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Holdings (Monthly) Guide ↗

Transamerica Large Value Opportunities

· Transamerica Funds
Monthly Holdings $251M AUM 149 positions Period Jan 2026 Filed Mar 20, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alphabet Inc 02079K305 Jan 2026 46,043 $15.6M 6.34% EC
2 Meta Platforms Inc 30303M102 Jan 2026 16,889 $12.1M 4.93% EC
3 JPMorgan Chase & Co 46625H100 Jan 2026 27,740 $8.5M 3.45% EC
4 Berkshire Hathaway Inc 084670702 Jan 2026 15,310 $7.4M 2.99% EC
5 Exxon Mobil Corp 30231G102 Jan 2026 51,192 $7.2M 2.95% EC
6 State Street Global Advisors 857509301 Jan 2026 5,033,501 $5.0M 2.05% STIV
7 iShares Russell 1000 Value ETF 464287598 Jan 2026 22,623 $5.0M 2.02% EC
8 PepsiCo Inc 713448108 Jan 2026 26,854 $4.1M 1.68% EC
9 Procter & Gamble Co/The 742718109 Jan 2026 27,167 $4.1M 1.68% EC
10 AT&T Inc 00206R102 Jan 2026 155,661 $4.1M 1.66% EC
11 Goldman Sachs Group Inc/The 38141G104 Jan 2026 3,979 $3.7M 1.52% EC
12 Honeywell International Inc 438516106 Jan 2026 16,044 $3.7M 1.49% EC
13 Verizon Communications Inc 92343V104 Jan 2026 81,573 $3.6M 1.48% EC
14 Union Pacific Corp 907818108 Jan 2026 14,476 $3.4M 1.39% EC
15 QUALCOMM Inc 747525103 Jan 2026 21,673 $3.3M 1.34% EC
16 Capital One Financial Corp 14040H105 Jan 2026 14,866 $3.3M 1.32% EC
17 Adobe Inc 00724F101 Jan 2026 10,793 $3.2M 1.29% EC
18 PNC Financial Services Group Inc/The 693475105 Jan 2026 14,087 $3.1M 1.28% EC
19 Cisco Systems Inc 17275R102 Jan 2026 38,685 $3.0M 1.23% EC
20 HCA Healthcare Inc 40412C101 Jan 2026 6,161 $3.0M 1.22% EC
21 Linde PLC 000000000 Jan 2026 6,498 $3.0M 1.21% EC
22 Illinois Tool Works Inc 452308109 Jan 2026 11,282 $2.9M 1.20% EC
23 PACCAR Inc 693718108 Jan 2026 23,717 $2.9M 1.19% EC
24 General Dynamics Corp 369550108 Jan 2026 8,225 $2.9M 1.18% EC
25 Ford Motor Co 345370860 Jan 2026 198,203 $2.8M 1.12% EC
26 Abbott Laboratories 002824100 Jan 2026 25,074 $2.7M 1.12% EC
27 ResMed Inc 761152107 Jan 2026 10,355 $2.7M 1.09% EC
28 Allstate Corp/The 020002101 Jan 2026 13,434 $2.7M 1.09% EC
29 Prologis Inc 74340W103 Jan 2026 19,795 $2.6M 1.05% EC
30 Lam Research Corp 512807306 Jan 2026 10,976 $2.6M 1.04% EC
31 Dollar General Corp 256677105 Jan 2026 17,240 $2.5M 1.01% EC
32 Travelers Cos Inc/The 89417E109 Jan 2026 8,649 $2.5M 1.00% EC
33 Colgate-Palmolive Co 194162103 Jan 2026 27,135 $2.5M 1.00% EC
34 NVIDIA Corp 67066G104 Jan 2026 12,664 $2.4M 0.99% EC
35 AES Corp/The 00130H105 Jan 2026 164,245 $2.4M 0.98% EC
36 Altria Group Inc 02209S103 Jan 2026 38,136 $2.4M 0.96% EC
37 Apple Inc 037833100 Jan 2026 9,014 $2.3M 0.95% EC
38 Mastercard Inc 57636Q104 Jan 2026 4,318 $2.3M 0.95% EC
39 VICI Properties Inc 925652109 Jan 2026 82,110 $2.3M 0.94% EC
40 Bank of America Corp 060505104 Jan 2026 43,098 $2.3M 0.93% EC
41 Seagate Technology Holdings PLC 000000000 Jan 2026 5,615 $2.3M 0.93% EC
42 ConocoPhillips 20825C104 Jan 2026 21,154 $2.2M 0.90% EC
43 Intuit Inc 461202103 Jan 2026 4,411 $2.2M 0.90% EC
44 Merck & Co Inc 58933Y105 Jan 2026 18,840 $2.1M 0.85% EC
45 Costco Wholesale Corp 22160K105 Jan 2026 2,203 $2.1M 0.84% EC
46 Johnson & Johnson 478160104 Jan 2026 8,899 $2.0M 0.82% EC
