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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 80 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 IONQ IONQ INC Technology 14.0 $745.0 NEW $53.21 -15.7%
1582 SITM SITIME CORP Technology 1.0 $745.0 NEW $745.00 -17.5%
1583 BBIO BRIDGEBIO PHARMA INC Healthcare 10.0 $744.0 NEW $74.40 +9.5%
1584 LIVN LIVANOVA PLC Healthcare 9.0 $740.0 NEW $82.22 -4.2%
1585 WFRD WEATHERFORD INTL PLC Energy 9.0 $738.0 NEW $82.00 +10.4%
1586 IESC IES HOLDINGS INC Industrials 1.0 $734.0 NEW $734.00 -6.7%
1587 FGD FIRST TR EXCHANGE-TRADED FD 22.0 $733.0 NEW $33.32 +7.1%
1588 FNCL FIDELITY COVINGTON TRUST 9.0 $732.0 NEW $81.33 +0.7%
1589 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 19.0 $731.0 NEW $38.47 +2.8%
1590 PCTY PAYLOCITY HLDG CORP Technology 7.0 $731.0 NEW $104.43 +46.8%
1591 SPIB SPDR SERIES TRUST 21.0 $724.0 NEW $34.48 -4.0%
1592 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 11.0 $714.0 NEW $64.91 +0.8%
1593 KD KYNDRYL HLDGS INC Technology 63.0 $712.0 NEW $11.30 +11.0%
1594 SATS ECHOSTAR CORP Technology 7.0 $710.0 NEW $101.43 -14.2%
1595 SAM BOSTON BEER INC Consumer Defensive 4.0 $708.0 NEW $177.00 +5.1%
1596 OSPN ONESPAN INC Technology 49.0 $703.0 NEW $14.35 +9.6%
1597 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 22.0 $697.0 NEW $31.68 +14.6%
1598 VDE VANGUARD WORLD FD 4.0 $694.0 NEW $173.50 +3.5%
1599 PANL PANGAEA LOGISTICS SOLUTION L Industrials 106.0 $689.0 NEW $6.50 +25.2%
1600 REPOSITRAK INC 76.0 $685.0 NEW $9.01
Page 80 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%