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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 29 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SMURFIT WESTROCK PLC 13,918.0 $617K 0.02% -281.0 -2.0% $44.30
562 ALV AUTOLIV INC Consumer Cyclical 5,116.0 $615K 0.02% $120.26 +2.2%
563 IDA IDACORP INC Utilities 4,127.0 $614K 0.02% +200.0 +5.1% $148.73 -7.4%
564 HQY HEALTHEQUITY INC Healthcare 6,266.0 $612K 0.02% $97.67 -4.4%
565 VLTO VERALTO CORP Industrials 6,507.0 $610K 0.02% -200.0 -3.0% $93.81 +4.9%
566 LH LABCORP HOLDINGS INC Healthcare 2,144.0 $608K 0.02% -100.0 -4.5% $283.36 +18.8%
567 DLTR DOLLAR TREE INC Consumer Defensive 4,812.0 $606K 0.02% -346.0 -6.7% $125.94 +0.8%
568 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,832.0 $605K 0.02% $213.61 +4.9%
569 TTEK TETRA TECH INC NEW Industrials 19,139.0 $605K 0.02% $31.59 +16.0%
570 HPQ HP INC Technology 24,302.0 $604K 0.02% -1K -4.4% $24.84 +19.3%
571 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,038.0 $603K 0.02% -100.0 -3.2% $198.53 +6.4%
572 CMS CMS ENERGY CORP Utilities 8,157.0 $601K 0.02% -100.0 -1.2% $73.65 -7.2%
573 FSLR FIRST SOLAR INC Energy 2,832.0 $600K 0.02% -100.0 -3.4% $211.99 -0.9%
574 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,236.0 $597K 0.02% -200.0 -3.7% $113.95 -1.6%
575 VRSN VERISIGN INC Technology 2,136.0 $593K 0.02% -100.0 -4.5% $277.66 +6.1%
576 CBSH COMMERCE BANCSHARES INC Financial Services 9,998.0 $591K 0.02% +576.0 +6.1% $59.14 -1.8%
577 KHC KRAFT HEINZ CO Consumer Defensive 22,707.0 $588K 0.02% -466.0 -2.0% $25.88 -2.9%
578 STAG STAG INDUSTRIAL INC Real Estate 14,099.0 $588K 0.02% +490.0 +3.6% $41.68 -11.1%
579 NI NISOURCE INC Utilities 12,749.0 $586K 0.02% -226.0 -1.7% $45.98 -10.9%
580 HXL HEXCEL CORP NEW Industrials 5,592.0 $581K 0.02% -165.0 -2.9% $103.81 -8.8%
Page 29 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%