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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 41 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SIGI SELECTIVE INS GROUP INC Financial Services 4,502.0 $365K 0.01% NEW $81.07 +8.8%
802 M MACYS INC Consumer Cyclical 20,336.0 $365K 0.01% NEW $17.93 +3.3%
803 CUZ COUSINS PPTYS INC Real Estate 12,579.0 $364K 0.01% NEW $28.94 -9.1%
804 BILL BILL HOLDINGS INC Technology 6,867.0 $364K 0.01% NEW $52.97 -28.7%
805 GAP GAP INC Consumer Cyclical 16,967.0 $363K 0.01% NEW $21.39 -3.1%
806 NJR NEW JERSEY RES CORP Utilities 7,523.0 $362K 0.01% NEW $48.15 +19.7%
807 BCO BRINKS CO Industrials 3,098.0 $362K 0.01% NEW $116.86 -12.5%
808 OGS ONE GAS INC Utilities 4,464.0 $361K 0.01% NEW $80.94 +2.8%
809 POR PORTLAND GEN ELEC CO Utilities 8,205.0 $361K 0.01% NEW $44.00 +9.7%
810 QLYS QUALYS INC Technology 2,709.0 $358K 0.01% NEW $132.33 -26.0%
811 CRL CHARLES RIV LABS INTL INC Healthcare 2,286.0 $358K 0.01% NEW $156.46 -4.2%
812 SR SPIRE INC Utilities 4,366.0 $356K 0.01% NEW $81.52 +5.8%
813 BDC BELDEN INC Technology 2,956.0 $356K 0.01% NEW $120.27 -15.2%
814 TKR TIMKEN CO Industrials 4,726.0 $355K 0.01% NEW $75.18 +52.3%
815 VFC V F CORP Consumer Cyclical 24,574.0 $355K 0.01% NEW $14.43 +17.0%
816 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,492.0 $347K 0.01% NEW $99.37 -3.4%
817 HRL HORMEL FOODS CORP Consumer Defensive 14,015.0 $347K 0.01% NEW $24.74 -17.6%
818 KEX KIRBY CORP Industrials 4,140.0 $345K 0.01% NEW $83.45 +75.7%
819 KRC KILROY RLTY CORP Real Estate 8,129.0 $343K 0.01% NEW $42.25 -19.2%
820 BRBR BELLRING BRANDS INC Consumer Defensive 9,435.0 $343K 0.01% NEW $36.35 -75.5%
Page 41 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%