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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 23 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HSY HERSHEY CO Consumer Defensive 3,984.0 $725K 0.03% -3K -43.2% $181.98 +4.6%
442 OVV OVINTIV INC Energy 18,457.0 $723K 0.03% -793.0 -4.1% $39.19 +50.2%
443 EFX EQUIFAX INC Industrials 3,328.0 $722K 0.03% -3K -44.3% $216.98 -24.8%
444 ATO ATMOS ENERGY CORP Utilities 4,305.0 $722K 0.03% -3K -44.0% $167.63 +5.9%
445 CNM CORE & MAIN INC Industrials 13,863.0 $720K 0.03% -340.0 -2.4% $51.97 -9.3%
446 RMBS RAMBUS INC DEL Technology 7,821.0 $719K 0.03% -237.0 -2.9% $91.89 +45.3%
447 TSCO TRACTOR SUPPLY CO Consumer Cyclical 14,368.0 $719K 0.03% -11K -43.9% $50.01 -36.6%
448 DOV DOVER CORP Industrials 3,680.0 $718K 0.03% -3K -43.3% $195.24 +6.4%
449 CBOE CBOE GLOBAL MKTS INC Financial Services 2,860.0 $718K 0.03% -2K -44.0% $251.00 +40.2%
450 EXPAND ENERGY CORPORATION 6,476.0 $715K 0.03% -5K -43.5% $110.36
451 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,779.0 $714K 0.03% -100.0 -3.5% $256.77 +19.0%
452 DY DYCOM INDS INC Industrials 2,110.0 $713K 0.03% NEW $337.90 +22.6%
453 TPR TAPESTRY INC Consumer Cyclical 5,564.0 $711K 0.03% -4K -44.0% $127.77 +6.3%
454 PR PERMIAN RESOURCES CORP Energy 50,604.0 $710K 0.03% -2K -3.5% $14.03 +48.9%
455 GLOBUS MED INC 8,119.0 $709K 0.03% -316.0 -3.8% $87.31
456 ARMK ARAMARK Industrials 19,156.0 $706K 0.03% -529.0 -2.7% $36.86 +40.1%
457 PPL PPL CORP Utilities 20,114.0 $704K 0.03% -16K -43.7% $35.02 +1.2%
458 DXCM DEXCOM INC Healthcare 10,605.0 $704K 0.03% -8K -44.0% $66.37 +8.3%
459 BWA BORGWARNER INC Consumer Cyclical 15,590.0 $702K 0.03% NEW $45.06 +41.0%
460 NTRS NORTHERN TR CORP Financial Services 5,142.0 $702K 0.03% -4K -44.0% $136.59 +22.3%
Page 23 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%