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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 8 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UAL UNITED AIRLS HLDGS INC COM Industrials 7,182.0 $977K 0.07% +255.0 +3.7% $135.99 -16.5%
142 AON AON PLC SHS CL A Financial Services 2,910.0 $965K 0.07% +2K +206.0% $331.69 +8.3%
143 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 2,411.0 $959K 0.07% +158.0 +7.0% $397.68 -6.1%
144 ES EVERSOURCE ENERGY COM Utilities 13,214.0 $955K 0.06% +9K +254.1% $72.27 -1.4%
145 EME EMCOR GROUP INC COM Industrials 1,140.0 $946K 0.06% +274.0 +31.6% $829.88 -7.8%
146 DHI D R HORTON INC COM Consumer Cyclical 5,781.0 $942K 0.06% +330.0 +6.0% $162.87 -8.5%
147 MMM 3M CO COM Industrials 5,787.0 $937K 0.06% +251.0 +4.5% $161.90 +10.6%
148 PH PARKER-HANNIFIN CORP COM Industrials 957.0 $936K 0.06% +281.0 +41.6% $978.14 +3.7%
149 INCY INCYTE CORP COM Healthcare 8,231.0 $933K 0.06% +67.0 +0.8% $113.36 +12.9%
150 TRV TRAVELERS COMPANIES INC COM Financial Services 2,826.0 $933K 0.06% +353.0 +14.3% $330.08 +12.3%
151 WDAY WORKDAY INC CL A Technology 7,552.0 $925K 0.06% +1K +18.6% $122.42 +62.7%
152 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 8,067.0 $906K 0.06% +1K +18.0% $112.32 +42.6%
153 EPD ENTERPRISE PRODS PARTNERS L P COM 24,490.0 $900K 0.06% +3K +14.8% $36.76
154 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 11,291.0 $892K 0.06% +462.0 +4.3% $79.03 -0.5%
155 MBB ISHARES MBS ETF 9,431.0 $891K 0.06% +860.0 +10.0% $94.52 -1.3%
156 ED CONSOLIDATED EDISON INC COM Utilities 7,944.0 $879K 0.06% +1K +16.0% $110.63 -2.6%
157 WY WEYERHAEUSER CO COM NEW Real Estate 36,495.0 $874K 0.06% +2K +6.8% $23.94 +1.9%
158 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 23,253.0 $851K 0.06% +12K +108.4% $36.60
159 CGGR CAPITAL GROUP GROWTH ETF 17,901.0 $845K 0.06% +1K +6.2% $47.20 -1.2%
160 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 4,670.0 $832K 0.06% +5K +2893.6% $178.23 +19.7%
Page 8 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%