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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 5 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 10,323.0 $1.9M 0.13% +1K +13.2% $185.22 -2.7%
82 AMT AMERICAN TOWER CORP COM Real Estate 11,450.0 $1.9M 0.13% +2K +23.1% $163.57 +7.5%
83 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 15,941.0 $1.9M 0.13% +319.0 +2.0% $117.28 +0.6%
84 SNPS SYNOPSYS INC COM Technology 4,039.0 $1.8M 0.12% +1K +51.4% $446.09 -10.8%
85 IWS ISHARES RUSSELL MID-CAP VALUE ETF 10,839.0 $1.8M 0.12% +2K +26.8% $164.60 +4.5%
86 NVCR NOVOCURE LTD ORD SHS Healthcare 117,221.0 $1.8M 0.12% +102K +647.8% $15.15 +12.9%
87 IUSV ISHARES CORE S&P US VALUE ETF 15,964.0 $1.8M 0.12% +3K +21.9% $110.15 +4.3%
88 SO SOUTHERN CO COM Utilities 18,246.0 $1.7M 0.12% +12K +216.1% $95.71 -7.1%
89 LIN LINDE PLC SHS Basic Materials 3,293.0 $1.7M 0.12% +748.0 +29.4% $518.87 -6.0%
90 NEM NEWMONT CORP COM Basic Materials 18,114.0 $1.7M 0.11% +2K +15.3% $93.40 +40.9%
91 PCG PG&E CORP COM Utilities 96,842.0 $1.6M 0.11% +26K +36.8% $16.82 +4.6%
92 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 26,215.0 $1.6M 0.11% +1K +4.1% $61.76 -9.0%
93 VTWO VANGUARD RUSSELL 2000 ETF 13,175.0 $1.6M 0.11% +327.0 +2.5% $121.42 -0.1%
94 LRCX LAM RESEARCH CORP COM NEW Technology 3,674.0 $1.6M 0.11% +1K +43.2% $433.27 -27.5%
95 EIX EDISON INTL COM Utilities 20,803.0 $1.5M 0.10% +2K +10.4% $74.45 -3.8%
96 FCX FREEPORT MCMORAN INC CL B Basic Materials 24,574.0 $1.5M 0.10% +5K +25.4% $62.89 +21.9%
97 GM GENERAL MTRS CO COM Consumer Cyclical 19,767.0 $1.5M 0.10% +1K +7.0% $77.08 +14.1%
98 GDX VANECK GOLD MINERS ETF 20,098.0 $1.5M 0.10% +14K +218.8% $75.45 +36.3%
99 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 30,650.0 $1.5M 0.10% +242.0 +0.8% $49.28 +15.5%
100 PNC PNC FINL SVCS GROUP INC COM Financial Services 6,065.0 $1.5M 0.10% +1K +30.2% $246.23 -1.3%
Page 5 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%