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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 7 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP COM Consumer Cyclical 4,537.0 $1.2M 0.08% +210.0 +4.8% $270.31 +0.8%
122 SCHZ SCHWAB US AGGREGATE BOND ETF 52,285.0 $1.2M 0.08% +11K +27.6% $23.13 -1.4%
123 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 22,904.0 $1.2M 0.08% +832.0 +3.8% $52.34 -0.6%
124 CL COLGATE PALMOLIVE CO COM Consumer Defensive 12,855.0 $1.2M 0.08% +1K +11.0% $91.68 +1.0%
125 DAL DELTA AIR LINES INC COM NEW Industrials 12,447.0 $1.2M 0.08% +2K +18.2% $93.66 -11.9%
126 TOL TOLL BROTHERS INC COM Consumer Cyclical 7,067.0 $1.2M 0.08% +474.0 +7.2% $164.75 -10.5%
127 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 9,631.0 $1.1M 0.07% +1K +16.5% $114.18 +31.2%
128 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 20,812.0 $1.1M 0.07% +9K +73.1% $52.65 +23.9%
129 VRT VERTIV HOLDINGS CO COM CL A Industrials 3,223.0 $1.1M 0.07% +905.0 +39.0% $334.77 -23.8%
130 BA BOEING CO COM Industrials 4,964.0 $1.1M 0.07% +1K +29.9% $216.47 -2.8%
131 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 11,138.0 $1.1M 0.07% +460.0 +4.3% $96.46 +5.3%
132 QCOM QUALCOMM INC COM Technology 5,800.0 $1.1M 0.07% +328.0 +6.0% $184.78 -14.2%
133 CFG CITIZENS FINL GROUP INC COM Financial Services 15,275.0 $1.1M 0.07% +4K +37.7% $70.07 +0.2%
134 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 4,124.0 $1.1M 0.07% +353.0 +9.4% $255.91 +32.5%
135 ZM ZOOM COMMUNICATIONS INC CL A Technology 11,853.0 $1.0M 0.07% +2K +19.9% $86.31 +21.5%
136 TECHNIPFMC PLC COM 15,410.0 $1.0M 0.07% +242.0 +1.6% $66.30
137 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 15,783.0 $1.0M 0.07% +711.0 +4.7% $64.12 +2.8%
138 SNOW SNOWFLAKE INC COM SHS Technology 3,892.0 $990K 0.07% +536.0 +16.0% $254.48 +26.8%
139 FORTINET INC COM 6,418.0 $986K 0.07% +484.0 +8.2% $153.62
140 EFG ISHARES MSCI EAFE GROWTH ETF 7,906.0 $984K 0.07% +176.0 +2.3% $124.41 +0.5%
Page 7 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%