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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 25 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SF STIFEL FINL CORP Financial Services 7,652.0 $868K 0.02% NEW $113.47 -36.0%
482 TPL TEXAS PACIFIC LAND CORPORATI Energy 927.0 $865K 0.02% NEW $933.64 -57.7%
483 PNR PENTAIR PLC Industrials 7,811.0 $865K 0.02% NEW $110.76 -35.0%
484 WY WEYERHAEUSER CO MTN BE Real Estate 34,844.0 $864K 0.02% NEW $24.79 -7.7%
485 DTM DT MIDSTREAM INC Energy 7,608.0 $860K 0.02% NEW $113.06 +32.8%
486 FHN FIRST HORIZON CORPORATION Financial Services 38,027.0 $860K 0.02% NEW $22.61 +4.3%
487 SNA SNAP ON INC Industrials 2,477.0 $858K 0.02% NEW $346.53 +3.9%
488 WAT WATERS CORP Healthcare 2,861.0 $858K 0.02% NEW $299.81 +11.2%
489 LITE LUMENTUM HLDGS INC Technology 5,269.0 $857K 0.02% NEW $162.71 +447.0%
490 LII LENNOX INTL INC Industrials 1,615.0 $855K 0.02% NEW $529.36 -8.8%
491 MEDP MEDPACE HLDGS INC Healthcare 1,662.0 $855K 0.02% NEW $514.16 -18.3%
492 J JACOBS SOLUTIONS INC Industrials 5,671.0 $850K 0.02% NEW $149.86 -24.7%
493 KEY KEYCORP Financial Services 45,011.0 $841K 0.02% NEW $18.69 +11.9%
494 GAMESTOP CORP NEW 30,822.0 $841K 0.02% NEW $27.28
495 RMBS RAMBUS INC DEL Technology 8,058.0 $840K 0.02% NEW $104.20 +17.1%
496 ATI ATI INC Industrials 10,322.0 $840K 0.02% NEW $81.34 +89.0%
497 MLI MUELLER INDS INC Industrials 8,290.0 $838K 0.02% NEW $101.11 +30.4%
498 WTRG ESSENTIAL UTILS INC Utilities 21,005.0 $838K 0.02% NEW $39.90 -7.0%
499 EVRG EVERGY INC Utilities 11,023.0 $838K 0.02% NEW $76.02 +9.1%
500 ESS ESSEX PPTY TR INC Real Estate 3,130.0 $838K 0.02% NEW $267.66 +1.9%
Page 25 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%