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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 32 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 VTRS VIATRIS INC Healthcare 30,948.0 $535K 0.02% -370.0 -1.2% $17.29 -2.3%
622 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,823.0 $534K 0.02% -109.0 -1.6% $78.20 +11.1%
623 ENS ENERSYS Industrials 2,706.0 $532K 0.02% $196.55 -2.8%
624 LEA LEAR CORP Consumer Cyclical 3,736.0 $529K 0.02% $141.72 -12.8%
625 IP INTERNATIONAL PAPER CO Consumer Cyclical 14,068.0 $528K 0.02% -290.0 -2.0% $37.56 +6.2%
626 AMKR AMKOR TECHNOLOGY INC Technology 8,385.0 $528K 0.02% +115.0 +1.4% $62.94 -17.8%
627 SBAC SBA COMMUNICATIONS CORP Real Estate 2,838.0 $527K 0.02% $185.69 +0.7%
628 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,935.0 $526K 0.02% -160.0 -2.3% $75.78 +6.9%
629 VLYPN VALLEY NATL BANCORP 35,144.0 $525K 0.02% +195.0 +0.6% $14.95
630 EVRG EVERGY INC Utilities 6,105.0 $523K 0.02% -100.0 -1.6% $85.59 -4.9%
631 SLAB SILICON LABORATORIES INC Technology 2,398.0 $521K 0.02% $217.47 +0.7%
632 INCY INCYTE CORP Healthcare 4,435.0 $520K 0.02% +32.0 +0.7% $117.25 +8.9%
633 CRUS CIRRUS LOGIC INC Technology 3,760.0 $519K 0.02% +116.0 +3.2% $137.98 -19.6%
634 AVT AVNET INC Technology 6,034.0 $517K 0.02% +107.0 +1.8% $85.65 +6.8%
635 NOV NOV INC Energy 26,466.0 $517K 0.02% $19.52 +6.4%
636 LNTH LANTHEUS HLDGS INC Healthcare 4,801.0 $517K 0.02% -31.0 -0.6% $107.59 -6.6%
637 HIMS HIMS & HERS HEALTH INC Healthcare 15,629.0 $513K 0.02% +507.0 +3.4% $32.84 -3.6%
638 LNT ALLIANT ENERGY CORP Utilities 6,848.0 $512K 0.02% -114.0 -1.6% $74.82 -8.8%
639 L LOEWS CORP Financial Services 4,473.0 $512K 0.02% -100.0 -2.2% $114.45 -4.0%
640 AXTA AXALTA COATING SYS LTD Basic Materials 15,749.0 $509K 0.02% +202.0 +1.3% $32.34 +13.5%
Page 32 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%