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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 46 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HOG HARLEY DAVIDSON INC Consumer Cyclical 8,609.0 $176K 0.01% -494.0 -5.4% $20.49 +13.2%
902 OLN OLIN CORP Basic Materials 8,316.0 $173K 0.01% -269.0 -3.1% $20.83 +24.9%
903 KMPR KEMPER CORP Financial Services 4,266.0 $173K 0.01% -433.0 -9.2% $40.54 -26.8%
904 BLKB BLACKBAUD INC Technology 2,663.0 $169K 0.01% -100.0 -3.6% $63.32 -53.2%
905 FLO FLOWERS FOODS INC Consumer Defensive 15,390.0 $167K 0.01% -422.0 -2.7% $10.88 -35.6%
906 XRAY DENTSPLY SIRONA INC Healthcare 14,542.0 $166K 0.01% -398.0 -2.7% $11.43 -13.9%
907 CXT CRANE NXT CO Industrials 3,517.0 $166K 0.01% -100.0 -2.8% $47.07 -14.9%
908 PBF PBF ENERGY INC Energy 5,948.0 $161K 0.01% -204.0 -3.3% $27.12 +44.1%
909 LW LAMB WESTON HLDGS INC Consumer Defensive 3,789.0 $159K 0.01% -3K -43.0% $41.89 +2.2%
910 PK PARK HOTELS & RESORTS INC Real Estate 14,568.0 $152K 0.01% -404.0 -2.7% $10.46 +8.9%
911 CIVITAS RESOURCES INC 5,595.0 $152K 0.01% -650.0 -10.4% $27.09
912 CPB THE CAMPBELLS COMPANY Consumer Defensive 5,342.0 $149K 0.01% -4K -43.1% $27.87 -28.1%
913 ASGN ASGN INC Technology 3,088.0 $149K 0.01% -100.0 -3.1% $48.17 -60.3%
914 CAR AVIS BUDGET GROUP Industrials 1,159.0 $149K 0.01% -100.0 -7.9% $128.32 +22.9%
915 NSA NATIONAL STORAGE AFFILIATES Real Estate 5,143.0 $145K 0.01% -100.0 -1.9% $28.21 +51.6%
916 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1,447.0 $138K 0.01% -100.0 -6.5% $95.26 +17.0%
917 IPGP IPG PHOTONICS CORP Technology 1,840.0 $132K 0.01% $71.60 +68.3%
918 CNXC CONCENTRIX CORP Technology 3,151.0 $131K 0.01% -200.0 -6.0% $41.58 -37.8%
919 GEF GREIF INC Consumer Cyclical 1,825.0 $124K 0.01% -100.0 -5.2% $67.70 -5.3%
920 BROWN FORMAN CORP 4,741.0 $124K 0.01% -4K -43.9% $26.06
Page 46 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%