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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 7 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EFA ISHARES MSCI EAFE ETF 6,647.0 $690K 0.05% -2K -22.8% $103.87 +4.0%
122 AME AMETEK INC COM Industrials 2,822.0 $683K 0.05% -116.0 -4.0% $241.97 +0.1%
123 ROK ROCKWELL AUTOMATION INC COM Industrials 1,332.0 $659K 0.04% -184.0 -12.1% $494.95 -13.2%
124 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 14,710.0 $634K 0.04% -7K -33.2% $43.11 +0.7%
125 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 3,260.0 $614K 0.04% -856.0 -20.8% $188.34 -24.1%
126 NOW SERVICENOW INC COM Technology 5,910.0 $587K 0.04% -6K -49.0% $99.28 +29.0%
127 RKLB ROCKET LAB CORP COM Industrials 5,689.0 $578K 0.04% -3K -34.5% $101.65 -32.8%
128 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 5,027.0 $574K 0.04% -2K -31.8% $114.17 +7.5%
129 HLN HALEON PLC SPON ADS Healthcare 61,251.0 $571K 0.04% -2K -2.6% $9.33 +8.9%
130 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 2,179.0 $570K 0.04% -221.0 -9.2% $261.37 +34.2%
131 REGN REGENERON PHARMACEUTICALS COM Healthcare 901.0 $562K 0.04% -125.0 -12.2% $623.54 +32.9%
132 URI UNITED RENTALS INC COM Industrials 484.0 $548K 0.04% -111.0 -18.7% $1132.19 -4.3%
133 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 10,796.0 $544K 0.04% -1K -10.8% $50.39 +2.8%
134 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 3,498.0 $520K 0.04% -224.0 -6.0% $148.69 +18.6%
135 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 6,240.0 $516K 0.04% -958.0 -13.3% $82.65 -1.8%
136 CENCORA INC COM 1,816.0 $514K 0.04% -2K -56.1% $282.98
137 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 11,175.0 $504K 0.03% -189.0 -1.7% $45.11 +16.3%
138 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 5,120.0 $503K 0.03% -169.0 -3.2% $98.30 -0.7%
139 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 2,799.0 $500K 0.03% -127.0 -4.3% $178.63 -3.0%
140 ADBE ADOBE INC COM Technology 2,416.0 $495K 0.03% -1K -31.6% $205.02 +34.8%
Page 7 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%