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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 31 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AXTA AXALTA COATING SYS LTD Basic Materials 15,547.0 $502K 0.02% -673.0 -4.2% $32.31 -9.8%
602 MUSA MURPHY USA INC Consumer Cyclical 1,243.0 $502K 0.02% -107.0 -7.9% $403.52 +34.9%
603 SNA SNAP ON INC Industrials 1,455.0 $501K 0.02% -1K -41.3% $344.60 +4.5%
604 STAG STAG INDL INC Real Estate 13,609.0 $500K 0.02% -373.0 -2.7% $36.76 +4.2%
605 CHTR CHARTER COMMUNICATIONS INC N Communication Services 2,392.0 $499K 0.02% -2K -47.1% $208.75 -28.7%
606 GPN GLOBAL PMTS INC Industrials 6,437.0 $498K 0.02% -5K -44.8% $77.40 -6.2%
607 IDA IDACORP INC Utilities 3,927.0 $497K 0.02% -100.0 -2.5% $126.56 +11.9%
608 MP MP MATERIALS CORP Basic Materials 9,809.0 $496K 0.02% -271.0 -2.7% $50.52 +22.2%
609 ACI ALBERTSONS COS INC Consumer Defensive 28,823.0 $495K 0.02% -1K -4.5% $17.17 -5.2%
610 IT GARTNER INC Technology 1,960.0 $494K 0.02% -2K -46.5% $252.28 -37.7%
611 SSD SIMPSON MFG INC Industrials 3,062.0 $494K 0.02% -100.0 -3.2% $161.47 +14.6%
612 CBSH COMMERCE BANCSHARES INC Financial Services 9,422.0 $493K 0.02% +150.0 +1.6% $52.34 -0.3%
613 PKG PACKAGING CORP AMER Consumer Cyclical 2,382.0 $491K 0.02% -2K -44.8% $206.23 +3.4%
614 HIMS HIMS & HERS HEALTH INC Healthcare 15,122.0 $491K 0.02% -363.0 -2.3% $32.47 -26.1%
615 EXLS EXLSERVICE HOLDINGS INC Technology 11,565.0 $491K 0.02% -531.0 -4.4% $42.44 -31.1%
616 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4,451.0 $488K 0.02% -100.0 -2.2% $109.61 -24.2%
617 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,388.0 $484K 0.02% -4K -43.0% $89.92 -5.0%
618 L LOEWS CORP Financial Services 4,573.0 $482K 0.02% -4K -44.0% $105.31 +3.7%
619 PCTY PAYLOCITY HLDG CORP Technology 3,155.0 $481K 0.02% -200.0 -6.0% $152.50 -26.7%
620 H HYATT HOTELS CORP Consumer Cyclical 2,997.0 $480K 0.02% -200.0 -6.3% $160.32 +9.5%
Page 31 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%