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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 38 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 OLED UNIVERSAL DISPLAY CORP Technology 3,181.0 $371K 0.01% -100.0 -3.0% $116.78 -21.6%
742 GNTX GENTEX CORP Consumer Cyclical 15,956.0 $371K 0.01% -482.0 -2.9% $23.27 +0.6%
743 HII HUNTINGTON INGALLS INDS INC Industrials 1,089.0 $370K 0.01% -821.0 -43.0% $340.07 -6.6%
744 HOMB HOME BANCSHARES INC Financial Services 13,320.0 $370K 0.01% -406.0 -3.0% $27.78 -4.2%
745 AVY AVERY DENNISON CORP Industrials 2,030.0 $369K 0.01% -2K -44.0% $181.88 -12.6%
746 OPCH OPTION CARE HEALTH INC Healthcare 11,568.0 $369K 0.01% -586.0 -4.8% $31.86 -32.5%
747 SIGI SELECTIVE INS GROUP INC Financial Services 4,402.0 $368K 0.01% -100.0 -2.2% $83.67 +6.6%
748 SWX SOUTHWEST GAS HLDGS INC Utilities 4,597.0 $368K 0.01% -200.0 -4.2% $80.02 +12.0%
749 WEX WEX INC Technology 2,457.0 $366K 0.01% -100.0 -3.9% $148.98 -3.2%
750 LPX LOUISIANA PAC CORP Basic Materials 4,525.0 $365K 0.01% -200.0 -4.2% $80.76 -13.2%
751 RL RALPH LAUREN CORP Consumer Cyclical 1,033.0 $365K 0.01% -893.0 -46.4% $353.61 -6.9%
752 DPZ DOMINOS PIZZA INC Consumer Cyclical 870.0 $363K 0.01% -640.0 -42.4% $416.82 -24.1%
753 CNX CNX RES CORP Energy 9,826.0 $361K 0.01% -765.0 -7.2% $36.77 -3.3%
754 MTDR MATADOR RES CO Energy 8,513.0 $361K 0.01% -251.0 -2.9% $42.44 +32.2%
755 ALLE ALLEGION PLC Industrials 2,263.0 $360K 0.01% -2K -43.7% $159.22 -17.9%
756 BYD BOYD GAMING CORP Consumer Cyclical 4,213.0 $359K 0.01% -230.0 -5.2% $85.24 -6.6%
757 MAS MASCO CORP Industrials 5,647.0 $358K 0.01% -4K -43.8% $63.46 +5.8%
758 BBY BEST BUY INC Consumer Cyclical 5,313.0 $356K 0.01% -4K -43.3% $66.93 -8.6%
759 BILL BILL HOLDINGS INC Technology 6,496.0 $354K 0.01% -371.0 -5.4% $54.54 -33.2%
760 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,694.0 $354K 0.01% -234.0 -3.0% $46.02 +4.7%
Page 38 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%