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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 6 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PGR PROGRESSIVE CORP Financial Services 15,945.0 $3.6M 0.14% -12K -43.7% $227.72 -11.0%
102 ADI ANALOG DEVICES INC Technology 13,377.0 $3.6M 0.14% -11K -44.2% $271.20 +41.7%
103 WELL WELLTOWER INC Real Estate 18,589.0 $3.5M 0.13% -14K -42.5% $185.61 +17.8%
104 PANW PALO ALTO NETWORKS INC Technology 18,564.0 $3.4M 0.13% -14K -42.4% $184.20 +37.3%
105 HON HONEYWELL INTL INC Industrials 17,263.0 $3.4M 0.13% -13K -43.7% $195.09 +14.7%
106 ETN EATON CORP PLC Industrials 10,561.0 $3.4M 0.13% -8K -43.8% $318.51 +19.8%
107 MDT MEDTRONIC PLC Healthcare 34,876.0 $3.4M 0.13% -27K -43.6% $96.06 -18.6%
108 SYK STRYKER CORPORATION Healthcare 9,359.0 $3.3M 0.12% -7K -43.5% $351.47 -8.5%
109 IJH ISHARES TR 49,810.0 $3.3M 0.12% +5K +11.9% $66.00 +10.5%
110 PLD PROLOGIS INC. Real Estate 25,257.0 $3.2M 0.12% -20K -43.6% $127.66 +13.3%
111 CRWD CROWDSTRIKE HLDGS INC Technology 6,824.0 $3.2M 0.12% -5K -43.8% $468.76 +38.3%
112 DE DEERE & CO Industrials 6,836.0 $3.2M 0.12% -5K -44.4% $465.57 +14.1%
113 COP CONOCOPHILLIPS Energy 33,601.0 $3.1M 0.12% -27K -44.3% $93.61 +28.8%
114 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,899.0 $3.1M 0.12% -5K -44.0% $453.36 -5.1%
115 CB CHUBB LIMITED Financial Services 9,952.0 $3.1M 0.12% -8K -44.4% $312.12 +5.8%
116 BX BLACKSTONE INC Financial Services 20,079.0 $3.1M 0.12% -15K -43.5% $154.14 -23.1%
117 PH PARKER-HANNIFIN CORP Industrials 3,432.0 $3.0M 0.11% -3K -44.7% $878.96 -2.2%
118 CEG CONSTELLATION ENERGY CORP Utilities 8,492.0 $3.0M 0.11% -7K -43.6% $353.27 -19.1%
119 BMY BRISTOL-MYERS SQUIBB CO Healthcare 55,356.0 $3.0M 0.11% -43K -43.7% $53.94 +10.4%
120 NEM NEWMONT CORP Basic Materials 29,673.0 $3.0M 0.11% -23K -44.1% $99.85 +8.5%
Page 6 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%