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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 2 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XBI STATE STREET SPDR S&P BIOTECH ETF 23,878.0 $3.8M 0.26% -3K -12.3% $158.25 +4.7%
22 GWW WW GRAINGER INC COM Industrials 2,716.0 $3.7M 0.25% -207.0 -7.1% $1360.34 -3.5%
23 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 44,366.0 $3.7M 0.25% -3K -7.3% $82.84 -1.5%
24 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 7,661.0 $3.7M 0.25% -318.0 -4.0% $477.56 -12.3%
25 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 16,265.0 $3.6M 0.24% -765.0 -4.5% $219.43 +1.7%
26 WINN HARBOR LONG-TERM GROWERS ETF 109,318.0 $3.5M 0.24% -870.0 -0.8% $32.47 +3.1%
27 WMT WALMART INC COM Consumer Defensive 30,144.0 $3.4M 0.23% -3K -9.6% $113.26 -8.4%
28 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 356,959.0 $3.4M 0.23% -36K -9.2% $9.48 +3.8%
29 AGNC AGNC INVT CORP COM Real Estate 291,302.0 $3.2M 0.21% -26K -8.1% $10.90 -0.1%
30 GS GOLDMAN SACHS GROUP INC COM Financial Services 3,094.0 $3.1M 0.21% -113.0 -3.5% $1011.36 +2.8%
31 TCPC BLACKROCK TCP CAPITAL CORP COM Financial Services 899,089.0 $3.0M 0.20% -397K -30.7% $3.36 +19.9%
32 BAC BANK OF AMER CORP COM Financial Services 51,979.0 $3.0M 0.20% -2K -3.1% $56.98 +8.3%
33 DVY ISHARES SELECT DIVIDEND ETF 18,507.0 $2.9M 0.20% -680.0 -3.5% $156.30 +5.0%
34 GDIV HARBOR DIVIDEND GROWTH LEADERS ETF 148,879.0 $2.7M 0.18% -8K -4.9% $18.44 +3.1%
35 ASML ASML HLDG NV N Y REGISTRY SHS Technology 1,306.0 $2.6M 0.17% -260.0 -16.6% $1989.72 -11.4%
36 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 2,556.0 $2.4M 0.16% -19.0 -0.7% $935.59 +1.3%
37 DHR DANAHER CORP DEL COM Healthcare 12,094.0 $2.3M 0.15% -2K -12.8% $190.48 +14.9%
38 IWM ISHARES RUSSELL 2000 ETF 7,644.0 $2.3M 0.15% -724.0 -8.7% $300.43 -0.2%
39 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 20,620.0 $2.2M 0.15% -2K -10.7% $107.13 +4.0%
40 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 32,218.0 $2.2M 0.15% -350.0 -1.1% $68.01 +1.6%
Page 2 of 12  ·  222 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%