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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 43 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VVV VALVOLINE INC Energy 9,258.0 $269K 0.01% -262.0 -2.8% $29.06 +14.5%
842 BHF BRIGHTHOUSE FINL INC Financial Services 4,141.0 $268K 0.01% -100.0 -2.4% $64.79 -3.2%
843 WYNN WYNN RESORTS LTD Consumer Cyclical 2,222.0 $267K 0.01% -2K -43.8% $120.33 -18.5%
844 BAX BAXTER INTL INC Healthcare 13,978.0 $267K 0.01% -11K -43.6% $19.11 -0.4%
845 SHC SOTERA HEALTH CO Healthcare 15,114.0 $267K 0.01% +2K +15.0% $17.64 -11.8%
846 KBH KB HOME Consumer Cyclical 4,719.0 $266K 0.01% -377.0 -7.4% $56.41 -14.9%
847 NWSA NEWS CORP NEW Communication Services 10,182.0 $266K 0.01% -8K -44.0% $26.12 +0.5%
848 BXP BXP INC Real Estate 3,933.0 $265K 0.01% -3K -44.2% $67.48 -10.9%
849 INTERNATIONAL BANCSHARES COR 3,935.0 $261K 0.01% -100.0 -2.5% $66.44
850 CRL CHARLES RIV LABS INTL INC Healthcare 1,310.0 $261K 0.01% -976.0 -42.7% $199.48 -20.4%
851 NVST ENVISTA HOLDINGS CORPORATION Healthcare 11,983.0 $260K 0.01% -463.0 -3.7% $21.71 +8.8%
852 SLGN SILGAN HLDGS INC Consumer Cyclical 6,391.0 $258K 0.01% -259.0 -3.9% $40.37 -5.6%
853 FOX FOX CORP Communication Services 3,970.0 $258K 0.01% -3K -44.7% $64.93 -11.2%
854 CBT CABOT CORP Basic Materials 3,856.0 $256K 0.01% -100.0 -2.5% $66.28 +18.2%
855 TEX TEREX CORP NEW Industrials 4,775.0 $255K 0.01% -100.0 -2.0% $53.38 +7.9%
856 EXPO EXPONENT INC Industrials 3,626.0 $252K 0.01% -100.0 -2.7% $69.46 -17.9%
857 SWKS SKYWORKS SOLUTIONS INC Technology 3,968.0 $252K 0.01% -3K -43.4% $63.41 +17.3%
858 YETI YETI HLDGS INC Consumer Cyclical 5,670.0 $250K 0.01% -413.0 -6.8% $44.17 +1.1%
859 TECH BIO-TECHNE CORP Healthcare 4,232.0 $249K 0.01% -3K -43.2% $58.81 -20.6%
860 MZTI MARZETTI COMPANY Consumer Defensive 1,497.0 $246K 0.01% $164.42 -31.4%
Page 43 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%