47 Bristol-Myers Squibb Co 110122108 Jan 2026 36,151 $2.0M 0.81% EC
48 Citigroup Inc 172967424 Jan 2026 16,971 $2.0M 0.80% EC
49 Home Depot Inc/The 437076102 Jan 2026 5,225 $2.0M 0.80% EC
50 Edison International 281020107 Jan 2026 29,373 $1.8M 0.74% EC
51 US Bancorp 902973304 Jan 2026 32,522 $1.8M 0.74% EC
52 QIAGEN NV 000000000 Jan 2026 32,972 $1.8M 0.72% EC
53 Sysco Corp 871829107 Jan 2026 19,304 $1.6M 0.66% EC
54 Kimberly-Clark Corp 494368103 Jan 2026 16,048 $1.6M 0.65% EC
55 STERIS PLC 000000000 Jan 2026 5,899 $1.5M 0.63% EC
56 Exelon Corp 30161N101 Jan 2026 34,435 $1.5M 0.63% EC
57 Corteva Inc 22052L104 Jan 2026 21,129 $1.5M 0.63% EC
58 PG&E Corp 69331C108 Jan 2026 99,429 $1.5M 0.62% EC
59 Truist Financial Corp 89832Q109 Jan 2026 28,708 $1.5M 0.60% EC
60 Baker Hughes Co 05722G100 Jan 2026 26,119 $1.5M 0.60% EC
61 NVR Inc 62944T105 Jan 2026 189 $1.4M 0.59% EC
62 Booking Holdings Inc 09857L108 Jan 2026 287 $1.4M 0.58% EC
63 Walt Disney Co/The 254687106 Jan 2026 12,108 $1.4M 0.56% EC
64 Johnson Controls International plc 000000000 Jan 2026 11,255 $1.3M 0.55% EC
65 T-Mobile US Inc 872590104 Jan 2026 6,765 $1.3M 0.54% EC
66 Interactive Brokers Group Inc 45841N107 Jan 2026 17,520 $1.3M 0.53% EC
67 Trane Technologies PLC 000000000 Jan 2026 3,056 $1.3M 0.52% EC
68 TE Connectivity PLC 000000000 Jan 2026 5,764 $1.3M 0.52% EC
69 Automatic Data Processing Inc 053015103 Jan 2026 5,079 $1.3M 0.51% EC
70 McKesson Corp 58155Q103 Jan 2026 1,494 $1.2M 0.51% EC
71 AbbVie Inc 00287Y109 Jan 2026 5,416 $1.2M 0.49% EC
72 SEI Investments Co 784117103 Jan 2026 13,742 $1.2M 0.49% EC
73 Broadridge Financial Solutions Inc 11133T103 Jan 2026 6,048 $1.2M 0.49% EC
74 Otis Worldwide Corp 68902V107 Jan 2026 13,682 $1.2M 0.48% EC
75 East West Bancorp Inc 27579R104 Jan 2026 9,171 $1.0M 0.43% EC
76 Airbnb Inc 009066101 Jan 2026 8,046 $1.0M 0.42% EC
77 Hartford Insurance Group Inc/The 416515104 Jan 2026 7,641 $1.0M 0.42% EC
78 OGE Energy Corp 670837103 Jan 2026 23,475 $1.0M 0.42% EC
79 Salesforce Inc 79466L302 Jan 2026 4,702 $998K 0.41% EC
80 Alphabet Inc 02079K107 Jan 2026 2,811 $952K 0.39% EC
81 Vornado Realty Trust 929042109 Jan 2026 29,212 $931K 0.38% EC
82 Aflac Inc 001055102 Jan 2026 8,109 $900K 0.37% EC
83 Lockheed Martin Corp 539830109 Jan 2026 1,368 $868K 0.35% EC
84 Kimco Realty Corp 49446R109 Jan 2026 40,411 $852K 0.35% EC
85 Arista Networks Inc 040413205 Jan 2026 5,922 $839K 0.34% EC
86 Incyte Corp 45337C102 Jan 2026 8,122 $813K 0.33% EC
87 Tradeweb Markets Inc 892672106 Jan 2026 7,861 $810K 0.33% EC
88 Cincinnati Financial Corp 172062101 Jan 2026 4,939 $795K 0.32% EC
89 Moody's Corp 615369105 Jan 2026 1,518 $783K 0.32% EC
90 FirstEnergy Corp 337932107 Jan 2026 15,997 $757K 0.31% EC
91 Ameriprise Financial Inc 03076C106 Jan 2026 1,421 $749K 0.30% EC
92 Ralph Lauren Corp 751212101 Jan 2026 2,062 $729K 0.30% EC
93 Carnival Corp 143658300 Jan 2026 24,061 $722K 0.29% EC
94 Boston Scientific Corp 101137107 Jan 2026 7,631 $714K 0.29% EC
95 Western Digital Corp 958102105 Jan 2026 2,817 $705K 0.29% EC
96 Nasdaq Inc 631103108 Jan 2026 7,135 $691K 0.28% EC
97 Micron Technology Inc 595112103 Jan 2026 1,623 $673K 0.27% EC
98 Ecolab Inc 278865100 Jan 2026 2,275 $642K 0.26% EC
