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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 21 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NUE NUCOR CORP COM Basic Materials 2,604.0 $580K 0.04% +128.0 +5.2% $222.71 +9.8%
402 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,992.0 $579K 0.04% +806.0 +68.0% $290.61 -9.6%
403 COOPER COS INC COM 8,070.0 $579K 0.04% +4K +83.7% $71.71
404 RKLB ROCKET LAB CORP COM Industrials 5,689.0 $578K 0.04% -3K -34.5% $101.65 -32.8%
405 VLTO VERALTO CORP COM SHS Industrials 6,496.0 $576K 0.04% +839.0 +14.8% $88.68 +12.1%
406 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 5,027.0 $574K 0.04% -2K -31.8% $114.17 +7.5%
407 MDB MONGODB INC CL A Technology 1,708.0 $574K 0.04% +576.0 +50.9% $335.90 +19.9%
408 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 5,821.0 $572K 0.04% +625.0 +12.0% $98.20 +7.1%
409 HLN HALEON PLC SPON ADS Healthcare 61,251.0 $571K 0.04% -2K -2.6% $9.33 +8.9%
410 IYT ISHARES US TRANSPORTATION ETF 6,575.0 $570K 0.04% NEW $86.75 +0.1%
411 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 2,179.0 $570K 0.04% -221.0 -9.2% $261.37 +34.2%
412 RDDT REDDIT INC CL A Communication Services 3,260.0 $566K 0.04% NEW $173.58 -12.0%
413 EOG EOG RES INC COM Energy 4,351.0 $564K 0.04% +3K +167.8% $129.73 +15.8%
414 REGN REGENERON PHARMACEUTICALS COM Healthcare 901.0 $562K 0.04% -125.0 -12.2% $623.54 +32.9%
415 ROST ROSS STORES INC COM Consumer Cyclical 2,627.0 $559K 0.04% +1K +103.5% $212.89 +13.4%
416 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 1,690.0 $558K 0.04% +286.0 +20.4% $330.41 -0.1%
417 GL GLOBE LIFE INC COM Financial Services 3,125.0 $558K 0.04% +650.0 +26.3% $178.68 -3.1%
418 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 12,221.0 $557K 0.04% +510.0 +4.3% $45.58 -2.5%
419 MHK MOHAWK INDS INC COM Consumer Cyclical 4,552.0 $552K 0.04% +2K +98.9% $121.33 +10.5%
420 URI UNITED RENTALS INC COM Industrials 484.0 $548K 0.04% -111.0 -18.7% $1132.19 -4.3%
Page 21 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%