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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 92 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 SJNK SPDR SERIES TRUST 10.0 $262.0 NEW $26.20 -5.1%
1822 PSN PARSONS CORP DEL Industrials 5.0 $261.0 NEW $52.20 -6.0%
1823 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 5.0 $260.0 NEW $52.00 +4.2%
1824 RRC RANGE RES CORP Energy 7.0 $260.0 NEW $37.14 +10.5%
1825 OLED UNIVERSAL DISPLAY CORP Technology 3.0 $259.0 NEW $86.33 -0.6%
1826 FLNC FLUENCE ENERGY INC Utilities 13.0 $258.0 NEW $19.85 -42.9%
1827 WHD CACTUS INC Energy 5.0 $256.0 NEW $51.20 +35.6%
1828 FLOC FLOWCO HLDGS INC Energy 12.0 $256.0 NEW $21.33 +6.1%
1829 TNDM TANDEM DIABETES CARE INC Healthcare 17.0 $256.0 NEW $15.06 +48.2%
1830 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 7.0 $255.0 NEW $36.43 +3.6%
1831 SHYG ISHARES TR 5.0 $254.0 NEW $50.80 -16.9%
1832 MOS MOSAIC CO Basic Materials 12.0 $254.0 NEW $21.17 +15.3%
1833 BILL BILL HOLDINGS INC Technology 7.0 $253.0 NEW $36.14 +32.3%
1834 ICL ICL GROUP LTD Basic Materials 51.0 $253.0 NEW $4.96 +16.9%
1835 CRVL CORVEL CORP Financial Services 4.0 $250.0 NEW $62.50 +12.2%
1836 VNLA JANUS DETROIT STR TR 5.0 $250.0 NEW $50.00 -2.1%
1837 KNF KNIFE RIVER CORP Basic Materials 3.0 $250.0 NEW $83.33 -20.6%
1838 FSP FRANKLIN STR PPTYS CORP Real Estate 479.0 $246.0 NEW $0.51 -15.3%
1839 RLAY RELAY THERAPEUTICS INC Healthcare 13.0 $243.0 NEW $18.69 +4.0%
1840 QTWO Q2 HLDGS INC Technology 5.0 $240.0 NEW $48.00 +33.1%
Page 92 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%