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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 8 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GD GENERAL DYNAMICS CORP Industrials 12,202.0 $4.2M 0.11% NEW $341.00 -0.9%
142 NKE NIKE INC Consumer Cyclical 57,342.0 $4.0M 0.11% NEW $69.73 -39.9%
143 MMM 3M CO Industrials 25,722.0 $4.0M 0.11% NEW $155.18 -4.6%
144 NOC NORTHROP GRUMMAN CORP Industrials 6,527.0 $4.0M 0.10% NEW $609.32 -9.3%
145 WM WASTE MGMT INC DEL Industrials 17,850.0 $3.9M 0.10% NEW $220.83 -0.2%
146 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 12,141.0 $3.9M 0.10% NEW $323.58 -26.9%
147 MDLZ MONDELEZ INTL INC Consumer Defensive 62,489.0 $3.9M 0.10% NEW $62.47 -2.0%
148 SHW SHERWIN WILLIAMS CO Basic Materials 11,171.0 $3.9M 0.10% NEW $346.26 -14.8%
149 AJG GALLAGHER ARTHUR J & CO Financial Services 12,398.0 $3.8M 0.10% NEW $309.74 -35.3%
150 ANGL VANECK ETF TRUST 129,000.0 $3.8M 0.10% NEW $29.73 -3.2%
151 PNC PNC FINL SVCS GROUP INC Financial Services 19,019.0 $3.8M 0.10% NEW $200.93 +5.5%
152 HWM HOWMET AEROSPACE INC Industrials 19,468.0 $3.8M 0.10% NEW $196.23 +30.6%
153 AON AON PLC Financial Services 10,525.0 $3.8M 0.10% NEW $356.58 -10.6%
154 WMB WILLIAMS COS INC Energy 58,975.0 $3.7M 0.10% NEW $63.35 +26.0%
155 MSI MOTOROLA SOLUTIONS INC Technology 8,143.0 $3.7M 0.10% NEW $457.29 -12.1%
156 EQIX EQUINIX INC Real Estate 4,752.0 $3.7M 0.10% NEW $783.24 +33.8%
157 BK BANK NEW YORK MELLON CORP Financial Services 34,058.0 $3.7M 0.10% NEW $108.96 +25.1%
158 CI THE CIGNA GROUP Healthcare 12,825.0 $3.7M 0.10% NEW $288.25 +0.8%
159 COIN COINBASE GLOBAL INC Financial Services 10,883.0 $3.7M 0.10% NEW $337.49 -43.4%
160 USB US BANCORP DEL Financial Services 75,155.0 $3.6M 0.10% NEW $48.33 +9.9%
Page 8 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%