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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $3.8B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 928 New
Page 10 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VST VISTRA CORP Utilities 15,367.0 $3.0M 0.08% NEW $195.92 -31.2%
182 PWR QUANTA SVCS INC Industrials 7,244.0 $3.0M 0.08% NEW $414.42 +72.3%
183 URI UNITED RENTALS INC Industrials 3,125.0 $3.0M 0.08% NEW $954.66 -2.8%
184 UPS UNITED PARCEL SERVICE INC Industrials 35,535.0 $3.0M 0.08% NEW $83.53 +15.9%
185 SPG SIMON PPTY GROUP INC NEW Real Estate 15,755.0 $3.0M 0.08% NEW $187.67 +7.0%
186 EOG EOG RES INC Energy 26,367.0 $3.0M 0.08% NEW $112.12 +28.7%
187 APOS APOLLO GLOBAL MGMT INC Financial Services 22,159.0 $3.0M 0.08% NEW $133.27 -80.5%
188 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11,321.0 $2.9M 0.08% NEW $259.44 +21.6%
189 APD AIR PRODS & CHEMS INC Basic Materials 10,754.0 $2.9M 0.08% NEW $272.72 +6.0%
190 CENCORA INC 9,328.0 $2.9M 0.08% NEW $312.53
191 AEP AMERICAN ELEC PWR CO INC Utilities 25,822.0 $2.9M 0.08% NEW $112.50 +14.6%
192 IJH ISHARES TR 44,510.0 $2.9M 0.08% NEW $65.26 +11.6%
193 TFC TRUIST FINL CORP Financial Services 62,271.0 $2.8M 0.07% NEW $45.72 +2.9%
194 CMI CUMMINS INC Industrials 6,731.0 $2.8M 0.07% NEW $422.37 +56.1%
195 SRE SEMPRA Utilities 31,510.0 $2.8M 0.07% NEW $89.98 +1.5%
196 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10,855.0 $2.8M 0.07% NEW $260.44 +37.7%
197 MPC MARATHON PETE CORP Energy 14,664.0 $2.8M 0.07% NEW $192.74 +36.5%
198 GM GENERAL MTRS CO Consumer Cyclical 45,979.0 $2.8M 0.07% NEW $60.97 +19.1%
199 REGN REGENERON PHARMACEUTICALS Healthcare 4,976.0 $2.8M 0.07% NEW $562.27 +12.1%
200 NXPI NXP SEMICONDUCTORS N V Technology 12,110.0 $2.8M 0.07% NEW $227.73 +29.2%
Page 10 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 34.6%
Financial Services 12.9%
Consumer Cyclical 10.7%
Communication Services 9.7%
Industrials 8.8%
Healthcare 8.8%
Consumer Defensive 4.9%
Energy 3.0%
Utilities 2.6%
Real Estate 2.3%