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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 46 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 XRAY DENTSPLY SIRONA INC Healthcare 14,727.0 $207K 0.01% +185.0 +1.3% $14.05 -22.2%
902 HOG HARLEY DAVIDSON INC Consumer Cyclical 7,763.0 $206K 0.01% -846.0 -9.8% $26.58 +4.8%
903 CAR AVIS BUDGET GROUP INC Industrials 1,259.0 $202K 0.01% +100.0 +8.6% $160.57 -10.3%
904 KD KYNDRYL HLDGS INC Technology 16,626.0 $202K 0.01% $12.15 +4.4%
905 HRL HORMEL FOODS CORP Consumer Defensive 7,726.0 $196K 0.01% -200.0 -2.5% $25.39 -6.7%
906 WLK WESTLAKE CORPORATION Basic Materials 2,503.0 $194K 0.01% +100.0 +4.2% $77.63 -3.9%
907 FOX FOX CORP 3,740.0 $193K 0.01% -230.0 -5.8% $51.63
908 IPGP IPG PHOTONICS CORP Technology 1,840.0 $192K 0.01% $104.33 -28.9%
909 DVA DAVITA INC Healthcare 799.0 $189K 0.01% -100.0 -11.1% $236.97 -24.0%
910 CXT CRANE NXT CO Industrials 3,640.0 $187K 0.01% +123.0 +3.5% $51.27 -1.2%
911 MOS MOSAIC CO Basic Materials 8,430.0 $187K 0.01% -200.0 -2.3% $22.13 +9.2%
912 WHR WHIRLPOOL CORP Consumer Cyclical 4,819.0 $184K 0.01% +762.0 +18.8% $38.24 +5.0%
913 OLN OLIN CORP Basic Materials 8,355.0 $184K 0.01% $21.99 -20.3%
914 AOS SMITH A O CORP Industrials 2,986.0 $176K 0.01% $58.85 +6.2%
915 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 4,263.0 $174K 0.01% -287.0 -6.3% $40.93 +2.8%
916 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1,447.0 $162K 0.01% $111.84 -1.8%
917 MZTI MARZETTI COMPANY Consumer Defensive 1,497.0 $160K 0.01% $107.14 +5.9%
918 ERIE ERIE INDTY CO Financial Services 702.0 $160K 0.01% $227.31 +13.2%
919 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 8,783.0 $144K 0.01% +118.0 +1.4% $16.38 -17.0%
920 GEF GREIF INC Consumer Cyclical 1,842.0 $141K 0.01% +17.0 +0.9% $76.32 +12.0%
Page 46 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%