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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.2B AUM 723 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New 315 Added 241 Reduced 63 Exited
Page 8 of 16  ·  315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 USB US BANCORP COM NEW Financial Services 16,066.0 $836K 0.07% +2K +16.4% $52.01 +5.2%
142 WY WEYERHAEUSER CO COM NEW Real Estate 34,171.0 $835K 0.07% +20K +136.6% $24.43 +0.3%
143 FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS Consumer Defensive 7,506.0 $834K 0.07% +3K +50.8% $111.06 +10.5%
144 WDAY WORKDAY INC CL A Technology 6,370.0 $828K 0.07% +3K +72.8% $129.92 -4.2%
145 MBB ISHARES MBS ETF 8,571.0 $814K 0.07% +2K +24.2% $94.95 -0.6%
146 UNH UNITEDHEALTH GROUP INC COM Healthcare 3,003.0 $813K 0.07% +82.0 +2.8% $270.61 +41.9%
147 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 22,022.0 $798K 0.06% +1K +5.7% $36.22 +18.9%
148 TDG TRANSDIGM GROUP INC COM Industrials 688.0 $798K 0.06% +120.0 +21.1% $1159.17 +7.1%
149 REGN REGENERON PHARMACEUTICALS COM Healthcare 1,026.0 $793K 0.06% +51.0 +5.2% $772.64 -18.8%
150 AXP AMERICAN EXPRESS CO COM Financial Services 2,621.0 $793K 0.06% +529.0 +25.3% $302.43 +3.3%
151 KKR KKR & CO INC COM Financial Services 8,553.0 $791K 0.06% +1K +14.9% $92.50 +2.7%
152 ED CONSOLIDATED EDISON INC COM Utilities 6,847.0 $775K 0.06% +4K +150.8% $113.18 -4.6%
153 BA BOEING CO COM Industrials 3,822.0 $761K 0.06% +641.0 +20.1% $199.04 +12.7%
154 OTIS OTIS WORLDWIDE CORP COM Industrials 9,658.0 $744K 0.06% +3K +55.0% $77.08 -6.9%
155 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 9,168.0 $742K 0.06% +5K +129.0% $80.95 -1.4%
156 CRH PLC ORD 6,947.0 $730K 0.06% +2K +34.5% $105.12
157 TRV TRAVELERS COMPANIES INC COM Financial Services 2,473.0 $721K 0.06% +385.0 +18.4% $291.68 +2.8%
158 LH LABCORP HOLDINGS INC COM SHS Healthcare 2,703.0 $721K 0.06% +203.0 +8.1% $266.84 -3.2%
159 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 14,390.0 $719K 0.06% +5K +47.3% $49.97 +2.4%
160 AEP AMERICAN ELEC PWR CO INC COM Utilities 5,404.0 $708K 0.06% +1K +33.6% $131.07 -1.1%
Page 8 of 16  ·  315 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 29.4%
Financial Services 24.3%
Healthcare 11.6%
Consumer Cyclical 7.6%
Industrials 7.2%
Communication Services 6.3%
Energy 4.5%
Consumer Defensive 3.6%
Basic Materials 2.0%
Utilities 2.0%