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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 37 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 THO THOR INDS INC Consumer Cyclical 3,816.0 $392K 0.01% -100.0 -2.5% $102.67 -27.2%
722 VNO VORNADO RLTY TR Real Estate 11,757.0 $391K 0.01% -324.0 -2.7% $33.28 -5.0%
723 EVEREST GROUP LTD 1,152.0 $391K 0.01% -834.0 -42.0% $339.35
724 VTRS VIATRIS INC Healthcare 31,318.0 $390K 0.01% -25K -44.4% $12.45 +33.3%
725 FFIV F5 INC Technology 1,521.0 $388K 0.01% -1K -45.6% $255.26 +50.3%
726 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,093.0 $388K 0.01% -254.0 -4.0% $63.68 +4.7%
727 BALL BALL CORP Consumer Cyclical 7,287.0 $386K 0.01% -6K -44.4% $52.97 +6.4%
728 JBHT HUNT J B TRANS SVCS INC Industrials 1,971.0 $383K 0.01% -2K -44.3% $194.34 +33.4%
729 BKH BLACK HILLS CORP Utilities 5,500.0 $382K 0.01% +78.0 +1.4% $69.42 +6.8%
730 UFPI UFP INDUSTRIES INC Basic Materials 4,186.0 $381K 0.01% -200.0 -4.6% $91.05 -12.1%
731 TKR TIMKEN CO Industrials 4,526.0 $381K 0.01% -200.0 -4.2% $84.13 +39.3%
732 BRKR BRUKER CORP Healthcare 8,054.0 $379K 0.01% -240.0 -2.9% $47.11 -4.5%
733 CHRD CHORD ENERGY CORPORATION Energy 4,088.0 $379K 0.01% -200.0 -4.7% $92.70 +54.1%
734 KRG KITE RLTY GROUP TR Real Estate 15,778.0 $378K 0.01% -688.0 -4.2% $23.97 +12.1%
735 FCN FTI CONSULTING INC Industrials 2,206.0 $377K 0.01% -172.0 -7.2% $170.83 -10.3%
736 MORN MORNINGSTAR INC Financial Services 1,732.0 $376K 0.01% -100.0 -5.5% $217.31 -20.2%
737 AAON AAON INC Industrials 4,925.0 $376K 0.01% -100.0 -2.0% $76.25 +73.6%
738 TKO TKO GROUP HOLDINGS INC Communication Services 1,795.0 $375K 0.01% -2K -45.8% $209.00 -7.0%
739 KIM KIMCO RLTY CORP Real Estate 18,414.0 $373K 0.01% -14K -43.7% $20.27 +18.6%
740 KBR KBR INC Industrials 9,254.0 $372K 0.01% -395.0 -4.1% $40.20 -20.1%
Page 37 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%