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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 9 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TDG TRANSDIGM GROUP INC Industrials 2,743.0 $3.6M 0.10% NEW $1318.02 -9.0%
162 MCO MOODYS CORP Financial Services 7,549.0 $3.6M 0.10% NEW $476.48 -6.8%
163 EMR EMERSON ELEC CO Industrials 27,179.0 $3.6M 0.09% NEW $131.18 +1.2%
164 AZO AUTOZONE INC Consumer Cyclical 816.0 $3.5M 0.09% NEW $4290.24 -20.5%
165 ELV ELEVANCE HEALTH INC Healthcare 10,804.0 $3.5M 0.09% NEW $323.12 +21.9%
166 JCI JOHNSON CTLS INTL PLC Industrials 31,602.0 $3.5M 0.09% NEW $109.95 +25.6%
167 CTAS CINTAS CORP Industrials 16,526.0 $3.4M 0.09% NEW $205.26 -17.1%
168 HCA HCA HEALTHCARE INC Healthcare 7,955.0 $3.4M 0.09% NEW $426.20 -6.8%
169 FISV FISERV INC Technology 26,252.0 $3.4M 0.09% NEW $128.93 -56.2%
170 ECL ECOLAB INC Basic Materials 12,267.0 $3.4M 0.09% NEW $273.86 -9.2%
171 ITW ILLINOIS TOOL WKS INC Industrials 12,776.0 $3.3M 0.09% NEW $260.76 -4.7%
172 ADSK AUTODESK INC Technology 10,340.0 $3.3M 0.09% NEW $317.67 -24.2%
173 NSC NORFOLK SOUTHN CORP Industrials 10,773.0 $3.2M 0.09% NEW $300.41 +5.0%
174 CSX CSX CORP Industrials 90,033.0 $3.2M 0.09% NEW $35.51 +30.3%
175 ZTS ZOETIS INC Healthcare 21,402.0 $3.1M 0.08% NEW $146.32 -45.7%
176 TEL TE CONNECTIVITY PLC Technology 14,241.0 $3.1M 0.08% NEW $219.53 -8.3%
177 CL COLGATE PALMOLIVE CO Consumer Defensive 39,031.0 $3.1M 0.08% NEW $79.94 +13.2%
178 PYPL PAYPAL HLDGS INC Financial Services 46,138.0 $3.1M 0.08% NEW $67.06 -34.4%
179 GLW CORNING INC Technology 37,564.0 $3.1M 0.08% NEW $82.03 +119.3%
180 TRV TRAVELERS COMPANIES INC Financial Services 10,820.0 $3.0M 0.08% NEW $279.22 +9.7%
Page 9 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%