Universal Via Asset Allocation - Growth Portfolio
Fortune V Separate Account
Fund of funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Transamerica Large Cap Value, Class I2 439,844 443,502 3,658 19.59% $45.21K
Transamerica US Growth, Class I2 238,425 240,226 1,801 19.12% -$728.70K
Transamerica Sustainable Equity Income, Class I2 556,430 561,781 5,351 12.49% $23.98K
Transamerica Capital Growth, Class I2 365,095 368,364 3,270 11.05% -$703.02K
Transamerica Emerging Markets Equity, Class I2 317,223 319,033 1,810 9.18% $140.78K
Transamerica International Focus, Class I2 509,868 513,350 3,482 8.48% -$191.79K
Transamerica International Stock, Class I2 131,058 131,844 786 5.05% $1.21K
Transamerica International Equity, Class I2 72,620 73,053 432 4.67% $4.21K
Transamerica Small Cap Value, Class I2 192,154 193,280 1,126 2.73% $73.44K
Transamerica International Small Cap Value, Class I2 50,944 51,261 317 2.34% $11.73K
Transamerica Small Cap Growth, Class I2 139,543 140,531 988 1.83% -$29.89K
Transamerica Energy Infrastructure, Class I2 60,947 61,951 1,004 1.68% $119.68K
Transamerica Mid Cap Growth, Class I2 46,508 46,861 353 1.01% -$18.91K
Transamerica Mid Cap Value Opportunities, Class I2 30,362 30,556 195 0.78% $1.63K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TA GLOBAL ALLOC LIQUID TRUST MUTUAL FUND 25 25 0 0.00% $2

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