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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 12 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TER TERADYNE INC COM Technology 2,553.0 $1.2M 0.08% +363.0 +16.6% $483.84 -24.6%
222 CEG CONSTELLATION ENERGY CORP COM Utilities 4,957.0 $1.2M 0.08% -495.0 -9.1% $248.37 +10.1%
223 MCD MCDONALDS CORP COM Consumer Cyclical 4,537.0 $1.2M 0.08% +210.0 +4.8% $270.31 +0.8%
224 LOW LOWES COS INC COM Consumer Cyclical 5,552.0 $1.2M 0.08% -672.0 -10.8% $220.50 -1.6%
225 CRM SALESFORCE INC COM Technology 7,784.0 $1.2M 0.08% -103.0 -1.3% $156.66 +33.4%
226 SCHZ SCHWAB US AGGREGATE BOND ETF 52,285.0 $1.2M 0.08% +11K +27.6% $23.13 -1.4%
227 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 22,904.0 $1.2M 0.08% +832.0 +3.8% $52.34 -0.6%
228 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 9,669.0 $1.2M 0.08% -4K -29.6% $123.11 +32.4%
229 GOVT ISHARES U.S. TREASURY BOND ETF 52,011.0 $1.2M 0.08% -1K -1.9% $22.78 -1.3%
230 CL COLGATE PALMOLIVE CO COM Consumer Defensive 12,855.0 $1.2M 0.08% +1K +11.0% $91.68 +1.0%
231 WM WASTE MGMT INC DEL COM Industrials 5,266.0 $1.2M 0.08% -50.0 -0.9% $222.87 +1.6%
232 GD GENERAL DYNAMICS CORP COM Industrials 3,294.0 $1.2M 0.08% -215.0 -6.1% $354.21 +8.3%
233 DAL DELTA AIR LINES INC COM NEW Industrials 12,447.0 $1.2M 0.08% +2K +18.2% $93.66 -11.9%
234 UNILEVER PLC SPON ADR NEW 19,377.0 $1.2M 0.08% -5K -19.1% $60.12
235 TOL TOLL BROTHERS INC COM Consumer Cyclical 7,067.0 $1.2M 0.08% +474.0 +7.2% $164.75 -10.5%
236 VBR VANGUARD SMALL CAP VALUE ETF 4,772.0 $1.2M 0.08% $242.98 +2.2%
237 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 2,972.0 $1.1M 0.08% -284.0 -8.7% $386.72 +4.1%
238 BP BP PLC SPONSORED ADR Energy 30,728.0 $1.1M 0.08% -2K -6.8% $36.95 +18.4%
239 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 9,631.0 $1.1M 0.07% +1K +16.5% $114.18 +31.2%
240 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 20,812.0 $1.1M 0.07% +9K +73.1% $52.65 +23.8%
Page 12 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%