Position in FOUR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$210,562
-$4,589 QoQ
Shares Held
4,329
-12.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#254
of 356 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SECURIAN ASSET MANAGEMENT, INC holds $118,051,102 across 26 Software - Infrastructure names. FOUR ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
197,396 | $73,632,655 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,529 | $7,341,819 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
61,013 | $7,118,386 | |
| 4 | ORCL |
Oracle Corp
|
45,077 | $6,606,034 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
107,456 | $5,125,248 | |
| 6 | FTNT |
Fortinet, Inc.
|
16,548 | $2,542,103 | |
| 7 | TWLO |
Twilio Inc
|
11,185 | $2,307,801 | |
| 8 | SNPS |
Synopsys Inc
|
5,090 | $2,270,496 |
All Filings in FOUR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,562 | 4,329 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $215,151 | 4,920 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $309,812 | 4,920 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $388,548 | 5,020 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $504,469 | 5,090 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $424,074 | 5,190 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $538,618 | 5,190 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||