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Portfolio (Quarterly) Guide ↗

Transamerica Financial Advisors, LLC

· CIK 0001502149
13F Portfolio $1.2B AUM 2,188 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2188 New
Page 103 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 NABL N-ABLE INC Technology 22.0 $80.0 NEW $3.64 -0.2%
2042 CCRN CROSS CTRY HEALTHCARE INC Healthcare 6.0 $79.0 NEW $13.17 +0.6%
2043 NVST ENVISTA HOLDINGS CORPORATION Healthcare 3.0 $79.0 NEW $26.33 +3.3%
2044 SEG SEAPORT ENTMT GROUP INC Real Estate 3.0 $79.0 NEW $26.33 +2.0%
2045 BTBT BIT DIGITAL INC Financial Services 44.0 $79.0 NEW $1.80 -14.8%
2046 SEAT VIVID SEATS INC Communication Services 12.0 $78.0 NEW $6.50 +6.0%
2047 WSBC WESBANCO INC Financial Services 2.0 $78.0 NEW $39.00 +4.8%
2048 TRUBRIDGE INC 3.0 $78.0 NEW $26.00
2049 CHWY CHEWY INC Consumer Cyclical 4.0 $78.0 NEW $19.50 +23.2%
2050 HIMX HIMAX TECHNOLOGIES INC Technology 5.0 $77.0 NEW $15.40 -10.5%
2051 SKILLSOFT CORP 15.0 $77.0 NEW $5.13
2052 EOLS EVOLUS INC Healthcare 11.0 $76.0 NEW $6.91 +21.4%
2053 LTC LTC PPTYS INC Real Estate 2.0 $76.0 NEW $38.00 +6.0%
2054 AMTX AEMETIS INC Energy 46.0 $75.0 NEW $1.63 +27.0%
2055 CRMT AMERICAS CAR-MART INC Consumer Cyclical 27.0 $75.0 NEW $2.78 -14.3%
2056 XRN CHIRON REAL ESTATE INC Financial Services 2.0 $75.0 NEW $37.50 -0.9%
2057 GGG GRACO INC Industrials 1.0 $75.0 NEW $75.00 +7.5%
2058 KBE SPDR SERIES TRUST 1.0 $75.0 NEW $75.00 -8.3%
2059 DSP VIANT TECHNOLOGY INC Technology 6.0 $75.0 NEW $12.50 -0.4%
2060 FLXS FLEXSTEEL INDS INC Consumer Cyclical 1.0 $74.0 NEW $74.00 +10.0%
Page 103 of 110  ·  2,188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.6%
Industrials 15.5%
Healthcare 11.0%
Financial Services 10.8%
Consumer Cyclical 7.0%
Communication Services 6.1%
Utilities 5.2%
Energy 4.5%
Consumer Defensive 3.8%
Real Estate 2.9%