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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 44 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ALLETE INC 4,279.0 $284K 0.01% NEW $66.40
862 RYN RAYONIER INC Real Estate 10,606.0 $281K 0.01% NEW $26.54 -25.2%
863 INTERNATIONAL BANCSHARES COR 4,035.0 $277K 0.01% NEW $68.75
864 ALGM ALLEGRO MICROSYSTEMS INC Technology 9,285.0 $271K 0.01% NEW $29.20 +42.6%
865 BRKR BRUKER CORP Healthcare 8,294.0 $269K 0.01% NEW $32.49 +31.1%
866 NWE NORTHWESTERN ENERGY GROUP IN Utilities 4,549.0 $267K 0.01% NEW $58.61 +22.0%
867 NOVT NOVANTA INC Technology 2,632.0 $264K 0.01% NEW $100.15 +51.0%
868 LNTH LANTHEUS HLDGS INC Healthcare 5,092.0 $261K 0.01% NEW $51.29 +81.6%
869 EXPO EXPONENT INC Industrials 3,726.0 $259K 0.01% NEW $69.48 -17.5%
870 FLAGSTAR FINANCIAL INC 22,409.0 $259K 0.01% NEW $11.55
871 MZTI LANCASTER COLONY CORP Consumer Defensive 1,497.0 $259K 0.01% NEW $172.79 -34.6%
872 HOG HARLEY DAVIDSON INC Consumer Cyclical 9,103.0 $254K 0.01% NEW $27.90 -12.7%
873 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12,446.0 $254K 0.01% NEW $20.37 +13.6%
874 EEFT EURONET WORLDWIDE INC Technology 2,886.0 $253K 0.01% NEW $87.81 -21.4%
875 TEX TEREX CORP NEW Industrials 4,875.0 $250K 0.01% NEW $51.30 +13.0%
876 CDP COPT DEFENSE PROPERTIES Real Estate 8,439.0 $245K 0.01% NEW $29.06 +9.8%
877 CXT CRANE NXT CO Industrials 3,617.0 $243K 0.01% NEW $67.07 -42.8%
878 KMPR KEMPER CORP Financial Services 4,699.0 $242K 0.01% NEW $51.55 -41.5%
879 VAL VALARIS LTD Energy 4,958.0 $242K 0.01% NEW $48.77 +132.6%
880 AMKR AMKOR TECHNOLOGY INC Technology 8,514.0 $242K 0.01% NEW $28.40 +130.8%
Page 44 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%