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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 5 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 9,527.0 $1.4M 0.11% -1K -10.4% $146.28 -8.9%
82 NVS NOVARTIS AG SPONSORED ADR Healthcare 9,093.0 $1.4M 0.11% -134.0 -1.4% $152.75 -1.3%
83 GM GENERAL MTRS CO COM Consumer Cyclical 18,477.0 $1.4M 0.11% -2K -10.4% $74.50 +8.3%
84 SYK STRYKER CORPORATION COM Healthcare 4,147.0 $1.4M 0.11% -3K -40.0% $328.59 -4.7%
85 CENCORA INC COM 4,136.0 $1.3M 0.10% -7K -61.5% $314.14
86 ANNALY CAPITAL MANAGEMENT INC COM NEW 60,589.0 $1.3M 0.10% -310.0 -0.5% $21.15
87 IWS ISHARES RUSSELL MID-CAP VALUE ETF 8,547.0 $1.2M 0.10% -108.0 -1.2% $145.74 +10.1%
88 CAT CATERPILLAR INC COM Industrials 1,753.0 $1.2M 0.10% -38.0 -2.1% $708.49 +28.2%
89 NKE NIKE INC CL B Consumer Cyclical 23,144.0 $1.2M 0.10% -3K -12.2% $52.82 -13.5%
90 EFV ISHARES MSCI EAFE VALUE ETF 15,910.0 $1.2M 0.10% -3K -14.2% $74.35 +6.5%
91 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 7,366.0 $1.1M 0.09% -603.0 -7.6% $153.09 -13.8%
92 SMH VANECK SEMICONDUCTOR ETF 2,846.0 $1.1M 0.09% -390.0 -12.1% $383.40 +59.6%
93 WMB WILLIAMS COS INC COM Energy 14,967.0 $1.1M 0.09% -269.0 -1.8% $72.78 +3.7%
94 CI THE CIGNA GROUP COM Healthcare 4,074.0 $1.1M 0.09% -149.0 -3.5% $266.75 +5.3%
95 VBR VANGUARD SMALL CAP VALUE ETF 4,770.0 $1.0M 0.08% -39.0 -0.8% $217.25 +8.3%
96 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 12,465.0 $1.0M 0.08% -8K -37.9% $81.98 +2.4%
97 CHYM CHIME FINL INC COM SHS CL A Financial Services 50,526.0 $946K 0.08% -568.0 -1.1% $18.73 -6.3%
98 CALF PACER US SMALL CAP CASH COWS ETF 20,792.0 $933K 0.07% -2K -6.8% $44.87 +9.0%
99 SBUX STARBUCKS CORP COM Consumer Cyclical 10,125.0 $907K 0.07% -546.0 -5.1% $89.59 +13.2%
100 IMO IMPERIAL OIL LTD COM NEW Energy 6,861.0 $898K 0.07% -681.0 -9.0% $130.81 -3.2%
Page 5 of 13  ·  241 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%