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Holdings (Monthly) Guide ↗

Transamerica Balanced II

· Transamerica Funds
Monthly Holdings $77M AUM 117 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 117 New 44 Added 184 Reduced 88 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 UMBS, TBA 01F022659 Apr 2026 1,345,000 NEW $1.1M 1.59% ABS-MBS
2 UMBS, TBA 01F030652 Apr 2026 974,000 NEW $853K 1.20% ABS-MBS
3 UMBS, TBA 01F042657 Apr 2026 572,000 NEW $550K 0.78% ABS-MBS
4 UMBS, TBA 01F040651 Apr 2026 564,000 NEW $529K 0.75% ABS-MBS
5 Trane Technologies PLC 000000000 Jan 2026 908 NEW $447K 0.63% EC
6 UMBS, TBA 01F052656 Apr 2026 398,000 NEW $400K 0.56% ABS-MBS
7 UMBS, TBA 01F032658 Apr 2026 389,000 NEW $354K 0.50% ABS-MBS
8 United States Treasury 912797SW8 Apr 2026 335,000 NEW $334K 0.47% STIV
9 UMBS, TBA 01F020653 Apr 2026 413,000 NEW $330K 0.47% ABS-MBS
10 Seagate Technology Holdings PLC 000000000 Jan 2026 490 NEW $330K 0.47% EC
11 Philip Morris International Inc 71838ME48 Apr 2026 300,000 NEW $300K 0.42% STIV
12 NXP Semiconductors NV 000000000 Jan 2026 1,018 NEW $299K 0.42% EC
13 Britannia Funding Co LLC 11042MF52 Apr 2026 300,000 NEW $299K 0.42% STIV
14 Aon PLC 000000000 Jan 2026 911 NEW $284K 0.40% EC
15 Cancara Asset Securitisation LLC 13738KE45 Apr 2026 275,000 NEW $275K 0.39% STIV
16 Anglesea Funding LLC 0347M3E59 Apr 2026 275,000 NEW $275K 0.39% STIV
17 Starbird Funding Corp 85520MF32 Apr 2026 275,000 NEW $274K 0.39% STIV
18 Macquarie Bank Ltd 55607LF58 Apr 2026 275,000 NEW $274K 0.39% STIV
19 LMA-Americas LLC 53944RFR4 Apr 2026 275,000 NEW $273K 0.39% STIV
20 Concord Minutemen Capital Co LLC 2063C1FR6 Apr 2026 275,000 NEW $273K 0.39% STIV
21 Toronto-Dominion Bank/The 89119BH74 Apr 2026 275,000 NEW $272K 0.38% STIV
22 Aimco 00900PBC8 Apr 2026 250,000 NEW $250K 0.35% ABS-CBDO
23 Victory Receivables Corp 92646LF21 Apr 2026 250,000 NEW $249K 0.35% STIV
24 Verto Capital I-A LLC 92544LF40 Apr 2026 250,000 NEW $249K 0.35% STIV
25 Illinois Tool Works Inc 4523EMFA6 Apr 2026 250,000 NEW $249K 0.35% STIV
26 Manhattan Asset Funding Co LLC 56274MFF4 Apr 2026 250,000 NEW $249K 0.35% STIV
27 Emerson Electric Co 29101BFW7 Apr 2026 250,000 NEW $248K 0.35% STIV
28 Liberty Street Funding LLC 53127UFV7 Apr 2026 250,000 NEW $248K 0.35% STIV
29 Verto Capital I Compartment C 92544XGN1 Apr 2026 250,000 NEW $248K 0.35% STIV
30 UMBS, TBA 01F060659 Apr 2026 240,000 NEW $245K 0.35% ABS-MBS
31 Morgan Stanley 617446448 Apr 2026 1,213 NEW $231K 0.33% EC
32 United States Treasury 912797RF6 Apr 2026 222,000 NEW $220K 0.31% STIV
33 Eaton Corp PLC 000000000 Jan 2026 500 NEW $217K 0.31% EC
34 UMBS, TBA 01F050650 Apr 2026 209,000 NEW $206K 0.29% ABS-MBS
35 United States Treasury 912797UP0 Apr 2026 203,000 NEW $202K 0.28% STIV
