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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 10 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LRCX LAM RESEARCH CORP COM NEW Technology 3,674.0 $1.6M 0.11% +1K +43.2% $433.27 -28.4%
182 PEP PEPSICO INC COM Consumer Defensive 11,715.0 $1.6M 0.11% -1K -10.1% $135.40 +6.8%
183 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 16,917.0 $1.6M 0.10% -13K -43.2% $91.64 -0.0%
184 EIX EDISON INTL COM Utilities 20,803.0 $1.5M 0.10% +2K +10.4% $74.45 -0.6%
185 FCX FREEPORT MCMORAN INC CL B Basic Materials 24,574.0 $1.5M 0.10% +5K +25.4% $62.89 +23.7%
186 GM GENERAL MTRS CO COM Consumer Cyclical 19,767.0 $1.5M 0.10% +1K +7.0% $77.08 +12.8%
187 BK BANK OF NY MELLON CORP COM Financial Services 10,532.0 $1.5M 0.10% -1K -11.2% $144.61 -0.6%
188 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 28,982.0 $1.5M 0.10% -5K -13.8% $52.41 -0.5%
189 GDX VANECK GOLD MINERS ETF 20,098.0 $1.5M 0.10% +14K +218.8% $75.45 +37.2%
190 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 30,650.0 $1.5M 0.10% +242.0 +0.8% $49.28 +15.1%
191 PNC PNC FINL SVCS GROUP INC COM Financial Services 6,065.0 $1.5M 0.10% +1K +30.2% $246.23 -1.0%
192 AMGN AMGEN INC COM Healthcare 4,077.0 $1.5M 0.10% -186.0 -4.4% $362.10 +22.6%
193 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 2,971.0 $1.5M 0.10% +468.0 +18.7% $496.68 +10.3%
194 UPS UNITED PARCEL SVCS INC CL B Industrials 13,711.0 $1.5M 0.10% +8K +144.0% $107.50 -4.4%
195 AXON AXON ENTERPRISE INC COM Industrials 2,629.0 $1.5M 0.10% +160.0 +6.5% $560.61 +6.6%
196 COP CONOCOPHILLIPS COM Energy 14,088.0 $1.5M 0.10% +701.0 +5.2% $103.96 +28.3%
197 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 9,784.0 $1.4M 0.10% +353.0 +3.7% $146.41 -3.2%
198 BDX BECTON DICKINSON & CO COM Healthcare 9,440.0 $1.4M 0.10% -739.0 -7.3% $151.33 +26.0%
199 CRWD CROWDSTRIKE HLDGS INC CL A Technology 1,864.0 $1.4M 0.10% +72.0 +4.0% $190.80 -0.1%
200 IAU ISHARES GOLD TRUST Financial Services 18,626.0 $1.4M 0.10% +579.0 +3.2% $75.51 +15.8%
Page 10 of 41  ·  815 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%