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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	INTC CALL	INTEL CORP COM	Technology	1,000	$37K	0.00%	SOLD
62	MVST	MICROVAST HOLDINGS INC COM	Industrials	11,801	$33K	0.00%	SOLD
63	PATH CALL	UIPATH INC CL A	Technology	1,000	$16K	0.00%	SOLD

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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%