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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 38 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 37,018.0 $452K 0.01% NEW $12.20 -16.8%
742 CAVA CAVA GROUP INC Consumer Cyclical 7,468.0 $451K 0.01% NEW $60.41 +29.3%
743 ALB ALBEMARLE CORP Basic Materials 5,538.0 $449K 0.01% NEW $81.08 +108.4%
744 RLI RLI CORP Financial Services 6,877.0 $449K 0.01% NEW $65.22 -18.8%
745 ORA ORMAT TECHNOLOGIES INC Utilities 4,547.0 $438K 0.01% NEW $96.25 +34.3%
746 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 22,187.0 $434K 0.01% NEW $19.57 -50.7%
747 FNB F N B CORP Financial Services 26,897.0 $433K 0.01% NEW $16.11 +7.1%
748 SLM SLM CORP Financial Services 15,613.0 $432K 0.01% NEW $27.68 -21.1%
749 GBCI GLACIER BANCORP INC NEW Financial Services 8,878.0 $432K 0.01% NEW $48.67 -3.9%
750 ALK ALASKA AIR GROUP INC Industrials 8,636.0 $430K 0.01% NEW $49.78 -27.3%
751 MRNA MODERNA INC Healthcare 16,621.0 $429K 0.01% NEW $25.83 +86.3%
752 CHRD CHORD ENERGY CORPORATION Energy 4,288.0 $426K 0.01% NEW $99.37 +50.6%
753 MORN MORNINGSTAR INC Financial Services 1,832.0 $425K 0.01% NEW $232.01 -23.7%
754 CAG CONAGRA BRANDS INC Consumer Defensive 23,087.0 $423K 0.01% NEW $18.31 -23.9%
755 LPX LOUISIANA PAC CORP Basic Materials 4,725.0 $420K 0.01% NEW $88.84 -20.7%
756 APA APA CORPORATION Energy 17,275.0 $419K 0.01% NEW $24.28 +65.4%
757 DBX DROPBOX INC Technology 13,861.0 $419K 0.01% NEW $30.21 -7.4%
758 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,104.0 $416K 0.01% NEW $197.74 -0.6%
759 JHG JANUS HENDERSON GROUP PLC Financial Services 9,345.0 $416K 0.01% NEW $44.51 +16.4%
760 TREX TREX CO INC Industrials 8,031.0 $415K 0.01% NEW $51.67 -26.1%
Page 38 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%