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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 18 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 6,750.0 $748K 0.05% -100.0 -1.5% $110.85 -5.7%
342 TDG TRANSDIGM GROUP INC COM Industrials 559.0 $745K 0.05% -129.0 -18.8% $1332.34 -10.4%
343 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 12,818.0 $741K 0.05% $57.84 +10.0%
344 CME CME GROUP INC COM Financial Services 3,350.0 $740K 0.05% +24.0 +0.7% $220.83 +25.7%
345 SCHF SCHWAB INTERNATIONAL EQUITY ETF 26,608.0 $737K 0.05% +1K +4.8% $27.70 +2.8%
346 CBRE CBRE GROUP INC CL A Real Estate 5,433.0 $732K 0.05% +3K +117.3% $134.69 +12.0%
347 LH LABCORP HOLDINGS INC COM SHS Healthcare 2,603.0 $729K 0.05% -100.0 -3.7% $279.95 +20.7%
348 CRH PLC ORD 6,809.0 $729K 0.05% -138.0 -2.0% $107.00
349 ALL ALLSTATE CORP COM Financial Services 3,042.0 $724K 0.05% -1K -27.6% $237.94 +8.6%
350 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 14,225.0 $717K 0.05% +449.0 +3.3% $50.37 -2.4%
351 DE DEERE & CO COM Industrials 1,126.0 $714K 0.05% +360.0 +47.0% $634.12 +0.1%
352 NNN NNN REIT INC COM Real Estate 15,108.0 $703K 0.05% NEW $46.53 -0.9%
353 SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 21,401.0 $702K 0.05% -6K -21.1% $32.81 -0.5%
354 AMKR AMKOR TECHNOLOGY INC COM Technology 8,138.0 $702K 0.05% -1K -14.6% $86.23 -43.0%
355 FNV FRANCO NEV CORP COM Basic Materials 3,318.0 $692K 0.05% +641.0 +23.9% $208.44 +28.8%
356 EFA ISHARES MSCI EAFE ETF 6,647.0 $690K 0.05% -2K -22.8% $103.87 +4.4%
357 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 8,621.0 $683K 0.05% +70.0 +0.8% $79.22 +7.6%
358 AME AMETEK INC COM Industrials 2,822.0 $683K 0.05% -116.0 -4.0% $241.97 +0.7%
359 MAS MASCO CORP COM Industrials 8,388.0 $683K 0.05% +565.0 +7.2% $81.37 -10.3%
360 VIKING HOLDINGS LTD ORD SHS 6,506.0 $681K 0.05% +2K +44.8% $104.67
Page 18 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%