Fund HoldingsSECURIAN ASSET MANAGEMENT, INC

Total Portfolio Value
$3.35B
Total Bought
$29.42M
Total Sold
$570.35M
Net Transaction
-$540.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BLACKSTONE INC(BX)050,932+50,93205,4570.16%+5,457
AIRBNB INC030,595+30,59504,1980.13%+4,198
KENVUE INC(KVUE)0123,673+123,67302,4830.07%+2,483
GAMING & LEISURE PPTYS INC(GLPI)022,245+22,24501,0130.03%+1,013
EQUITY LIFESTYLE PPTYS INC(ELS)015,777+15,77701,0050.03%+1,005
VISTRA CORP(VST)029,265+29,26509710.03%+971
GODADDY INC(GDDY)012,434+12,43409260.03%+926
FIDELITY NATIONAL FINANCIAL(FNF)021,900+21,90009040.03%+904
CHESAPEAKE ENERGY CORP(EXE)09,445+9,44508140.02%+814
VAIL RESORTS INC(MTN)03,265+3,26507240.02%+724
ERIE INDTY CO(ERIE)02,112+2,11206200.02%+620
ALLY FINL INC(ALLY)022,992+22,99206130.02%+613
CIVITAS RESOURCES INC07,230+7,23005850.02%+585
RBC BEARINGS INC(RBC)02,461+2,46105760.02%+576
WEATHERFORD INTL PLC(WFRD)06,104+6,10405510.02%+551
MORNINGSTAR INC(MORN)02,204+2,20405160.02%+516
SENSATA TECHNOLOGIES HLDG PL
SHS
012,910+12,91004880.01%+488
DOLBY LABORATORIES INC(DLB)05,044+5,04404000.01%+400
AMGEN INC(AMGN)038,381+38,381010,3150.31%+10,315
TKO GROUP HOLDINGS INC(TKO)04,436+4,43603730.01%+373
ONEOK INC NEW(OKE)041,840+41,84002,6540.08%+2,654
PERMIAN RESOURCES CORP(PR)023,583+23,58303290.01%+329
PENSKE AUTOMOTIVE GRP INC(PAG)01,653+1,65302760.01%+276
PHILLIPS 66(PSX)031,954+31,95403,8390.11%+3,839
MARATHON PETE CORP(MPC)028,693+28,69304,3420.13%+4,342
COPT DEFENSE PROPERTIES(CDP)09,531+9,53102270.01%+227
EXTRA SPACE STORAGE INC(EXR)015,125+15,12501,8390.05%+1,839
KNIFE RIVER CORP(KNF)04,312+4,31202110.01%+211
OVINTIV INC(OVV)21,78321,549-2348291,0250.03%+196
HF SINCLAIR CORP(DINO)012,319+12,31907010.02%+701
HALLIBURTON CO(HAL)064,480+64,48002,6110.08%+2,611
CELSIUS HLDGS INC(CELH)04,168+4,16807150.02%+715
ISHARES TR
CORE INTL AGGR
0112,226+112,22605,4740.16%+5,474
SCHLUMBERGER LTD(SLB)0101,987+101,98705,9460.18%+5,946
NOV INC(NOV)033,352+33,35206970.02%+697
VALERO ENERGY CORP(VLO)025,341+25,34103,5910.11%+3,591
JABIL INC(JBL)011,085+11,08501,4070.04%+1,407
XPO INC(XPO)09,822+9,82207330.02%+733
BLOCK H & R INC012,898+12,89805550.02%+555
CAPRI HOLDINGS LIMITED
SHS
09,830+9,83005170.02%+517
WILLIAMS SONOMA INC(WSM)05,439+5,43908450.03%+845
NEUROCRINE BIOSCIENCES INC(NBIX)08,271+8,27109300.03%+930
UNITED STATES STL CORP NEW018,885+18,88506130.02%+613
OLLIES BARGAIN OUTLET HLDGS(OLLI)05,234+5,23404040.01%+404
KEURIG DR PEPPER INC(KDP)072,193+72,19302,2790.07%+2,279
CONSTELLATION ENERGY CORP(CEG)023,077+23,07702,5170.08%+2,517
PBF ENERGY INC(PBF)09,316+9,31604990.01%+499
CHARTER COMMUNICATIONS INC N(CHTR)07,276+7,27603,2000.10%+3,200
