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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 28 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GLOBUS MED INC 8,356.0 $643K 0.02% +237.0 +2.9% $77.00
542 PHM PULTE GROUP INC Consumer Cyclical 5,100.0 $643K 0.02% -200.0 -3.8% $126.08 +0.5%
543 PB PROSPERITY BANCSHARES INC Financial Services 8,718.0 $641K 0.02% +2K +26.5% $73.49 -1.1%
544 BROS DUTCH BROS INC Consumer Cyclical 9,363.0 $640K 0.02% NEW $68.36 -25.8%
545 RRC RANGE RES CORP Energy 17,376.0 $639K 0.02% +109.0 +0.6% $36.76 +13.3%
546 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13,829.0 $637K 0.02% +2K +12.4% $46.03 +16.6%
547 VNOM VIPER ENERGY INC Energy 14,322.0 $636K 0.02% +2K +16.7% $44.38 +0.7%
548 CORPAY INC 1,736.0 $635K 0.02% -158.0 -8.3% $365.79
549 EXPD EXPEDITORS INTL WASH INC Industrials 3,444.0 $630K 0.02% -200.0 -5.5% $182.80 +4.3%
550 ATR APTARGROUP INC Healthcare 4,730.0 $627K 0.02% $132.61 +0.2%
551 CNM CORE & MAIN INC Industrials 13,834.0 $626K 0.02% $45.24 -3.3%
552 EQR EQUITY RESIDENTIAL Real Estate 9,060.0 $625K 0.02% -354.0 -3.8% $69.00 -7.7%
553 LUV SOUTHWEST AIRLS CO Industrials 12,988.0 $624K 0.02% -1K -7.6% $48.08 -17.3%
554 DGX QUEST DIAGNOSTICS INC Healthcare 2,963.0 $624K 0.02% $210.68 +16.1%
555 FFIV F5 INC Technology 1,521.0 $622K 0.02% $409.09 +0.3%
556 WAL WESTERN ALLIANCE BANCORP Financial Services 7,544.0 $621K 0.02% $82.30 -4.4%
557 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,493.0 $621K 0.02% -100.0 -6.3% $415.70 -11.1%
558 OMC OMNICOM GROUP INC Communication Services 7,573.0 $619K 0.02% -1K -12.7% $81.73 +7.5%
559 REXR REXFORD INDL RLTY INC Real Estate 16,515.0 $619K 0.02% -414.0 -2.5% $37.46 -0.9%
560 CHD CHURCH & DWIGHT CO INC Consumer Defensive 6,306.0 $618K 0.02% -223.0 -3.4% $98.07 +4.4%
Page 28 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%