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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 16 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 USFD US FOODS HLDG CORP COM Consumer Defensive 3,569.0 $365K 0.03% +387.0 +12.2% $102.26 +7.0%
302 RELX RELX PLC SPONSORED ADR Communication Services 11,513.0 $365K 0.03% +117.0 +1.0% $31.67 +14.9%
303 CCJ CAMECO CORP COM Energy 3,546.0 $361K 0.02% +49.0 +1.4% $101.85 +0.4%
304 HWM HOWMET AEROSPACE INC COM Industrials 1,335.0 $359K 0.02% +57.0 +4.5% $268.83 -2.1%
305 AER AERCAP HOLDINGS NV SHS Industrials 2,460.0 $359K 0.02% +484.0 +24.5% $145.78 +1.2%
306 CTVA CORTEVA INC COM Basic Materials 4,202.0 $356K 0.02% +84.0 +2.0% $84.69 -2.2%
307 BAX BAXTER INTL INC COM Healthcare 16,472.0 $351K 0.02% +2K +12.5% $21.32 +24.3%
308 DOW DOW HLDGS INC COM Basic Materials 12,824.0 $351K 0.02% +761.0 +6.3% $27.36 +14.9%
309 ITW ILLINOIS TOOL WKS INC COM Industrials 1,283.0 $347K 0.02% +461.0 +56.1% $270.47 +5.0%
310 EXEL EXELIXIS INC COM Healthcare 6,283.0 $342K 0.02% +661.0 +11.8% $54.41 +0.3%
311 PCAR PACCAR INC COM Industrials 2,816.0 $338K 0.02% +1K +61.6% $120.12 +8.2%
312 TLT ISHARES 20 YEAR TREASURY BOND ETF 3,909.0 $338K 0.02% +298.0 +8.2% $86.42 -4.5%
313 CNOB CONNECTONE BANCORP INC COM Financial Services 10,099.0 $338K 0.02% +87.0 +0.9% $33.44 -3.7%
314 EQT EQT CORP COM Energy 6,288.0 $334K 0.02% +962.0 +18.1% $53.17 +1.2%
315 DOV DOVER CORP COM Industrials 1,417.0 $318K 0.02% +110.0 +8.4% $224.28 -9.2%
316 PINNACLE FINL PARTNERS INC COM 3,145.0 $317K 0.02% +764.0 +32.1% $100.88
317 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 38,741.0 $317K 0.02% +793.0 +2.1% $8.17 -8.0%
318 MTCH MATCH GROUP INC NEW COM Communication Services 8,154.0 $310K 0.02% +135.0 +1.7% $38.05 +9.7%
319 T AT&T INC COM Communication Services 14,953.0 $310K 0.02% +91.0 +0.6% $20.70 +24.2%
320 ARMK ARAMARK COM Industrials 5,352.0 $305K 0.02% +253.0 +5.0% $56.90 +4.2%
Page 16 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%