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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 45 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,294.0 $234K 0.01% +145.0 +4.6% $70.98 -13.6%
882 ASH ASHLAND INC Basic Materials 3,406.0 $234K 0.01% +127.0 +3.9% $68.64 +8.3%
883 HSIC SCHEIN HENRY INC Healthcare 2,573.0 $226K 0.01% -119.0 -4.4% $87.82 +2.9%
884 MMS MAXIMUS INC Industrials 3,875.0 $226K 0.01% -184.0 -4.5% $58.30 +1.1%
885 EXPO EXPONENT INC Industrials 3,577.0 $225K 0.01% -49.0 -1.4% $62.88 +11.9%
886 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 4,429.0 $221K 0.01% +66.0 +1.5% $49.94 -9.9%
887 PK PARK HOTELS & RESORTS INC Real Estate 14,853.0 $221K 0.01% +285.0 +2.0% $14.88 +7.1%
888 PSN PARSONS CORP DEL Industrials 3,900.0 $219K 0.01% +101.0 +2.7% $56.05 -13.2%
889 DLB DOLBY LABORATORIES INC Technology 4,450.0 $218K 0.01% $49.07 +32.4%
890 FOUR SHIFT4 PMTS INC Technology 4,329.0 $218K 0.01% -591.0 -12.0% $50.31 -8.1%
891 PEGA PEGASYSTEMS INC Technology 6,694.0 $215K 0.01% $32.16 +5.2%
892 WYNN WYNN RESORTS LTD Consumer Cyclical 2,222.0 $215K 0.01% $96.64 +0.5%
893 EEFT EURONET WORLDWIDE INC Technology 2,611.0 $212K 0.01% -216.0 -7.6% $81.34 -13.3%
894 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,858.0 $212K 0.01% -110.0 -3.7% $74.26 -7.5%
895 DOCS DOXIMITY INC Healthcare 9,860.0 $212K 0.01% -82.0 -0.8% $21.52 +15.0%
896 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,399.0 $211K 0.01% -100.0 -6.7% $151.16 +18.2%
897 TTD THE TRADE DESK INC Technology 11,348.0 $211K 0.01% -625.0 -5.2% $18.59 -29.9%
898 VC VISTEON CORP Consumer Cyclical 2,011.0 $211K 0.01% +114.0 +6.0% $104.85 -1.1%
899 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 4,153.0 $209K 0.01% $50.22 +5.5%
900 RH RH Consumer Cyclical 1,109.0 $208K 0.01% $187.88 -20.9%
Page 45 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%