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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 24 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CRS CARPENTER TECHNOLOGY CORP Industrials 3,768.0 $925K 0.03% NEW $245.54 +70.9%
462 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9,889.0 $922K 0.02% NEW $93.25 -0.5%
463 STZ CONSTELLATION BRANDS INC Consumer Defensive 6,833.0 $920K 0.02% NEW $134.67 +9.4%
464 RBC RBC BEARINGS INC Industrials 2,354.0 $919K 0.02% NEW $390.29 +44.1%
465 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,501.0 $918K 0.02% NEW $262.33 +16.8%
466 GPC GENUINE PARTS CO Consumer Cyclical 6,591.0 $914K 0.02% NEW $138.60 -32.4%
467 UNM UNUM GROUP Financial Services 11,734.0 $913K 0.02% NEW $77.78 +7.4%
468 STLD STEEL DYNAMICS INC Basic Materials 6,539.0 $912K 0.02% NEW $139.43 +63.5%
469 AMCOR PLC 111,324.0 $911K 0.02% NEW $8.18
470 GDDY GODADDY INC Technology 6,623.0 $906K 0.02% NEW $136.83 -34.6%
471 FFIV F5 INC Technology 2,798.0 $904K 0.02% NEW $323.19 +18.9%
472 APTIV PLC 10,420.0 $898K 0.02% NEW $86.22
473 RNR RENAISSANCERE HLDGS LTD Financial Services 3,525.0 $895K 0.02% NEW $253.93 +18.6%
474 OC OWENS CORNING NEW Industrials 6,263.0 $886K 0.02% NEW $141.46 -21.0%
475 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 14,500.0 $880K 0.02% NEW $60.70 +2.9%
476 DLTR DOLLAR TREE INC Consumer Defensive 9,325.0 $880K 0.02% NEW $94.37 -3.7%
477 HIMS HIMS & HERS HEALTH INC Healthcare 15,485.0 $878K 0.02% NEW $56.72 -59.8%
478 CLH CLEAN HARBORS INC Industrials 3,776.0 $877K 0.02% NEW $232.22 +23.2%
479 SCI SERVICE CORP INTL Consumer Cyclical 10,503.0 $874K 0.02% NEW $83.22 -8.2%
480 CTRA COTERRA ENERGY INC Energy 36,854.0 $872K 0.02% NEW $23.65 +37.7%
Page 24 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%