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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 4 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MS MORGAN STANLEY Financial Services 31,854.0 $6.9M 0.25% -990.0 -3.0% $215.50 -0.7%
62 LIN LINDE PLC Basic Materials 12,285.0 $6.3M 0.23% -412.0 -3.2% $513.22 -4.5%
63 C CITIGROUP INC Financial Services 45,322.0 $5.9M 0.21% -3K -6.8% $129.36 +3.3%
64 ORCL ORACLE CORP Technology 45,077.0 $5.7M 0.20% -659.0 -1.4% $126.41 +17.7%
65 CRWD CROWDSTRIKE HLDGS INC Technology 26,864.0 $5.5M 0.20% +20K +293.7% $50.77 +272.6%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 25,003.0 $5.3M 0.19% -414.0 -1.6% $212.67 +8.1%
67 SNDK SANDISK CORP Technology 3,919.0 $5.3M 0.19% +207.0 +5.6% $1354.82 +10.7%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 9,876.0 $5.3M 0.19% -340.0 -3.3% $532.48 +19.0%
69 AMGN AMGEN INC Healthcare 14,346.0 $5.3M 0.19% -296.0 -2.0% $366.29 +20.2%
70 MCD MCDONALDS CORP Consumer Cyclical 18,873.0 $5.1M 0.18% -492.0 -2.5% $267.71 -0.3%
71 AXP AMERICAN EXPRESS CO Financial Services 14,142.0 $5.0M 0.18% -468.0 -3.2% $355.35 -5.4%
72 PEP PEPSICO INC Consumer Defensive 36,310.0 $5.0M 0.18% -870.0 -2.3% $137.12 +3.7%
73 APH AMPHENOL CORP Technology 32,648.0 $4.9M 0.18% -636.0 -1.9% $151.20 +6.7%
74 NEE NEXTERA ENERGY INC Utilities 55,385.0 $4.9M 0.18% -1K -2.2% $88.80 -5.2%
75 ADI ANALOG DEVICES INC Technology 12,918.0 $4.8M 0.17% -459.0 -3.4% $375.36 -0.9%
76 VZ VERIZON COMMUNICATIONS INC Communication Services 110,957.0 $4.8M 0.17% -4K -3.2% $43.59 +15.1%
77 QCOM QUALCOMM INC Technology 28,008.0 $4.8M 0.17% -1K -3.8% $171.78 -4.7%
78 UNP UNION PAC CORP Industrials 15,809.0 $4.8M 0.17% -320.0 -2.0% $301.75 +2.9%
79 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,958.0 $4.7M 0.17% +58.0 +1.0% $787.66 +7.5%
80 ABT ABBOTT LABORATORIES Healthcare 46,327.0 $4.7M 0.17% -956.0 -2.0% $100.68 +13.3%
Page 4 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%