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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 72 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BY BYLINE BANCORP INC Financial Services 35.0 $1K NEW $38.00 +0.7%
1422 KNSL KINSALE CAP GROUP INC Financial Services 4.0 $1K NEW $330.75 +16.0%
1423 UDR UDR INC Real Estate 33.0 $1K NEW $39.91 -5.4%
1424 CRCL CIRCLE INTERNET GROUP INC Financial Services 21.0 $1K NEW $62.62 +40.5%
1425 NWSA NEWS CORP NEW Communication Services 53.0 $1K NEW $24.81 +22.4%
1426 MFIN MEDALLION FINANCIAL CORP Financial Services 128.0 $1K NEW $10.20 +14.5%
1427 FLN FIRST TR EXCH TRD ALPHDX FD 52.0 $1K NEW $25.06 +1.3%
1428 LQDT LIQUIDITY SVCS INC Consumer Cyclical 33.0 $1K NEW $39.09 +10.7%
1429 TDC TERADATA CORP DEL Technology 37.0 $1K NEW $34.65 -20.1%
1430 INVH INVITATION HOMES INC Real Estate 42.0 $1K NEW $30.43 -1.0%
1431 RELY REMITLY GLOBAL INC Technology 57.0 $1K NEW $22.40 +19.0%
1432 CACC CREDIT ACCEP CORP MICH Financial Services 2.0 $1K NEW $636.50 -5.6%
1433 CBT CABOT CORP Basic Materials 14.0 $1K NEW $90.79 -6.2%
1434 INDB INDEPENDENT BK CORP MASS Financial Services 15.0 $1K NEW $84.33 -0.7%
1435 LBRDA LIBERTY BROADBAND CORP 38.0 $1K NEW $33.26
1436 LXP INDUSTRIAL TRUST 23.0 $1K NEW $54.57
1437 MTDR MATADOR RES CO Energy 25.0 $1K NEW $49.76 +17.3%
1438 HL HECLA MINING COMPANY Basic Materials 80.0 $1K NEW $15.43 +34.3%
1439 CRC CALIFORNIA RES CORP Energy 23.0 $1K NEW $53.61 -0.7%
1440 U UNITY SOFTWARE INC Technology 43.0 $1K NEW $28.56 +64.3%
Page 72 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%