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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 38 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MTN VAIL RESORTS INC Consumer Cyclical 2,620.0 $387K 0.01% $147.86 -2.2%
742 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,104.0 $387K 0.01% $183.71 -2.1%
743 BC BRUNSWICK CORP Consumer Cyclical 4,793.0 $386K 0.01% +105.0 +2.2% $80.45 -3.5%
744 CUZ COUSINS PPTYS INC Real Estate 12,134.0 $385K 0.01% -106.0 -0.9% $31.76 -7.1%
745 PATH UIPATH INC Technology 31,495.0 $383K 0.01% +742.0 +2.4% $12.15 +50.9%
746 GNTX GENTEX CORP Consumer Cyclical 15,704.0 $382K 0.01% -252.0 -1.6% $24.35 -5.3%
747 PTC PTC INC Technology 3,069.0 $382K 0.01% -122.0 -3.8% $124.37 +27.8%
748 GL GLOBE LIFE INC Financial Services 2,054.0 $379K 0.01% -100.0 -4.6% $184.76 -4.9%
749 ASB ASSOCIATED BANC-CORP Financial Services 12,074.0 $378K 0.01% +159.0 +1.3% $31.34 -1.7%
750 ESAB ESAB CORPORATION Industrials 4,209.0 $378K 0.01% +100.0 +2.4% $89.78 -12.0%
751 ALB ALBEMARLE CORP Basic Materials 3,126.0 $378K 0.01% $120.78 +12.4%
752 AIZ ASSURANT INC Financial Services 1,355.0 $375K 0.01% $276.84 +3.1%
753 VVV VALVOLINE INC Energy 9,384.0 $375K 0.01% +126.0 +1.4% $39.97 -20.0%
754 SBRA SABRA HEALTH CARE REIT INC Real Estate 18,609.0 $374K 0.01% +437.0 +2.4% $20.11 +2.9%
755 STANDARDAERO INC 13,997.0 $374K 0.01% NEW $26.73
756 ALK ALASKA AIR GROUP INC Industrials 8,217.0 $374K 0.01% -172.0 -2.0% $45.51 -7.3%
757 CHWY CHEWY INC Consumer Cyclical 17,714.0 $371K 0.01% +1K +8.6% $20.93 +8.9%
758 COOPER COS INC 5,154.0 $370K 0.01% -200.0 -3.7% $71.71
759 SWK STANLEY BLACK & DECKER INC Industrials 4,095.0 $369K 0.01% -100.0 -2.4% $90.17 +10.1%
760 OGS ONE GAS INC Utilities 4,628.0 $369K 0.01% +264.0 +6.0% $79.74 -0.2%
Page 38 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%