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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLOCK INC CL A 3,258.0 $248K 0.02% NEW $76.00
82 SWK STANLEY BLACK & DECKER INC COM Industrials 2,629.0 $247K 0.02% NEW $94.11 +6.3%
83 CDW CDW CORP COM Technology 1,752.0 $246K 0.02% NEW $140.64 -2.4%
84 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 4,060.0 $246K 0.02% NEW $60.67 +27.0%
85 EVEREST GROUP LTD COM 688.0 $246K 0.02% NEW $357.23
86 CGNX COGNEX CORP COM Technology 3,386.0 $245K 0.02% NEW $72.42 -16.4%
87 LINE LINEAGE INC COM Real Estate 5,648.0 $244K 0.02% NEW $43.25 -3.8%
88 HCC WARRIOR MET COAL INC COM Energy 2,939.0 $239K 0.02% NEW $81.16 +31.5%
89 OGS ONE GAS INC COM Utilities 3,084.0 $238K 0.02% NEW $77.07 +2.3%
90 BKH BLACK HILLS CORP COM Utilities 3,191.0 $237K 0.02% NEW $74.40 -3.6%
91 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 113.0 $235K 0.02% NEW $2080.79 +4.9%
92 BKDV BNY MELLON DYNAMIC VALUE ETF 6,976.0 $234K 0.02% NEW $33.49 +4.1%
93 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 1,275.0 $233K 0.02% NEW $183.13 -0.7%
94 THG HANOVER INS GROUP INC COM Financial Services 1,089.0 $233K 0.02% NEW $214.12 +4.2%
95 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 4,503.0 $233K 0.02% NEW $51.78 +1.2%
96 PSA PUBLIC STORAGE COM Real Estate 725.0 $231K 0.02% NEW $318.49 +1.3%
97 GTLB GITLAB INC CLASS A COM Technology 7,556.0 $231K 0.02% NEW $30.53 +36.5%
98 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 3,178.0 $230K 0.02% NEW $72.51 +11.5%
99 PCTY PAYLOCITY HLDG CORP COM Technology 2,196.0 $230K 0.01% NEW $104.53 +46.7%
100 DXCM DEXCOM INC COM Healthcare 3,381.0 $228K 0.01% NEW $67.35 +37.1%
Page 5 of 8  ·  148 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%