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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 8 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CDNS CADENCE DESIGN SYSTEM INC Technology 7,402.0 $2.3M 0.09% -6K -43.5% $312.58 +14.7%
142 MMM 3M CO Industrials 14,445.0 $2.3M 0.09% -11K -43.8% $160.10 -5.3%
143 DASH DOORDASH INC Communication Services 10,165.0 $2.3M 0.09% -8K -43.1% $226.48 -29.7%
144 CRH PLC 18,225.0 $2.3M 0.09% NEW $124.80
145 USB US BANCORP DEL Financial Services 42,268.0 $2.3M 0.09% -33K -43.8% $53.36 +2.1%
146 HWM HOWMET AEROSPACE INC Industrials 10,932.0 $2.2M 0.09% -9K -43.9% $205.02 +26.8%
147 AMT AMERICAN TOWER CORP NEW Real Estate 12,729.0 $2.2M 0.09% -10K -43.7% $175.57 +4.7%
148 PNC PNC FINL SVCS GROUP INC Financial Services 10,663.0 $2.2M 0.08% -8K -43.9% $208.73 +3.9%
149 WM WASTE MGMT INC DEL Industrials 10,078.0 $2.2M 0.08% -8K -43.5% $219.71 -0.1%
150 BK BANK NEW YORK MELLON CORP Financial Services 18,962.0 $2.2M 0.08% -15K -44.3% $116.09 +19.7%
151 MCO MOODYS CORP Financial Services 4,172.0 $2.1M 0.08% -3K -44.7% $510.85 -12.8%
152 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6,043.0 $2.1M 0.08% -5K -44.1% $350.55 +11.2%
153 REGN REGENERON PHARMACEUTICALS Healthcare 2,741.0 $2.1M 0.08% -2K -44.9% $771.87 -15.8%
154 COHR COHERENT CORP Technology 11,445.0 $2.1M 0.08% -196.0 -1.7% $184.57 +104.8%
155 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 22,952.0 $2.1M 0.08% -18K -44.0% $91.21 +1.2%
156 NOC NORTHROP GRUMMAN CORP Industrials 3,648.0 $2.1M 0.08% -3K -44.1% $570.21 -3.3%
157 GM GENERAL MTRS CO Consumer Cyclical 25,366.0 $2.1M 0.08% -21K -44.8% $81.32 -5.1%
158 AON AON PLC Financial Services 5,844.0 $2.1M 0.08% -5K -44.5% $352.88 -8.1%
159 NKE NIKE INC Consumer Cyclical 32,339.0 $2.1M 0.08% -25K -43.6% $63.71 -30.3%
160 XLU SELECT SECTOR SPDR TR 48,000.0 $2.0M 0.08% +24K +100.0% $42.69 +5.4%
Page 8 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%