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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 6 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 16,644.0 $877K 0.06% -5K -21.8% $52.72 -18.3%
102 SBUX STARBUCKS CORP COM Consumer Cyclical 8,586.0 $877K 0.06% -2K -15.2% $102.19 +5.2%
103 CI THE CIGNA GROUP COM Healthcare 3,068.0 $846K 0.06% -1K -24.7% $275.68 +1.7%
104 MCK MCKESSON CORP COM Healthcare 1,079.0 $815K 0.06% -27.0 -2.4% $755.41 +15.7%
105 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 6,970.0 $813K 0.06% -3K -26.8% $116.66 +50.8%
106 FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 14,440.0 $812K 0.06% -100.0 -0.7% $56.20 +1.7%
107 IGM ISHARES EXPANDED TECH SECTOR ETF 4,949.0 $810K 0.06% -583.0 -10.5% $163.58 -4.3%
108 GILD GILEAD SCIENCES INC COM Healthcare 6,343.0 $801K 0.05% -290.0 -4.4% $126.34 +16.1%
109 AMP AMERIPRISE FINL INC COM Financial Services 1,702.0 $781K 0.05% -472.0 -21.7% $458.65 +22.3%
110 PANW PALO ALTO NETWORKS INC COM Technology 2,253.0 $768K 0.05% -949.0 -29.6% $340.97 +2.9%
111 EXC EXELON CORP COM Utilities 16,391.0 $764K 0.05% -305.0 -1.8% $46.62 -4.9%
112 KKR KKR & CO INC COM 8,278.0 $760K 0.05% -275.0 -3.2% $91.78
113 FITB FIFTH THIRD BANCORP COM Financial Services 13,460.0 $759K 0.05% -81.0 -0.6% $56.37 -2.6%
114 FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 6,750.0 $748K 0.05% -100.0 -1.5% $110.85 -6.1%
115 TDG TRANSDIGM GROUP INC COM Industrials 559.0 $745K 0.05% -129.0 -18.8% $1332.34 -10.0%
116 LH LABCORP HOLDINGS INC COM SHS Healthcare 2,603.0 $729K 0.05% -100.0 -3.7% $279.95 +21.2%
117 CRH PLC ORD 6,809.0 $729K 0.05% -138.0 -2.0% $107.00
118 ALL ALLSTATE CORP COM Financial Services 3,042.0 $724K 0.05% -1K -27.6% $237.94 +9.4%
119 SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 21,401.0 $702K 0.05% -6K -21.1% $32.81 -0.1%
120 AMKR AMKOR TECHNOLOGY INC COM Technology 8,138.0 $702K 0.05% -1K -14.6% $86.23 -44.5%
Page 6 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%