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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 16 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DD DUPONT DE NEMOURS INC Basic Materials 20,202.0 $1.6M 0.04% NEW $77.90 -37.6%
302 HPE HEWLETT PACKARD ENTERPRISE C Technology 63,372.0 $1.6M 0.04% NEW $24.56 +32.8%
303 IQVIA HLDGS INC 8,156.0 $1.5M 0.04% NEW $189.94
304 CIEN CIENA CORP Technology 10,587.0 $1.5M 0.04% NEW $145.67 +272.0%
305 CW CURTISS WRIGHT CORP Industrials 2,822.0 $1.5M 0.04% NEW $542.94 +29.8%
306 EFX EQUIFAX INC Industrials 5,971.0 $1.5M 0.04% NEW $256.53 -37.3%
307 VTR VENTAS INC Real Estate 21,853.0 $1.5M 0.04% NEW $69.99 +26.2%
308 HUM HUMANA INC Healthcare 5,855.0 $1.5M 0.04% NEW $260.17 +19.4%
309 CCL CARNIVAL CORP Consumer Cyclical 52,431.0 $1.5M 0.04% NEW $28.91 -10.0%
310 UAL UNITED AIRLS HLDGS INC Industrials 15,621.0 $1.5M 0.04% NEW $96.50 -7.6%
311 RB GLOBAL INC 13,900.0 $1.5M 0.04% NEW $108.36
312 NRG NRG ENERGY INC Utilities 9,293.0 $1.5M 0.04% NEW $161.95 -23.6%
313 KVUE KENVUE INC Consumer Defensive 92,679.0 $1.5M 0.04% NEW $16.23 +5.7%
314 NUE NUCOR CORP Basic Materials 11,029.0 $1.5M 0.04% NEW $135.43 +63.7%
315 NTNX NUTANIX INC Technology 20,077.0 $1.5M 0.04% NEW $74.39 -35.1%
316 TLN TALEN ENERGY CORP Utilities 3,481.0 $1.5M 0.04% NEW $425.38 -26.0%
317 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 21,502.0 $1.5M 0.04% NEW $68.81 +21.3%
318 MTB M & T BK CORP Financial Services 7,459.0 $1.5M 0.04% NEW $197.62 +4.5%
319 RJF RAYMOND JAMES FINL INC Financial Services 8,518.0 $1.5M 0.04% NEW $172.60 -12.5%
320 TSCO TRACTOR SUPPLY CO Consumer Cyclical 25,593.0 $1.5M 0.04% NEW $56.87 -45.2%
Page 16 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%