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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 6 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 2,971.0 $1.5M 0.10% +468.0 +18.7% $496.68 +10.3%
102 UPS UNITED PARCEL SVCS INC CL B Industrials 13,711.0 $1.5M 0.10% +8K +144.0% $107.50 -4.4%
103 AXON AXON ENTERPRISE INC COM Industrials 2,629.0 $1.5M 0.10% +160.0 +6.5% $560.61 +6.6%
104 COP CONOCOPHILLIPS COM Energy 14,088.0 $1.5M 0.10% +701.0 +5.2% $103.96 +28.3%
105 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 9,784.0 $1.4M 0.10% +353.0 +3.7% $146.41 -3.2%
106 CRWD CROWDSTRIKE HLDGS INC CL A Technology 1,864.0 $1.4M 0.10% +72.0 +4.0% $190.80 -0.1%
107 IAU ISHARES GOLD TRUST Financial Services 18,626.0 $1.4M 0.10% +579.0 +3.2% $75.51 +15.8%
108 OKE ONEOK INC NEW COM Energy 15,960.0 $1.4M 0.09% +6K +66.6% $86.94 +7.0%
109 CMI CUMMINS INC COM Industrials 1,937.0 $1.4M 0.09% +207.0 +12.0% $713.10 -19.8%
110 BLK BLACKROCK INC COM Financial Services 1,416.0 $1.4M 0.09% +70.0 +5.2% $961.45 +22.0%
111 ABNB AIRBNB INC COM CL A Consumer Cyclical 9,430.0 $1.3M 0.09% +4K +65.8% $143.10 +32.9%
112 JBHT HUNT J B TRANS SVCS INC COM Industrials 4,658.0 $1.3M 0.09% +694.0 +17.5% $289.43 -10.2%
113 FIRST TR HIGH YIELD OPPRT 2027 COM 97,677.0 $1.3M 0.09% +2K +2.6% $13.70
114 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 29,218.0 $1.3M 0.09% +2K +7.2% $45.34 -4.7%
115 AEP AMERICAN ELEC PWR CO INC COM Utilities 9,647.0 $1.3M 0.09% +4K +78.5% $136.81 -10.8%
116 OTIS OTIS WORLDWIDE CORP COM Industrials 17,966.0 $1.3M 0.09% +8K +86.0% $71.60 +0.8%
117 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,325.0 $1.3M 0.09% +304.0 +29.8% $965.28 -17.7%
118 GLW CORNING INC COM Technology 5,001.0 $1.3M 0.09% +71.0 +1.4% $255.44 -43.0%
119 CVS CVS HEALTH CORP COM Healthcare 12,282.0 $1.3M 0.09% +2K +24.8% $103.45 -9.0%
120 TER TERADYNE INC COM Technology 2,553.0 $1.2M 0.08% +363.0 +16.6% $483.84 -24.6%
Page 6 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%