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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 32 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CDW CDW CORP Technology 3,527.0 $480K 0.02% -3K -43.2% $136.20 -18.6%
622 THG HANOVER INS GROUP INC Financial Services 2,628.0 $480K 0.02% $182.77 +6.8%
623 ORA ORMAT TECHNOLOGIES INC Utilities 4,347.0 $480K 0.02% -200.0 -4.4% $110.47 +20.8%
624 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,436.0 $480K 0.02% -4K -44.2% $88.21 +17.7%
625 ROL ROLLINS INC Consumer Cyclical 7,980.0 $479K 0.02% -6K -40.9% $60.02 -10.9%
626 WING WINGSTOP INC Consumer Cyclical 2,008.0 $479K 0.02% -100.0 -4.7% $238.49 -41.1%
627 EXP EAGLE MATLS INC Basic Materials 2,314.0 $478K 0.02% -100.0 -4.1% $206.68 -3.5%
628 FTV FORTIVE CORP Technology 8,636.0 $477K 0.02% -8K -47.1% $55.21 +7.1%
629 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,828.0 $477K 0.02% -237.0 -2.9% $60.89 -20.8%
630 PB PROSPERITY BANCSHARES INC Financial Services 6,894.0 $476K 0.02% -220.0 -3.1% $69.11 -0.0%
631 MTG MGIC INVT CORP WIS Financial Services 16,305.0 $476K 0.02% -959.0 -5.5% $29.22 -11.0%
632 VNOM VIPER ENERGY INC Energy 12,274.0 $474K 0.02% -362.0 -2.9% $38.63 +21.4%
633 AMLP ALPS ETF TR 10,000.0 $470K 0.02% $47.02 +16.0%
634 AGCO AGCO CORP Industrials 4,489.0 $468K 0.02% -100.0 -2.2% $104.32 +8.2%
635 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,932.0 $467K 0.02% -5K -43.6% $67.39 +11.7%
636 MKC MCCORMICK & CO INC Consumer Defensive 6,844.0 $466K 0.02% -5K -43.6% $68.11 -29.8%
637 FLR FLUOR CORP NEW Industrials 11,746.0 $465K 0.02% -361.0 -3.0% $39.63 +13.2%
638 WY WEYERHAEUSER CO MTN BE Real Estate 19,601.0 $464K 0.02% -15K -43.8% $23.69 -0.1%
639 PNR PENTAIR PLC Industrials 4,449.0 $463K 0.02% -3K -43.0% $104.14 -28.2%
640 GPC GENUINE PARTS CO Consumer Cyclical 3,740.0 $460K 0.02% -3K -43.3% $122.96 -20.4%
Page 32 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%