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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 22 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIVE FIVE BELOW INC Consumer Cyclical 4,054.0 $764K 0.03% -106.0 -2.5% $188.36 +16.7%
422 AMH AMERICAN HOMES 4 RENT Real Estate 23,759.0 $763K 0.03% -644.0 -2.6% $32.10 +0.0%
423 FANG DIAMONDBACK ENERGY INC Energy 5,064.0 $761K 0.03% -4K -43.4% $150.33 +33.7%
424 ORI OLD REP INTL CORP Financial Services 16,590.0 $757K 0.03% -530.0 -3.1% $45.64 -13.1%
425 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,443.0 $755K 0.03% -100.0 -2.2% $170.00 +40.8%
426 EXR EXTRA SPACE STORAGE INC Real Estate 5,771.0 $752K 0.03% -4K -43.1% $130.22 +10.5%
427 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13,067.0 $751K 0.03% -10K -43.7% $57.49 +34.1%
428 DCI DONALDSON INC Industrials 8,441.0 $748K 0.03% -285.0 -3.3% $88.66 -6.8%
429 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,162.0 $748K 0.03% -200.0 -3.7% $144.83 -5.5%
430 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 8,840.0 $746K 0.03% NEW $84.36 -9.5%
431 JEF JEFFERIES FINL GROUP INC Financial Services 12,026.0 $745K 0.03% -317.0 -2.6% $61.97 -15.4%
432 HBAN HUNTINGTON BANCSHARES INC Financial Services 42,750.0 $742K 0.03% -28K -39.6% $17.35 -8.6%
433 WBS WEBSTER FINL CORP Financial Services 11,754.0 $740K 0.03% -692.0 -5.6% $62.94 +16.1%
434 AAL AMERICAN AIRLS GROUP INC Industrials 48,105.0 $737K 0.03% -1K -2.6% $15.33 -11.4%
435 AR ANTERO RESOURCES CORP Energy 21,358.0 $736K 0.03% -622.0 -2.8% $34.46 +7.5%
436 ENSG ENSIGN GROUP INC Healthcare 4,216.0 $734K 0.03% -100.0 -2.3% $174.20 -1.4%
437 LSCC LATTICE SEMICONDUCTOR CORP Technology 9,968.0 $733K 0.03% -284.0 -2.8% $73.58 +89.4%
438 AEE AMEREN CORP Utilities 7,341.0 $733K 0.03% -6K -43.5% $99.86 +10.0%
439 DTE DTE ENERGY CO Utilities 5,647.0 $728K 0.03% -4K -43.1% $128.98 +11.5%
440 SPXC SPX TECHNOLOGIES INC Industrials 3,632.0 $727K 0.03% NEW $200.06 +2.7%
Page 22 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%