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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 7 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HWM HOWMET AEROSPACE INC Industrials 10,582.0 $2.9M 0.10% -350.0 -3.2% $272.43 -2.6%
122 BK BANK OF NY MELLON CORP Financial Services 18,236.0 $2.9M 0.10% -726.0 -3.8% $157.13 -9.7%
123 SO SOUTHERN CO Utilities 29,956.0 $2.9M 0.10% $95.30 -7.2%
124 MDT MEDTRONIC PLC Healthcare 34,155.0 $2.8M 0.10% -721.0 -2.1% $83.20 +9.7%
125 NOW SERVICENOW INC Technology 27,405.0 $2.8M 0.10% -804.0 -2.9% $103.24 +31.6%
126 TT TRANE TECHNOLOGIES PLC Industrials 5,897.0 $2.8M 0.10% -133.0 -2.2% $469.98 -3.0%
127 LMT LOCKHEED MARTIN CORP Industrials 5,394.0 $2.7M 0.10% -143.0 -2.6% $508.77 +10.6%
128 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,622.0 $2.7M 0.10% -376.0 -3.4% $255.26 +11.8%
129 PNC PNC FINL SVCS GROUP INC Financial Services 10,661.0 $2.7M 0.10% $252.86 -4.0%
130 FORTINET INC 16,548.0 $2.7M 0.10% -640.0 -3.7% $161.61
131 EQIX EQUINIX INC Real Estate 2,618.0 $2.7M 0.10% -28.0 -1.1% $1020.00 +5.4%
132 MCK MCKESSON CORP Healthcare 3,156.0 $2.7M 0.10% -200.0 -6.0% $841.39 +5.7%
133 USB US BANCORP Financial Services 41,249.0 $2.6M 0.09% -1K -2.4% $63.14 -1.1%
134 DUK DUKE ENERGY CORP NEW Utilities 20,718.0 $2.6M 0.09% -428.0 -2.0% $125.01 -3.5%
135 ADBE ADOBE INC Technology 10,741.0 $2.5M 0.09% -642.0 -5.6% $237.25 +21.3%
136 NEM NEWMONT CORP Basic Materials 28,368.0 $2.5M 0.09% -1K -4.4% $89.70 +48.6%
137 CSX CSX CORP Industrials 49,376.0 $2.5M 0.09% -1K -2.5% $50.75 +1.3%
138 BX BLACKSTONE INC Financial Services 19,740.0 $2.5M 0.09% -339.0 -1.7% $126.91 +14.0%
139 GD GENERAL DYNAMICS CORP Industrials 6,761.0 $2.5M 0.09% -133.0 -1.9% $368.58 +3.4%
140 PWR QUANTA SVCS INC Industrials 3,955.0 $2.5M 0.09% -100.0 -2.5% $628.53 -1.2%
Page 7 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%