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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 42 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SOLV SOLVENTUM CORP Healthcare 3,860.0 $314K 0.01% -100.0 -2.5% $81.31 +13.1%
822 VNT VONTIER CORPORATION Technology 10,339.0 $314K 0.01% -235.0 -2.2% $30.35 +9.9%
823 FEDERATED HERMES INC 5,341.0 $313K 0.01% $58.69
824 CDP COPT DEFENSE PROPERTIES Real Estate 8,327.0 $313K 0.01% +131.0 +1.6% $37.59 -1.1%
825 UDR UDR INC Real Estate 7,857.0 $312K 0.01% -320.0 -3.9% $39.76 -6.0%
826 ALLE ALLEGION PLC Industrials 2,263.0 $311K 0.01% $137.24 +16.0%
827 CLX CLOROX CO DEL Consumer Defensive 3,222.0 $310K 0.01% $96.32 +8.4%
828 BBWI BATH & BODY WORKS INC Consumer Cyclical 14,851.0 $310K 0.01% -175.0 -1.2% $20.87 -11.5%
829 BAX BAXTER INTL INC Healthcare 13,707.0 $310K 0.01% -271.0 -1.9% $22.61 +15.9%
830 TKO TKO GROUP HOLDINGS INC Communication Services 1,673.0 $310K 0.01% -122.0 -6.8% $185.13 -0.3%
831 INTERNATIONAL BANCSHARES COR 4,035.0 $309K 0.01% +100.0 +2.5% $76.53
832 MAT MATTEL INC Consumer Cyclical 21,430.0 $306K 0.01% -1K -5.4% $14.30 +4.1%
833 ALGN ALIGN TECHNOLOGY INC Healthcare 1,732.0 $306K 0.01% $176.76 -9.6%
834 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 5,835.0 $306K 0.01% -212.0 -3.5% $52.36 +1.1%
835 WMG WARNER MUSIC GROUP CORP Communication Services 10,739.0 $304K 0.01% +108.0 +1.0% $28.33 -1.6%
836 SLGN SILGAN HLDGS INC Consumer Cyclical 6,428.0 $303K 0.01% +37.0 +0.6% $47.18 -10.2%
837 FOXA FOX CORP Communication Services 5,244.0 $302K 0.01% -421.0 -7.4% $57.62 +20.1%
838 TECH BIO-TECHNE CORP Healthcare 4,132.0 $298K 0.01% -100.0 -2.4% $72.12 +0.5%
839 CPT CAMDEN PPTY TR Real Estate 2,634.0 $298K 0.01% -200.0 -7.1% $112.97 -6.0%
840 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4,465.0 $297K 0.01% $66.51 +8.8%
Page 42 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%