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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 20 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SNEX STONEX GROUP INC Financial Services 2,186.0 $259K 0.02% NEW $118.51 -42.2%
382 SPY STATE STR SPDR S&P 500 ETF T Financial Services 345.0 $259K 0.02% NEW $749.32 +2.2%
383 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 10,293.0 $258K 0.02% NEW $25.06 +15.9%
384 NEE NEXTERA ENERGY INC Utilities 2,938.0 $258K 0.02% NEW $87.77 -4.7%
385 DSI ISHARES TR 1,788.0 $255K 0.02% NEW $142.43 +2.9%
386 EMR EMERSON ELEC CO Industrials 1,777.0 $255K 0.02% NEW $143.22 +9.8%
387 EXEL EXELIXIS INC Healthcare 4,673.0 $254K 0.02% NEW $54.41 -0.6%
388 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,393.0 $248K 0.02% NEW $178.34 +17.5%
389 NTAP NETAPP INC Technology 1,600.0 $248K 0.02% NEW $154.80 +24.2%
390 HDV ISHARES TR 8,875.0 $243K 0.02% NEW $27.41 +8.7%
391 SCHW SCHWAB CHARLES CORP Financial Services 2,606.0 $240K 0.02% NEW $92.28 +21.7%
392 BKR BAKER HUGHES COMPANY Energy 4,324.0 $240K 0.02% NEW $55.51 +12.3%
393 NEM NEWMONT CORP Basic Materials 2,561.0 $239K 0.02% NEW $93.44 +40.8%
394 SMH VANECK ETF TRUST 363.0 $238K 0.02% NEW $656.14 -14.6%
395 GWW WW GRAINGER INC Industrials 173.0 $236K 0.02% NEW $1366.75 -4.0%
396 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,960.0 $235K 0.02% NEW $79.44 +6.1%
397 SNOW SNOWFLAKE INC Technology 919.0 $234K 0.02% NEW $254.50 +30.8%
398 SU SUNCOR ENERGY INC NEW Energy 4,304.0 $231K 0.02% NEW $53.68 +27.4%
399 MSI MOTOROLA SOLUTIONS INC Technology 552.0 $230K 0.02% NEW $416.89 +15.3%
400 AEP AMERICAN ELEC PWR CO INC Utilities 1,678.0 $230K 0.02% NEW $136.86 -11.6%
Page 20 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%