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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 17 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DOCU DOCUSIGN INC Technology 14,656.0 $1.0M 0.04% -477.0 -3.1% $68.40 -28.4%
322 EQH EQUITABLE HLDGS INC Financial Services 20,881.0 $995K 0.04% -2K -6.9% $47.65 -10.8%
323 GGG GRACO INC Industrials 12,082.0 $990K 0.04% -327.0 -2.6% $81.97 -8.1%
324 WAB WABTEC Industrials 4,638.0 $990K 0.04% -4K -43.0% $213.45 +21.4%
325 VTR VENTAS INC Real Estate 12,772.0 $988K 0.04% -9K -41.5% $77.38 +14.5%
326 PAYX PAYCHEX INC Industrials 8,807.0 $988K 0.04% -7K -43.6% $112.18 -16.0%
327 UAL UNITED AIRLS HLDGS INC Industrials 8,803.0 $984K 0.04% -7K -43.6% $111.82 -12.3%
328 FISV FISERV INC Technology 14,625.0 $982K 0.04% -12K -44.3% $67.17 -16.9%
329 STT STATE STR CORP Financial Services 7,595.0 $980K 0.04% -6K -44.5% $129.01 +19.4%
330 MTZ MASTEC INC Industrials 4,492.0 $976K 0.04% -100.0 -2.2% $217.37 +78.9%
331 ED CONSOLIDATED EDISON INC Utilities 9,814.0 $975K 0.04% -8K -43.5% $99.32 +8.1%
332 RPM RPM INTL INC Basic Materials 9,344.0 $972K 0.04% -270.0 -2.8% $104.00 -5.3%
333 CSL CARLISLE COS INC Industrials 3,038.0 $972K 0.04% -149.0 -4.7% $319.86 +3.9%
334 BLOCK INC 14,892.0 $969K 0.04% -12K -43.9% $65.09
335 LECO LINCOLN ELEC HLDGS INC Industrials 4,033.0 $966K 0.04% -100.0 -2.4% $239.64 +8.5%
336 RGA REINSURANCE GRP OF AMERICA I Financial Services 4,750.0 $966K 0.04% -200.0 -4.0% $203.46 +5.2%
337 PCG PG&E CORP Utilities 59,765.0 $960K 0.04% -46K -43.7% $16.07 +2.3%
338 SYY SYSCO CORP Consumer Defensive 13,021.0 $960K 0.04% -10K -43.5% $73.69 +2.4%
339 RMD RESMED INC Healthcare 3,967.0 $956K 0.04% -3K -43.9% $240.87 -12.9%
340 OHI OMEGA HEALTHCARE INVS INC Real Estate 21,537.0 $955K 0.04% -462.0 -2.1% $44.34 +8.8%
Page 17 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%