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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 34 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LIGHT & WONDER INC 6,287.0 $528K 0.01% NEW $83.94
662 RGEN REPLIGEN CORP Healthcare 3,942.0 $527K 0.01% NEW $133.67 -22.0%
663 HST HOST HOTELS & RESORTS INC Real Estate 30,879.0 $526K 0.01% NEW $17.02 +28.5%
664 BXP BXP INC Real Estate 7,052.0 $524K 0.01% NEW $74.34 -21.1%
665 MUSA MURPHY USA INC Consumer Cyclical 1,350.0 $524K 0.01% NEW $388.26 +45.6%
666 CADENCE BANK 13,953.0 $524K 0.01% NEW $37.54
667 DAYFORCE INC 7,593.0 $523K 0.01% NEW $68.89
668 COKE COCA COLA CONS INC Consumer Defensive 4,464.0 $523K 0.01% NEW $117.16 +47.0%
669 FLS FLOWSERVE CORP Industrials 9,794.0 $520K 0.01% NEW $53.14 +24.1%
670 NEU NEWMARKET CORP Basic Materials 628.0 $520K 0.01% NEW $828.21 -15.4%
671 AKAM AKAMAI TECHNOLOGIES INC Technology 6,862.0 $520K 0.01% NEW $75.76 +86.6%
672 KD KYNDRYL HLDGS INC Technology 17,311.0 $520K 0.01% NEW $30.03 -61.0%
673 AIZ ASSURANT INC Financial Services 2,371.0 $514K 0.01% NEW $216.60 +18.4%
674 FDS FACTSET RESH SYS INC Financial Services 1,788.0 $512K 0.01% NEW $286.49 -21.7%
675 FR FIRST INDL RLTY TR INC Real Estate 9,916.0 $510K 0.01% NEW $51.47 +19.5%
676 SYNOVUS FINL CORP 10,395.0 $510K 0.01% NEW $49.08
677 SOLV SOLVENTUM CORP Healthcare 6,981.0 $510K 0.01% NEW $73.00 +4.3%
678 POOL POOL CORP Industrials 1,643.0 $509K 0.01% NEW $310.07 -41.5%
679 FLR FLUOR CORP NEW Industrials 12,107.0 $509K 0.01% NEW $42.07 +5.4%
680 G GENPACT LIMITED Technology 12,138.0 $508K 0.01% NEW $41.89 -25.2%
Page 34 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%