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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 14 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FITB FIFTH THIRD BANCORP Financial Services 24,083.0 $1.4M 0.05% +6K +34.0% $58.01 -5.4%
262 NKE NIKE INC Consumer Cyclical 31,874.0 $1.4M 0.05% -465.0 -1.4% $43.76 -12.2%
263 FAST FASTENAL CO Industrials 30,490.0 $1.4M 0.05% -727.0 -2.3% $45.49 +12.4%
264 ROK ROCKWELL AUTOMATION INC Industrials 2,993.0 $1.4M 0.05% -101.0 -3.3% $461.85 -6.2%
265 ENTERGY CORP NEW 12,167.0 $1.4M 0.05% $113.24
266 EWBC EAST WEST BANCORP INC Financial Services 10,141.0 $1.4M 0.05% +114.0 +1.1% $134.52 -3.6%
267 MET METLIFE INC Financial Services 14,362.0 $1.4M 0.05% -687.0 -4.6% $94.00 +2.4%
268 STT STATE STR CORP Financial Services 7,395.0 $1.3M 0.05% -200.0 -2.6% $182.50 +6.0%
269 DVN DEVON ENERGY CORP NEW Energy 30,673.0 $1.3M 0.05% +14K +79.8% $43.83 +7.5%
270 RBC RBC BEARINGS INC Industrials 2,330.0 $1.3M 0.05% +36.0 +1.6% $575.22 -11.5%
271 SNX TD SYNNEX CORPORATION Technology 5,519.0 $1.3M 0.05% $242.62 +7.2%
272 AZO AUTOZONE INC Consumer Cyclical 438.0 $1.3M 0.05% -14.0 -3.1% $3046.44 -3.7%
273 PSA PUBLIC STORAGE Real Estate 4,194.0 $1.3M 0.05% -100.0 -2.3% $318.04 -2.2%
274 TER TERADYNE INC Technology 4,135.0 $1.3M 0.05% -100.0 -2.4% $322.36 +15.4%
275 PYPL PAYPAL HLDGS INC Financial Services 23,440.0 $1.3M 0.05% -2K -7.9% $56.56 +8.7%
276 EBAY EBAY INC. Consumer Cyclical 11,798.0 $1.3M 0.05% -492.0 -4.0% $112.06 -8.7%
277 EW EDWARDS LIFESCIENCES CORP Healthcare 15,301.0 $1.3M 0.05% -478.0 -3.0% $85.73 +4.9%
278 XEL XCEL ENERGY INC Utilities 16,589.0 $1.3M 0.05% +504.0 +3.1% $78.77 -2.0%
279 VST VISTRA CORP Utilities 8,385.0 $1.3M 0.05% -275.0 -3.2% $155.44 -10.1%
280 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 11,593.0 $1.3M 0.05% +170.0 +1.5% $111.76 -8.6%
Page 14 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%