Holdings
Transamerica JPMorgan Tactical Allocation VP
As of Jun 30, 2026, Transamerica JPMorgan Tactical Allocation VP reported 293 positions worth US$210M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 48,676 | US$9.74M | −7,657 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,596 | US$8.79M | +7,726 | Jun 30, 2026 |
| Apple Inc | 19,894 | US$5.76M | −4,460 | Jun 30, 2026 |
| Amazon.com, Inc. | 21,890 | US$5.22M | −4,101 | Jun 30, 2026 |
| Broadcom Inc. | 10,401 | US$3.93M | −1,761 | Jun 30, 2026 |
| Asml Holding Nv | 1,798 | US$3.56M | −193 | Jun 30, 2026 |
| Meta Platforms, Inc. | 5,603 | US$3.16M | −1,868 | Jun 30, 2026 |
| Microsoft Corp. | 8,066 | US$3.01M | −5,581 | Jun 30, 2026 |
| Johnson & Johnson | 10,256 | US$2.6M | −508 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 33,504 | US$2.54M | −5,626 | Jun 30, 2026 |