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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 40 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ELF E L F BEAUTY INC Consumer Defensive 4,342.0 $330K 0.01% -100.0 -2.2% $76.04 -30.1%
782 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,662.0 $329K 0.01% -200.0 -4.1% $70.53 -8.0%
783 CF CF INDS HLDGS INC Basic Materials 4,241.0 $328K 0.01% -3K -45.0% $77.34 +57.3%
784 BUNGE GLOBAL SA 3,680.0 $328K 0.01% -3K -45.1% $89.08
785 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,499.0 $327K 0.01% -1K -45.6% $218.02 -24.6%
786 AMKR AMKOR TECHNOLOGY INC Technology 8,270.0 $326K 0.01% -244.0 -2.9% $39.48 +66.9%
787 AIZ ASSURANT INC Financial Services 1,355.0 $326K 0.01% -1K -42.9% $240.85 +6.2%
788 WMG WARNER MUSIC GROUP CORP Communication Services 10,631.0 $326K 0.01% -295.0 -2.7% $30.67 +10.6%
789 CLX CLOROX CO DEL Consumer Defensive 3,222.0 $325K 0.01% -3K -44.7% $100.83 -5.6%
790 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 21,507.0 $324K 0.01% -680.0 -3.1% $15.06 -33.3%
791 CROX CROCS INC Consumer Cyclical 3,783.0 $324K 0.01% -307.0 -7.5% $85.52 +27.4%
792 LNTH LANTHEUS HLDGS INC Healthcare 4,832.0 $322K 0.01% -260.0 -5.1% $66.55 +42.0%
793 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,310.0 $318K 0.01% -1K -46.6% $242.82 +0.3%
794 IVZ INVESCO LTD Financial Services 12,102.0 $318K 0.01% -9K -43.8% $26.27 +2.7%
795 CUZ COUSINS PPTYS INC Real Estate 12,240.0 $316K 0.01% -339.0 -2.7% $25.78 +2.5%
796 SOLV SOLVENTUM CORP Healthcare 3,960.0 $314K 0.01% -3K -43.3% $79.24 -3.9%
797 SLAB SILICON LABORATORIES INC Technology 2,398.0 $313K 0.01% $130.70 +65.9%
798 SON SONOCO PRODS CO Consumer Cyclical 7,161.0 $313K 0.01% -225.0 -3.0% $43.64 +10.0%
799 CPT CAMDEN PPTY TR Real Estate 2,834.0 $312K 0.01% -2K -43.6% $110.08 -3.6%
800 SWK STANLEY BLACK & DECKER INC Industrials 4,195.0 $312K 0.01% -3K -43.1% $74.28 +0.9%
Page 40 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%