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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 43 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 KNF KNIFE RIVER CORP Basic Materials 4,183.0 $322K 0.01% NEW $76.87 -3.1%
842 SON SONOCO PRODS CO Consumer Cyclical 7,386.0 $318K 0.01% NEW $43.09 +8.9%
843 ENS ENERSYS Industrials 2,806.0 $317K 0.01% NEW $112.96 +98.7%
844 ASB ASSOCIATED BANC CORP Financial Services 12,236.0 $315K 0.01% NEW $25.71 +5.7%
845 SLAB SILICON LABORATORIES INC Technology 2,398.0 $314K 0.01% NEW $131.13 +65.2%
846 MHK MOHAWK INDS INC Consumer Cyclical 2,437.0 $314K 0.01% NEW $128.92 -25.1%
847 LSTR LANDSTAR SYS INC Industrials 2,544.0 $312K 0.01% NEW $122.56 +43.6%
848 MSM MSC INDL DIRECT INC Industrials 3,381.0 $312K 0.01% NEW $92.14 +13.6%
849 BC BRUNSWICK CORP Consumer Cyclical 4,888.0 $309K 0.01% NEW $63.24 +16.2%
850 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,528.0 $302K 0.01% NEW $85.55 -15.7%
851 CBT CABOT CORP Basic Materials 3,956.0 $301K 0.01% NEW $76.05 +7.7%
852 PVH PVH CORPORATION Consumer Cyclical 3,554.0 $298K 0.01% NEW $83.77 -4.1%
853 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,397.0 $297K 0.01% NEW $31.58 -35.6%
854 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,862.0 $289K 0.01% NEW $59.49 +5.1%
855 FEDERATED HERMES INC 5,535.0 $287K 0.01% NEW $51.93
856 CNO CNO FINL GROUP INC Financial Services 7,259.0 $287K 0.01% NEW $39.55 +21.0%
857 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,392.0 $287K 0.01% NEW $84.53 +15.3%
858 IRT INDEPENDENCE RLTY TR INC Real Estate 17,482.0 $287K 0.01% NEW $16.39 -0.8%
859 SLGN SILGAN HLDGS INC Consumer Cyclical 6,650.0 $286K 0.01% NEW $43.01 -12.8%
860 MUR MURPHY OIL CORP Energy 10,048.0 $285K 0.01% NEW $28.41 +42.3%
Page 43 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%