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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 15 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EME EMCOR GROUP INC COM Industrials 1,140.0 $946K 0.06% +274.0 +31.6% $829.88 -7.8%
282 CIEN CIENA CORP COM NEW Technology 1,927.0 $945K 0.06% -79.0 -3.9% $490.56 -24.2%
283 DHI D R HORTON INC COM Consumer Cyclical 5,781.0 $942K 0.06% +330.0 +6.0% $162.87 -8.5%
284 CMCSA COMCAST CORP NEW CL A Communication Services 38,301.0 $940K 0.06% -12K -23.1% $24.55 +10.1%
285 SYK STRYKER CORPORATION COM Healthcare 2,985.0 $940K 0.06% -1K -28.0% $314.80 +4.1%
286 MMM 3M CO COM Industrials 5,787.0 $937K 0.06% +251.0 +4.5% $161.90 +10.6%
287 FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS Consumer Defensive 7,323.0 $937K 0.06% -183.0 -2.4% $127.90 -4.6%
288 PH PARKER-HANNIFIN CORP COM Industrials 957.0 $936K 0.06% +281.0 +41.6% $978.14 +3.7%
289 INCY INCYTE CORP COM Healthcare 8,231.0 $933K 0.06% +67.0 +0.8% $113.36 +12.9%
290 TRV TRAVELERS COMPANIES INC COM Financial Services 2,826.0 $933K 0.06% +353.0 +14.3% $330.08 +12.3%
291 WDAY WORKDAY INC CL A Technology 7,552.0 $925K 0.06% +1K +18.6% $122.42 +62.7%
292 MRVL MARVELL TECHNOLOGY INC COM Technology 3,103.0 $924K 0.06% -328.0 -9.6% $297.85 -23.0%
293 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 10,767.0 $920K 0.06% -76.0 -0.7% $85.49 +2.0%
294 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 8,067.0 $906K 0.06% +1K +18.0% $112.32 +42.6%
295 IAT ISHARES U.S. REGIONAL BANKS ETF 14,500.0 $902K 0.06% $62.21 +0.4%
296 EPD ENTERPRISE PRODS PARTNERS L P COM 24,490.0 $900K 0.06% +3K +14.8% $36.76
297 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 17,359.0 $897K 0.06% $51.69 +2.3%
298 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 40,050.0 $896K 0.06% $22.37
299 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 11,291.0 $892K 0.06% +462.0 +4.3% $79.03 -0.5%
300 MBB ISHARES MBS ETF 9,431.0 $891K 0.06% +860.0 +10.0% $94.52 -1.3%
Page 15 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%