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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 27 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HALO HALOZYME THERAPEUTICS INC Healthcare 8,768.0 $682K 0.03% +257.0 +3.0% $77.81 +37.4%
522 ONB OLD NATL BANCORP IND Financial Services 25,359.0 $678K 0.02% $26.74 -3.3%
523 TTC TORO CO Industrials 7,156.0 $676K 0.02% $94.42 +5.3%
524 FR FIRST INDL RLTY TR INC Real Estate 9,768.0 $673K 0.02% +120.0 +1.2% $68.86 -9.4%
525 FE FIRSTENERGY CORP Utilities 13,851.0 $672K 0.02% -286.0 -2.0% $48.53 -4.7%
526 TROW PRICE T ROWE GROUP INC Financial Services 5,693.0 $668K 0.02% -236.0 -4.0% $117.35 -4.3%
527 VOYA VOYA FINANCIAL INC Financial Services 6,686.0 $667K 0.02% -249.0 -3.6% $99.73 +1.4%
528 SEIC SEI INVTS CO Financial Services 6,714.0 $666K 0.02% -67.0 -1.0% $99.25 +12.1%
529 GAMESTOP CORP 30,418.0 $666K 0.02% +387.0 +1.3% $21.89
530 HSY HERSHEY CO Consumer Defensive 3,884.0 $666K 0.02% -100.0 -2.5% $171.42 +5.8%
531 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 12,061.0 $662K 0.02% $54.87 -3.7%
532 OSK OSHKOSH CORP Industrials 4,593.0 $660K 0.02% $143.66 +9.1%
533 VIAV VIAVI SOLUTIONS INC Technology 17,250.0 $658K 0.02% NEW $38.16 +0.8%
534 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,156.0 $658K 0.02% $208.50 -27.5%
535 SYF SYNCHRONY FINANCIAL Financial Services 8,938.0 $658K 0.02% -855.0 -8.7% $73.62 +8.6%
536 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,827.0 $655K 0.02% -100.0 -5.2% $358.24 -3.4%
537 CPRT COPART INC Industrials 23,550.0 $650K 0.02% -661.0 -2.7% $27.61 +18.7%
538 FLS FLOWSERVE CORP Industrials 9,463.0 $648K 0.02% +200.0 +2.2% $68.46 +19.8%
539 ACM AECOM Industrials 9,430.0 $644K 0.02% -221.0 -2.3% $68.29 -3.0%
540 TKR TIMKEN CO Industrials 4,672.0 $644K 0.02% +146.0 +3.2% $137.78 -9.6%
Page 27 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%