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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 2 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF TR Financial Services 40,710.0 $27.1M 0.72% NEW $666.18 +10.1%
22 NFLX NETFLIX INC Communication Services 20,523.0 $24.6M 0.65% NEW $1198.92 -92.5%
23 XOM EXXON MOBIL CORP Energy 205,890.0 $23.2M 0.61% NEW $112.75 +42.3%
24 MA MASTERCARD INCORPORATED Financial Services 39,867.0 $22.7M 0.60% NEW $568.81 -11.1%
25 ORCL ORACLE CORP Technology 80,034.0 $22.5M 0.60% NEW $281.24 -33.6%
26 WMT WALMART INC Consumer Defensive 211,974.0 $21.8M 0.58% NEW $103.06 +29.4%
27 JNJ JOHNSON & JOHNSON Healthcare 116,309.0 $21.6M 0.57% NEW $185.42 +23.5%
28 PLTR PALANTIR TECHNOLOGIES INC Technology 109,834.0 $20.0M 0.53% NEW $182.42 -25.9%
29 COST COSTCO WHSL CORP NEW Consumer Defensive 21,417.0 $19.8M 0.53% NEW $925.63 +13.3%
30 ABBV ABBVIE INC Healthcare 85,315.0 $19.8M 0.52% NEW $231.54 -7.7%
31 HD HOME DEPOT INC Consumer Cyclical 48,050.0 $19.5M 0.52% NEW $405.19 -26.0%
32 USIG ISHARES TR 360,017.0 $18.8M 0.50% NEW $52.22 -3.2%
33 IDV ISHARES TR 500,000.0 $18.3M 0.48% NEW $36.55 +22.4%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 113,123.0 $17.4M 0.46% NEW $153.65 -7.3%
35 BAC BANK AMERICA CORP Financial Services 329,096.0 $17.0M 0.45% NEW $51.59 -1.7%
36 IDEV ISHARES TR 205,529.0 $16.5M 0.44% NEW $80.17 +9.8%
37 NEAR ISHARES U S ETF TR 318,620.0 $16.3M 0.43% NEW $51.28 -1.4%
38 EEMV ISHARES INC 253,206.0 $16.2M 0.43% NEW $63.83 +11.0%
39 GE GE AEROSPACE Industrials 51,213.0 $15.4M 0.41% NEW $300.82 -4.9%
40 UNH UNITEDHEALTH GROUP INC Healthcare 43,739.0 $15.1M 0.40% NEW $345.30 +13.3%
Page 2 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%