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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 46 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 WU WESTERN UN CO Financial Services 24,188.0 $193K 0.01% NEW $7.99 +5.9%
902 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 4,619.0 $193K 0.01% NEW $41.81 +7.3%
903 XRAY DENTSPLY SIRONA INC Healthcare 14,940.0 $190K 0.01% NEW $12.69 -22.6%
904 PBF PBF ENERGY INC Energy 6,152.0 $186K 0.01% NEW $30.17 +39.7%
905 WLK WESTLAKE CORPORATION Basic Materials 2,403.0 $185K 0.01% NEW $77.06 +18.7%
906 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,249.0 $185K 0.01% NEW $56.95 +1.0%
907 BLKB BLACKBAUD INC Technology 2,763.0 $178K 0.01% NEW $64.31 -51.1%
908 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 8,904.0 $177K 0.01% NEW $19.92 -11.9%
909 HAE HAEMONETICS CORP MASS Healthcare 3,608.0 $176K 0.01% NEW $48.74 +17.5%
910 POWI POWER INTEGRATIONS INC Technology 4,155.0 $167K 0.00% NEW $40.21 +68.2%
911 PK PARK HOTELS & RESORTS INC Real Estate 14,972.0 $166K 0.00% NEW $11.08 +0.1%
912 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1,547.0 $165K 0.00% NEW $106.91 -0.7%
913 ASH ASHLAND INC Basic Materials 3,379.0 $162K 0.00% NEW $47.91 +14.1%
914 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 21,423.0 $160K 0.00% NEW $7.48 -24.6%
915 NSA NATIONAL STORAGE AFFILIATES Real Estate 5,243.0 $158K 0.00% NEW $30.22 +37.4%
916 CNXC CONCENTRIX CORP Technology 3,351.0 $155K 0.00% NEW $46.15 -48.1%
917 ASGN ASGN INC Technology 3,188.0 $151K 0.00% NEW $47.35 -62.1%
918 IPGP IPG PHOTONICS CORP Technology 1,840.0 $146K 0.00% NEW $79.19 +34.3%
919 IRIDIUM COMMUNICATIONS INC 7,947.0 $139K 0.00% NEW $17.46
920 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 2,073.0 $138K 0.00% NEW $66.56 +9.4%
Page 46 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%