Transamerica Financial Advisors, LLC
Position in CAI — Caris Life Sciences, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in CAI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$819
+$766 QoQ
Shares Held
46
+1433.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 246 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $10,593,424 across 52 Biotechnology names. CAI ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
77,403 | $6,309,118 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
8,288 | $2,494,936 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,016 | $504,677 | |
| 4 | RPRX |
Royalty Pharma plc
|
6,380 | $357,726 | |
| 5 | EXEL |
Exelixis, Inc.
|
4,673 | $254,257 | |
| 6 | CORT |
Corcept Therapeutics Inc
|
1,789 | $155,553 | |
| 7 | ARGX |
Argenx SE
|
161 | $149,370 | |
| 8 | ACAD |
Acadia Pharmaceuticals Inc
|
4,118 | $104,185 |
All Filings in CAI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819 | 46 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $53 | 3 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||