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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 34 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PEGA PEGASYSTEMS INC Technology 2,091.0 $63K 0.01% NEW $29.98 +11.9%
662 B BARRICK MNG CORP Basic Materials 1,704.0 $63K 0.01% NEW $36.73 +29.6%
663 EXPAND ENERGY CORPORATION 683.0 $62K 0.01% NEW $91.27
664 IWN ISHARES TR 281.0 $62K 0.01% NEW $221.67 +1.4%
665 AER AERCAP HOLDINGS NV Industrials 426.0 $62K 0.01% NEW $146.12 +0.1%
666 BLACKROCK ETF TRUST 2,212.0 $62K 0.01% NEW $28.03
667 AMCX AMC GLOBAL MEDIA INC Communication Services 6,083.0 $61K 0.01% NEW $9.98 +24.1%
668 ATO ATMOS ENERGY CORP Utilities 350.0 $60K 0.01% NEW $172.69 -3.4%
669 EXLS EXLSERVICE HLDGS INC Technology 2,337.0 $60K 0.01% NEW $25.86 +45.1%
670 NOC NORTHROP GRUMMAN CORP Industrials 116.0 $59K 0.01% NEW $512.53 +7.5%
671 AWK AMERICAN WTR WKS CO INC NEW Utilities 448.0 $59K 0.01% NEW $131.83 +2.7%
672 MDLN MEDLINE INC Healthcare 1,482.0 $58K 0.01% NEW $39.44 -13.1%
673 AMER SPORTS INC 1,705.0 $58K 0.01% NEW $33.84
674 RPM RPM INTL INC Basic Materials 517.0 $58K 0.01% NEW $111.25 -2.4%
675 PCG PG&E CORP Utilities 3,378.0 $57K 0.01% NEW $16.87 +4.3%
676 SPACE EXPLORATION TECHN CORP 332.0 $57K 0.01% NEW $170.86
677 IDV ISHARES TR 1,367.0 $57K 0.01% NEW $41.45 +8.8%
678 DIS DISNEY WALT CO Communication Services 582.0 $57K 0.01% NEW $97.14 +10.9%
679 TDY TELEDYNE TECHNOLOGIES INC Technology 84.0 $56K 0.01% NEW $669.30 -5.0%
680 TRP TC ENERGY CORP Energy 838.0 $56K 0.01% NEW $66.96 -7.4%
Page 34 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%