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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 9 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2,957.0 $368K 0.03% -740.0 -20.0% $124.44 +50.2%
162 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 3,579.0 $359K 0.02% -864.0 -19.4% $100.35 -3.2%
163 COMP COMPASS INC CL A Technology 28,757.0 $355K 0.02% -54K -65.1% $12.33 -6.4%
164 NKE NIKE INC CL B Consumer Cyclical 8,495.0 $349K 0.02% -15K -63.3% $41.05 +0.4%
165 ORI OLD REP INTL CORP COM Financial Services 8,412.0 $344K 0.02% -2K -17.5% $40.92 +3.6%
166 CCK CROWN HLDGS INC COM Consumer Cyclical 3,067.0 $343K 0.02% -200.0 -6.1% $111.84 +7.9%
167 ITB ISHARES U.S. HOME CONSTRUCTION ETF 3,205.0 $335K 0.02% -5K -58.7% $104.48 -5.5%
168 KDP KEURIG DR PEPPER INC COM Consumer Defensive 10,175.0 $333K 0.02% -713.0 -6.5% $32.73 -0.2%
169 CAH CARDINAL HEALTH INC COM Healthcare 1,384.0 $329K 0.02% -703.0 -33.7% $237.53 -3.9%
170 WWD WOODWARD INC COM Industrials 759.0 $323K 0.02% -45.0 -5.6% $425.44 -21.0%
171 AA ALCOA CORP COM Basic Materials 6,191.0 $323K 0.02% -505.0 -7.5% $52.14 -1.5%
172 EXPD EXPEDITORS INTL WASH INC COM Industrials 1,961.0 $320K 0.02% -2K -47.6% $162.98 +15.5%
173 MPC MARATHON PETE CORP COM Energy 1,200.0 $307K 0.02% -356.0 -22.9% $255.70 +41.2%
174 MELI MERCADOLIBRE INC COM Consumer Cyclical 180.0 $306K 0.02% -16.0 -8.2% $1697.39 +16.1%
175 AMRIZE LTD SHS 5,650.0 $301K 0.02% -3K -31.9% $53.30
176 SF STIFEL FINL CORP COM Financial Services 4,294.0 $300K 0.02% -444.0 -9.4% $69.77 +17.2%
177 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 7,040.0 $294K 0.02% -342.0 -4.6% $41.82 +6.1%
178 FAST FASTENAL CO COM Industrials 6,108.0 $293K 0.02% -6K -48.5% $48.03 +8.4%
179 NTR NUTRIEN LTD COM Basic Materials 4,623.0 $291K 0.02% -1K -21.6% $62.96 +20.4%
180 FMDE FIDELITY ENHANCED MID CAP CORE ETF 6,985.0 $283K 0.02% -536.0 -7.1% $40.58 +4.2%
Page 9 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%