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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 30 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RGEN REPLIGEN CORP Healthcare 3,942.0 $580K 0.02% +100.0 +2.6% $147.25 +23.6%
582 MRNA MODERNA INC Healthcare 9,384.0 $580K 0.02% -70.0 -0.7% $61.82 +130.9%
583 UGI UGI CORP NEW Utilities 15,840.0 $580K 0.02% +177.0 +1.1% $36.62 +4.4%
584 SSD SIMPSON MFG INC Industrials 3,062.0 $579K 0.02% $189.20 -3.6%
585 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 8,876.0 $579K 0.02% $65.21 +14.8%
586 KEY KEYCORP Financial Services 24,489.0 $577K 0.02% -771.0 -3.0% $23.55 -6.5%
587 JBHT HUNT J B TRANS SVCS INC Industrials 1,971.0 $574K 0.02% $291.41 -9.6%
588 FIS FIDELITY NATL INFORMATION SV Technology 13,696.0 $574K 0.02% -385.0 -2.7% $41.91 -3.2%
589 DOW DOW HLDGS INC Basic Materials 19,116.0 $572K 0.02% -211.0 -1.1% $29.92 +1.4%
590 H HYATT HOTELS CORP Consumer Cyclical 2,997.0 $571K 0.02% $190.65 -9.1%
591 CRBG COREBRIDGE FINL INC 17,851.0 $569K 0.02% -2K -8.4% $31.88
592 KEX KIRBY CORP Industrials 3,940.0 $568K 0.02% $144.16 -3.0%
593 NFG NATIONAL FUEL GAS CO Energy 7,004.0 $567K 0.02% +451.0 +6.9% $80.94 +2.4%
594 ULTA ULTA BEAUTY INC Consumer Cyclical 1,178.0 $565K 0.02% -100.0 -7.8% $479.57 +12.6%
595 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,592.0 $564K 0.02% -532.0 -4.0% $44.77 +42.4%
596 EXPAND ENERGY CORPORATION 6,376.0 $562K 0.02% -100.0 -1.5% $88.13
597 STE STERIS PLC Healthcare 2,577.0 $561K 0.02% -100.0 -3.7% $217.84 +6.9%
598 AAON AAON INC Industrials 5,037.0 $561K 0.02% +112.0 +2.3% $111.42 -29.9%
599 THG HANOVER INS GROUP INC Financial Services 2,628.0 $560K 0.02% $213.23 +6.8%
600 WRB BERKLEY W R CORP Financial Services 7,815.0 $560K 0.02% -348.0 -4.3% $71.61 -4.6%
Page 30 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%