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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.2B AUM 723 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New 315 Added 241 Reduced 63 Exited
Page 12 of 16  ·  315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DE DEERE & CO COM Industrials 766.0 $432K 0.04% +23.0 +3.1% $563.44 -6.0%
222 T AT&T INC COM Communication Services 14,862.0 $431K 0.03% +296.0 +2.0% $28.99 -14.1%
223 IYW ISHARES U.S. TECHNOLOGY ETF 2,370.0 $430K 0.03% +345.0 +17.0% $181.39 +35.8%
224 AMKR AMKOR TECHNOLOGY INC COM Technology 9,528.0 $429K 0.03% +457.0 +5.0% $45.03 +60.3%
225 EXPAND ENERGY CORPORATION COM 3,907.0 $429K 0.03% +663.0 +20.4% $109.78
226 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 1,404.0 $427K 0.03% +281.0 +25.0% $304.08 +10.8%
227 EVR EVERCORE INC CLASS A Financial Services 1,424.0 $425K 0.03% +333.0 +30.5% $298.56 +14.7%
228 BIO BIO RAD LABS INC CL A Healthcare 1,521.0 $424K 0.03% +647.0 +74.0% $278.75 +9.5%
229 EVRG EVERGY INC COM Utilities 5,146.0 $422K 0.03% +1K +26.5% $81.92 +2.7%
230 NUE NUCOR CORP COM Basic Materials 2,476.0 $419K 0.03% +20.0 +0.8% $169.07 +45.8%
231 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 8,638.0 $417K 0.03% +172.0 +2.0% $48.32 +12.4%
232 ATO ATMOS ENERGY CORP COM Utilities 2,233.0 $412K 0.03% +13.0 +0.6% $184.72 -4.6%
233 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,186.0 $410K 0.03% +21.0 +1.8% $345.28 -10.5%
234 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 33,773.0 $407K 0.03% +21K +171.3% $12.05 -1.0%
235 TXT TEXTRON INC COM Industrials 4,604.0 $403K 0.03% +180.0 +4.1% $87.56 +5.4%
236 IVZ INVESCO LTD SHS Financial Services 16,535.0 $402K 0.03% +2K +14.5% $24.29 +13.7%
237 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,021.0 $400K 0.03% +97.0 +10.5% $391.76 +122.2%
238 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 77,603.0 $390K 0.03% +19K +31.4% $5.03 +9.1%
239 EQIX EQUINIX INC COM Real Estate 398.0 $390K 0.03% +100.0 +33.6% $980.24 +9.2%
240 VLO VALERO ENERGY CORP COM Energy 1,567.0 $387K 0.03% +43.0 +2.8% $247.05 -2.7%
Page 12 of 16  ·  315 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 29.4%
Financial Services 24.3%
Healthcare 11.6%
Consumer Cyclical 7.6%
Industrials 7.2%
Communication Services 6.3%
Energy 4.5%
Consumer Defensive 3.6%
Basic Materials 2.0%
Utilities 2.0%