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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 39 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,179.0 $367K 0.01% -113.0 -3.4% $115.51 +11.6%
762 CNO CNO FINL GROUP INC Financial Services 6,849.0 $367K 0.01% -100.0 -1.4% $53.59 +2.9%
763 MUR MURPHY OIL CORP Energy 9,890.0 $364K 0.01% +112.0 +1.1% $36.83 -2.4%
764 SMCI SUPER MICRO COMPUTER INC Technology 14,963.0 $362K 0.01% +1K +9.7% $24.18 +59.1%
765 VAL VALARIS LTD Energy 4,715.0 $361K 0.01% $76.54 +11.6%
766 SPMD SPDR SERIES TRUST 5,450.0 $361K 0.01% -6K -51.3% $66.18 +1.5%
767 BCO BRINKS CO Industrials 2,998.0 $360K 0.01% $120.12 -8.8%
768 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,923.0 $359K 0.01% -350.0 -4.2% $45.36 -2.5%
769 FCN FTI CONSULTING INC Industrials 2,206.0 $359K 0.01% $162.55 -6.5%
770 REGCO REGENCY CTRS CORP 4,335.0 $358K 0.01% -100.0 -2.2% $82.68
771 G GENPACT LIMITED Technology 11,591.0 $358K 0.01% -94.0 -0.8% $30.89 +21.5%
772 UFPI UFP INDUSTRIES INC Basic Materials 4,165.0 $358K 0.01% -21.0 -0.5% $85.93 -0.7%
773 LEIDOS HOLDINGS INC 3,342.0 $356K 0.01% -105.0 -3.0% $106.48
774 BYD BOYD GAMING CORP Consumer Cyclical 4,056.0 $356K 0.01% -157.0 -3.7% $87.72 -9.2%
775 SR SPIRE INC Utilities 4,366.0 $355K 0.01% +100.0 +2.3% $81.41 +1.4%
776 BSY BENTLEY SYS INC Technology 10,985.0 $355K 0.01% +132.0 +1.2% $32.34 +16.3%
777 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 8,406.0 $353K 0.01% +211.0 +2.6% $41.97 +3.6%
778 SLM SLM CORP Financial Services 13,908.0 $352K 0.01% -889.0 -6.0% $25.34 +5.6%
779 ROL ROLLINS INC Consumer Cyclical 7,780.0 $351K 0.01% -200.0 -2.5% $45.11 -20.3%
780 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,310.0 $350K 0.01% $267.40 +35.0%
Page 39 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%