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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 5 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER UBER TECHNOLOGIES INC Technology 56,500.0 $4.6M 0.17% -44K -43.9% $81.71 -8.7%
82 NEE NEXTERA ENERGY INC Utilities 56,630.0 $4.5M 0.17% -43K -43.1% $80.28 +11.7%
83 SCHW SCHWAB CHARLES CORP Financial Services 45,419.0 $4.5M 0.17% -37K -44.9% $99.91 -9.8%
84 ACN ACCENTURE PLC IRELAND Technology 16,863.0 $4.5M 0.17% -13K -43.9% $268.30 -33.7%
85 INTC INTEL CORP Technology 121,923.0 $4.5M 0.17% -89K -42.3% $36.90 +221.1%
86 APH AMPHENOL CORP NEW Technology 33,284.0 $4.5M 0.17% -26K -43.5% $135.14 -7.6%
87 SPGI S&P GLOBAL INC Financial Services 8,430.0 $4.4M 0.17% -8K -48.5% $522.59 -20.2%
88 KLAC KLA CORP Technology 3,573.0 $4.3M 0.17% -3K -44.2% $1215.08 +51.6%
89 NOW SERVICENOW INC Technology 28,209.0 $4.3M 0.16% +18K +178.8% $153.19 -34.9%
90 TXN TEXAS INSTRS INC Technology 24,707.0 $4.3M 0.16% -19K -43.7% $173.49 +75.7%
91 BLK BLACKROCK INC Financial Services 3,924.0 $4.2M 0.16% -3K -43.9% $1070.34 -0.6%
92 COF CAPITAL ONE FINL CORP Financial Services 17,287.0 $4.2M 0.16% -14K -44.0% $242.36 -23.0%
93 GILD GILEAD SCIENCES INC Healthcare 33,736.0 $4.1M 0.16% -26K -43.7% $122.74 +6.3%
94 ADBE ADOBE INC Technology 11,383.0 $4.0M 0.15% -9K -44.4% $349.99 -30.3%
95 DHR DANAHER CORPORATION Healthcare 17,094.0 $3.9M 0.15% -15K -46.7% $228.92 -24.3%
96 PFE PFIZER INC Healthcare 154,605.0 $3.8M 0.15% -120K -43.7% $24.90 +4.2%
97 BSX BOSTON SCIENTIFIC CORP Healthcare 40,310.0 $3.8M 0.15% -31K -43.7% $95.35 -40.1%
98 UNP UNION PAC CORP Industrials 16,129.0 $3.7M 0.14% -13K -43.7% $231.32 +14.9%
99 ANET ARISTA NETWORKS INC Technology 28,078.0 $3.7M 0.14% -22K -43.6% $131.03 +13.4%
100 LOW LOWES COS INC Consumer Cyclical 15,250.0 $3.7M 0.14% -12K -43.6% $241.16 -9.9%
Page 5 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%