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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 19 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RPM RPM INTL INC Basic Materials 9,444.0 $992K 0.04% +100.0 +1.1% $105.08 +0.6%
362 EVR EVERCORE INC Financial Services 2,891.0 $987K 0.04% +100.0 +3.6% $341.54 -14.5%
363 A AGILENT TECHNOLOGIES INC Healthcare 7,508.0 $987K 0.04% -200.0 -2.6% $131.46 +20.0%
364 PAYX PAYCHEX INC Industrials 8,607.0 $985K 0.04% -200.0 -2.3% $114.39 +10.6%
365 HBAN HUNTINGTON BANCSHARES INC Financial Services 53,867.0 $983K 0.04% +11K +26.0% $18.25 -7.6%
366 WEC WEC ENERGY GROUP INC Utilities 8,671.0 $983K 0.04% -152.0 -1.7% $113.35 -6.2%
367 IRM IRON MTN INC DEL Real Estate 7,937.0 $983K 0.04% -100.0 -1.2% $123.82 -0.9%
368 ROP ROPER TECHNOLOGIES INC Industrials 2,682.0 $974K 0.04% -245.0 -8.4% $363.14 +16.4%
369 MTB M & T BK CORP Financial Services 3,891.0 $970K 0.04% -288.0 -6.9% $249.24 -4.2%
370 KVUE KENVUE INC Consumer Defensive 51,046.0 $969K 0.04% -1K -2.0% $18.98 +1.2%
371 FNF FIDELITY NATL FINL INC Financial Services 18,658.0 $968K 0.04% $51.90 -8.9%
372 MLI MUELLER INDS INC Industrials 16,366.0 $968K 0.04% +8K +103.3% $59.13 +8.5%
373 UNM UNUM GROUP Financial Services 10,840.0 $965K 0.04% -379.0 -3.4% $89.05 +3.8%
374 DT DYNATRACE INC Technology 21,729.0 $965K 0.04% -242.0 -1.1% $44.41 +20.3%
375 WAT WATERS CORP Healthcare 2,598.0 $959K 0.03% +954.0 +58.0% $368.98 +14.2%
376 WSO WATSCO INC Industrials 2,574.0 $957K 0.03% -32.0 -1.2% $371.91 -15.8%
377 KMB KIMBERLY-CLARK CORP Consumer Defensive 8,823.0 $956K 0.03% -200.0 -2.2% $108.35 +1.5%
378 CCK CROWN HLDGS INC Consumer Cyclical 8,143.0 $954K 0.03% -166.0 -2.0% $117.21 +0.1%
379 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,843.0 $954K 0.03% $197.03 +1.6%
380 ELAN ELANCO ANIMAL HEALTH INC Healthcare 36,832.0 $951K 0.03% +622.0 +1.7% $25.83 -5.1%
Page 19 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%