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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 34 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BRKR BRUKER CORP Healthcare 8,175.0 $476K 0.02% +121.0 +1.5% $58.23 +1.8%
662 LEN LENNAR CORP Consumer Cyclical 5,666.0 $475K 0.02% -200.0 -3.4% $83.89 +1.5%
663 INGR INGREDION INC Consumer Defensive 4,606.0 $472K 0.02% $102.56 +0.9%
664 WY WEYERHAEUSER CO Real Estate 19,196.0 $470K 0.02% -405.0 -2.1% $24.49 -3.2%
665 VNO VORNADO RLTY TR Real Estate 11,652.0 $470K 0.02% -105.0 -0.9% $40.34 -4.0%
666 HWC HANCOCK WHITNEY CORPORATION Financial Services 5,985.0 $470K 0.02% -108.0 -1.8% $78.46 -4.4%
667 KIM KIMCO REALTY CORP Real Estate 17,959.0 $469K 0.02% -455.0 -2.5% $26.12 -8.8%
668 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,142.0 $469K 0.02% -246.0 -4.6% $91.12 +9.2%
669 NVR NVR INC Consumer Cyclical 72.0 $467K 0.02% -8.0 -10.0% $6490.04 -1.9%
670 GATX GATX CORP Industrials 2,598.0 $464K 0.02% $178.48 -0.0%
671 MTDR MATADOR RES CO Energy 8,594.0 $462K 0.02% +81.0 +0.9% $53.80 +5.5%
672 M MACYS INC Consumer Cyclical 19,449.0 $461K 0.02% -119.0 -0.6% $23.68 -4.9%
673 MTG MGIC INVT CORP WIS Financial Services 15,596.0 $460K 0.02% -709.0 -4.3% $29.47 +5.5%
674 AKAM AKAMAI TECHNOLOGIES INC Technology 3,823.0 $459K 0.02% $120.19 -7.4%
675 CDW CDW CORP Technology 3,427.0 $457K 0.02% -100.0 -2.8% $133.24 +11.8%
676 GXO GXO LOGISTICS INCORPORATED Industrials 8,440.0 $456K 0.02% +112.0 +1.3% $54.05 -11.2%
677 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,040.0 $456K 0.02% -100.0 -3.2% $149.91 +22.1%
678 GPC GENUINE PARTS CO Consumer Cyclical 3,640.0 $454K 0.02% -100.0 -2.7% $124.82 +9.5%
679 MSA MSA SAFETY INC Industrials 2,656.0 $454K 0.02% $171.03 +12.1%
680 ESNT ESSENT GROUP LTD Financial Services 6,796.0 $453K 0.02% -248.0 -3.5% $66.71 +3.8%
Page 34 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%