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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 41 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FLAGSTAR BANK NATIONAL ASSOC 22,104.0 $329K 0.01% +289.0 +1.3% $14.90
802 APA APA CORPORATION Energy 9,344.0 $329K 0.01% -300.0 -3.1% $35.22 +18.6%
803 SYNA SYNAPTICS INC Technology 2,883.0 $329K 0.01% +101.0 +3.6% $114.05 -15.1%
804 KBR KBR INC Industrials 9,360.0 $328K 0.01% +106.0 +1.1% $35.07 +8.7%
805 GDDY GODADDY INC Technology 3,474.0 $328K 0.01% -200.0 -5.4% $94.35 +3.7%
806 TRMB TRIMBLE INC Technology 6,194.0 $327K 0.01% -251.0 -3.9% $52.72 +16.4%
807 GNRC GENERAC HLDGS INC Industrials 1,518.0 $326K 0.01% $214.91 -8.5%
808 RVTY REVVITY INC Healthcare 2,958.0 $326K 0.01% -100.0 -3.3% $110.15 +16.8%
809 AVY AVERY DENNISON CORP Industrials 2,030.0 $326K 0.01% $160.41 +12.2%
810 APTIV PLC 5,656.0 $325K 0.01% -200.0 -3.4% $57.47
811 LIVN LIVANOVA PLC Healthcare 4,025.0 $325K 0.01% +107.0 +2.7% $80.70 -1.4%
812 CSGP COSTAR GROUP INC Real Estate 10,851.0 $323K 0.01% -673.0 -5.8% $29.78 +6.9%
813 APPF APPFOLIO INC Technology 1,794.0 $322K 0.01% +105.0 +6.2% $179.73 +28.5%
814 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,769.0 $322K 0.01% -100.0 -3.5% $116.33 +0.1%
815 NVST ENVISTA HOLDINGS CORPORATION Healthcare 11,994.0 $321K 0.01% $26.74 +2.9%
816 ELF E L F BEAUTY INC Consumer Defensive 4,342.0 $320K 0.01% $73.69 +44.2%
817 KRC KILROY REALTY CORP Real Estate 7,889.0 $318K 0.01% $40.25 -8.4%
818 EXLS EXLSERVICE HLDGS INC Technology 11,267.0 $317K 0.01% -298.0 -2.6% $28.16 +35.1%
819 SJM SMUCKER J M CO Consumer Defensive 2,815.0 $315K 0.01% $112.01 +19.7%
820 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,299.0 $314K 0.01% -129.0 -3.8% $95.24 +55.8%
Page 41 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%