36 ConocoPhillips 20825C104 Apr 2026 1,560 NEW $196K 0.28% EC
37 United States Treasury 91282CPZ8 Apr 2026 192,000 NEW $188K 0.27% DBT
38 Linde PLC 000000000 Jan 2026 367 NEW $184K 0.26% EC
39 Medtronic PLC 000000000 Jan 2026 2,234 NEW $181K 0.26% EC
40 United States Treasury 91282CLY5 Apr 2026 162,000 NEW $162K 0.23% DBT
41 GCAT 36274BAE8 Apr 2026 135,718 NEW $135K 0.19% ABS-MBS
42 Freddie Mac 3142JCB66 Apr 2026 137,138 NEW $134K 0.19% ABS-MBS
43 Vertiv Holdings Co 92537N108 Apr 2026 370 NEW $122K 0.17% EC
44 UMBS, TBA 01F032450 Apr 2026 120,000 NEW $115K 0.16% ABS-MBS
45 Avis Budget Rental Car Funding AESOP LLC 05377RHY3 Apr 2026 108,000 NEW $110K 0.16% ABS-O
46 Iskandar Enterprise LLC 464338AA0 Apr 2026 110,000 NEW $110K 0.16% ABS-O
47 United States Treasury 91282CQH7 Apr 2026 103,000 NEW $103K 0.15% DBT
48 Autodesk Inc 052769106 Apr 2026 423 NEW $100K 0.14% EC
49 Cross Mortgage Trust 22759BAE2 Apr 2026 100,000 NEW $100K 0.14% ABS-MBS
50 Accenture PLC 000000000 Jan 2026 526 NEW $94K 0.13% EC
51 UMBS, TBA 01F030454 Apr 2026 92,000 NEW $88K 0.12% ABS-MBS
52 Blackstone Inc 09260D107 Apr 2026 697 NEW $88K 0.12% EC
53 United States Treasury 912810UT3 Apr 2026 91,000 NEW $87K 0.12% DBT
54 United States Treasury 91282CQF1 Apr 2026 84,000 NEW $84K 0.12% DBT
55 MORGAN STANLEY 61747YGB5 Apr 2026 82,000 NEW $81K 0.11% DBT
56 BANK OF AMERICA CORP 060505GR9 Apr 2026 82,000 NEW $81K 0.11% DBT
57 Intel Corp 458140100 Apr 2026 724 NEW $68K 0.10% EC
58 EDISON INTERNATIONAL 281020BD8 Apr 2026 68,000 NEW $66K 0.09% DBT
59 WELLS FARGO & COMPANY 95000U3V3 Apr 2026 63,000 NEW $65K 0.09% DBT
60 Chubb Ltd 000000000 Jan 2026 171 NEW $56K 0.08% EC
61 JPMORGAN CHASE & CO 46647PFP6 Apr 2026 56,000 NEW $56K 0.08% DBT
62 Arch Capital Group Ltd 000000000 Jan 2026 587 NEW $55K 0.08% EC
63 Costco Wholesale Corp 22160K105 Apr 2026 54 NEW $55K 0.08% EC
64 ROYAL CARIBBEAN CRUISES 78017TAD5 Apr 2026 56,000 NEW $54K 0.08% DBT
65 Corning Inc 219350105 Apr 2026 304 NEW $50K 0.07% EC
66 T-MOBILE USA INC 87264ABW4 Apr 2026 52,000 NEW $49K 0.07% DBT
67 United States Treasury 91282CPW5 Apr 2026 48,000 NEW $47K 0.07% DBT
68 HUMANA INC 444859CE0 Apr 2026 48,000 NEW $47K 0.07% DBT
69 United States Treasury 912810RP5 Apr 2026 60,000 NEW $45K 0.06% DBT
70 United States Treasury 912810SP4 Apr 2026 93,000 NEW $45K 0.06% DBT
71 Verizon Communications Inc 92343V104 Apr 2026 917 NEW $44K 0.06% EC
72 FIDELITY NATL INFO SERV 31620MCE4 Apr 2026 44,000 NEW $44K 0.06% DBT
73 STORE CAPITAL LLC 862123AC0 Apr 2026 44,000 NEW $44K 0.06% DBT
74 Affirm Holdings Inc 00827B106 Apr 2026 677 NEW $44K 0.06% EC
75 GLP CAPITAL LP / FIN II 361841AX7 Apr 2026 44,000 NEW $43K 0.06% DBT
76 ORACLE CORP 68389XDZ5 Apr 2026 45,000 NEW $43K 0.06% DBT
