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Holdings (Monthly) Guide ↗

Transamerica Small/Mid Cap Value

· Transamerica Funds
Monthly Holdings $666M AUM 50 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 28 New 50 Added 129 Reduced 14 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Fixed Income Clearing Corp. 000000000 Jan 2026 17,682,246 +17,412,746 $17.7M +509.8% 2.71% RA
2 Kraft Heinz Co/The 500754106 Jan 2026 482,800 +37,100 $10.9M +3.4% 1.68% EC
3 LKQ Corp 501889208 Jan 2026 310,700 +7,200 $9.8M -1.6% 1.50% EC
4 Crown Castle Inc 22822V101 Jan 2026 102,400 +58,400 $9.1M +138.0% 1.39% EC
5 Charter Communications Inc 16119P108 Jan 2026 53,800 +22,400 $8.9M +37.3% 1.36% EC
6 Graphic Packaging Holding Co 388689101 Jan 2026 894,530 +236,000 $8.5M -11.6% 1.31% EC
7 U-Haul Holding Co 023586506 Jan 2026 175,150 +41,950 $8.4M +22.2% 1.28% EC
8 SS&C Technologies Holdings Inc 78467J100 Jan 2026 114,700 +65,900 $7.9M +98.9% 1.22% EC
9 Zimmer Biomet Holdings Inc 98956P102 Jan 2026 94,200 +15,800 $7.8M +13.8% 1.19% EC
10 Cognizant Technology Solutions Corp 192446102 Jan 2026 139,100 +70,000 $7.4M +29.8% 1.13% EC
11 Molson Coors Beverage Co 60871R209 Jan 2026 171,800 +22,200 $7.3M +2.2% 1.12% EC
12 IQVIA Holdings Inc 46266C105 Jan 2026 42,700 +26,500 $6.8M +81.4% 1.04% EC
13 Conagra Brands Inc 205887102 Jan 2026 466,900 +2,600 $6.7M -22.0% 1.03% EC
14 Tyson Foods Inc 902494103 Jan 2026 103,600 +16,700 $6.6M +16.9% 1.02% EC
15 Molina Healthcare Inc 60855R100 Jan 2026 34,000 +12,200 $6.6M +69.0% 1.01% EC
16 Vontier Corp 928881101 Jan 2026 181,627 +10,800 $6.5M +1.7% 1.00% EC
17 Fiserv Inc 337738108 Jan 2026 103,750 +31,000 $6.5M +40.2% 1.00% EC
18 Expand Energy Corp 165167735 Jan 2026 60,500 +7,200 $6.2M +3.1% 0.95% EC
19 Omnicom Group Inc 681919106 Jan 2026 73,600 +23,000 $5.6M +44.9% 0.86% EC
20 Biogen Inc 09062X103 Jan 2026 29,300 +100 $5.5M +5.6% 0.85% EC
21 Lithia Motors Inc 536797103 Jan 2026 18,500 +7,900 $5.4M +56.5% 0.82% EC
22 Constellation Brands Inc 21036P108 Jan 2026 33,700 +600 $5.3M +1.7% 0.81% EC
23 Baxter International Inc 071813109 Jan 2026 299,557 +4,600 $5.3M -11.0% 0.81% EC
24 Amentum Holdings Inc 023939101 Jan 2026 175,680 +47,600 $4.6M +0.6% 0.71% EC
25 Campbell's Company/The 134429109 Jan 2026 220,700 +45,100 $4.6M -6.6% 0.70% EC
26 HP Inc 40434L105 Jan 2026 212,700 +14,000 $4.4M +14.9% 0.68% EC
27 Brown-Forman Corp 115637209 Jan 2026 152,300 +18,200 $3.9M +6.9% 0.60% EC
28 State Street Global Advisors 857509301 Jan 2026 3,886,251 +3,581,628 $3.9M +1175.8% 0.60% STIV
29 Bio-Rad Laboratories Inc 090572207 Jan 2026 13,624 +900 $3.8M +2.1% 0.58% EC
30 Dollar Tree Inc 256746108 Jan 2026 38,700 +5,800 $3.8M -2.9% 0.58% EC
31 Stifel Financial Corp 860630102 Jan 2026 39,000 +12,400 $3.1M -6.3% 0.47% EC
32 First Merchants Corp 320817109 Jan 2026 55,900 +2,150 $2.3M +5.8% 0.35% EC
33 Visteon Corp 92839U206 Jan 2026 19,500 +100 $2.2M +23.6% 0.33% EC
34 Dollar General Corp 256677105 Jan 2026 15,300 +1,500 $1.8M -10.4% 0.27% EC
35 Newmark Group Inc 65158N102 Jan 2026 89,000 +4,450 $1.4M -4.8% 0.22% EC
36 Churchill Downs Inc 171484108 Jan 2026 13,075 +825 $1.3M +9.6% 0.20% EC
37 Sonos Inc 83570H108 Jan 2026 84,600 +5,450 $1.3M +10.5% 0.19% EC
38 ICF International Inc 44925C103 Jan 2026 14,850 +6,700 $1.1M +40.0% 0.16% EC
39 Universal Display Corp 91347P105 Jan 2026 12,175 +1,850 $1.1M -10.6% 0.16% EC
40 DENTSPLY SIRONA Inc 24906P109 Jan 2026 89,650 +71,150 $1.1M +356.6% 0.16% EC
41 Supernus Pharmaceuticals Inc 868459108 Jan 2026 21,900 +4,050 $1.1M +22.3% 0.16% EC
42 American Eagle Outfitters Inc 02553E106 Jan 2026 60,300 +850 $1.1M -24.2% 0.16% EC
43 Itron Inc 465741106 Jan 2026 12,050 +2,525 $1.0M +7.0% 0.15% EC
44 Fortune Brands Innovations Inc 34964C106 Jan 2026 19,750 +950 $801K -21.3% 0.12% EC
45 Azenta Inc 114340102 Jan 2026 32,000 +7,000 $786K -19.1% 0.12% EC
46 Gentex Corp 371901109 Jan 2026 29,750 +6,050 $688K +26.1% 0.11% EC
47 Everforth Inc 00191U102 Jan 2026 28,750 +500 $607K -58.8% 0.09% EC
48 Utz Brands Inc 918090101 Jan 2026 67,000 +52,000 $533K +237.3% 0.08% EC
49 AMN Healthcare Services Inc 001744101 Jan 2026 15,500 +3,250 $317K +21.6% 0.05% EC
50 Towne Bank/Portsmouth VA 89214P109 Jan 2026 7,700 +3,500 $274K +86.3% 0.04% EC