99 Fixed Income Clearing Corp 000000000 Jan 2026 623,146 $623K 0.25% RA
100 Regions Financial Corp 7591EP100 Jan 2026 21,661 $617K 0.25% EC
101 Tenet Healthcare Corp 88033G407 Jan 2026 3,240 $613K 0.25% EC
102 Eaton Corp PLC 000000000 Jan 2026 1,721 $605K 0.25% EC
103 Omnicom Group Inc 681919106 Jan 2026 7,574 $584K 0.24% EC
104 PPG Industries Inc 693506107 Jan 2026 5,000 $578K 0.24% EC
105 Medpace Holdings Inc 58506Q109 Jan 2026 963 $561K 0.23% EC
106 Clorox Co/The 189054109 Jan 2026 4,923 $555K 0.23% EC
107 Labcorp Holdings Inc 504922105 Jan 2026 1,995 $542K 0.22% EC
108 Fortinet Inc 34959E109 Jan 2026 6,527 $530K 0.22% EC
109 Amgen Inc 031162100 Jan 2026 1,460 $499K 0.20% EC
110 Intuitive Surgical Inc 46120E602 Jan 2026 936 $472K 0.19% EC
111 Autodesk Inc 052769106 Jan 2026 1,844 $466K 0.19% EC
112 Freeport-McMoRan Inc 35671D857 Jan 2026 7,704 $464K 0.19% EC
113 Motorola Solutions Inc 620076307 Jan 2026 1,151 $463K 0.19% EC
114 United Parcel Service Inc 911312106 Jan 2026 4,352 $462K 0.19% EC
115 CF Industries Holdings Inc 125269100 Jan 2026 4,774 $445K 0.18% EC
116 Huntington Bancshares Inc/OH 446150104 Jan 2026 24,826 $434K 0.18% EC
117 Toast Inc 888787108 Jan 2026 13,309 $414K 0.17% EC
118 General Electric Co 369604301 Jan 2026 1,343 $412K 0.17% EC
119 Leidos Holdings Inc 525327102 Jan 2026 2,059 $388K 0.16% EC
120 Accenture PLC 000000000 Jan 2026 1,427 $376K 0.15% EC
121 Netflix Inc 64110L106 Jan 2026 4,458 $372K 0.15% EC
122 Synchrony Financial 87165B103 Jan 2026 4,711 $342K 0.14% EC
123 Doximity Inc 26622P107 Jan 2026 9,092 $341K 0.14% EC
124 Genpact Ltd 000000000 Jan 2026 7,608 $336K 0.14% EC
125 DaVita Inc 23918K108 Jan 2026 3,044 $333K 0.14% EC
126 3M Co 88579Y101 Jan 2026 2,115 $324K 0.13% EC
127 Regeneron Pharmaceuticals Inc 75886F107 Jan 2026 425 $315K 0.13% EC
128 Cognizant Technology Solutions Corp 192446102 Jan 2026 3,752 $308K 0.13% EC
129 American Express Co 025816109 Jan 2026 871 $307K 0.12% EC
130 Docusign Inc 256163106 Jan 2026 5,564 $292K 0.12% EC
131 W R Berkley Corp 084423102 Jan 2026 3,982 $273K 0.11% EC
132 Walmart Inc 931142103 Jan 2026 2,244 $267K 0.11% EC
133 Newmont Corp 651639106 Jan 2026 2,333 $262K 0.11% EC
134 Gen Digital Inc 668771108 Jan 2026 10,573 $254K 0.10% EC
135 Atlassian Corp 049468101 Jan 2026 1,955 $231K 0.09% EC
136 International Business Machines Corp 459200101 Jan 2026 699 $214K 0.09% EC
137 American International Group Inc 026874784 Jan 2026 2,740 $205K 0.08% EC
138 Best Buy Co Inc 086516101 Jan 2026 3,040 $198K 0.08% EC
139 HEICO Corp 422806109 Jan 2026 587 $194K 0.08% EC
140 PTC Inc 69370C100 Jan 2026 1,219 $190K 0.08% EC
141 NIKE Inc 654106103 Jan 2026 2,887 $178K 0.07% EC
142 Exelixis Inc 30161Q104 Jan 2026 4,310 $178K 0.07% EC
143 Citizens Financial Group Inc 174610105 Jan 2026 2,715 $171K 0.07% EC
144 Stryker Corp 863667101 Jan 2026 446 $165K 0.07% EC
145 A O Smith Corp 831865209 Jan 2026 1,894 $139K 0.06% EC
146 Domino's Pizza Inc 25754A201 Jan 2026 329 $135K 0.05% EC
147 Palantir Technologies Inc 69608A108 Jan 2026 823 $121K 0.05% EC
148 Jabil Inc 466313103 Jan 2026 442 $105K 0.04% EC
149 Chevron Corp 166764100 Jan 2026 381 $67K 0.03% EC