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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 4 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 15,197.0 $2.4M 0.16% +1K +8.4% $158.66 +10.1%
62 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 29,601.0 $2.4M 0.16% +20K +222.9% $81.16 -10.5%
63 BRO BROWN & BROWN INC COM Financial Services 37,357.0 $2.4M 0.16% +4K +13.5% $64.15 +13.7%
64 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 210,078.0 $2.4M 0.16% +176K +522.0% $11.31 +16.8%
65 TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF 104,859.0 $2.3M 0.16% +2K +1.5% $22.34 -5.1%
66 APH AMPHENOL CORP CL A Technology 12,827.0 $2.3M 0.15% +2K +20.4% $176.32 -11.0%
67 IWF ISHARES RUSSELL 1000 GROWTH ETF 18,125.0 $2.3M 0.15% +13K +272.4% $124.17 -1.4%
68 FDX FEDEX CORP COM Industrials 7,136.0 $2.2M 0.15% +544.0 +8.2% $313.14 +3.8%
69 FIX COMFORT SYS USA INC COM Industrials 1,113.0 $2.2M 0.15% +226.0 +25.5% $1981.90 -16.5%
70 WDC WESTERN DIGITAL CORP COM Technology 3,300.0 $2.1M 0.14% +285.0 +9.4% $638.71 -28.1%
71 IEUR ISHARES CORE MSCI EUROPE ETF 27,705.0 $2.1M 0.14% +6K +25.1% $75.17 +4.3%
72 KFY KORN FERRY COM NEW Industrials 31,271.0 $2.1M 0.14% +236.0 +0.8% $66.58 +27.8%
73 CAT CATERPILLAR INC COM Industrials 1,926.0 $2.1M 0.14% +173.0 +9.9% $1065.05 -22.3%
74 GPZ VANECK ALTERNATIVE ASSET MANAGER ETF 95,415.0 $2.0M 0.14% +18K +23.2% $21.44 +16.7%
75 MDT MEDTRONIC PLC SHS Healthcare 25,532.0 $2.0M 0.14% +3K +12.2% $78.23 +19.3%
76 UNH UNITEDHEALTH GROUP INC COM Healthcare 4,725.0 $2.0M 0.13% +2K +57.3% $415.59 -6.1%
77 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 5,634.0 $1.9M 0.13% +1K +29.9% $342.81 -11.0%
78 SCHD SCHWAB US DIVIDEND EQUITY ETF 60,711.0 $1.9M 0.13% +6K +11.9% $31.71 +10.7%
79 KO COCA COLA CO COM Consumer Defensive 23,555.0 $1.9M 0.13% +3K +13.3% $81.27 +12.1%
80 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 26,843.0 $1.9M 0.13% +437.0 +1.6% $71.25 +3.0%
Page 4 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%