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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 35 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 JHG JANUS HENDERSON GROUP PLC Financial Services 9,006.0 $428K 0.02% -339.0 -3.6% $47.57 +8.7%
682 LEA LEAR CORP Consumer Cyclical 3,736.0 $428K 0.02% -200.0 -5.1% $114.60 +20.8%
683 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,104.0 $427K 0.02% $203.05 -6.7%
684 J JACOBS SOLUTIONS INC Industrials 3,221.0 $427K 0.02% -2K -43.2% $132.46 -13.9%
685 RLI RLI CORP Financial Services 6,661.0 $426K 0.02% -216.0 -3.1% $63.98 -17.7%
686 INVH INVITATION HOMES INC Real Estate 15,335.0 $426K 0.02% -12K -43.7% $27.79 +4.5%
687 HXL HEXCEL CORP NEW Industrials 5,757.0 $425K 0.02% -201.0 -3.4% $73.90 +14.7%
688 MSA MSA SAFETY INC Industrials 2,656.0 $425K 0.02% -100.0 -3.6% $160.14 +5.3%
689 CAVA CAVA GROUP INC Consumer Cyclical 7,242.0 $425K 0.02% -226.0 -3.0% $58.69 +38.5%
690 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 8,195.0 $423K 0.02% -243.0 -2.9% $51.63 -36.0%
691 GAP GAP INC Consumer Cyclical 16,495.0 $422K 0.02% -472.0 -2.8% $25.60 -9.5%
692 ALK ALASKA AIR GROUP INC Industrials 8,389.0 $422K 0.02% -247.0 -2.9% $50.30 -18.3%
693 BIO BIO RAD LABS INC Healthcare 1,389.0 $421K 0.02% $302.99 -5.4%
694 TXNM ENERGY INC 7,144.0 $421K 0.02% +75.0 +1.1% $58.88
695 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 7,122.0 $419K 0.02% -280.0 -3.8% $58.87 -2.4%
696 TXT TEXTRON INC Industrials 4,791.0 $418K 0.02% -4K -44.0% $87.17 +2.7%
697 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 5,506.0 $416K 0.02% -212.0 -3.7% $75.56 +7.1%
698 NOV NOV INC Energy 26,582.0 $415K 0.02% -1K -4.4% $15.63 +33.5%
699 DAR DARLING INGREDIENTS INC Consumer Defensive 11,528.0 $415K 0.02% -319.0 -2.7% $36.00 +60.7%
700 GEN GEN DIGITAL INC Technology 15,260.0 $415K 0.02% -12K -43.6% $27.19 -8.6%
Page 35 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%