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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $2.6B AUM 928 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 24 Added 859 Reduced 17 Exited
Page 3 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GE GE AEROSPACE Industrials 28,682.0 $8.8M 0.34% -23K -44.0% $308.03 -2.0%
42 MU MICRON TECHNOLOGY INC Technology 30,522.0 $8.7M 0.33% -24K -43.5% $285.41 +167.0%
43 IAGG ISHARES TR 166,626.0 $8.3M 0.32% +21K +14.7% $50.01 +0.0%
44 SPEM SPDR INDEX SHS FDS 177,360.0 $8.3M 0.32% +18K +11.3% $46.81 +9.1%
45 CSCO CISCO SYS INC Technology 107,156.0 $8.3M 0.31% -84K -44.0% $77.03 +53.4%
46 UNH UNITEDHEALTH GROUP INC Healthcare 24,631.0 $8.1M 0.31% -19K -43.7% $330.11 +16.1%
47 WFC WELLS FARGO CO NEW Financial Services 85,357.0 $8.0M 0.30% -69K -44.8% $93.20 -18.7%
48 CVX CHEVRON CORP NEW Energy 51,466.0 $7.8M 0.30% -41K -44.6% $152.41 +25.3%
49 DVYE ISHARES INC 250,000.0 $7.8M 0.29% $31.16 +9.9%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 25,417.0 $7.5M 0.28% -20K -43.5% $296.21 -14.6%
51 KO COCA COLA CO Consumer Defensive 105,272.0 $7.4M 0.28% -82K -43.7% $69.91 +16.1%
52 CAT CATERPILLAR INC Industrials 12,725.0 $7.3M 0.28% -10K -43.8% $572.87 +51.2%
53 GS GOLDMAN SACHS GROUP INC Financial Services 8,156.0 $7.2M 0.27% -6K -44.1% $879.00 +12.4%
54 MRK MERCK & CO INC Healthcare 67,491.0 $7.1M 0.27% -53K -44.0% $105.26 +10.1%
55 CRM SALESFORCE INC Technology 25,887.0 $6.9M 0.26% -20K -43.9% $264.91 -33.4%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 42,328.0 $6.8M 0.26% -33K -43.7% $160.40 +17.6%
57 RTX RTX CORPORATION Industrials 36,458.0 $6.7M 0.25% -28K -43.6% $183.40 -4.7%
58 ABT ABBOTT LABS Healthcare 47,283.0 $5.9M 0.23% -37K -43.8% $125.29 -29.9%
59 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,216.0 $5.9M 0.22% -8K -43.9% $579.45 -22.0%
60 MCD MCDONALDS CORP Consumer Cyclical 19,365.0 $5.9M 0.22% -15K -43.8% $305.63 -7.0%
Page 3 of 47  ·  928 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 32.9%
Financial Services 13.4%
Consumer Cyclical 10.5%
Communication Services 9.7%
Industrials 9.4%
Healthcare 9.4%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.6%
Real Estate 2.5%