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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 27 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AYI ACUITY INC Industrials 2,311.0 $796K 0.02% NEW $344.39 -18.4%
522 LAMR LAMAR ADVERTISING CO NEW Real Estate 6,500.0 $796K 0.02% NEW $122.42 +24.7%
523 ROL ROLLINS INC Consumer Cyclical 13,509.0 $794K 0.02% NEW $58.74 -9.3%
524 EXPD EXPEDITORS INTL WASH INC Industrials 6,454.0 $791K 0.02% NEW $122.59 +28.2%
525 DOW DOW INC Basic Materials 34,225.0 $785K 0.02% NEW $22.93 +56.6%
526 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,380.0 $779K 0.02% NEW $54.16 -0.1%
527 OVV OVINTIV INC Energy 19,250.0 $777K 0.02% NEW $40.38 +45.8%
528 MAA MID-AMER APT CMNTYS INC Real Estate 5,536.0 $774K 0.02% NEW $139.73 -7.0%
529 WCC WESCO INTL INC Industrials 3,645.0 $771K 0.02% NEW $211.50 +65.5%
530 SATS ECHOSTAR CORP Technology 10,071.0 $769K 0.02% NEW $76.36 +85.7%
531 GEN GEN DIGITAL INC Technology 27,065.0 $768K 0.02% NEW $28.39 -12.5%
532 CNM CORE & MAIN INC Industrials 14,203.0 $765K 0.02% NEW $53.83 -12.4%
533 AVAV AEROVIRONMENT INC Industrials 2,425.0 $764K 0.02% NEW $314.89 -48.2%
534 OMC OMNICOM GROUP INC Communication Services 9,287.0 $757K 0.02% NEW $81.53 -9.5%
535 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 12,286.0 $756K 0.02% NEW $61.54 +22.3%
536 ARMK ARAMARK Industrials 19,685.0 $756K 0.02% NEW $38.40 +34.5%
537 AFG AMERICAN FINL GROUP INC OHIO Financial Services 5,184.0 $755K 0.02% NEW $145.72 -5.8%
538 LSCC LATTICE SEMICONDUCTOR CORP Technology 10,252.0 $752K 0.02% NEW $73.32 +90.1%
539 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,879.0 $752K 0.02% NEW $261.05 +17.1%
540 ELAN ELANCO ANIMAL HEALTH INC Healthcare 37,208.0 $749K 0.02% NEW $20.14 +5.9%
Page 27 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%