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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 23 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SCI SERVICE CORP INTL Consumer Cyclical 10,162.0 $800K 0.03% -54.0 -0.5% $78.72 +6.6%
442 CR CRANE COMPANY Industrials 3,663.0 $797K 0.03% +100.0 +2.8% $217.49 -4.2%
443 AMH AMERICAN HOMES 4 RENT Real Estate 23,360.0 $796K 0.03% -399.0 -1.7% $34.07 -1.4%
444 EIX EDISON INTL Utilities 10,251.0 $796K 0.03% -212.0 -2.0% $77.63 -4.5%
445 AEIS ADVANCED ENERGY INDS Industrials 2,782.0 $790K 0.03% NEW $284.05 -0.9%
446 SPXC SPX TECHNOLOGIES INC Industrials 3,732.0 $790K 0.03% +100.0 +2.8% $211.73 -5.0%
447 ZION ZIONS BANCORPORATION NATL AS Financial Services 10,890.0 $787K 0.03% +131.0 +1.2% $72.27 -5.7%
448 VEEV VEEVA SYS INC Healthcare 4,027.0 $787K 0.03% NEW $195.38 +43.7%
449 DXCM DEXCOM INC Healthcare 10,254.0 $786K 0.03% -351.0 -3.3% $76.65 +17.4%
450 WDAY WORKDAY INC Technology 5,413.0 $784K 0.03% -487.0 -8.2% $144.78 +35.0%
451 CGNX COGNEX CORP Technology 12,230.0 $784K 0.03% $64.07 -3.5%
452 HAL HALLIBURTON CO Energy 22,199.0 $782K 0.03% -686.0 -3.0% $35.22 +1.8%
453 INGERSOLL RAND INC 9,482.0 $780K 0.03% -294.0 -3.0% $82.24
454 SANM SANMINA CORP Technology 3,953.0 $780K 0.03% NEW $197.24 +0.7%
455 ATO ATMOS ENERGY CORP Utilities 4,388.0 $780K 0.03% +83.0 +1.9% $177.68 -5.5%
456 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,282.0 $779K 0.03% +120.0 +2.3% $147.55 -6.7%
457 VICI VICI PPTYS INC Real Estate 29,004.0 $779K 0.03% $26.87 -3.7%
458 ARW ARROW ELECTRS INC Technology 3,757.0 $776K 0.03% $206.61 -0.5%
459 DCI DONALDSON INC Industrials 8,585.0 $776K 0.03% +144.0 +1.7% $90.40 +1.4%
460 XYL XYLEM INC Industrials 6,316.0 $775K 0.03% -264.0 -4.0% $122.78 -9.1%
Page 23 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%