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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 24 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 10,423.0 $774K 0.03% NEW $74.30 +14.3%
462 R RYDER SYS INC Industrials 2,843.0 $773K 0.03% -100.0 -3.4% $271.82 -9.6%
463 RJF RAYMOND JAMES FINL INC Financial Services 4,580.0 $771K 0.03% -200.0 -4.2% $168.36 +6.5%
464 RMD RESMED INC Healthcare 3,867.0 $769K 0.03% -100.0 -2.5% $198.99 +20.8%
465 MUSA MURPHY USA INC Consumer Cyclical 1,243.0 $769K 0.03% $618.57 -18.7%
466 UMBF UMB FINL CORP Financial Services 5,263.0 $768K 0.03% +128.0 +2.5% $145.99 -1.0%
467 DOV DOVER CORP Industrials 3,580.0 $767K 0.03% -100.0 -2.7% $214.18 -7.2%
468 Q QNITY ELECTRONICS INC Technology 5,594.0 $763K 0.03% NEW $136.35 -11.8%
469 VMI VALMONT INDS INC Industrials 1,432.0 $761K 0.03% $531.66 -10.4%
470 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12,042.0 $759K 0.03% -344.0 -2.8% $63.07 +13.7%
471 TPR TAPESTRY INC Consumer Cyclical 5,364.0 $759K 0.03% -200.0 -3.6% $141.46 -11.3%
472 DOCU DOCUSIGN INC Technology 14,328.0 $756K 0.03% -328.0 -2.2% $52.74 +21.3%
473 CFR CULLEN FROST BANKERS INC Financial Services 4,674.0 $756K 0.03% $161.65 +0.0%
474 CBOE CBOE GLOBAL MKTS INC Financial Services 2,760.0 $755K 0.03% -100.0 -3.5% $273.41 +13.5%
475 CACI CACI INTL INC Technology 1,631.0 $753K 0.03% $461.56 +36.1%
476 CNP CENTERPOINT ENERGY INC Utilities 17,394.0 $750K 0.03% -358.0 -2.0% $43.13 -9.0%
477 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,156.0 $749K 0.03% -100.0 -2.4% $180.22 +0.8%
478 OTIS OTIS WORLDWIDE CORP Industrials 10,196.0 $749K 0.03% -401.0 -3.8% $73.45 -2.3%
479 AYI ACUITY INC Industrials 2,242.0 $748K 0.03% +31.0 +1.4% $333.72 +0.4%
480 CTRE CARETRUST REIT INC Real Estate 17,422.0 $747K 0.03% NEW $42.88 -9.0%
Page 24 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%