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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 31 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 LAD LITHIA MTRS INC Consumer Cyclical 1,668.0 $559K 0.02% -100.0 -5.7% $335.28 +10.7%
602 AVTR AVANTOR INC Healthcare 50,336.0 $557K 0.02% +647.0 +1.3% $11.07 +32.0%
603 SNA SNAP ON INC Industrials 1,355.0 $557K 0.02% -100.0 -6.9% $410.99 -3.7%
604 CART MAPLEBEAR INC Consumer Cyclical 12,133.0 $556K 0.02% -1K -9.4% $45.82 +10.2%
605 PKG PACKAGING CORP AMER Consumer Cyclical 2,382.0 $555K 0.02% $233.07 +4.6%
606 AM ANTERO MIDSTREAM CORP Energy 24,540.0 $554K 0.02% +244.0 +1.0% $22.59 -0.3%
607 EFX EQUIFAX INC Industrials 3,128.0 $554K 0.02% -200.0 -6.0% $177.08 +7.5%
608 KNSL KINSALE CAP GROUP INC Financial Services 1,610.0 $554K 0.02% -48.0 -2.9% $343.99 +11.0%
609 HLI HOULIHAN LOKEY INC Financial Services 3,951.0 $553K 0.02% $140.01 -6.6%
610 FAF FIRST AMERN FINL CORP Financial Services 7,511.0 $549K 0.02% +116.0 +1.6% $73.03 +2.1%
611 TEX TEREX CORP NEW Industrials 8,380.0 $548K 0.02% +4K +75.5% $65.39 -1.3%
612 HR HEALTHCARE RLTY TR Real Estate 25,554.0 $545K 0.02% $21.32 -10.3%
613 CMC COMMERCIAL METALS CO Basic Materials 8,155.0 $542K 0.02% +68.0 +0.8% $66.41 +3.5%
614 AMCOR PLC 12,310.0 $541K 0.02% NEW $43.94
615 EL LAUDER ESTEE COS INC Consumer Defensive 6,585.0 $541K 0.02% -100.0 -1.5% $82.13 +29.3%
616 AMLP ALPS ETF TR 10,000.0 $540K 0.02% $54.03 +2.4%
617 BRO BROWN & BROWN INC Financial Services 7,784.0 $540K 0.02% -200.0 -2.5% $69.35 +2.9%
618 GIS GENERAL MILLS INC Consumer Defensive 14,216.0 $540K 0.02% -288.0 -2.0% $37.97 +6.5%
619 LSTR LANDSTAR SYS INC Industrials 2,544.0 $538K 0.02% +100.0 +4.1% $211.56 -14.1%
620 CHRD CHORD ENERGY CORPORATION Energy 4,191.0 $537K 0.02% +103.0 +2.5% $128.10 +14.0%
Page 31 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%