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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 26 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IQVIA HLDGS INC COM 2,241.0 $433K 0.03% +357.0 +18.9% $193.22
502 S SENTINELONE INC CL A Technology 25,502.0 $433K 0.03% +8K +48.6% $16.97 +22.7%
503 GIS GENERAL MILLS INC COM Consumer Defensive 12,427.0 $432K 0.03% +4K +49.8% $34.80 +17.6%
504 OSK OSHKOSH CORP COM Industrials 2,816.0 $432K 0.03% NEW $153.48 +1.9%
505 PHM PULTE GROUP INC COM Consumer Cyclical 3,146.0 $432K 0.03% +394.0 +14.3% $137.21 -5.5%
506 TSN TYSON FOODS INC CL A Consumer Defensive 7,525.0 $431K 0.03% -1K -13.4% $57.25 +1.1%
507 ACWX ISHARES MSCI ACWI EX U.S. ETF 5,638.0 $429K 0.03% +2K +38.4% $76.11 +1.8%
508 ECL ECOLAB INC COM Basic Materials 1,538.0 $429K 0.03% -919.0 -37.4% $278.61 +3.0%
509 TFC TRUIST FINL CORP COM Financial Services 8,520.0 $424K 0.03% -431.0 -4.8% $49.82 +2.0%
510 TXT TEXTRON INC COM Industrials 4,615.0 $423K 0.03% $91.73 -10.5%
511 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 1,251.0 $423K 0.03% +323.0 +34.8% $338.15 +0.2%
512 NSC NORFOLK SOUTHN CORP COM Industrials 1,343.0 $423K 0.03% +476.0 +54.9% $314.70 +12.2%
513 CBSH COMMERCE BANCSHARES INC COM Financial Services 7,310.0 $422K 0.03% NEW $57.75 +1.5%
514 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 6,207.0 $422K 0.03% $67.93 -6.3%
515 WCC WESCO INTL INC COM Industrials 1,221.0 $422K 0.03% -70.0 -5.4% $345.31 -2.4%
516 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 4,617.0 $421K 0.03% +104.0 +2.3% $91.19 -18.6%
517 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 4,171.0 $418K 0.03% NEW $100.28 +3.3%
518 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,178.0 $418K 0.03% -2K -16.9% $45.52 +33.9%
519 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 12,319.0 $417K 0.03% $33.88 +9.0%
520 NOC NORTHROP GRUMMAN CORP COM Industrials 815.0 $415K 0.03% +40.0 +5.2% $509.41 +7.8%
Page 26 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%