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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 42 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 EMN EASTMAN CHEM CO Basic Materials 5,439.0 $343K 0.01% NEW $63.05 +12.5%
822 VVV VALVOLINE INC Energy 9,520.0 $342K 0.01% NEW $35.91 -7.4%
823 BEN FRANKLIN RESOURCES INC Financial Services 14,776.0 $342K 0.01% NEW $23.13 +33.1%
824 CROX CROCS INC Consumer Cyclical 4,090.0 $342K 0.01% NEW $83.55 +16.1%
825 CNX CNX RES CORP Energy 10,591.0 $340K 0.01% NEW $32.12 +13.8%
826 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 9,814.0 $340K 0.01% NEW $34.66 +7.0%
827 OPCH OPTION CARE HEALTH INC Healthcare 12,154.0 $337K 0.01% NEW $27.76 -29.1%
828 SBRA SABRA HEALTH CARE REIT INC Real Estate 17,958.0 $335K 0.01% NEW $18.64 +12.3%
829 BKH BLACK HILLS CORP Utilities 5,422.0 $334K 0.01% NEW $61.59 +19.0%
830 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,907.0 $333K 0.01% NEW $30.55 +56.5%
831 PSN PARSONS CORP DEL Industrials 3,999.0 $332K 0.01% NEW $82.92 -37.9%
832 EPR EPR PPTYS Real Estate 5,685.0 $330K 0.01% NEW $58.01 +0.6%
833 DLB DOLBY LABORATORIES INC Technology 4,551.0 $329K 0.01% NEW $72.37 -24.9%
834 AVT AVNET INC Technology 6,280.0 $328K 0.01% NEW $52.28 +57.4%
835 FFIN FIRST FINL BANKSHARES INC Financial Services 9,731.0 $327K 0.01% NEW $33.65 -5.6%
836 WHR WHIRLPOOL CORP Consumer Cyclical 4,157.0 $327K 0.01% NEW $78.60 -49.8%
837 GHC GRAHAM HLDGS CO Consumer Defensive 277.0 $326K 0.01% NEW $1177.31 -5.0%
838 HSIC HENRY SCHEIN INC Healthcare 4,905.0 $326K 0.01% NEW $66.37 +9.5%
839 KBH KB HOME Consumer Cyclical 5,096.0 $324K 0.01% NEW $63.64 -28.3%
840 KMX CARMAX INC Consumer Cyclical 7,183.0 $322K 0.01% NEW $44.87 -17.4%
Page 42 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%