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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 40 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EPR EPR PPTYS Real Estate 5,612.0 $349K 0.01% +127.0 +2.3% $62.21 -4.2%
782 MKC MCCORMICK & CO INC Consumer Defensive 6,744.0 $349K 0.01% -100.0 -1.5% $51.70 +5.5%
783 SHC SOTERA HEALTH CO Healthcare 19,605.0 $348K 0.01% +4K +29.7% $17.75 +9.7%
784 IVZ INVESCO LTD Financial Services 11,729.0 $348K 0.01% -373.0 -3.1% $29.63 +12.4%
785 TYL TYLER TECHNOLOGIES INC Technology 1,085.0 $347K 0.01% -100.0 -8.4% $319.51 +15.8%
786 PNW PINNACLE WEST CAP CORP Utilities 3,215.0 $346K 0.01% $107.73 -9.2%
787 CNX CNX RES CORP Energy 10,396.0 $346K 0.01% +570.0 +5.8% $33.28 +8.5%
788 TREX TREX INC Industrials 7,662.0 $346K 0.01% -133.0 -1.7% $45.13 +2.0%
789 LPX LOUISIANA PAC CORP Basic Materials 4,671.0 $346K 0.01% +146.0 +3.2% $73.98 -4.4%
790 AVAV AEROVIRONMENT INC Industrials 2,425.0 $345K 0.01% +100.0 +4.3% $142.20 +7.1%
791 KNF KNIFE RIVER CORP Basic Materials 4,218.0 $345K 0.01% +135.0 +3.3% $81.71 -18.5%
792 CBT CABOT CORP Basic Materials 3,787.0 $342K 0.01% -69.0 -1.8% $90.39 -6.4%
793 FFIN FIRST FINL BANKSHARES INC Financial Services 9,606.0 $339K 0.01% +119.0 +1.2% $35.32 -6.4%
794 CELH CELSIUS HLDGS INC Consumer Defensive 11,688.0 $339K 0.01% $28.99 +13.8%
795 DBX DROPBOX INC Technology 11,044.0 $338K 0.01% -2K -13.1% $30.62 +17.2%
796 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,603.0 $337K 0.01% -59.0 -1.3% $73.27 -2.2%
797 SATS ECHOSTAR CORP Technology 3,652.0 $336K 0.01% -6K -62.7% $92.00 -5.5%
798 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,192.0 $335K 0.01% -100.0 -3.0% $105.07 -6.6%
799 GAP GAP INC Consumer Cyclical 16,435.0 $334K 0.01% $20.35 +2.3%
800 NWE NORTHWESTERN ENERGY GROUP IN Utilities 4,573.0 $330K 0.01% +124.0 +2.8% $72.06 -1.5%
Page 40 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%