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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 33 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ESAB ESAB CORPORATION Industrials 4,109.0 $459K 0.02% -100.0 -2.4% $111.72 -18.4%
642 CHE CHEMED CORP NEW Healthcare 1,071.0 $458K 0.02% $427.86 +3.2%
643 DD DUPONT DE NEMOURS INC Basic Materials 11,392.0 $458K 0.02% -9K -43.6% $40.20 +17.3%
644 ESNT ESSENT GROUP LTD Financial Services 7,044.0 $458K 0.02% -335.0 -4.5% $65.01 -4.8%
645 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,593.0 $458K 0.02% +666.0 +71.8% $287.22 +40.1%
646 GDDY GODADDY INC Technology 3,674.0 $456K 0.02% -3K -44.5% $124.08 -26.2%
647 STWD STARWOOD PPTY TR INC Real Estate 25,309.0 $456K 0.02% -537.0 -2.1% $18.01 -4.8%
648 TTD THE TRADE DESK INC Technology 11,973.0 $454K 0.02% -10K -44.4% $37.96 -44.6%
649 FAF FIRST AMERN FINL CORP Financial Services 7,395.0 $454K 0.02% -229.0 -3.0% $61.44 +10.4%
650 LNT ALLIANT ENERGY CORP Utilities 6,962.0 $453K 0.02% -5K -43.5% $65.01 +12.7%
651 DOW DOW INC Basic Materials 19,327.0 $452K 0.02% -15K -43.5% $23.38 +53.6%
652 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,832.0 $451K 0.02% -100.0 -3.4% $159.38 +42.0%
653 TSN TYSON FOODS INC Consumer Defensive 7,696.0 $451K 0.02% -6K -44.0% $58.62 +13.5%
654 EVRG EVERGY INC Utilities 6,205.0 $450K 0.02% -5K -43.7% $72.49 +15.4%
655 MAT MATTEL INC Consumer Cyclical 22,650.0 $449K 0.02% -1K -6.1% $19.84 -24.5%
656 LFUS LITTELFUSE INC Technology 1,776.0 $449K 0.02% -100.0 -5.3% $252.92 +75.5%
657 ESS ESSEX PPTY TR INC Real Estate 1,710.0 $447K 0.02% -1K -45.4% $261.68 +4.6%
658 HOLOGIC INC 6,000.0 $447K 0.02% -5K -43.7% $74.49
659 FNB F N B CORP Financial Services 26,100.0 $446K 0.02% -797.0 -3.0% $17.10 +2.2%
660 APTIV PLC 5,856.0 $446K 0.02% -5K -43.8% $76.09
Page 33 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%