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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 9 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CEG CONSTELLATION ENERGY CORP Utilities 8,524.0 $2.2M 0.08% $252.39 +12.0%
162 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,856.0 $2.1M 0.08% -200.0 -3.3% $366.24 -2.7%
163 INTU INTUIT Technology 7,314.0 $2.1M 0.08% -267.0 -3.5% $291.09 +19.6%
164 TECHNIPFMC PLC 29,402.0 $2.1M 0.08% $72.07
165 HOOD ROBINHOOD MKTS INC Financial Services 21,056.0 $2.1M 0.08% -326.0 -1.5% $99.96 +10.6%
166 AMT AMERICAN TOWER CORP Real Estate 12,372.0 $2.1M 0.08% -357.0 -2.8% $170.06 +2.8%
167 AON AON PLC Financial Services 5,715.0 $2.1M 0.07% -129.0 -2.2% $367.21 -4.7%
168 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 15,027.0 $2.1M 0.07% -477.0 -3.1% $139.65 +16.0%
169 TRV TRAVELERS COMPANIES INC Financial Services 5,651.0 $2.1M 0.07% -414.0 -6.8% $368.98 +0.1%
170 MDLZ MONDELEZ INTL INC Consumer Defensive 34,151.0 $2.1M 0.07% -936.0 -2.7% $61.00 +3.2%
171 ILMN ILLUMINA INC Healthcare 11,158.0 $2.1M 0.07% $186.65 +23.6%
172 EMR EMERSON ELEC CO Industrials 14,873.0 $2.1M 0.07% -403.0 -2.6% $139.54 +13.3%
173 CRS CARPENTER TECHNOLOGY CORP Industrials 3,664.0 $2.0M 0.07% $557.77 -12.5%
174 NSC NORFOLK SOUTHN CORP Industrials 5,983.0 $2.0M 0.07% -118.0 -1.9% $340.16 +3.0%
175 MCO MOODYS CORP Financial Services 3,972.0 $2.0M 0.07% -200.0 -4.8% $510.86 +0.5%
176 SHW SHERWIN WILLIAMS CO Basic Materials 6,042.0 $2.0M 0.07% -227.0 -3.6% $331.32 +4.8%
177 ROST ROSS STORES INC Consumer Cyclical 8,517.0 $2.0M 0.07% -326.0 -3.7% $233.46 -0.2%
178 EOG EOG RES INC Energy 14,153.0 $2.0M 0.07% -601.0 -4.1% $139.89 +2.9%
179 CL COLGATE PALMOLIVE CO Consumer Defensive 21,263.0 $2.0M 0.07% -655.0 -3.0% $92.98 -1.9%
180 CI THE CIGNA GROUP Healthcare 7,019.0 $2.0M 0.07% -244.0 -3.4% $281.45 -0.8%
Page 9 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%