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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 15 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 4,839.0 $1.3M 0.05% +143.0 +3.0% $267.36 +3.7%
282 CVNA CARVANA CO Consumer Cyclical 19,034.0 $1.3M 0.05% +15K +394.9% $67.34 +10.0%
283 AMP AMERIPRISE FINL INC Financial Services 2,426.0 $1.3M 0.05% -100.0 -4.0% $527.87 +5.3%
284 ITT ITT INC Industrials 6,593.0 $1.3M 0.05% +394.0 +6.4% $192.51 +8.0%
285 HUM HUMANA INC Healthcare 3,170.0 $1.3M 0.05% -100.0 -3.1% $400.00 -1.8%
286 FN FABRINET Technology 2,644.0 $1.3M 0.04% +33.0 +1.3% $478.39 -9.5%
287 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,398.0 $1.3M 0.04% +196.0 +2.7% $170.88 -8.8%
288 LSCC LATTICE SEMICONDUCTOR CORP Technology 10,082.0 $1.3M 0.04% +114.0 +1.1% $125.23 -3.8%
289 EXC EXELON CORP Utilities 27,152.0 $1.3M 0.04% -319.0 -1.2% $46.26 -5.0%
290 EA ELECTRONIC ARTS INC Communication Services 6,000.0 $1.3M 0.04% -103.0 -1.7% $208.90 +0.4%
291 TLN TALEN ENERGY CORP Utilities 3,364.0 $1.3M 0.04% $372.37 -18.2%
292 WPC WP CAREY INC Real Estate 16,426.0 $1.2M 0.04% +456.0 +2.9% $75.86 -7.2%
293 ANNALY CAPITAL MANAGEMENT IN 54,038.0 $1.2M 0.04% +4K +8.6% $23.01
294 VTR VENTAS INC Real Estate 12,919.0 $1.2M 0.04% +147.0 +1.1% $96.10 -3.3%
295 THC TENET HEALTHCARE CORP Healthcare 6,352.0 $1.2M 0.04% -53.0 -0.8% $194.91 +37.4%
296 ADSK AUTODESK INC Technology 5,648.0 $1.2M 0.04% -144.0 -2.5% $218.35 +23.9%
297 MSCI MSCI INC Financial Services 1,943.0 $1.2M 0.04% -100.0 -4.9% $628.66 -9.5%
298 WAB WABTEC Industrials 4,538.0 $1.2M 0.04% -100.0 -2.2% $262.08 +13.4%
299 WCC WESCO INTL INC Industrials 3,581.0 $1.2M 0.04% +36.0 +1.0% $327.86 +7.0%
300 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 34,086.0 $1.2M 0.04% -2K -5.2% $34.44 +8.1%
Page 15 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%