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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 107 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 THRY THRYV HLDGS INC Communication Services 14.0 $55.0 NEW $3.93 -46.3%
2122 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 8.0 $55.0 NEW $6.88 -26.5%
2123 AGEN AGENUS INC Healthcare 18.0 $55.0 NEW $3.06 +154.9%
2124 SIL GLOBAL X FDS $55.0 NEW
2125 ALKT ALKAMI TECHNOLOGY INC Technology 3.0 $54.0 NEW $18.00 +13.6%
2126 PROP PRAIRIE OPER CO Financial Services 76.0 $54.0 NEW $0.71 -18.7%
2127 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 2.0 $54.0 NEW $27.00 +15.0%
2128 NN NEXTNAV INC Communication Services 3.0 $53.0 NEW $17.67 +3.1%
2129 RXST RXSIGHT INC Healthcare 11.0 $53.0 NEW $4.82 +26.0%
2130 EMTL SSGA ACTIVE TR 1.0 $53.0 NEW $53.00 -19.7%
2131 NNOX NANO X IMAGING LTD Healthcare 46.0 $53.0 NEW $1.15 -22.6%
2132 EMERA INC 1.0 $53.0 NEW $53.00
2133 ATLANTIC INTL CORP 57.0 $52.0 NEW $0.91
2134 AISP AIRSHIP AI HLDGS INC Technology 22.0 $52.0 NEW $2.36 -11.4%
2135 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1.0 $52.0 NEW $52.00 +6.4%
2136 MYO MYOMO INC Healthcare 50.0 $52.0 NEW $1.04 +68.3%
2137 NEXT NEXTDECADE CORP Energy 7.0 $52.0 NEW $7.43 -4.0%
2138 DOUG DOUGLAS ELLIMAN INC Real Estate 29.0 $51.0 NEW $1.76 +9.2%
2139 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1.0 $51.0 NEW $51.00 +11.6%
2140 MNRO MONRO INC Consumer Cyclical 3.0 $51.0 NEW $17.00 -28.1%
Page 107 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 31.5%
Industrials 15.4%
Healthcare 11.0%
Financial Services 10.8%
Consumer Cyclical 7.0%
Communication Services 6.5%
Utilities 5.2%
Energy 4.5%
Consumer Defensive 3.8%
Real Estate 2.9%