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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 20 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HPE HEWLETT PACKARD ENTERPRISE C Technology 35,878.0 $862K 0.03% -27K -43.4% $24.02 +41.4%
382 FHN FIRST HORIZON CORPORATION Financial Services 35,884.0 $858K 0.03% -2K -5.6% $23.90 +0.8%
383 EXEL EXELIXIS INC Healthcare 19,539.0 $856K 0.03% -622.0 -3.1% $43.83 +13.3%
384 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 14,125.0 $856K 0.03% -375.0 -2.6% $60.61 +4.0%
385 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,604.0 $856K 0.03% -2K -44.8% $328.60 -22.7%
386 CCK CROWN HLDGS INC Consumer Cyclical 8,309.0 $856K 0.03% -307.0 -3.6% $102.97 -6.3%
387 BLD TOPBUILD CORP Industrials 2,034.0 $849K 0.03% -62.0 -3.0% $417.19 -1.4%
388 VRSK VERISK ANALYTICS INC Industrials 3,765.0 $842K 0.03% -3K -44.0% $223.69 -23.7%
389 MTB M & T BK CORP Financial Services 4,179.0 $842K 0.03% -3K -44.0% $201.48 +5.4%
390 FITB FIFTH THIRD BANCORP Financial Services 17,974.0 $841K 0.03% -14K -43.8% $46.81 +5.0%
391 HUM HUMANA INC Healthcare 3,270.0 $838K 0.03% -3K -44.1% $256.13 +18.6%
392 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,000.0 $832K 0.03% -380.0 -2.6% $59.43 -9.0%
393 NRG NRG ENERGY INC Utilities 5,211.0 $830K 0.03% -4K -43.9% $159.24 -14.0%
394 SNX TD SYNNEX CORPORATION Technology 5,519.0 $829K 0.03% -205.0 -3.6% $150.23 +53.6%
395 TER TERADYNE INC Technology 4,235.0 $820K 0.03% -3K -44.2% $193.56 +77.9%
396 ELAN ELANCO ANIMAL HEALTH INC Healthcare 36,210.0 $819K 0.03% -998.0 -2.7% $22.63 -5.8%
397 NYT NEW YORK TIMES CO Communication Services 11,774.0 $817K 0.03% -361.0 -3.0% $69.42 +7.0%
398 VICI VICI PPTYS INC Real Estate 29,063.0 $817K 0.03% -22K -43.5% $28.12 +1.0%
399 SYF SYNCHRONY FINANCIAL Financial Services 9,793.0 $817K 0.03% -8K -45.5% $83.43 -13.6%
400 COMERICA INC 9,309.0 $809K 0.03% -316.0 -3.3% $86.93
Page 20 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%