE INC 23,270.0 $1.6M 0.06% +518.0 +2.3% $69.38
230 BURL BURLINGTON STORES INC Consumer Cyclical 4,667.0 $1.6M 0.06% +100.0 +2.2% $345.31 -16.0%
231 SRE SEMPRA Utilities 17,388.0 $1.6M 0.06% -359.0 -2.0% $92.25 -8.1%
232 DLR DIGITAL RLTY TR INC Real Estate 9,175.0 $1.6M 0.06% +424.0 +4.8% $173.88 +10.5%
233 CENCORA INC 5,172.0 $1.6M 0.06% -100.0 -1.9% $307.90
234 USFD US FOODS HLDG CORP Consumer Defensive 16,277.0 $1.6M 0.06% $97.27 +10.8%
235 TEL TE CONNECTIVITY PLC Technology 7,718.0 $1.6M 0.06% -281.0 -3.5% $203.31 -0.2%
236 OKE ONEOK INC NEW Energy 16,764.0 $1.6M 0.06% -346.0 -2.0% $93.52 +1.3%
237 FIX COMFORT SYS USA INC Industrials 934.0 $1.6M 0.06% -23.0 -2.4% $1674.06 -3.5%
238 ENTG ENTEGRIS INC Technology 11,213.0 $1.6M 0.06% +165.0 +1.5% $138.74 +4.7%
239 CTVA CORTEVA INC Basic Materials 17,772.0 $1.6M 0.06% -602.0 -3.3% $87.30 -5.6%
240 HCA HCA HEALTHCARE INC Healthcare 4,144.0 $1.5M 0.06% -200.0 -4.6% $371.18 +13.0%
Page 12 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%