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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 36 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BSY BENTLEY SYS INC Technology 10,853.0 $414K 0.02% NEW $38.17 -12.6%
702 ARW ARROW ELECTRS INC Technology 3,757.0 $414K 0.02% -100.0 -2.6% $110.18 +93.2%
703 FOXA FOX CORP Communication Services 5,665.0 $414K 0.02% -4K -43.9% $73.07 -12.1%
704 GBCI GLACIER BANCORP INC NEW Financial Services 9,368.0 $413K 0.02% +490.0 +5.5% $44.05 +8.5%
705 AN AUTONATION INC Consumer Cyclical 1,994.0 $412K 0.02% -124.0 -5.8% $206.48 -9.7%
706 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,963.0 $411K 0.02% -3K -43.6% $103.67 -1.0%
707 VLYPN VALLEY NATL BANCORP Financial Services 34,949.0 $408K 0.01% -1K -3.0% $11.68 +121.5%
708 WFRD WEATHERFORD INTL PLC Energy 5,179.0 $405K 0.01% -200.0 -3.7% $78.26 +42.3%
709 CVLT COMMVAULT SYS INC Technology 3,205.0 $402K 0.01% -100.0 -3.0% $125.36 -15.4%
710 HRB BLOCK H & R INC Consumer Cyclical 9,213.0 $402K 0.01% -813.0 -8.1% $43.58 -13.1%
711 NEU NEWMARKET CORP Basic Materials 584.0 $401K 0.01% -44.0 -7.0% $687.26 +4.8%
712 SLM SLM CORP Financial Services 14,797.0 $400K 0.01% -816.0 -5.2% $27.06 -18.6%
713 SMCI SUPER MICRO COMPUTER INC Technology 13,635.0 $399K 0.01% -11K -43.7% $29.27 +14.3%
714 PEGA PEGASYSTEMS INC Technology 6,679.0 $399K 0.01% -239.0 -3.5% $59.72 -42.6%
715 ENS ENERSYS Industrials 2,706.0 $397K 0.01% -100.0 -3.6% $146.75 +62.8%
716 HLNE HAMILTON LANE INC Financial Services 2,930.0 $394K 0.01% -100.0 -3.3% $134.31 -34.0%
717 POR PORTLAND GEN ELEC CO Utilities 8,197.0 $393K 0.01% $47.99 +3.6%
718 VNT VONTIER CORPORATION Technology 10,574.0 $393K 0.01% -412.0 -3.8% $37.18 -23.6%
719 APPF APPFOLIO INC Technology 1,689.0 $393K 0.01% $232.65 -30.2%
720 UBSI UNITED BANKSHARES INC WEST V Financial Services 10,209.0 $392K 0.01% -374.0 -3.5% $38.40 +12.3%
Page 36 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%