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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 15 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TRGP TARGA RES CORP Energy 10,349.0 $1.7M 0.05% NEW $167.54 +64.9%
282 OTIS OTIS WORLDWIDE CORP Industrials 18,953.0 $1.7M 0.05% NEW $91.43 -22.4%
283 XYL XYLEM INC Industrials 11,670.0 $1.7M 0.05% NEW $147.50 -27.9%
284 CSGP COSTAR GROUP INC Real Estate 20,398.0 $1.7M 0.05% NEW $84.37 -59.9%
285 VRSK VERISK ANALYTICS INC Industrials 6,729.0 $1.7M 0.04% NEW $251.51 -32.1%
286 VICI VICI PPTYS INC Real Estate 51,450.0 $1.7M 0.04% NEW $32.61 -13.0%
287 KDP KEURIG DR PEPPER INC Consumer Defensive 65,604.0 $1.7M 0.04% NEW $25.51 +13.1%
288 MCHP MICROCHIP TECHNOLOGY INC. Technology 26,023.0 $1.7M 0.04% NEW $64.22 +43.0%
289 FIS FIDELITY NATL INFORMATION SV Technology 25,227.0 $1.7M 0.04% NEW $65.94 -34.0%
290 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 22,048.0 $1.7M 0.04% NEW $75.10 -18.0%
291 EQT EQT CORP Energy 30,137.0 $1.6M 0.04% NEW $54.43 +5.5%
292 OXY OCCIDENTAL PETE CORP Energy 34,706.0 $1.6M 0.04% NEW $47.25 +28.5%
293 WAB WABTEC Industrials 8,142.0 $1.6M 0.04% NEW $200.47 +27.3%
294 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,720.0 $1.6M 0.04% NEW $345.45 -26.4%
295 FLEX FLEX LTD Technology 28,109.0 $1.6M 0.04% NEW $57.97 +117.9%
296 ACGL ARCH CAP GROUP LTD Financial Services 17,950.0 $1.6M 0.04% NEW $90.73 +6.7%
297 PCG PG&E CORP Utilities 106,143.0 $1.6M 0.04% NEW $15.08 +8.8%
298 STT STATE STR CORP Financial Services 13,677.0 $1.6M 0.04% NEW $116.01 +30.1%
299 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 23,586.0 $1.6M 0.04% NEW $67.07 -24.1%
300 CASY CASEYS GEN STORES INC Consumer Cyclical 2,785.0 $1.6M 0.04% NEW $565.32 +50.8%
Page 15 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%