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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 2 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USIG ISHARES TR 439,717.0 $22.8M 0.86% +80K +22.1% $51.77 -1.6%
22 IDV ISHARES TR 500,000.0 $19.7M 0.75% $39.45 +15.0%
23 IDEV ISHARES TR 236,229.0 $19.5M 0.74% +31K +14.9% $82.48 +8.9%
24 EEMV ISHARES INC 253,206.0 $16.2M 0.61% $64.04 +12.9%
25 V VISA INC Financial Services 45,890.0 $16.1M 0.61% -36K -44.1% $350.71 -5.7%
26 NEAR ISHARES U S ETF TR 283,620.0 $14.5M 0.55% -35K -11.0% $51.10 -0.8%
27 XOM EXXON MOBIL CORP Energy 114,673.0 $13.8M 0.52% -91K -44.3% $120.34 +29.9%
28 JNJ JOHNSON & JOHNSON Healthcare 65,513.0 $13.6M 0.51% -51K -43.7% $206.95 +12.0%
29 WMT WALMART INC Consumer Defensive 119,238.0 $13.3M 0.50% -93K -43.8% $111.41 +17.4%
30 MA MASTERCARD INCORPORATED Financial Services 22,296.0 $12.7M 0.48% -18K -44.1% $570.88 -12.5%
31 EWG ISHARES INC 296,791.0 $12.6M 0.48% $42.50 +1.3%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 62,115.0 $11.0M 0.42% -48K -43.5% $177.75 -22.8%
33 ABBV ABBVIE INC Healthcare 48,058.0 $11.0M 0.42% -37K -43.7% $228.49 -6.1%
34 NFLX NETFLIX INC Communication Services 115,221.0 $10.8M 0.41% +95K +461.4% $93.76 -4.8%
35 COST COSTCO WHSL CORP NEW Consumer Defensive 12,051.0 $10.4M 0.39% -9K -43.7% $862.34 +21.8%
36 BAC BANK AMERICA CORP Financial Services 182,683.0 $10.0M 0.38% -146K -44.5% $55.00 -6.4%
37 AMD ADVANCED MICRO DEVICES INC Technology 44,269.0 $9.5M 0.36% -34K -43.5% $214.16 +109.9%
38 HD HOME DEPOT INC Consumer Cyclical 27,066.0 $9.3M 0.35% -21K -43.7% $344.10 -8.8%
39 PG PROCTER AND GAMBLE CO Consumer Defensive 63,540.0 $9.1M 0.34% -50K -43.8% $143.31 -0.6%
40 ORCL ORACLE CORP Technology 45,736.0 $8.9M 0.34% -34K -42.9% $194.91 -2.6%
Page 2 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%