BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 35 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,942.0 $451K 0.02% +114.0 +1.5% $56.79 -6.0%
682 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 8,755.0 $450K 0.02% $51.45 -11.9%
683 CVLT COMMVAULT SYS INC Technology 3,042.0 $450K 0.02% -163.0 -5.1% $147.81 -5.0%
684 MP MP MATERIALS CORP Basic Materials 9,928.0 $449K 0.02% +119.0 +1.2% $45.24 +30.5%
685 POR PORTLAND GEN ELEC CO Utilities 8,534.0 $447K 0.02% +337.0 +4.1% $52.43 -4.9%
686 BBY BEST BUY INC Consumer Cyclical 5,213.0 $445K 0.02% -100.0 -1.9% $85.41 -2.2%
687 RYN RAYONIER INC Real Estate 20,404.0 $445K 0.02% +10K +88.6% $21.80 -5.4%
688 BALL BALL CORP Consumer Cyclical 7,075.0 $444K 0.02% -212.0 -2.9% $62.71 +1.1%
689 KRG KITE REALTY GROUP TRUST Real Estate 14,975.0 $444K 0.02% -803.0 -5.1% $29.62 -12.2%
690 FEDEX FGHT HLDG CO INC 2,881.0 $439K 0.02% NEW $152.26
691 IEX IDEX CORP Industrials 1,949.0 $438K 0.02% $224.94 +4.0%
692 INVH INVITATION HOMES INC Real Estate 14,522.0 $437K 0.02% -813.0 -5.3% $30.12 -3.0%
693 STWD STARWOOD PPTY TR INC Real Estate 25,691.0 $437K 0.02% +382.0 +1.5% $17.00 -6.2%
694 SWX SOUTHWEST GAS HLDGS INC Utilities 4,735.0 $436K 0.02% +138.0 +3.0% $92.06 -2.9%
695 NJR NEW JERSEY RES CORP Utilities 7,433.0 $436K 0.02% +138.0 +1.9% $58.60 -8.2%
696 LII LENNOX INTL INC Industrials 800.0 $435K 0.02% -100.0 -11.1% $543.93 -28.1%
697 NEU NEWMARKET CORP Basic Materials 563.0 $434K 0.02% -21.0 -3.6% $770.23 +19.9%
698 TSN TYSON FOODS INC Consumer Defensive 7,496.0 $433K 0.02% -200.0 -2.6% $57.77 -4.2%
699 SIRI SIRIUSXM HOLDINGS INC Communication Services 13,946.0 $427K 0.01% NEW $30.59 -6.8%
700 WFRD WEATHERFORD INTL PLC Energy 5,286.0 $427K 0.01% +107.0 +2.1% $80.70 +14.0%
Page 35 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%