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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 24 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 KMI KINDER MORGAN INC DEL COM Energy 15,372.0 $491K 0.03% -230.0 -1.5% $31.97 -3.0%
462 BALL BALL CORP COM Consumer Cyclical 7,875.0 $491K 0.03% +4K +111.1% $62.40 +3.2%
463 VTEB VANGUARD TAX-EXEMPT BOND ETF 9,652.0 $488K 0.03% +240.0 +2.5% $50.58 -2.1%
464 CUBE CUBESMART COM Real Estate 12,247.0 $487K 0.03% NEW $39.77 +2.9%
465 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 6,957.0 $487K 0.03% +863.0 +14.2% $69.98 -3.6%
466 RBLX ROBLOX CORP CL A Technology 8,940.0 $486K 0.03% NEW $54.38 -28.7%
467 SKYY FIRST TRUST CLOUD COMPUTING ETF 3,603.0 $485K 0.03% -217.0 -5.7% $134.54 +18.2%
468 YUM YUM BRANDS INC COM Consumer Cyclical 3,007.0 $481K 0.03% +419.0 +16.2% $159.86 -1.6%
469 DOCN DIGITALOCEAN HLDGS INC COM Technology 3,056.0 $480K 0.03% -176.0 -5.5% $157.03 -29.0%
470 AKAM AKAMAI TECHNOLOGIES INC COM Technology 4,058.0 $480K 0.03% +739.0 +22.3% $118.21 -10.6%
471 CW CURTISS WRIGHT CORP COM Industrials 633.0 $480K 0.03% +34.0 +5.7% $757.76 -18.8%
472 GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 5,056.0 $477K 0.03% +485.0 +10.6% $94.42 +3.9%
473 KMX CARMAX INC COM Consumer Cyclical 9,020.0 $477K 0.03% +1K +18.0% $52.89 +18.7%
474 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,383.0 $476K 0.03% -1K -50.5% $344.22 +0.7%
475 HEICO CORP NEW CL A 1,845.0 $476K 0.03% NEW $257.93
476 TGTX TG THERAPEUTICS INC COM Healthcare 8,658.0 $476K 0.03% +157.0 +1.9% $54.94 +1.9%
477 NXPI NXP SEMICONDUCTORS N V COM Technology 1,683.0 $473K 0.03% +166.0 +10.9% $281.03 -20.8%
478 EFV ISHARES MSCI EAFE VALUE ETF 6,173.0 $473K 0.03% -10K -61.2% $76.55 +7.5%
479 MEDP MEDPACE HLDGS INC COM Healthcare 886.0 $469K 0.03% -21.0 -2.3% $529.59 +17.1%
480 MKSI MKS INC. COM Technology 1,053.0 $468K 0.03% +165.0 +18.6% $444.80 -39.5%
Page 24 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%