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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 6 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PANW PALO ALTO NETWORKS INC Technology 32,232.0 $6.6M 0.17% NEW $203.62 +19.0%
102 HON HONEYWELL INTL INC Industrials 30,662.0 $6.5M 0.17% NEW $210.50 +3.5%
103 DHR DANAHER CORPORATION Healthcare 32,079.0 $6.4M 0.17% NEW $198.26 -15.7%
104 SYK STRYKER CORPORATION Healthcare 16,578.0 $6.1M 0.16% NEW $369.67 -14.6%
105 BX BLACKSTONE INC Financial Services 35,540.0 $6.1M 0.16% NEW $170.85 -32.3%
106 CRWD CROWDSTRIKE HLDGS INC Technology 12,151.0 $6.0M 0.16% NEW $490.38 +26.2%
107 MDT MEDTRONIC PLC Healthcare 61,877.0 $5.9M 0.16% NEW $95.24 -17.9%
108 ADI ANALOG DEVICES INC Technology 23,962.0 $5.9M 0.16% NEW $245.70 +70.7%
109 WELL WELLTOWER INC Real Estate 32,300.0 $5.8M 0.15% NEW $178.14 +21.0%
110 ADP AUTOMATIC DATA PROCESSING IN Industrials 19,561.0 $5.7M 0.15% NEW $293.50 -24.2%
111 COP CONOCOPHILLIPS Energy 60,316.0 $5.7M 0.15% NEW $94.59 +32.5%
112 DE DEERE & CO Industrials 12,300.0 $5.6M 0.15% NEW $457.26 +22.6%
113 TMUS T-MOBILE US INC Communication Services 23,373.0 $5.6M 0.15% NEW $239.38 -19.3%
114 CMCSA COMCAST CORP NEW Communication Services 177,856.0 $5.6M 0.15% NEW $31.42 -21.1%
115 MO ALTRIA GROUP INC Consumer Defensive 81,128.0 $5.4M 0.14% NEW $66.06 +12.4%
116 HOOD ROBINHOOD MKTS INC Financial Services 37,377.0 $5.4M 0.14% NEW $143.18 -47.7%
117 PLD PROLOGIS INC. Real Estate 44,820.0 $5.1M 0.14% NEW $114.52 +24.4%
118 CB CHUBB LIMITED Financial Services 17,907.0 $5.1M 0.13% NEW $282.25 +17.3%
119 SO SOUTHERN CO Utilities 53,125.0 $5.0M 0.13% NEW $94.77 +0.1%
120 LMT LOCKHEED MARTIN CORP Industrials 9,977.0 $5.0M 0.13% NEW $499.21 +5.1%
Page 6 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%