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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 33 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GBCI GLACIER BANCORP INC NEW Financial Services 9,484.0 $508K 0.02% +116.0 +1.2% $53.57 -11.8%
642 CAVA CAVA GROUP INC Consumer Cyclical 7,352.0 $506K 0.02% +110.0 +1.5% $68.85 -2.8%
643 AGCO AGCO CORP Industrials 4,389.0 $506K 0.02% -100.0 -2.2% $115.33 -3.8%
644 FLR FLUOR CORP Industrials 10,300.0 $506K 0.02% -1K -12.3% $49.08 +10.2%
645 CROX CROCS INC Consumer Cyclical 3,683.0 $505K 0.02% -100.0 -2.6% $137.13 -11.3%
646 FNB F N B CORP Financial Services 26,251.0 $503K 0.02% +151.0 +0.6% $19.16 -3.5%
647 ESS ESSEX PPTY TR INC Real Estate 1,710.0 $501K 0.02% $292.93 -4.2%
648 FTV FORTIVE CORP Technology 8,101.0 $500K 0.02% -535.0 -6.2% $61.78 -3.0%
649 ULS UL SOLUTIONS INC Industrials 5,694.0 $500K 0.02% +210.0 +3.8% $87.76 -13.9%
650 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 6,890.0 $497K 0.02% -232.0 -3.3% $72.13 +0.4%
651 CHE CHEMED CORP NEW Healthcare 971.0 $495K 0.02% -100.0 -9.3% $510.03 +2.0%
652 IDCC INTERDIGITAL INC Technology 1,894.0 $493K 0.02% NEW $260.45 +28.5%
653 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,706.0 $492K 0.02% -100.0 -2.6% $132.87 -1.1%
654 DUPONT DE NEMOURS INC 3,634.0 $492K 0.02% NEW $135.29
655 CF CF INDUSTRIES HOLD Basic Materials 4,041.0 $491K 0.02% -200.0 -4.7% $121.42 +3.5%
656 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,743.0 $484K 0.02% +127.0 +1.2% $45.05 -5.7%
657 UBSI UNITED BANKSHARES INC WEST V Financial Services 10,138.0 $482K 0.02% -71.0 -0.7% $47.58 -0.2%
658 GPN GLOBAL PMTS INC Industrials 6,178.0 $481K 0.02% -259.0 -4.0% $77.82 +19.2%
659 ORA ORMAT TECHNOLOGIES INC Utilities 4,580.0 $480K 0.02% +233.0 +5.4% $104.70 +0.2%
660 EXP EAGLE MATLS INC Basic Materials 2,314.0 $477K 0.02% $205.93 -4.0%
Page 33 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%