ISHARES TR
BROAD USD HIGH
0117,086+117,08604,0640.12%+4,064
ISHARES U S ETF TR
SHOR DURA BD ETF
0525,620+525,620026,2230.78%+26,223
QUALYS INC(QLYS)03,109+3,10904740.01%+474
SAIA INC(SAIA)02,248+2,24808960.03%+896
PG&E CORP(PCG)0150,070+150,07002,4210.07%+2,421
GLOBUS MED INC(GMED)09,940+9,94004940.01%+494
MACOM TECH SOLUTIONS HLDGS I(MTSI)04,566+4,56603720.01%+372
MURPHY OIL CORP(MUR)012,565+12,56505700.02%+570
FLUOR CORP NEW(FLR)012,143+12,14304460.01%+446
VALARIS LTD(VAL)05,357+5,35704020.01%+402
RYDER SYS INC(R)03,856+3,85604120.01%+412
WESTERN DIGITAL CORP.(WDC)022,955+22,95501,0470.03%+1,047
CASEYS GEN STORES INC(CASY)03,167+3,16708600.03%+860
CF INDS HLDGS INC(CF)013,833+13,83301,1860.04%+1,186
BJS WHSL CLUB HLDGS INC(BJ)011,381+11,38108120.02%+812
EMCOR GROUP INC(EME)03,992+3,99208400.03%+840
TD SYNNEX CORPORATION(SNX)04,049+4,04904040.01%+404
GLOBAL PMTS INC(GPN)018,618+18,61802,1480.06%+2,148
ASPEN TECHNOLOGY INC02,402+2,40204910.01%+491
YETI HLDGS INC(YETI)07,346+7,34603540.01%+354
LENNOX INTL INC(LII)02,707+2,70701,0140.03%+1,014
WESTROCK CO018,308+18,30806550.02%+655
KYNDRYL HLDGS INC(KD)019,387+19,38702930.01%+293
AKAMAI TECHNOLOGIES INC(AKAM)010,859+10,85901,1570.03%+1,157
HEALTHEQUITY INC(HQY)07,239+7,23905290.02%+529
PINNACLE FINL PARTNERS INC06,501+6,50104360.01%+436
REPLIGEN CORP(RGEN)04,391+4,39106980.02%+698
CNX RES CORP(CNX)013,676+13,67603090.01%+309
ZIONS BANCORPORATION N A(ZION)010,582+10,58203690.01%+369
OMEGA HEALTHCARE INVS INC(OHI)020,740+20,74006880.02%+688
VORNADO RLTY TR(VNO)013,556+13,55603070.01%+307
SUPER MICRO COMPUTER INC(SMCI)4,0683,868-2001,0141,0610.03%+47
CHAMPIONX CORPORATION016,650+16,65005930.02%+593
MATTEL INC(MAT)029,995+29,99506610.02%+661
MP MATERIALS CORP(MP)012,187+12,18702330.01%+233
ANTERO RESOURCES CORP(AR)023,915+23,91506070.02%+607
AUTOLIV INC(ALV)06,435+6,43506210.02%+621
ESAB CORPORATION(ESAB)04,797+4,79703370.01%+337
KINSALE CAP GROUP INC(KNSL)01,820+1,82007540.02%+754
EXELIXIS INC(EXEL)026,966+26,96605890.02%+589
GENTEX CORP(GNTX)019,772+19,77206430.02%+643
CIENA CORP(CIEN)012,662+12,66205980.02%+598
ADVANCED DRAIN SYS INC DEL(WMS)05,865+5,86506680.02%+668
NEWMARKET CORP(NEU)0628+62802860.01%+286
BOSTON BEER INC(SAM)0785+78503060.01%+306
MATADOR RES CO(MTDR)09,385+9,38505580.02%+558
SPROUTS FMRS MKT INC(SFM)08,639+8,63903700.01%+370
RANGE RES CORP(RRC)020,442+20,44206630.02%+663
SABRA HEALTH CARE REIT INC(SBRA)019,584+19,58402730.01%+273
ALPS ETF TR
ALERIAN MLP
010,000+10,00004220.01%+422
WESTERN UN CO(WU)031,723+31,72304180.01%+418
BELLRING BRANDS INC(BRBR)011,133+11,13304590.01%+459
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