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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.5B AUM 818 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 148 New 354 Added 222 Reduced 54 Exited
Page 10 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FNV FRANCO NEV CORP COM Basic Materials 3,318.0 $692K 0.05% +641.0 +23.9% $208.44 +29.6%
182 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 8,621.0 $683K 0.05% +70.0 +0.8% $79.22 +8.3%
183 MAS MASCO CORP COM Industrials 8,388.0 $683K 0.05% +565.0 +7.2% $81.37 -10.0%
184 VIKING HOLDINGS LTD ORD SHS 6,506.0 $681K 0.05% +2K +44.8% $104.67
185 CARR CARRIER GLOBAL CORPORATION COM Industrials 9,239.0 $678K 0.05% +988.0 +12.0% $73.35 -18.2%
186 WELL WELLTOWER INC COM Real Estate 2,970.0 $674K 0.04% +658.0 +28.5% $226.97 +5.7%
187 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 8,191.0 $658K 0.04% +3K +73.2% $80.38 +19.5%
188 NTRA NATERA INC COM Healthcare 2,405.0 $653K 0.04% +280.0 +13.2% $271.45 +20.7%
189 ADI ANALOG DEVICES INC COM Technology 1,643.0 $653K 0.04% +98.0 +6.3% $397.22 -6.6%
190 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 4,748.0 $649K 0.04% +588.0 +14.1% $136.69 +0.9%
191 DUK DUKE ENERGY CORP NEW COM NEW Utilities 5,117.0 $648K 0.04% +2K +75.6% $126.59 -3.6%
192 KLAC KLA CORP COM NEW Technology 2,146.0 $647K 0.04% +2K +973.0% $301.70 -39.8%
193 MUB ISHARES NATIONAL MUNI BOND ETF 6,016.0 $647K 0.04% +1K +32.4% $107.61 -2.0%
194 DELL DELL TECHNOLOGIES INC CL C Technology 1,500.0 $647K 0.04% +16.0 +1.1% $431.44 +0.4%
195 VLO VALERO ENERGY CORP COM Energy 2,484.0 $647K 0.04% +917.0 +58.5% $260.43 +32.9%
196 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 3,323.0 $642K 0.04% +1K +78.0% $193.23 +6.2%
197 ILMN ILLUMINA INC COM Healthcare 3,604.0 $634K 0.04% +33.0 +0.9% $175.83 +27.0%
198 LAMR LAMAR ADVERTISING CO CL A Real Estate 4,022.0 $627K 0.04% +431.0 +12.0% $155.97 -2.1%
199 TGT TARGET CORP COM Consumer Defensive 4,800.0 $627K 0.04% +2K +50.8% $130.60 +30.1%
200 HAS HASBRO INC COM Consumer Cyclical 7,585.0 $626K 0.04% +2K +35.5% $82.59 +15.5%
Page 10 of 18  ·  354 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 33.3%
Financial Services 22.4%
Healthcare 11.6%
Industrials 8.0%
Consumer Cyclical 7.5%
Communication Services 4.7%
Consumer Defensive 3.5%
Utilities 2.7%
Energy 2.5%
Real Estate 1.9%