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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 40 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FOUR SHIFT4 PMTS INC Technology 5,020.0 $389K 0.01% NEW $77.40 -45.1%
782 HOMB HOME BANCSHARES INC Financial Services 13,726.0 $388K 0.01% NEW $28.30 -7.8%
783 LW LAMB WESTON HLDGS INC Consumer Defensive 6,645.0 $386K 0.01% NEW $58.08 -24.8%
784 POST POST HLDGS INC Consumer Defensive 3,580.0 $385K 0.01% NEW $107.48 -7.3%
785 FCN FTI CONSULTING INC Industrials 2,378.0 $384K 0.01% NEW $161.65 -4.9%
786 BYD BOYD GAMING CORP Consumer Cyclical 4,443.0 $384K 0.01% NEW $86.45 -9.7%
787 VLYPN VALLEY NATL BANCORP Financial Services 36,050.0 $382K 0.01% NEW $10.60 +144.7%
788 EPAM EPAM SYS INC Technology 2,530.0 $381K 0.01% NEW $150.79 -33.4%
789 MMS MAXIMUS INC Industrials 4,159.0 $380K 0.01% NEW $91.37 -34.7%
790 LKQ LKQ CORP Consumer Cyclical 12,372.0 $378K 0.01% NEW $30.54 -18.8%
791 SWX SOUTHWEST GAS HLDGS INC Utilities 4,797.0 $376K 0.01% NEW $78.34 +13.5%
792 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,704.0 $375K 0.01% NEW $101.31 +13.4%
793 ERIE ERIE INDTY CO Financial Services 1,179.0 $375K 0.01% NEW $318.16 -30.4%
794 HXL HEXCEL CORP NEW Industrials 5,958.0 $374K 0.01% NEW $62.70 +42.4%
795 WMG WARNER MUSIC GROUP CORP Communication Services 10,926.0 $372K 0.01% NEW $34.06 +1.5%
796 NOV NOV INC Energy 27,812.0 $369K 0.01% NEW $13.25 +59.8%
797 WFRD WEATHERFORD INTL PLC Energy 5,379.0 $368K 0.01% NEW $68.43 +62.8%
798 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 8,122.0 $368K 0.01% NEW $45.25 -7.9%
799 KRG KITE RLTY GROUP TR Real Estate 16,466.0 $367K 0.01% NEW $22.30 +16.7%
800 DAR DARLING INGREDIENTS INC Consumer Defensive 11,847.0 $366K 0.01% NEW $30.87 +101.3%
Page 40 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%