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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 34 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 KD KYNDRYL HLDGS INC Technology 16,657.0 $442K 0.02% -654.0 -3.8% $26.56 -54.6%
662 ALB ALBEMARLE CORP Basic Materials 3,126.0 $442K 0.02% -2K -43.5% $141.44 +20.1%
663 GATX GATX CORP Industrials 2,598.0 $441K 0.02% -100.0 -3.7% $169.60 +2.0%
664 DOCS DOXIMITY INC Healthcare 9,942.0 $440K 0.02% -252.0 -2.5% $44.28 -56.2%
665 CGNX COGNEX CORP Technology 12,214.0 $439K 0.02% -360.0 -2.9% $35.98 +78.6%
666 COOPER COS INC 5,354.0 $439K 0.02% -4K -43.9% $81.96
667 GXO GXO LOGISTICS INCORPORATED Industrials 8,328.0 $438K 0.02% -245.0 -2.9% $52.64 -11.2%
668 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 8,737.0 $437K 0.02% -253.0 -2.8% $50.02 -27.4%
669 LII LENNOX INTL INC Industrials 900.0 $437K 0.02% -715.0 -44.3% $485.58 -1.0%
670 MAA MID-AMER APT CMNTYS INC Real Estate 3,136.0 $436K 0.02% -2K -43.4% $138.91 -6.4%
671 INCY INCYTE CORP Healthcare 4,403.0 $435K 0.02% -3K -44.0% $98.77 -1.4%
672 HR HEALTHCARE RLTY TR Real Estate 25,626.0 $434K 0.02% -707.0 -2.7% $16.95 +20.1%
673 KEX KIRBY CORP Industrials 3,940.0 $434K 0.02% -200.0 -4.8% $110.18 +32.2%
674 MASI MASIMO CORP Healthcare 3,333.0 $433K 0.02% -100.0 -2.9% $130.06 +37.4%
675 ULS UL SOLUTIONS INC Industrials 5,484.0 $432K 0.02% NEW $78.86 +29.3%
676 VFC V F CORP Consumer Cyclical 23,919.0 $432K 0.02% -655.0 -2.7% $18.08 -10.3%
677 AM ANTERO MIDSTREAM CORP Energy 24,296.0 $432K 0.02% -789.0 -3.1% $17.79 +22.6%
678 CRUS CIRRUS LOGIC INC Technology 3,644.0 $432K 0.02% -200.0 -5.2% $118.50 +40.6%
679 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,428.0 $431K 0.02% -100.0 -2.8% $125.87 -39.2%
680 M MACYS INC Consumer Cyclical 19,568.0 $431K 0.02% -768.0 -3.8% $22.05 -6.5%
Page 34 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%