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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 11 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SMH VANECK SEMICONDUCTOR ETF 2,120.0 $1.4M 0.09% -726.0 -25.5% $655.89 -16.6%
202 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 34,517.0 $1.4M 0.09% $40.23 +17.4%
203 OKE ONEOK INC NEW COM Energy 15,960.0 $1.4M 0.09% +6K +66.6% $86.94 +7.0%
204 CMI CUMMINS INC COM Industrials 1,937.0 $1.4M 0.09% +207.0 +12.0% $713.10 -19.8%
205 SNDK SANDISK CORP COM Technology 600.0 $1.4M 0.09% -287.0 -32.4% $2274.94 -34.4%
206 BLK BLACKROCK INC COM Financial Services 1,416.0 $1.4M 0.09% +70.0 +5.2% $961.45 +21.9%
207 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 23,929.0 $1.4M 0.09% -2K -9.1% $56.48 +2.8%
208 ABNB AIRBNB INC COM CL A Consumer Cyclical 9,430.0 $1.3M 0.09% +4K +65.8% $143.10 +32.9%
209 JBHT HUNT J B TRANS SVCS INC COM Industrials 4,658.0 $1.3M 0.09% +694.0 +17.5% $289.43 -10.2%
210 FIRST TR HIGH YIELD OPPRT 2027 COM 97,677.0 $1.3M 0.09% +2K +2.6% $13.70
211 SOXX ISHARES SEMICONDUCTOR ETF 2,082.0 $1.3M 0.09% -12K -85.1% $640.81 -21.0%
212 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 29,218.0 $1.3M 0.09% +2K +7.2% $45.34 -4.7%
213 AEP AMERICAN ELEC PWR CO INC COM Utilities 9,647.0 $1.3M 0.09% +4K +78.5% $136.81 -10.8%
214 NVS NOVARTIS AG SPONSORED ADR Healthcare 8,348.0 $1.3M 0.09% -745.0 -8.2% $156.72 +0.8%
215 OTIS OTIS WORLDWIDE CORP COM Industrials 17,966.0 $1.3M 0.09% +8K +86.0% $71.60 +0.8%
216 ANNALY CAPITAL MANAGEMENT INC COM NEW 57,240.0 $1.3M 0.09% -3K -5.5% $22.36
217 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,325.0 $1.3M 0.09% +304.0 +29.8% $965.28 -17.7%
218 GLW CORNING INC COM Technology 5,001.0 $1.3M 0.09% +71.0 +1.4% $255.44 -43.0%
219 CVS CVS HEALTH CORP COM Healthcare 12,282.0 $1.3M 0.09% +2K +24.8% $103.45 -9.0%
220 AZN ASTRAZENECA PLC ORD Healthcare 6,659.0 $1.3M 0.09% -817.0 -10.9% $189.63 -12.1%
Page 11 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%