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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 38 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NI NISOURCE INC Utilities 811.0 $39K 0.00% NEW $47.55 -14.7%
742 NTRA NATERA INC Healthcare 142.0 $39K 0.00% NEW $271.44 +20.7%
743 CFG CITIZENS FINL GROUP INC Financial Services 545.0 $38K 0.00% NEW $70.14 +0.2%
744 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,116.0 $38K 0.00% NEW $34.01 +11.3%
745 DEI DOUGLAS EMMETT INC Real Estate 3,139.0 $38K 0.00% NEW $11.99 -0.9%
746 SCHV SCHWAB STRATEGIC TR 1,070.0 $37K 0.00% NEW $34.83 -0.1%
747 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 912.0 $37K 0.00% NEW $40.84 +12.6%
748 MAA MID-AMER APT CMNTYS INC Real Estate 265.0 $37K 0.00% NEW $138.96 -4.9%
749 HPE HEWLETT PACKARD ENTERPRISE C Technology 811.0 $37K 0.00% NEW $45.25 +15.9%
750 VRSK VERISK ANALYTICS INC Industrials 203.0 $36K 0.00% NEW $179.65 +6.2%
751 THC TENET HEALTHCARE CORP Healthcare 193.0 $36K 0.00% NEW $187.24 +48.9%
752 WT WISDOMTREE INC Financial Services 2,128.0 $36K 0.00% NEW $16.94 +40.1%
753 IP INTERNATIONAL PAPER CO Consumer Cyclical 943.0 $36K 0.00% NEW $38.11 +8.4%
754 ON ON SEMICONDUCTOR CORP Technology 379.0 $36K 0.00% NEW $94.54 -24.2%
755 NRG NRG ENERGY INC Utilities 242.0 $35K 0.00% NEW $146.45 -23.9%
756 XMMO INVESCO EXCHANGE TRADED FD T 206.0 $35K 0.00% NEW $170.31 -9.3%
757 MPWR MONOLITHIC PWR SYS INC Technology 25.0 $35K 0.00% NEW $1395.84 -8.3%
758 ALAB ASTERA LABS INC Technology 72.0 $35K 0.00% NEW $483.01 -42.4%
759 OKTA OKTA INC Technology 254.0 $35K 0.00% NEW $136.45 -4.5%
760 UBS UBS GROUP AG Financial Services 697.0 $35K 0.00% NEW $49.60 +8.4%
Page 38 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%