77 International Business Machines Corp 459200101 Apr 2026 187 NEW $43K 0.06% EC
78 TRANSCONT GAS PIPE LINE 893574AU7 Apr 2026 42,000 NEW $42K 0.06% DBT
79 BAT CAPITAL CORP 05526DBF1 Apr 2026 51,000 NEW $42K 0.06% DBT
80 MARRIOTT INTERNATIONAL 571903BZ5 Apr 2026 41,000 NEW $39K 0.06% DBT
81 Fortinet Inc 34959E109 Apr 2026 458 NEW $39K 0.05% EC
82 Newmont Corp 651639106 Apr 2026 345 NEW $38K 0.05% EC
83 ERAC USA FINANCE LLC 26884TBB7 Apr 2026 38,000 NEW $38K 0.05% DBT
84 TPG OPERATING GROUP II 87268QAA4 Apr 2026 36,000 NEW $35K 0.05% DBT
85 ALEXANDRIA REAL ESTATE E 015271BF5 Apr 2026 36,000 NEW $35K 0.05% DBT
86 ABBOTT LABORATORIES 002824BV1 Apr 2026 36,000 NEW $35K 0.05% DBT
87 MORGAN STANLEY 61747YFR1 Apr 2026 32,000 NEW $33K 0.05% DBT
88 GOLDMAN SACHS PRIVATE CR 38152BAQ4 Apr 2026 32,000 NEW $32K 0.04% DBT
89 CF INDUSTRIES INC 12527GAL7 Apr 2026 30,000 NEW $30K 0.04% DBT
90 SALESFORCE INC 79466LAU8 Apr 2026 30,000 NEW $30K 0.04% DBT
91 UWM HOLDINGS LLC 903522AA8 Apr 2026 31,000 NEW $30K 0.04% DBT
92 Ciena Corp 171779309 Apr 2026 56 NEW $30K 0.04% EC
93 FAIR ISAAC CORP 303250AJ3 Apr 2026 30,000 NEW $30K 0.04% DBT
94 SONOCO PRODUCTS CO 835495AJ1 Apr 2026 29,000 NEW $29K 0.04% DBT
95 Caterpillar Inc 149123101 Apr 2026 32 NEW $28K 0.04% EC
96 CHARTER COMM OPT LLC/CAP 161175BN3 Apr 2026 34,000 NEW $28K 0.04% DBT
97 United States Treasury 91282CQD6 Apr 2026 29,000 NEW $28K 0.04% DBT
98 United States Treasury 912810UR7 Apr 2026 28,000 NEW $27K 0.04% DBT
99 GABX LEASING 36274FAB5 Apr 2026 27,000 NEW $27K 0.04% DBT
100 CENCORA INC 03073EBE4 Apr 2026 27,000 NEW $26K 0.04% DBT
101 IQVIA Holdings Inc 46266C105 Apr 2026 153 NEW $24K 0.03% EC
102 Aptiv PLC 000000000 Jan 2026 354 NEW $21K 0.03% EC
103 MORGAN STANLEY 61748UAX0 Apr 2026 21,000 NEW $21K 0.03% DBT
104 HONEYWELL AEROSPACE INC 43849RAG0 Apr 2026 21,000 NEW $21K 0.03% DBT
105 BLACKSTONE SECURED LEND 09261XAM4 Apr 2026 20,000 NEW $20K 0.03% DBT
106 ENBRIDGE INC 29250NCR4 Apr 2026 17,000 NEW $17K 0.02% DBT
107 Ball Corp 058498106 Apr 2026 264 NEW $16K 0.02% EC
108 Sandisk Corp/DE 80004C200 Apr 2026 14 NEW $15K 0.02% EC
109 PUBLIC SERVICE ENTERPRIS 744573AZ9 Apr 2026 14,000 NEW $14K 0.02% DBT
110 HEXCEL CORP 428291AQ1 Apr 2026 14,000 NEW $14K 0.02% DBT
111 DUKE ENERGY INDIANA LLC 26443TAG1 Apr 2026 14,000 NEW $14K 0.02% DBT
112 EchoStar Corp 278768106 Apr 2026 109 NEW $13K 0.02% EC
113 PUBLIC SERVICE ENTERPRIS 744573BB1 Apr 2026 9,000 NEW $9K 0.01% DBT
114 CYPRIUM CORP/CYPRIUM HOL 23292NAA6 Apr 2026 9,000 NEW $9K 0.01% DBT
115 Cencora Inc 03073E105 Apr 2026 29 NEW $9K 0.01% EC
116 Chicago Mercantile Exchange 000000000 Jan 2026 1 NEW $8K 0.01% DE
117 WESCO DISTRIBUTION INC 95081QAT1 Apr 2026 6,000 NEW $6K 0.01% DBT