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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 35 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PNW PINNACLE WEST CAP CORP Utilities 5,663.0 $508K 0.01% NEW $89.66 +11.3%
682 CART MAPLEBEAR INC Consumer Cyclical 13,810.0 $508K 0.01% NEW $36.76 +11.5%
683 HRB BLOCK H & R INC Consumer Cyclical 10,026.0 $507K 0.01% NEW $50.57 -23.5%
684 WYNN WYNN RESORTS LTD Consumer Cyclical 3,952.0 $507K 0.01% NEW $128.27 -25.5%
685 MASI MASIMO CORP Healthcare 3,433.0 $507K 0.01% NEW $147.55 +21.2%
686 AMG AFFILIATED MANAGERS GROUP IN Financial Services 2,118.0 $505K 0.01% NEW $238.43 +23.7%
687 MOH MOLINA HEALTHCARE INC Healthcare 2,632.0 $504K 0.01% NEW $191.36 -3.4%
688 JKHY HENRY JACK & ASSOC INC Technology 3,380.0 $503K 0.01% NEW $148.93 -6.6%
689 STWD STARWOOD PPTY TR INC Real Estate 25,846.0 $501K 0.01% NEW $19.37 -12.2%
690 IVZ INVESCO LTD Financial Services 21,537.0 $494K 0.01% NEW $22.94 +19.4%
691 INTERPUBLIC GROUP COS INC 17,686.0 $494K 0.01% NEW $27.91
692 STAG STAG INDL INC Real Estate 13,982.0 $493K 0.01% NEW $35.29 +8.2%
693 CYTK CYTOKINETICS INC Healthcare 8,961.0 $492K 0.01% NEW $54.96 +36.8%
694 AGCO AGCO CORP Industrials 4,589.0 $491K 0.01% NEW $107.07 +4.2%
695 PAYC PAYCOM SOFTWARE INC Technology 2,360.0 $491K 0.01% NEW $208.14 -33.1%
696 MTG MGIC INVT CORP WIS Financial Services 17,264.0 $490K 0.01% NEW $28.37 -7.0%
697 FAF FIRST AMERN FINL CORP Financial Services 7,624.0 $490K 0.01% NEW $64.24 +6.8%
698 VNO VORNADO RLTY TR Real Estate 12,081.0 $490K 0.01% NEW $40.53 -21.9%
699 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 7,402.0 $489K 0.01% NEW $66.01 -15.3%
700 AM ANTERO MIDSTREAM CORP Energy 25,085.0 $488K 0.01% NEW $19.44 +15.1%
Page 35 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%