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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 32 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ELF E L F BEAUTY INC Consumer Defensive 4,442.0 $588K 0.02% NEW $132.48 -58.6%
622 AVY AVERY DENNISON CORP Industrials 3,628.0 $588K 0.02% NEW $162.17 -4.9%
623 ADC AGREE RLTY CORP Real Estate 8,273.0 $588K 0.02% NEW $71.04 +6.4%
624 INGR INGREDION INC Consumer Defensive 4,806.0 $587K 0.02% NEW $122.11 -16.9%
625 VMI VALMONT INDS INC Industrials 1,511.0 $586K 0.02% NEW $387.73 +29.1%
626 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4,551.0 $584K 0.01% NEW $128.40 -36.6%
627 NDSN NORDSON CORP Industrials 2,574.0 $584K 0.01% NEW $226.95 +21.9%
628 COLB COLUMBIA BKG SYS INC Financial Services 22,396.0 $576K 0.01% NEW $25.74 +12.7%
629 R RYDER SYS INC Industrials 3,055.0 $576K 0.01% NEW $188.64 +22.7%
630 ONB OLD NATL BANCORP IND Financial Services 26,119.0 $573K 0.01% NEW $21.95 +6.9%
631 CGNX COGNEX CORP Technology 12,574.0 $570K 0.01% NEW $45.30 +33.9%
632 IEX IDEX CORP Industrials 3,492.0 $568K 0.01% NEW $162.76 +28.2%
633 REGCO REGENCY CTRS CORP Real Estate 7,784.0 $567K 0.01% NEW $72.90 -69.1%
634 BAX BAXTER INTL INC Healthcare 24,799.0 $565K 0.01% NEW $22.77 -19.5%
635 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,755.0 $563K 0.01% NEW $204.44 -17.2%
636 TTC TORO CO Industrials 7,390.0 $563K 0.01% NEW $76.20 +17.4%
637 EXP EAGLE MATLS INC Basic Materials 2,414.0 $563K 0.01% NEW $233.04 -15.6%
638 NWSA NEWS CORP NEW Communication Services 18,179.0 $558K 0.01% NEW $30.71 -14.5%
639 VTRS VIATRIS INC Healthcare 56,304.0 $557K 0.01% NEW $9.90 +66.7%
640 AAL AMERICAN AIRLS GROUP INC Industrials 49,417.0 $555K 0.01% NEW $11.24 +7.3%
Page 32 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%