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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 5 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANET ARISTA NETWORKS INC Technology 27,411.0 $4.6M 0.17% -667.0 -2.4% $168.61 +20.0%
82 WELL WELLTOWER INC Real Estate 18,758.0 $4.6M 0.16% +169.0 +0.9% $243.25 -0.6%
83 TJX TJX COS INC NEW Consumer Cyclical 29,385.0 $4.5M 0.16% -878.0 -2.9% $154.46 -11.4%
84 DIS DISNEY WALT CO Communication Services 46,144.0 $4.5M 0.16% -2K -5.0% $97.67 +12.2%
85 BA BOEING CO Industrials 20,923.0 $4.5M 0.16% -369.0 -1.7% $214.03 -0.9%
86 GILD GILEAD SCIENCES INC Healthcare 32,954.0 $4.4M 0.16% -782.0 -2.3% $134.28 +10.3%
87 SCHW SCHWAB CHARLES CORP Financial Services 43,441.0 $4.4M 0.16% -2K -4.4% $101.56 +7.7%
88 USHY ISHARES TR 119,486.0 $4.4M 0.16% -7K -5.8% $36.87 +0.2%
89 MRVL MARVELL TECHNOLOGY INC Technology 23,266.0 $4.4M 0.16% NEW $188.68 +29.9%
90 WDC WESTERN DIGITAL CORP Technology 9,159.0 $4.4M 0.16% -137.0 -1.5% $477.22 -1.7%
91 ETN EATON CORP PLC Industrials 10,348.0 $4.1M 0.15% -213.0 -2.0% $399.99 +4.9%
92 BLK BLACKROCK INC Financial Services 3,824.0 $4.1M 0.15% -100.0 -2.5% $1072.20 +9.4%
93 T AT&T INC Communication Services 184,638.0 $4.0M 0.14% -8K -4.2% $21.81 +18.7%
94 DE DEERE & CO Industrials 6,716.0 $4.0M 0.14% -120.0 -1.8% $597.24 +6.2%
95 UBER UBER TECHNOLOGIES INC Technology 54,092.0 $3.9M 0.14% -2K -4.3% $72.46 +8.3%
96 PFE PFIZER INC Healthcare 151,478.0 $3.8M 0.14% -3K -2.0% $25.05 +13.0%
97 BKNG BOOKING HOLDINGS INC Consumer Cyclical 20,591.0 $3.7M 0.13% +20K +2247.9% $181.68 +15.0%
98 COP CONOCOPHILLIPS Energy 32,373.0 $3.7M 0.13% -1K -3.6% $114.71 +13.9%
99 CRM SALESFORCE INC Technology 21,738.0 $3.7M 0.13% -4K -16.0% $170.77 +20.4%
100 PLD PROLOGIS INC. Real Estate 24,765.0 $3.7M 0.13% -492.0 -1.9% $149.79 -4.8%
Page 5 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%