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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $2.6B AUM 928 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 24 Added 859 Reduced 17 Exited
Page 16 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OKTA OKTA INC Technology 12,207.0 $1.1M 0.04% -312.0 -2.5% $86.47 +3.4%
302 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,693.0 $1.1M 0.04% -1K -42.2% $622.66 -13.6%
303 CCI CROWN CASTLE INC Real Estate 11,841.0 $1.1M 0.04% -9K -43.7% $88.87 +3.6%
304 A AGILENT TECHNOLOGIES INC Healthcare 7,708.0 $1.0M 0.04% -6K -43.7% $136.07 -15.6%
305 HIG HARTFORD INSURANCE GROUP INC Financial Services 7,577.0 $1.0M 0.04% -6K -44.1% $137.80 -1.3%
306 KR KROGER CO Consumer Defensive 16,577.0 $1.0M 0.04% -13K -43.6% $62.48 +7.3%
307 KDP KEURIG DR PEPPER INC Consumer Defensive 36,942.0 $1.0M 0.04% -29K -43.7% $28.01 +2.7%
308 APG API GROUP CORP Industrials 26,976.0 $1.0M 0.04% -745.0 -2.7% $38.26 +8.5%
309 DELL DELL TECHNOLOGIES INC Technology 8,195.0 $1.0M 0.04% -6K -43.8% $125.88 +100.9%
310 IQVIA HLDGS INC 4,571.0 $1.0M 0.04% -4K -44.0% $225.41
311 RBC RBC BEARINGS INC Industrials 2,294.0 $1.0M 0.04% -60.0 -2.5% $448.43 +27.3%
312 WPC WP CAREY INC Real Estate 15,970.0 $1.0M 0.04% -431.0 -2.6% $64.36 +16.5%
313 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 11,423.0 $1.0M 0.04% -299.0 -2.5% $89.92 +5.2%
314 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,202.0 $1.0M 0.04% -226.0 -3.0% $141.83 +9.6%
315 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12,386.0 $1.0M 0.04% -10K -43.8% $82.02 -21.6%
316 NTNX NUTANIX INC Technology 19,637.0 $1.0M 0.04% -440.0 -2.2% $51.69 -13.5%
317 NUE NUCOR CORP Basic Materials 6,223.0 $1.0M 0.04% -5K -43.6% $163.11 +38.8%
318 FNF FIDELITY NATIONAL FINANCIAL Financial Services 18,573.0 $1.0M 0.04% -556.0 -2.9% $54.59 -9.6%
319 VMC VULCAN MATLS CO Basic Materials 3,547.0 $1.0M 0.04% -3K -45.0% $285.22 -7.7%
320 AA ALCOA CORP Basic Materials 18,872.0 $1.0M 0.04% -519.0 -2.7% $53.14 +24.7%
Page 16 of 47  ·  928 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 32.9%
Financial Services 13.4%
Consumer Cyclical 10.5%
Communication Services 9.7%
Industrials 9.4%
Healthcare 9.4%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.6%
Real Estate 2.5%