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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 17 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 A AGILENT TECHNOLOGIES INC COM Healthcare 2,287.0 $304K 0.02% +242.0 +11.8% $132.85 +19.6%
322 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 2,771.0 $299K 0.02% +401.0 +16.9% $107.78 +3.0%
323 AEE AMEREN CORP COM Utilities 2,615.0 $296K 0.02% +319.0 +13.9% $113.04 -6.1%
324 IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 3,199.0 $292K 0.02% +228.0 +7.7% $91.38 +7.9%
325 NJR NEW JERSEY RES CORP COM Utilities 5,203.0 $292K 0.02% +1K +24.7% $56.04 -4.0%
326 VWO VANGUARD FTSE EMERGING MARKETS ETF 4,877.0 $291K 0.02% +376.0 +8.3% $59.69 +0.6%
327 STLD STEEL DYNAMICS INC COM Basic Materials 1,259.0 $289K 0.02% +77.0 +6.5% $229.46 +2.4%
328 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 4,478.0 $287K 0.02% +975.0 +27.8% $64.01 +16.8%
329 MANH MANHATTAN ASSOCIATES INC COM Technology 2,043.0 $284K 0.02% +305.0 +17.6% $139.25 +52.7%
330 AVDE AVANTIS INTERNATIONAL EQUITY ETF 3,181.0 $284K 0.02% +47.0 +1.5% $89.20 +5.5%
331 NTRS NORTHERN TR CORP COM Financial Services 1,602.0 $278K 0.02% +144.0 +9.9% $173.83 +5.7%
332 CMS CMS ENERGY CORP COM Utilities 3,633.0 $278K 0.02% +632.0 +21.1% $76.50 -10.3%
333 TROW PRICE T ROWE GROUP INC COM Financial Services 2,442.0 $278K 0.02% +100.0 +4.3% $113.67 -2.2%
334 APA APA CORPORATION COM Energy 8,450.0 $275K 0.02% +2K +30.3% $32.57 +31.8%
335 VFC V F CORP COM Consumer Cyclical 16,463.0 $275K 0.02% +6K +64.5% $16.68 -13.8%
336 FIVE FIVE BELOW INC COM Consumer Cyclical 1,510.0 $271K 0.02% +155.0 +11.4% $179.79 +39.1%
337 TW TRADEWEB MKTS INC CL A Financial Services 2,694.0 $268K 0.02% +87.0 +3.3% $99.66 +7.4%
338 FE FIRSTENERGY CORP COM Utilities 5,441.0 $259K 0.02% +330.0 +6.5% $47.54 -2.8%
339 AXS AXIS CAP HLDGS LTD SHS Financial Services 2,343.0 $252K 0.02% +367.0 +18.6% $107.44 -8.1%
340 ALB ALBEMARLE CORP COM Basic Materials 1,843.0 $249K 0.02% +510.0 +38.3% $135.03 +6.3%
Page 17 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%