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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 16 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OVV OVINTIV INC Energy 20,309.0 $1.2M 0.04% +2K +10.0% $57.79 +12.8%
302 IDXX IDEXX LABS INC Healthcare 2,068.0 $1.2M 0.04% -100.0 -4.6% $567.44 -3.9%
303 PR PERMIAN RESOURCES CORP Energy 58,041.0 $1.2M 0.04% +7K +14.7% $20.21 +14.7%
304 RGA REINSURANCE GROUP AMER INC Financial Services 4,850.0 $1.2M 0.04% +100.0 +2.1% $241.79 +1.7%
305 RSG REPUBLIC SVCS INC Industrials 5,261.0 $1.2M 0.04% -210.0 -3.8% $222.31 -1.4%
306 MCHP MICROCHIP TECHNOLOGY INC. Technology 14,417.0 $1.2M 0.04% -278.0 -1.9% $80.96 -6.8%
307 FLEX FLEX LTD Technology 9,770.0 $1.2M 0.04% -17K -63.8% $119.25 -3.3%
308 BDX BECTON DICKINSON & CO Healthcare 7,321.0 $1.2M 0.04% -472.0 -6.1% $158.17 +18.9%
309 BWXT BWX TECHNOLOGIES INC Industrials 6,739.0 $1.2M 0.04% +110.0 +1.7% $171.18 -9.0%
310 ROIV ROIVANT SCIENCES LTD Healthcare 33,276.0 $1.1M 0.04% +1K +4.2% $34.51 +8.9%
311 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,627.0 $1.1M 0.04% +184.0 +4.1% $247.53 +1.4%
312 RGLD ROYAL GOLD INC Basic Materials 6,047.0 $1.1M 0.04% +100.0 +1.7% $189.17 +42.2%
313 CLH CLEAN HARBORS INC Industrials 3,676.0 $1.1M 0.04% $310.58 +0.4%
314 APG API GROUP CORP Industrials 28,434.0 $1.1M 0.04% +1K +5.4% $40.12 +2.8%
315 BLOCK INC 14,222.0 $1.1M 0.04% -670.0 -4.5% $79.94
316 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,857.0 $1.1M 0.04% -100.0 -2.0% $233.84 -14.4%
317 AIG AMERICAN INTL GROUP INC Financial Services 14,089.0 $1.1M 0.04% -583.0 -4.0% $80.50 -4.8%
318 TRU TRANSUNION Industrials 14,199.0 $1.1M 0.04% $79.85 +6.0%
319 NXT NEXTPOWER INC Technology 10,951.0 $1.1M 0.04% +158.0 +1.5% $103.10 -13.1%
320 SOMNIGROUP INTERNATIONAL INC 15,491.0 $1.1M 0.04% +194.0 +1.3% $72.73
Page 16 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%