SECURIAN ASSET MANAGEMENT, INC — 13F Holdings & Portfolio

CIK 1035350 · latest 13F-HR filed 2026-05-01

SECURIAN ASSET MANAGEMENT, INC manages $2.53B in 13F-reported U.S. long-equity assets across 925 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (5.69%), IVV (5.15%), NVDA (4.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 17, added to 309, and trimmed 379.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$2.53B

Long-equity book

Holdings

925

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+14 / −17 / ↑309 / ↓379

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$5.4M +39.4%
  • SCHWAB STRATEGIC TR$5.1M +11.8%
  • ISHARES TR$5.1M +5.5%
  • CHEVRON CORP NEW$2.7M +34.1%
  • JOHNSON & JOHNSON$2.4M +17.9%
Show all 309

Top Trims

  • ISHARES TR-$30.6M -19.1%
  • MICROSOFT CORP-$23.2M -23.7%
  • NVIDIA CORPORATION-$8.3M -6.7%
  • APPLE INC-$8.2M -7.5%
  • VANGUARD INDEX FDS-$7.6M -5.0%
Show all 379

New Positions

  • VERTIV HOLDINGS CO$2.6M
  • ADVANCED ENERGY INDS$897.8K
  • SOLSTICE ADVANCED MATLS INC$891.1K
  • TTM TECHNOLOGIES INC$736.9K
  • ARROWHEAD PHARMACEUTICALS IN$647.1K
Show all 14

Exited Positions

  • COMERICA INC$809.2K
  • FRONTIER COMMUNICATIONS PARE$694.5K
  • CADENCE BANK$581.6K
  • PINNACLE FINL PARTNERS INC$532.9K
  • AMCOR PLC$523.5K
Show all 17
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $143.7M 5.69% 240,471 SH
2 ISHARES TR IVV 464287200 $130.1M 5.15% 199,170 SH
3 NVIDIA CORPORATION NVDA 67066G104 $115.0M 4.55% 659,220 SH
4 APPLE INC AAPL 037833100 $101.1M 4.00% 398,276 SH
5 ISHARES TR HDV 46429B663 $96.9M 3.83% 713,802 SH
6 ISHARES TR USMV 46429B697 $77.6M 3.07% 837,287 SH
7 MICROSOFT CORP MSFT 594918104 $74.6M 2.95% 201,446 SH
8 ISHARES TR EFAV 46429B689 $64.2M 2.54% 702,769 SH
9 AMAZON COM INC AMZN 023135106 $55.2M 2.18% 265,011 SH
10 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $50.5M 2.00% 690,000 SH
11 SCHWAB STRATEGIC TR SCHD 808524797 $48.5M 1.92% 1,581,000 SH
12 ALPHABET INC GOOGL 02079K305 $45.4M 1.80% 157,942 SH
13 BROADCOM INC AVGO 11135F101 $39.8M 1.58% 128,623 SH
14 ALPHABET INC GOOG 02079K107 $36.4M 1.44% 126,871 SH
15 META PLATFORMS INC META 30303M102 $33.9M 1.34% 59,335 SH
16 TESLA INC TSLA 88160R101 $28.4M 1.12% 76,297 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $23.8M 0.94% 49,747 SH
18 ISHARES TR USIG 464288620 $22.5M 0.89% 439,717 SH
19 JPMORGAN CHASE & CO. JPM 46625H100 $21.5M 0.85% 73,144 SH
20 SPDR S&P 500 ETF TR SPY 78462F103 $21.5M 0.85% 33,000 SH
21 ISHARES TR IDV 464288448 $21.3M 0.84% 500,000 SH
22 ELI LILLY & CO LLY 532457108 $19.8M 0.78% 21,494 SH
23 ISHARES TR IDEV 46435G326 $19.7M 0.78% 236,229 SH
24 EXXON MOBIL CORP XOM 30231G102 $19.2M 0.76% 113,369 SH
25 JOHNSON & JOHNSON JNJ 478160104 $16.0M 0.63% 65,377 SH
26 WALMART INC WMT 931142103 $14.8M 0.59% 118,919 SH
27 ISHARES U S ETF TR NEAR 46431W507 $14.4M 0.57% 283,620 SH
28 ISHARES INC EEMV 464286533 $13.9M 0.55% 215,206 SH
29 VISA INC V 92826C839 $13.8M 0.55% 45,605 SH
30 COSTCO WHSL CORP NEW COST 22160K105 $12.0M 0.48% 12,051 SH
31 MASTERCARD INCORPORATED MA 57636Q104 $11.0M 0.44% 22,094 SH
32 NETFLIX INC NFLX 64110L106 $11.0M 0.44% 114,540 SH
33 ISHARES INC EWG 464286806 $10.5M 0.42% 265,791 SH
34 CHEVRON CORP NEW CVX 166764100 $10.5M 0.42% 50,853 SH
35 ABBVIE INC ABBV 00287Y109 $10.4M 0.41% 47,946 SH
36 MICRON TECHNOLOGY INC MU 595112103 $10.3M 0.41% 30,522 SH
37 PROCTER AND GAMBLE CO PG 742718109 $9.1M 0.36% 63,046 SH
38 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $9.1M 0.36% 61,970 SH
39 ADVANCED MICRO DEVICES INC AMD 007903107 $9.0M 0.36% 44,269 SH
40 CATERPILLAR INC CAT 149123101 $8.9M 0.35% 12,623 SH
41 HOME DEPOT INC HD 437076102 $8.9M 0.35% 27,066 SH
42 BANK AMERICA CORP BAC 060505104 $8.8M 0.35% 180,009 SH
43 ISHARES TR IAGG 46435G672 $8.7M 0.34% 174,026 SH
44 ISHARES INC DVYE 464286319 $8.6M 0.34% 250,000 SH
45 CISCO SYS INC CSCO 17275R102 $8.3M 0.33% 107,156 SH
46 SPDR INDEX SHS FDS SPEM 78463X509 $8.3M 0.33% 177,060 SH
47 MERCK & CO INC MRK 58933Y105 $8.1M 0.32% 67,333 SH
48 GE AEROSPACE GE 369604301 $8.1M 0.32% 28,453 SH
49 COCA COLA CO KO 191216100 $8.0M 0.32% 105,026 SH
50 APPLIED MATLS INC AMAT 038222105 $7.4M 0.29% 21,533 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $2.53B 925 0001104659-26-053425
2025-12-31 2026-02-04 $2.64B 928 0001104659-26-010014