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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 47 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PPC PILGRIMS PRIDE CORP Consumer Defensive 3,102.0 $121K 0.01% -100.0 -3.1% $38.99 -26.5%
922 SAM BOSTON BEER INC Consumer Defensive 585.0 $114K 0.00% $195.13 -6.0%
923 PSKY PARAMOUNT SKYDANCE CORP Communication Services 8,450.0 $113K 0.00% NEW $13.40 -24.4%
924 DVA DAVITA INC Healthcare 899.0 $102K 0.00% -732.0 -44.9% $113.61 +74.9%
925 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 1,827.0 $101K 0.00% -100.0 -5.2% $55.09 +11.4%
926 NWS NEWS CORP NEW Communication Services 3,296.0 $98K 0.00% -3K -45.2% $29.63 +1.5%
927 COTY COTY INC Consumer Defensive 26,770.0 $82K 0.00% -668.0 -2.4% $3.08 -35.7%
928 FG F&G ANNUITIES & LIFE INC Financial Services $9.0 NEW
Page 47 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%