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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 22 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,082.0 $828K 0.03% -100.0 -3.1% $268.77 +21.1%
422 CNC CENTENE CORP DEL Healthcare 12,446.0 $827K 0.03% -251.0 -2.0% $66.44 -2.6%
423 EXR EXTRA SPACE STORAGE INC Real Estate 5,571.0 $825K 0.03% -200.0 -3.5% $148.16 -3.2%
424 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 11,675.0 $825K 0.03% NEW $70.69 -15.6%
425 MOOG INC 2,096.0 $824K 0.03% NEW $393.31
426 PINS PINTEREST INC Communication Services 35,527.0 $824K 0.03% -8K -18.2% $23.20 +0.0%
427 EQT EQT CORP Energy 16,626.0 $824K 0.03% -343.0 -2.0% $49.56 +10.6%
428 FIVE FIVE BELOW INC Consumer Cyclical 4,054.0 $821K 0.03% $202.63 +20.7%
429 AEE AMEREN CORP Utilities 7,364.0 $821K 0.03% $111.55 -4.0%
430 WTFC WINTRUST FINL CORP Financial Services 4,998.0 $821K 0.03% +100.0 +2.0% $164.30 -6.7%
431 EHC ENCOMPASS HEALTH CORP Healthcare 7,315.0 $821K 0.03% $112.21 +6.9%
432 DTE DTE ENERGY CO Utilities 5,534.0 $820K 0.03% -113.0 -2.0% $148.19 -7.6%
433 BIIB BIOGEN INC Healthcare 3,945.0 $813K 0.03% $205.99 +6.1%
434 CFG CITIZENS FINL GROUP INC Financial Services 11,222.0 $812K 0.03% -456.0 -3.9% $72.39 -2.9%
435 AHR AMERICAN HEALTHCARE REIT INC Real Estate 14,212.0 $812K 0.03% NEW $57.16 -1.6%
436 FICO FAIR ISAAC CORP Technology 645.0 $811K 0.03% $1257.11 -7.6%
437 TDY TELEDYNE TECHNOLOGIES INC Technology 1,268.0 $806K 0.03% $635.52 -2.5%
438 SN SHARKNINJA INC Consumer Cyclical 5,211.0 $805K 0.03% NEW $154.53 +24.8%
439 RMBS RAMBUS INC DEL Technology 7,935.0 $805K 0.03% +114.0 +1.5% $101.44 -12.7%
440 CYTK CYTOKINETICS INC Healthcare 10,012.0 $803K 0.03% +1K +12.4% $80.18 -8.0%
Page 22 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%