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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 39 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TECH BIO-TECHNE CORP Healthcare 7,445.0 $414K 0.01% NEW $55.63 -20.1%
762 FOX FOX CORP Communication Services 7,177.0 $411K 0.01% NEW $57.29 +3.0%
763 UFPI UFP INDUSTRIES INC Basic Materials 4,386.0 $410K 0.01% NEW $93.49 -13.2%
764 MTCH MATCH GROUP INC NEW Communication Services 11,585.0 $409K 0.01% NEW $35.32 +1.6%
765 HLNE HAMILTON LANE INC Financial Services 3,030.0 $408K 0.01% NEW $134.79 -35.6%
766 BBWI BATH & BODY WORKS INC Consumer Cyclical 15,848.0 $408K 0.01% NEW $25.76 -37.5%
767 MTN VAIL RESORTS INC Consumer Cyclical 2,726.0 $408K 0.01% NEW $149.57 -17.3%
768 MAT MATTEL INC Consumer Cyclical 24,130.0 $406K 0.01% NEW $16.83 -11.2%
769 THO THOR INDS INC Consumer Cyclical 3,916.0 $406K 0.01% NEW $103.69 -28.8%
770 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,928.0 $404K 0.01% NEW $50.98 -7.2%
771 WEX WEX INC Technology 2,557.0 $403K 0.01% NEW $157.53 -9.5%
772 TXNM ENERGY INC 7,069.0 $400K 0.01% NEW $56.55
773 AOS SMITH A O CORP Industrials 5,428.0 $398K 0.01% NEW $73.41 -23.8%
774 PEGA PEGASYSTEMS INC Technology 6,918.0 $398K 0.01% NEW $57.50 -40.6%
775 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,347.0 $397K 0.01% NEW $62.61 +5.6%
776 LEA LEAR CORP Consumer Cyclical 3,936.0 $396K 0.01% NEW $100.61 +29.6%
777 UBSI UNITED BANKSHARES INC WEST V Financial Services 10,583.0 $394K 0.01% NEW $37.21 +14.3%
778 MTDR MATADOR RES CO Energy 8,764.0 $394K 0.01% NEW $44.93 +35.3%
779 ALGN ALIGN TECHNOLOGY INC Healthcare 3,114.0 $390K 0.01% NEW $125.22 +23.9%
780 BIO BIO RAD LABS INC Healthcare 1,389.0 $389K 0.01% NEW $280.39 +0.2%
Page 39 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%